Sean Ford

[Sean Ford @TheFocus3043]

@TR401 @MorningstarInc We use it with prospects once we have statements. Give them some #freejewelry for how they/we may be able to help improve investments (ie home country bias, concentrated positions, high cost funds, etc)

[Sean Ford @TheFocus3043]

🐐

[Sean Ford @TheFocus3043]

@DBlyberg

[Sean Ford @TheFocus3043]

@dougboneparth taught my MIL the origin of Folgers coffee from a Keurig over Thanksgiving.

[Sean Ford @TheFocus3043]

@MstarETFUS I see you’re enjoying the 🐻 game, Ben 🤣

[Sean Ford @TheFocus3043]

@dollarsanddata Nice post Nick. Many of our clients take advantage of gifting appreciated taxable assets to charities/orgs important to them. Win-win situation. Potential tax benefit if market drops (Murphy’s law); much more tax-efficient giving source than cash if market grows (most likely).

[Sean Ford @TheFocus3043]

@Finunciate @ChefLaurenOwens You’re not alone, James. Thankful for grace (and the opportunity to get better) every day!

[Sean Ford @TheFocus3043]

@CPAPlanner CFA Level 2 is the correct answer. Practice test after practice test after practice test.

[Sean Ford @TheFocus3043]

@MstarETFUS Mitch is who we thought he was!

[Sean Ford @TheFocus3043]

@TR401 Nice! You might find it as a valuable resource - the material is based on the idea that all relevant financial advice is rooted in biblical wisdom. Lots of great content.

[Sean Ford @TheFocus3043]

@README_money @danielcrosby That’s just of “traders” which was about 4x higher for retail households. 12% of 4% is a super small number, which is reassuring.

[Sean Ford @TheFocus3043]

@README_money @danielcrosby

[Sean Ford @TheFocus3043]

@DanielsAshby @MichaelHBaker I like the “years of income” approach too. We’ve been sharing with clients how many $ they have in their conservative bucket (cash/HQ bonds) and taking about how that bucket is up YTD.

[Sean Ford @TheFocus3043]

@RampCapitalLLC Higher. $835.

[Sean Ford @TheFocus3043]

@MichaelHBaker Great reminder. The big innings in baseball often consist of small wins compounding (bunt hit, drawing walks, stringing together singles) and not a bunch of home runs. Thanks for sharing.

[Sean Ford @TheFocus3043]

@MichaelHBaker @espn In the meantime, binge Ozark this weekend?!

[Sean Ford @TheFocus3043]

@thebrandindex @patrick_oshag Carters has compounded at 2x the rate of the S&P since it IPO'd and you're calling it one of the worst brands? That's criminal.