Retirement

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 […]

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

April 16-17, 2026 To DOWNLOAD the FULL Vegas agenda, click on the following link: www.uploadedimages.net/content/PDFs/Vegas.Seminar.Full.Agenda.2026.pdf Sign Up Right Now To Attend! If you know you want to attend, click on the following to use an online sign-up form: www.advisorshare.com/las-vegas-signup-2026 5-Pillar

It’s been a while since I covered an investment strategy, so I thought I’d do one this week on a very interesting Risk On/Risk Off (RORO) strategy. RORO is available on the “Anti-TAMP” I’m not just covering this as an

What’s the #1 elusive marketing platform for most advisors? Working with CPAs! While nearly all advisors want to work with CPAs, few actually do. Why? It’s difficult to gain their trust and even more difficult to get them to refer

The new Investment Company Institute (ICI) numbers on the staggering amount of total wealth across all retirement plans are out. The total amount is $48.1 trillion as of 3rd quarter, 2025. Of that, $18.9 trillion is in IRA assets and

To download the UPDATED IUL ROR probability chart, click on the following link: https://advisorshare.com/probability-of-return-2026 Need a Sales Mentor for AUM and FIAs? Jonathan Camarda, CFA, CAIA, CMT, CIMA, to the Rescue! Webinar—January 15th at 2:00 p.m. EST If you missed

To download this 24-page study by Corebridge Financial, click on the following: www.advisorshare.com/longevity-study Living to Age 100 This study is about the possibilities of living to age 100 and the thoughts of those surveyed on how prepared they are if