May 8, 2020
Quick Video Tip - Zoom Scheduling
We are all using Zoom to schedule our meetings. Let's save you and your team some time scheduling those from within the Chrome browser.
May 5, 2020
Tuesday Comic - Liquidity
Trying to make your day a little brighter with comics.
April 28, 2020
Tuesday Comic - Innovation
Trying to make your day a little brighter with comics.
April 21, 2020
Tuesday Comic - Risk
Trying to make your day a little brighter with comics.
March 14, 2020
Startups, what do you do now?
I wanted to share with you my thoughts on the current Coronavirus environment that we all find ourselves grappling with. Like many of you, I have gone through uncertain times - DotCom bust and subsequent recession of 2001, September 11, Enron, Iraq War, Afghanistan War, SARS, Swine Flu, Ebola, MERS, 2008-2009. However, unlike most of […]
December 17, 2019
Tweets for thought - SECURE Act
Well fellow advisors, I came across another amazing Tweeter thread that is important to save and not let it get buried. This time it is from Jeff Levine, CPA/PFS, CFP® regarding the SECURE ACT. Jeff did an amazing job distilling many of the important parts for financial advisors. Thanks, Jeff! And now your tweet is […]
December 5, 2019
Tweets for thought - Holiday gift ideas
Another tweet thread that needed to be saved from being buried. Financial Advisors, as you consider what to do for Holidays for gifts for your clients, check out this Tweeter thread for ideas. Chocolate for the win - our bias Below, just highlighted a few that looked interesting. Fellow advisors - what's the best client […]
December 1, 2019
Tweets for thought - New Clients
Patrick's tweet on what advisors are doing to get new clients - besides referrals.
November 17, 2019
Quickly find out good performers vs. bad
Resource to quickly visualize how companies are doing against each other and industries.
November 13, 2019
Prepare a cushion for your clients.
A great resource to visualize withdrawal rates and how market cycle will come in to play.
