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A reader asks: I’ve heard you say quite a few times that “trees don’t grow to the sky”, and you’re usually talking a particular company or Bitcoin or maybe ARK, etc. But could the same be true for the stock market in general, i.e., does it hit a point where it simply can’t grow anymore. After all, money and dollar are scarce and limited. If everyone hypothetically invests, we can’t all become millionaires, r.
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Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.
Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two. But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” Man
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We are excited to welcome Alexander Bailey to our team. He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. He is passionate about learning the intricacies of financial planning and learning how to apply that knowledge in our clients’ financial plans to help guide them on their financial journeys.
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Retirement is a time for rest, relaxation, and a chance to sit back and appreciate all that we have gained. No longer do we have to rush around trying to meet deadlines or fulfill the demands of a boss. Instead, we can take the time to slow down and truly enjoy the moments we have planned. Gone are the days of frantically rushing from one task to the next, always chasing after success and the next big thing.
Today’s Animal Spirits is brought to you by YCharts: Enter your information here to get 20% off YCharts (new clients only) On today’s show, we discuss: The narrative vortex December 2022 retail sales Auto market weekly summary: January 13 Tesla’s price cuts are roiling the car market Over 5M new US startups show Covid-era boom has legs Google laid off high performers and earners while largely sparing ̵.
By Thomas F. Levasseur, CLU, MS Ed. I’ve been an MDRT member for more than 30 years. During that time, I’ve served on numerous committees and task forces where I got to rub elbows with great leaders. From those experiences, I’ve found that an important part of life is seeking to serve, not to shine. The desire to shine can cause you to get in your own way.
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3 MIN READ Are taxes too taxing? No one likes taxes. I get it. Even though I do taxes for a living, I’ll be the first to admit it’s not always easy or simple. It can be stressful, right? Taxes are a hassle at least and a complete nightmare at worst. None of that sounds like fun. As a result, many people might want to put it off, procrastinate, avoid, ignore, and do all the things that don’t involve dealing with their taxes.
The challenge of writing compelling emails often comes down to a balance of two things; quality and quantity. As an advisor, you need to be engaging your email list with consistent, personalized and relevant content. Creating emails that meet these criteria, though, can take a lot of time. This is where email automation steps in, providing financial advisors with a tool to schedule and create emails quickly.
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