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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

The firm is led by Mark Ring and Dan Morrison, who founded the RIA in 2006 and joined the Carson community in 2016. Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. The Jacob William Advisory in Cockeysville, Md., manages about $300 million in client assets.

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The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.

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The Dumbest Trade You Can Make?

Random Roger's Retirement Planning

The article shows being updated in 2016 but not by me, the URL has the 2004 time stamp. I wrote an article for Motley Fool in May of 2004 saying I didn't want to own the stock and spelled out why. Since then, the stock appears to actually be down.21 21 years later and it's down?

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Back To The (Portfolio) Lab Again

Random Roger's Retirement Planning

The simplest example would be the person to retired at the end of 2007 and then 12 months later, the stock market was 39% lower. With a cash buffer of two years or whatever, that sort of decline doesn't have to derail anyone's retirement plan. That person would be in some trouble without a cash buffer.

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401(k) Real Talk Episode 160: July 23, 2025

Wealth Management

Warren vs. Empower Alera retirement head departs for OneDigital Issues to consider during layoffs What does it take to be a great Retirement plan advisor? Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Jul 23, 2025 shadow before hurdles RPA What Does It Take To Be a Great Retirement Plan Advisor?

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From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche

Nerd's Eye View

But as market trends changed (with the performance of this asset class falling behind large-cap stocks during the 2010s) and clients entered retirement (often consolidating their investment management with 1 advisor), Eliot Rose started losing clients, eventually becoming unprofitable in 2016, the year Jason became president of the firm.

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The “Art” of Market Timing

The Big Picture

When you get it wrong, it crushes your retirement plans. My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. The less it matters, the easier it is to be bold and outside of the mainstream.4

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