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 »
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 »
