Quick Hits

Excited to see you all in Rome next week!! Cin Cin! Cin cin’ is the most common way to say ‘cheers’ in Italian. This is a casual and informal toast that is commonly used among friends and family. “Salute” is another way to say “cheers,” which is more formal and is often used in more…

Here are your Quick Hits: The C Word – Humble Dollar Maximize your spending in retirement Stock-obsessed Gen Z are using astrology and tarot to invest—and swearing by the results to the tune of over $400,000 The Stocks Driving S&P 500 Returns in 2024

I can’t believe we are almost HALF WAY through 2024! Can you? I hear a lot of you are having your best year ever…AGAIN. It’s an exciting time and you all are helping a lot of people navigate one of the most stressful times in their lives. It’s awesome to be a part of it.…

Here are your Quick Hits: Why the Recession Still Isn’t Here Clients Might Want To ‘Use Not Lose’ Expiring Estate Tax Exemptions Lazy Work, Good Work – Morgan Housel

Here are your Quick Hits: NAFA’s Guide to the DOL Ruling 10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary) Wall Street’s Favorite Recession Indicator Is in a Slump of Its Own Should you be a finfluencer?

Here are your Quick Hits: Fast food inflation compared to Listed inflation is WILD! What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024 (Michael Kitces) Financial Advisors Reduce Clients’ Stress: Survey Majority of Americans wrongly believe US is in recession – and most blame Biden

Stop saying “Fiduciary!!” Here are your Quick Hits: US Consumer Confidence Retreats in April The Era of ‘No-Show’ Fees Is Here—and It’s Going to Cost You NVIDIA is OFF THE CHARTS

How do you grow fast as a Financial Advisor? Well, you need to recover fast. How do you recover fast? Check out this week’s video in your Quick Hits: Steve Jobs’ former intern reflects on working for the tech mogul: “I worked 20 yards away from him every day.” The Salary you need to be…

As an independent advisor there is one thing that solves all the other problems in your business… Here are your Quick Hits: EARNING A CRUST – Uncrustables to be a Billion Dollar Business 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade Wall Street Just Doesn’t Get Retirement

FIA Report from 2023 Sales Here are your Quick Hits: Keynote by NVIDIA CEO Jensen Huang What The Wealthiest Investors Want From Advisors Why Linkedin is Crucial for Your Business in 2024 – GaryVee Podcast Backdoor Roth IRAs Are Promising—and Perilous – WSJ