@camp_wealth Yep. I wish the cliff would go away but here we are. I actually turned off auto invest dividends in brokerage accounts to use the cash elsewhere to lower MAGI.
@SuscipiatDomine@AdvisorJobs Some of us bought Axon stock when we got them because we knew it wasn't going away. That being said, they wear them working. If they are driving around, or not responding to a call the camera is off. It's not on all day.
@Create_Profit This issue is them charging 1% and only wealthy people having access to that. That type of advisor is dying. Also people don't want to talk to a computer with their live saving.
@zachary_ashburn I did not use them, but several years ago I sat in on a demo and the approach was great. Improving technology and a place that didn't try to steal clients. I guess now the concern is Vanguard trying to steal high networth clients from small RIAs.
@GetCoveredNJ Do you have a list of scheduled events? Everytime I see the post it's for that day. Is it possible to give us a few days notice on future events?
@FranWalsh73 It's hard to offer both. I would like to see an AUM advisor send out a quarterly bill to the client saying this is what you paid me and have that running total updated every quarter.
@MeasureTwiceMNY@TKopelman@KurtSupeCPA Sounds like a fictitious story. Also chances are if he's 10+ years into the loan half of the 30 years of total interest was probably already paid.