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

Wealth Management

Focus went public in 2018, and then private again in 2023 , when it sold to Clayton, Dubilier and Rice, and Stone Point Capital.) Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. His team was previously with Osaic for 12 years.

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Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF

Wealth Management

Related: Elevation Points Stakes $1B Raymond James Breakaway Blue Investment was founded in 2018 by Brett Hoover and Matt Dublin, who will both join the firm. Levine Group will join NFP, which does wealth management, retirement plan advice, insurance and benefits consulting.

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

NAIFA Advisor Today

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. McGlothlin served on the Society of FSP National Executive Committee from 2018 to 2021 and was National President in 2020-2021. Leadership Award.

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Reversing a Roth IRA Conversion

Harness Wealth

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. This flexibility becomes increasingly valuable as your retirement portfolio grows more complex.

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Four Quadrant Portfolio Check Up

Random Roger's Retirement Planning

It's growth rate since inception is 3.58% going back to September, 2018 but a lot of that comes from a 15% lift in 2021 (numbers per testfol.io). RPAR is indexed and I think that fund's result shows that risk parity doesn't lend itself to an indexed approach. TRTY is a tough hold.

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That Escalated Quickly

Random Roger's Retirement Planning

I added SH for clients a little while and have been holding BTAL for them and personally since 2018. Relative to a day or two, the timing was very lucky. BTAL and SH are clearly first responder defensives. Gold can be a first responder, it often is but it's not quite as reliable as BTAL and SH.

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What Is Shareholder Yield & Should You Invest In It?

Random Roger's Retirement Planning

It offered no crisis alpha though in the 2020 Pandemic Crash and in 2018 it was down 13.5% There's kind of a mixed bag here for the results. In addition to what is shown above, in 2022 SYLD only dropped 6.12%. versus 4.5% If you're into Calmar Ratio and Excess Kurtosis, neither of those are particularly good for SYLD either.