I don’t often toot our own horn, but last week Financial Advisor put out their 2026 RIA Survey & Ranking report (ranking over 500 RIAs), and I thought it deserved a mention letting readers know of the crazy fast growth […]
AdvisorShare WM Named the Fastest Growing RIA for 2nd Year in a Row Read More »
With July 4th this past Saturday, many took last week off, and others are taking this week off. So, it’s not the greatest time for a newsletter, but I figured I’d send one out with a few items from my
Useful Items on this 2nd Holiday Week (like TacticalMind AI’s Market Outlook) Read More »
The 4th of July is on a Saturday this year. So, many advisors are taking some of this week off, and some will do so next week. As such, I thought I’d create a newsletter with useful material for those
Three New Retirement Studies to Read on this Holiday Week Read More »
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 »
