Quick Hits
Quick 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…
Read MoreLast Quick Hits of 2020!
It is the last workday, Last Thursday, last day, and the last Quick Hits of 2020! I know one more day won’t change much, but it at least feels like we can move on. It feels like the last day before vacation and you are trying to pack your bags, get everything ready, make sure you don’t…
Read MoreQuick Hits: Big Investment | 2020 Visuals | Eviction Notices
If the holiday season wasn’t busy enough the markets are adding to it! · Markets are hitting new highs · First batch of the Vaccine is now underway · Tesla is joining the S&P (look out for a wild ride!) · The leading retail investment platform Robinhood gets a $65Million fine from the SEC You know what I like about all…
Read MoreQuick Hits: Twighlight Zone | Big Announcement | Best S&P Month
Welcome back to the twilight zone folks… S&P just hit it’s best November on Record! Say what?! Pandemic, highest COVID rates we’ve seen, huge unemployment, mortgage delinquency rates are spiking, but hey Tesla is joining the S&P! A couple of these articles this week are a little more “doom and gloom” but I believe they speak…
Read MoreQuick Hits: Anxiety | Equity Pyramid | 2020 Rewind
We made it! Yes, the last month of 2020! While 2020 threw a couple jabs and maybe even a couple hooks that connected on our jaw, we are still standing and here at AE we are ready to send a few quick jabs right out off the bell of 2021!! We have a lot of…
Read MoreQuick Hits: Thanksgiving Pain | Turn-key Resources | Next Level Skittles Chart
Thanksgiving is one of my favorite holidays. There isn’t another day in the year that is dedicated to just say “Thank you.” Not thank you FOR (blank)… Just “Thank you.” It’s also generic, which allows us run in any direction we want to give thanks for or whoever we want to thank. One of my…
Read MoreQuick Hits: Holiday Marketing? | JP Morgan Cuts 60/40 | Evergreen articles
42 Days until Christmas! What?! I get asked this question a lot… “Do I continue to market during the holiday season?” My Answer every time: “The top advisors NEVER take the holiday months off of marketing, while most other advisors stop. The top always ZIG when everyone else is ZAGGING.” 2020 is a great year to…
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