Mixtapes

Weekly Mixtape For October 30th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Back Next Week Weekly Mixtape Morgan House: Cumulative vs. Cyclical Knowledge “I can imagine a world in 50 years where things like cancer and heart disease are either non-existent or effectively controlled. I cannot ever imagine a world where economic volatility is tamed and people stop…

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Mixtapes

Weekly Mixtape For October 16th, 2022

“The headlines that may or may not be impacting your financial plan and portfolio.” Week In Review Articles The WSJ: Inflation Sits at 8.2% as Core Prices Hit Four-Decade High The WSJ: Dow Closes More Than 800 Points Higher in Volatile Day The WSJ: Mortgage Rates Hit 6.92%, a 20-Year High The WSJ: Inflation Pushes Social Security COLA to 8.7%…

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Financial Planning

Three Years Of The AGC

Happy birthday to The AGC! Today marks the official third birthday* for The AGC (Advisors Growing As A Community) and I could not be more proud of what this community has become and where it is going. What originally started off as a conversation about an advisor-focused newsletter focusing on marketing and branding (a small idea) turned into a community…

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The Next Episode

Six Month Check In | The Next Episode

It’s been a little over six months since Terry joined me at RLS Wealth and officially embarked on his “encore”. I thought it would be fun to turn the mic on him and ask him what he’s learned so far and what he sees coming in the future. We didn’t cover everything in this first episode, so we’ll be recording…

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