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mikethefa.bsky.social
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#FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #GoogleReview
November 4, 2026 at 5:31 PM
mikethefa.bsky.social
TT Response: Who gets the money if you collapse an RESP, the kid or the parent?

#FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #RESP
November 3, 2026 at 2:31 PM
virtualnexgen.bsky.social
Manage client follow-ups, schedule reviews, and organize onboarding with dedicated VA support.

📅 Book a discovery call: calendly.com/virtualnexge...

#WealthManagement #FinancialAdvisor #VirtualAssistant #RIA #FinancialPlanning
November 3, 2026 at 4:46 PM
virtualnexgen.bsky.social
Reduce admin work with support for onboarding, forms, scheduling and client follow-ups.

📅 Book a discovery call:
calendly.com/virtualnexge...

#WealthManagement #VirtualAssistant #FinancialAdvisor #RIA
November 2, 2026 at 9:19 PM
lrgwealthadvisors.bsky.social
The votes are counted. Now what?

After all 21 midterm elections since 1942, the S&P 500 was higher 12 months later. Average: +14.91%. Median: +14.40%.

History offers perspective, not a promise.

Src: Bloomberg/LRG 2026.10.28
#LRGWealthAdvisors #financialadvisor
November 4, 2026 at 3:48 PM
mikethefa.bsky.social
Insta Q&A: Who is your favourite super hero?

#FinancialAdvisor #FinancialAdvice #FinancialEducation #FinancialLiteracy #FinancialPlanning #Spiderman #Batman
October 27, 2026 at 1:31 PM
theprofessions.cloud
Schwab now lets RIAs connect Claude for Financial Advisors to Schwab Advisor Center data, and adds Wealth.com's Ester, free until Feb 2027.

What it costs and what to check first:

#FinancialAdvisor #RIA
Schwab Brings Claude and Ester to RIAs: What Advisors Get, What It Costs and What to Check (October 2026)
Schwab added Claude for Financial Advisors and Wealth.com's Ester to Schwab Advisor Center. What each does, what they cost and what RIAs should check first.
theprofessions.cloud
November 4, 2026 at 2:34 PM
lrgwealthadvisors.bsky.social
Why does everyday life still feel expensive? Our September Everyday Person CPI video takes a closer look at household costs and wages.

Watch and read the newsletter on our blog.

#LRGWealthAdvisors #financialadvisor #Inflation
October 29, 2026 at 8:32 PM
virtualnexgen.bsky.social
📈 Give clients a smoother experience with virtual assistant support for meeting schedules, onboarding documents, CRM updates and client communication, while your advisors focus on advising.

📅 Book a discovery call: calendly.com/virtualnexge...

#VirtualAssistant #WealthManagement #FinancialAdvisor
October 28, 2026 at 7:56 PM
chelseafinancial.bsky.social
#MatthewCilento #ChelseaFinancialServices #RepSpotlight #FinancialAdvisor #FinancialPlanning #FJCFinancialGroup
October 26, 2026 at 1:01 PM
mikethefa.bsky.social
#FinancialFactFriday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #Budget #FederalBudget
October 23, 2026 at 1:50 PM
timnathchamber.bsky.social
Timnath Chamber Member: Book a complimentary financial conversation with Kristin Frei | Financial Advisor at Edward Jones to develop personalized strategies for your goals. #FinancialAdvisor #FinancialPlanning #InvestmentStrategies #WealthManagement #TimnathChamber
Timnath Chamber Member
Book a complimentary financial conversation with Kristin Frei | Financial Advisor at Edward Jones to develop personalized strategies for your goals.
timnathchamber.com
October 26, 2026 at 12:03 PM
foundonvhs.com
Alliance Capital Investment Advice Commercial
Recorded October 21, 1995 on A&E in Newark, NJ
#commercial #investment #financialadvisor #mutualfunds #AllianceCapital #humor
October 24, 2026 at 9:07 AM
lrgwealthadvisors.bsky.social
Should a new market high make investors more cautious? Our latest video puts October highs in historical context. Watch here, then read the complete research on our blog.

#LRGWealthAdvisors #financialadvisor #LaRueGibson
October 23, 2026 at 7:16 PM
mikethefa.bsky.social
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#FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #GoogleReview
October 21, 2026 at 5:00 PM
vinitspeaks.bsky.social
India’s mutual fund industry is led by a handful of large fund houses.

Explore the top 10 by average AUM for July–September 2026, and see how the rankings, market share and growth compare.

#MutualFunds #IndianMarkets #PersonalFinance #BlueprintFinserv
#financialadvisor #investment #investing
October 22, 2026 at 5:39 AM
vinitspeaks.bsky.social
Indian markets don’t move in isolation. Foreign outflows, high US rates, costly oil and a weaker rupee are all connected. Here’s what’s driving the current fall—and how the pieces fit together.

#financialadvisor #mutualfundssahihai #marketupdate #investment #financialplanning #indianmarkets
October 23, 2026 at 9:21 AM
mikethefa.bsky.social
Insta Q&A: Is that you as a Funko behind you?

#FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #Funko #FunkoPop #GoFunkYourself
October 21, 2026 at 12:31 PM
mikethefa.bsky.social
Insta Q&A: How hard is it to get insurance if you've had health problems?

#FinancialAdvisor #FinancialAdvice #FinancialEducation #FinancialLiteracy #FinancialPlanning #Insurance #LifeInsurance #CriticalIllnessInsurance #DisabilityInsurance
October 22, 2026 at 1:31 PM
lrgwealthadvisors.bsky.social
Where did market trends change this week? Watch the latest Weekly Market Trends update.

#LRGWealthAdvisors #financialadvisor #MarketTrends
October 21, 2026 at 3:06 PM
mikethefa.bsky.social
TT Response: What creates more growth, investing inside or outside of an RESP?

#FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #RESP
October 20, 2026 at 1:31 PM
theprofessions.cloud
SEC's IM director on AI: "don't wait for regulators to hold your hands… guidance may be too limited and too late." No AI rule is coming, but exams already ask about it. What RIAs should do now:

#FinancialAdvisor #RIA
The SEC Says Don't Wait for AI Guidance. What That Means for Advisers (October 2026)
The SEC's investment management director told advisers not to wait for AI guidance. What he said, what examiners are asking, and a practical checklist for RIAs.
theprofessions.cloud
October 22, 2026 at 10:59 AM
vinitspeaks.bsky.social
Gold and silver FoFs are facing fresh investment restrictions—but not every route to precious metals is paused. What’s restricted, what remains open, and why does it matter? Here’s the key information investors need to know.
#mutualfundssahihai #investment #gold #silver #etf #financialadvisor #sip
October 21, 2026 at 5:04 AM
mikethefa.bsky.social
Be wary of anyone online promising you huge returns or large amounts of passive income.  If it sounds too good to be true, it probably is!

#MoneyMemeMonday #FinancialAdvisor #FinancialAdvice #FinancialLiteracy #FinancialEducation #FinancialPlanning #Investing
October 19, 2026 at 2:32 PM
vinitspeaks.bsky.social
This Dussehra, let’s conquer the 10 emotions that can stand between us and better investing. Choose discipline over fear, greed and noise—and let your financial journey stay focused.

#dussehra #financialplanning #investment #mutualfundssahihai #financialadvisor #blueprintfinserv #happydussehra
October 20, 2026 at 9:13 AM