Attorney, CFP Board Emeritus(tm), AWMA. fiduciary risk management counsel. Tweets/RTs neither legal/ investment advice nor endorsements. https://teapawt.org/t.co/mZBgtp8owi
Alpharetta, GA
Joined July 2011
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James Watkins retweeted
𝗔𝗖𝗖 𝗠𝗔𝗟𝗘 𝗔𝗧𝗛𝗟𝗘𝗧𝗘 𝗢𝗙 𝗧𝗛𝗘 𝗬𝗘𝗔𝗥
Pat Kavanagh becomes the first Anthony J. McKevlin Award winner in Notre Dame history after his incredible 2024 season!
📰: fightingirish.com/pat-kavana…
#GoIrish☘️
Independent broker-dealers often appoint other brokers to supervise other brokers. In exchange, these supervising brokers receive a percentage of the supervised broker's commissions. 'Broker who took client funds for 17 years is barred' investmentnews.com/broker-de… via @investmentnews
'Supreme Court muddies regulatory authority of SEC and DOL' investmentnews.com/regulatio… via @investmentnews
Never ceases to amaze me how many people greet me with "Go Irish" during my travels. Gotta be the back to back bay's champs ND lacrosse cap.
Americans have a right to hear the evidence before the election. Hopefully, the evidentiary hearing will take place asoon as possible and be televised, if possible. cnn.com/2024/07/01/opinions/…
Wait. Monthly income without having to surrender the investment itself? Equity + income? Great idea! #transparency #retirementplanning #WealthManagement #investing
We need men who can dream of things that never were. inspiringquotes.com/inspirat…
The #1 post on our "CommonSense InvestSense" blog continues to be our Q&A styled post on variable annuity issues. investsense.com/2021/04/21/v… thinkadvisor.com/2024/06/17/…
Annuity Owners Face Online Information Gap | ThinkAdvisor thinkadvisor.com/2024/06/17/…
Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds fa-mag.com/news/biden--irs-t… #estateplanning #wealthmanagement
Want to evaluate the value-added worth of you investment adviser/plan adviser? This post will point out key issues to address to ensure that you are receiving a commensurate return for the price you are paying. #consumerprotection #investorprotection #fiduciaryliability
If Charley Ellis posts something, smart people read it...Nuff said! blogs.cfainstitute.org/inves…
That time of the season again! Section IV of the Chattooga River (the section on which Deliverance was filmed). Shown here -Seen here - 7 Foot Falls. Is it like the raft ride at Six Flags? Of course!
This 👇 #truth
The great federal judge David Tatel “writes that he stepped down from the U.S. Court of Appeals for the D.C. Circuit in January in part because he was tired of having his work reviewed ‘by a Supreme Court that seemed to hold in such low regard the principles to which I’ve dedicated my life.’”
washingtonpost.com/politics/…
Here's What Makes a Rep High Risk: FINRA | ThinkAdvisor thinkadvisor.com/2024/05/30/…