Yes, I know Ed is revered as the world’s greatest expert when it comes to all things IRA-related. I’m not disputing his knowledge except for his understanding of Roth IRA Conversions. When I asked Ed 10+ years ago what he […]
Ed Slott Shows His Ignorance of Roth Conversions in Recent Online Interview Read More »
Wednesday, June 17th at 3:00 PM EST Click on the following to sign up (it will be recorded for those who can’t make it live) https://landing.tacticalmind.ai/tacticalmind-ai-june-18-webinar What is TacticalMind AI™? In short, TacticalMind AI™ is the industry’s 1st tool that
The Future of AI Investing! Attend a Pre-Launch Demo of TacticalMind AI Read More »
This is newsletter #3 in a series of newsletters on a handful of unique investment strategies run by Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM. Webinar on Demand To watch a video of Joe explaining the
All-Cap Share Buyback Strategy up 27.11% YTD and 61.78% over 12 Months Read More »
I’ve alluded in some of my past newsletters to what I believe is the most exciting advisor tool I’ve worked on since I got in the business. That is a big statement considering all the stuff I’ve worked on and
Sign up for TacticalMind AI’s Monthly Stock Market Outlook Report Read More »
The downloads you will want after reading this newsletter are: 1) A real Craig Wear Roth conversion client recommendation (15-page PDF) 2) Craig’s 15-page client engagement letter (a stunning read) 3) Our OnPointe Software Roth conversion recommendation To download the
Beware of Craig Wear…Roth Conversion Guru for Million Dollar IRAs Read More »
To get the details on this FIA and the carrier that offers it, click on the following link: https://advisorshare.com/9-5-percent-guaranteed-cap Not that any advisor should pick a product based on commissions, but the 5-year product pays a 4.5% commission, and through
FIA with Guaranteed 9.5% S&P 500 Pt-to-Pt Cap for 5 Years Read More »
This new tool is going to reset the landscape when it comes to “risk tolerance” programs like Riskalyze/Nitro, Hidden Levers, etc. It’s the most innovative tool to hit the risk space in 10+ years. It’s going to take the review
OnPointe Risk Analyzer Adds the Industry’s First AI Portfolio Review Tool Read More »
I rarely get excited about someone else’s software, but I am super excited to let advisors know about the new CRM program I found. I’m so excited about this that for the first time ever, I decided to devote my
New CRM Blows Retail/Wealthbox Away! Why I Switched After One Live Demo! Read More »
