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Financial Advisor Success
- Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe April 30, 2024Troy Sharpe is the Founder and CEO of Oak Harvest Financial Group, an RIA based out of Houston that oversees $750 million in assets under management for 1,000 households. Troy's firm uniquely grew its AUM from $85 million to $750 million in five years by focusing on organic growth through diverse marketing strategies, including a […]Michael Kitces
- Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray April 23, 2024Tyson Ray is the CEO of FORM Wealth Advisors, a hybrid advisory firm based out of Wisconsin that oversees approximately $900 million in assets under management for just over 800 client households. Tyson's unique "Total Relationship" planning approach emphasizes assessing clients' immediate lump sum spending needs, such as new car purchases or vacations, to ensure […]Michael Kitces
Investopedia
- Brokerage Account vs. Roth IRA: What's the Difference? April 4, 2022Pekic / Getty Images Fact checked by Suzanne KvilhaugReviewed by Margaret JamesBrokerage Account vs. Roth IRA: An OverviewWhile most people are familiar with employer-sponsored 401(k)s and individual retirement accounts (IRAs), alternative options exist that may serve you better when saving for retirement. Two such options to consider are the non-tax-advantaged brokerage account and the Roth […]Andrew Martins
- Why Tax-Free Munis Belong Outside Your IRA March 25, 2022There’s no benefit to holding municipal bonds in an IRA or a Roth IRADaniel Kurt
NY Times Economix
- WordleBot: Your Daily, Personalized Wordle Score May 4, 2024First, play today’s Wordle. Then come here.Josh Katz and Matthew Conlen
- Widening Racial Disparities Underlie Rise in Child Deaths in the U.S. May 4, 2024New research finds that the death rate among Black youths soared by 37 percent, and among Native American youths by 22 percent, between 2014 and 2020, compared with less than 5 percent for white youths.Emily Baumgaertner
- Flashback: Your Weekly History Quiz, May 4, 2024 May 4, 2024Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, April 27, 2024 May 4, 2024Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, April 13, 2024 May 4, 2024Can you sort 8 historical events?
CNBC
- Here's what Buffett said about his key holdings like Apple at the Berkshire annual meeting May 4, 2024
- The Kentucky Derby could be a wet one. Early favorites Fierceness, Sierra Leone have won in the slop May 4, 2024
- 4 lessons for success from Berkshire shareholders' best Buffett and Munger stories May 4, 2024
- Buffett says Berkshire sold its entire Paramount stake: 'We lost quite a bit of money' May 4, 2024
- Berkshire shareholders remember Charlie Munger—3 lessons that will make you a better investor May 4, 2024
- Warren Buffett says AI scamming will be the next big 'growth industry' May 4, 2024
- Warren Buffett says Berkshire Hathaway is looking at an investment in Canada May 4, 2024
- California man indicted for threatening Fulton County District Attorney Fani Willis May 4, 2024
- 'A lot of money on the sidelines': Calamos thinks ETFs should target CD, money market customers May 4, 2024
- Marine moved from the U.S. to Brussels with her family—our mortgage is under $3,000/month May 4, 2024