Jaytomines

[MichaelKitces @MichaelKitces]

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) https://t.co/50Rn8BymGN

[White Coat Investor @WCInvestor]

At a certain point in life for all of us, time rather than money will become the limiting factor in our lives.

None of us would trade places with Warren Buffett, despite his wealth, because we all recognize he is about out of time.

How are you curating your precious time?

[Jaytomines @Jaytomines1]

@usedgov Nice!

[Jaytomines @Jaytomines1]

@WCInvestor 100%!!

[White Coat Investor @WCInvestor]

Managers don't beat markets.
They haven't done it in the past.
They're unlikely to do it in the future.
"Wall Street" is mostly a con game where managers collect fees to sell you a dream of beating the market. Don't fall for it.
Buy, hold, and rebalance a static asset allocation of low-cost, broadly-diversified index funds.

[Jaytomines @Jaytomines1]

@MeasureTwiceMNY I’m curious, which specific target date fund is this?

[Jaytomines @Jaytomines1]

For clients with student loans, advisors can help them understand how much debt they might qualify to have forgiven and plan for how student loan forgiveness will impact their longer-term financial picture. https://t.co/RsRel21nzx via @MichaelKitces

[Cody Garrett, CFP®️ @MeasureTwiceMNY]

One of the most important traits of a financial planner:

Genuine curiosity!

If they don’t truly want to learn more about you, they likely won’t know enough to provide the right advice.

[Jaytomines @Jaytomines1]

@MeasureTwiceMNY I 100% agree @MeasureTwiceMNY . How do we do this adequately and compliantly? Any tips or resources?

[Jaytomines @Jaytomines1]

@MeasureTwiceMNY Hey Cody, what do you use for tax projections?

[Jaytomines @Jaytomines1]

@MeasureTwiceMNY Are you using any eMoney software training and is the content geared towards DIY investor or general financial planning topics?

[Jaytomines @Jaytomines1]

@MeasureTwiceMNY Been waiting for this Cody! Excited!! Let’s gooo!

[Cody Garrett, CFP®️ @MeasureTwiceMNY]

The most rewarding things I have done required significant time but not much money.

For me, financial independence is about adding hours, not commas.

[Jaytomines @Jaytomines1]

Happy Independence Day. I’m forever grateful to be in a country where you have the opportunity to be who you want to be. A country where you can practice whatever religion you choose a country where you have freedom to speak freely and a country full of abundance. #4thOfJuly

[Elon Musk @elonmusk]

Since I’ve been asked a lot:

Buy stock in several companies that make products & services that *you* believe in.

Only sell if you think their products & services are trending worse. Don’t panic when the market does.

This will serve you well in the long-term.