Sara Grillo
MAY 9, 2022
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
Dear Mr. Market
MAY 9, 2022
Dear Mr. Market: We’ll open this letter to our friend “Mr. Market” by stating one thing that will be very obvious in six to 12 months. 90% of people reading this article will have gotten it wrong. It’s not your fault though…it’s the way our minds are wired and the content we’re constantly being fed. Regardless of your current market strategy it’s times like this that will test the most patient of long-term investors.
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Andrew Thrasher
MAY 9, 2022
This afternoon I went on Fox Business to talk with Charles Payne about the downside price levels I’m watching on the S&P 500, Nasdaq 100, and Bitcoin. I also discuss the bad breadth data that the market is showing right Continue reading Discussing Price Levels and Breadth Data on Fox Business → The post Discussing Price Levels and Breadth Data on Fox Business first appeared on.
Aleph
MAY 9, 2022
Image Credit: Aleph Blog with help from FRED || Look at the mortgage rates fly! Okay, you might or might not remember the last piece. But since that time, 30-year mortgage rates have risen more than 1%. Is the Fed dawdling? Maybe, but the greater threat is that they become too aggressive, and blow up the financial economy, leading us into another decade-long bout of financial repression.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Getting Your Financial Ducks In A Row
MAY 9, 2022
Photo credit: jb. There are income limits for contributing to an IRA (traditional and Roth). These limits, along with your filing status and your Modified Adjusted Gross Income (MAGI) are important factors in setting the limits for Traditional IRAs, as there is the issue of deductibility at stake. In order to fully understand the limitations, you also need to understand what makes up your Modified AGI (MAGI).
The Irrelevant Investor
MAY 9, 2022
It was another ugly day on Wall Street. Coinbase was 71% off its highs as of Friday. Today it fell another 19%. Shopify was 1,400 in January. It was 700 in March. Today, it's 340. PayPal's market cap was $220 billion at the beginning of the year. Today it's $92 billion. Square is down 15% today and 65% over the past year. Spotify fell 10% today to an all-time low.
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