Quick Hits
Quick Hits: Spark Joy | Fun Stats | Shoeshine Boys
Fun Stats: The S&P 500 has risen 87% since its low on March 23, 2020, adding $50 trillion worth of value to the index in just over a year, the best 12-month rally since the 1930s. –Yahoo, April 26, 2021 Mom and Pop traders now account for almost as much trading as all hedge funds…
Read MoreQuick Hits: Testimonial Time | Buffet on Bitcoin | Rising Inflation
I had a few conversations this week around making big changes to business to make bigger moves and then I read this quote from Warren Buffet that gave me a better perspective. “The interesting thing about business, it’s not like the Olympics. You don’t get any extra points for the fact that something’s very hard…
Read MoreQuick Hits: Snappy Snappy | Dress Codes | NFL Bitcoin
Wow! Where did April go? Did 2020 already happen? Here is a positive stat to kick things off… 72% of workers are somewhat or very confident in their ability to live comfortably in retirement! Here are your Quick Hits: Dress Code from the top AE Offices Survey: We received 8 responses from AE’s…
Read MoreQuick Hits: Excelerating | Whiskey down | 5 Superpowers
We’ve gone from “recovering” to “accelerating!” Skimming the media world, the overarching message has flipped from the recovering and stimulus to the economy is accelerating and hitting new highs. Here at Advisors Excel, we are seeing a 25-30% increase in marketing efforts from our affiliate partners month over month! Maybe instead of accelerating we are EXCELerrating? Sorry… #Dadjokes P.S.…
Read MoreQuick Hits: Buffett Concern | 1.2M Whoopsy | Phone Scripts
Markets up, Vaccines up, states are opening up, live events are up! …feels good to be on the up and up am I right?! What’s next? The one thing we can be positive of is taxes are going to be up too. Now is the time to market and help your clients prepare for the…
Read MoreQuick Hits: One Thing | Housing Boom | Federal Spending
Hope you all are staying warm out there! That groundhog wasn’t lying! Spring can’t come soon enough am I right? Don’t miss hit #1 Geoff Woods presentation from Ignite. So good! Well worth the 90 minutes. Here are your Quick Hits: Geoff Woods – “One Thing” Presentation at Ignite Instead of turning on Netflix this…
Read MoreQuick Hits: Radio BB | Valentine’s Implosion | Money Lies
WARNING: Do not forget! Valentines day is SUNDAY. Just a heads up. But seriously, don’t take your spouse to see a building be imploded on valentine’s day. She’ll hold it over your head forever! Not that I did that, but a guy I know (really well) might have done that and it haunts him every valentine’s…
Read MoreQuick Hits: How to Kill 11 Million People | Mutual Funds | Referrals
Here are your Quick Hits: Referral Ambassador program · Looking for another referral program to implement? · This is a great one to take a look at and take a few ideas from! Kitces on the problem with goals-based planning · I thought Kitces brings up some very good points… · “when I sit down across from clients, and…
Read MoreQuick Hits: Inaugural Addition | Why Retirees Fail | FIA Myth Busters
New year, new president, and hopefully not a new stock market as that seems to be still going strong. …And the last red flag of this bull run seems to be removed this week. …But the next article right underneath that one says “Why we can’t go any higher…” Who knows…that’s why our retirees have YOU!…
Read MoreQuick Hits: SEC Changes! | Biden $1.9T | Zoom Exhaust
Goooooooood Mooorning Advisors! Feels like 2020 didn’t watch its step going into 2021. We are stumbling but we are moving forward! · President is impeached…again. · Biden released his $1.9 TRILLION plan…I think we are all wondering where that money is coming from. · And still the stock market is UP YTD. People need you now more than…
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