Quick Hits

We are less than 2 weeks from 2023! I’m sure you have done some planning for next year or you’re starting to, so I thought I’d take this Quick hits to share some of my favorite tools for year end planning. Here are some items me and other advisors use to plan for the coming…

You thrive in uncertain times. You are like superheroes when the night seems very very dark. Don’t believe me? – Google “Are we in a recession?” then click “News.” CNN – Why we think we are in a recession YAHOO – We see a shallow recession Fortune – We are headed for a profound economic…

2 minutes left, you’ve got the ball on the 5 yard line and you are up by 3 points. You are winning, but if you punch the ball in the endzone you completely remove the chance of your opponent being able to score to beat you. Do you slow up and try to let the…

Wow… This week has been so tense you could’ve cut it with a spoon! (Robinhood reference anyone?) Midterms rollercoaster is just about over. One of the largest Crypto Brokers goes bankrupt and the celebrities who endorsed it are being sued calling it a “Ponzi Scheme” There is a massive tech layoff happening 11,000 Employees from…

    There is nothing worse than feeling like you’ve been baited and switched… Most of us don’t ever mean to bait and switch someone but we do it unknowingly. We do it by not having extremely buttoned up processes. We do it by not being almost perfect after the sale is made. You aren’t…

    To the best advisors in the US – dare I say the world!? Today I’ve got the same story different verse: Stocks continue to fall Interest rates on the rise Increasing Inflation that is hitting homes every day Does anyone else hear excuses a lot these days? I have 4 young kids and…

    Somehow I missed it and I’m late to the party here, but apparently as of the 2019 census Millennials are the largest generation. Not sure if you all knew this, but it was news to me. I know millennials get a bad rap by business owners and employers alike, but this also makes…

Good Afternoon, AE Partners! As of this past week, the S&P 500 has surrendered nearly half of the gains since March of 2020 bottom… What a ride right?! Not exactly the ride you want to be taking when you are in the retirement red zone. Once again the Consumer inflation has hit another 4 decade…

Everyone wants to be able to see the future, right? It’s a big reason I started these quick hits, was to give you up to date, relevant to our industry, trends that may show you what to expect with your prospects and clients and nuggets you can market with. When does wanting to know the…

In true Advisors Excel fashion, I am going to use what is already working for Today’s Quick Hit intro from The Morning Brew – it was too good not to. Good morning. Are we about to enter an economic crisis? Could be. But don’t look at unemployment, interest rate hikes, or the housing market for…