It was a truly indescribable year.
We wish you and your loved ones a wonderful new year—one overflowing with blessings and the awareness to recognize them.
On behalf of @KeithMcCullough and our entire team, Happy 2021!
Together, let’s make it a great one.
Will New Jersey's recent millionaire's tax push the wealthy to move to lower- or no-tax states? Dynasty Network Partners @Askdbroot of @root_company and Joe Kluemper of Geller Advisors share their thoughts in this @nytimes article.
Learn More: https://t.co/AvFI6DyS1I
We can't believe that it has already been 5 years of a partnership together! Happy five-year anniversary to @Askdbroot and all our friends at @root_company ! We wish you all a happy anniversary as we look forward to celebrating many more years of progress and growth together.
The SECURE ACT "will revolutionize how retirement solutions are approached by thousands of American businesses and their employees." https://t.co/TUDrK5ckm9
I am neither a pessimist nor an optimist.
I operate in terms of facts & science.
As a doctor, my message is simple: END THE LOCKDOWNS!
The mainstream media will not carry this, so I’m relying on social media.
Follow me & RETWEET this message!
The President needs to hear us!
The June issue of RIA mag is here! Featuring:
-@AngieHerbers on making your first hire
-@toddgordonRIA on going from trader to advisor
-@sloaneortel on getting past stereotypes
-Profiles of @Askdbroot & @MindyDiamond
-@IanWenik & @donthateitsjake on PPP
https://t.co/q77ph9WtVD
The latest cover star for #CitywireRIA is @root_company chief executive David Root (@Askdbroot), who wants his firm to accumulate, not aggregate assets: https://t.co/3QUYqZmROI
After we sent out the article on quarantine quarters, a few more #RIAs sent in their new setups at home. @rchusker has more pets than me! Thanks to Shirl Penney of @DynastyFP, @Askdbroot and @CarsonGroupLLC!
Keep sending @CitywireUSA your photos:
https://t.co/szjDI4bZgF
Did you know:
Iran’s Foreign Minister threatened to expose Western diplomats who took bribes to create the Iran Nuclear Deal
RT if this is the one threat they should follow through on!
More assets on independent side of business now than wirehouses. Custodians flowing 100B net new per year from same and new store sales growth. Assets going only one way in industry. #RIA
"We're not constantly fighting the Fed but trying to front run them, which is a much better place to be when you're when you're when you're trying to make and save some money," explains @KeithMcCullough.
https://t.co/9LsuwG8ecu
GAME ON.
We are hosting our 2nd online "Investing Summit" starting Tuesday March 19. @KeithMcCullough will be sitting down with some of the smartest investing minds around. You do not want to miss this.
It's free.
Get access here: https://t.co/PA6htO6Xf1