If this tool doesn’t blow your mind, please reach out to me and tell me why. What is a portfolio optimizer? Well, let’s start by defining what portfolio optimization is: It’s when a firm reviews its investment models, looks at […]
AI Portfolio Optimizer Launches in 2 Weeks—The Sneak Preview Will Blow Your Mind Read More »
499 CPAs signed up, and over 350 showed up live! Last week, I did a webinar on long-term care tools with an emphasis on the NEW and exclusive Immediate Care Annuity. 499 signed up, and amazingly, 358 showed up live
Watch My CPE Educational Video on LTC and the NEW Income Care Gap Product Read More »
If you missed recent newsletters about TacticalMind AI™ (https://tacticalmind.ai), you didn’t hear about the most exciting investment tool I’ve seen since I got into the industry 25 years ago. AI isn’t going to solve all problems, but with investing, AI
TacticalMind AI August Market Outlook and July Model Returns Read More »
Paying it forward is an expression when the recipient of an act of kindness does something kind for someone else rather than simply accepting or repaying the original good deed. This newsletter is about paying it forward for the Financial
Financial ConNEXTion’s 20th Anniversary…Paying it Forward Read More »
If you want to learn RMs so you can properly advise your clients, this is your lucky day. I’ve teamed up with Todd Ballenger, founder, and CEO of Borrow Smart University. I’ve known Todd for 20+ years, and he’s one
The Good, the Bad, and the Ugly with Reverse Mortgages Read More »
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 »
