Quick Hits

One thing I am learning during this bear market is we have all the tools to help economies grow. The markets can shift, companies can be creative and adapt, governments can print money and give it away to make sure it doesn’t free dive, BUT we only have one tool to fight inflation… It hurts…

Today we wrap up the Advisors Excel Journey Event in Dallas which ended up being our best attended Journey EVER! AE advisors also had their biggest month in AE history! It is becoming crystal clear that retirees are looking for the custom, independent, and retirement focused help from advisors like you. Thank you for all…

Over the last few years we’ve gotten used to change (or maybe at least better at it) and now that we actually need and want some change it feels like we are in a revolving door. Here is what I mean: Inflation is still at an all time high (10th month above 6%) The Fed…

First off, Big Thank You to everyone who cheered on our AE crew as we conquered 29029!! It was a life changing experience for all of us and even more importantly we raised over $100,000 for The Jones Project! Recap video here “Pain is mandatory, but suffering is optional” – Colin O’Grady   A lot…

Maybe it’s the second half of the year and everyone is done with the negativity… Maybe it’s because it’s an election year… BUT things seem to be looking a lot better according to the media: CDC is now labeling un-vaccinated and vaccinated as equal Removing all quarantine and exposure rules/recommendations. Does this mark the end…

2 quarters with GDP down, current bear market, inflation at a 40 year high, one of the worst approval ratings by any president, polarized country  – Let’s go to Tawain and start WW3! Sometimes we just need to shake our head and go on a “news diet” – See article below.   On a MUCH…

I tend to be slower when it comes to learning, so let me talk this out with you: Definition of a recession: “two consecutive quarters of decline in a country’s Gross Domestic Product (GDP) constitute a recession.” (this is a hard definition to find that hasn’t been updated in the last 2 weeks) Fact: U.S.…

I’ve been getting more questions around articles to share with prospects and clients that back up your planning message, so I’m including a few more this week. I know summertime can be slow and hot but the economy and markets still seem to be teetering on edge, which means your prospects are looking for you!…

Happy belated 4th of July! I hope everyone enjoyed the time to celebrate the many, many blessings we have in this country because of our freedom. I believe the incredible lives we live here in the U.S. are 1 thousand times better than anywhere else in the world. 1/3rd of the world lives on $2…

As I’m sure you’ve heard, unless you have been lost at sea, we have officially entered a Bear Market. “What kind of bear is this going to be?” is the question and American retirees are looking to you for the answers! With all the negative going on right now I figured we could all use…