(TJ) Thomas Schier, Jr’s Post

Imagine you're at the grocery store, thrilled about that vibrant bunch of coriander you found yesterday. Today, the shelves are overflowing with wilted, yellowed leaves. That's how relying solely on past performance can feel when choosing mutual funds! (Imagen of A person standing in a grocery store aisle filled with mutual fund displays. The person is looking at the different fund options with a confused expression on their face.) Many investors, like shoppers trusting yesterday's product, rely solely on past performance to choose mutual funds. But just like that fresh coriander, past performance isn't a guarantee of future quality. Here's why relying solely on past performance can be a recipe for financial frustration: ▪ Markets are constantly evolving. Past performance doesn't necessarily predict how a fund will perform in the future, especially with changing economic conditions or management styles. ▪ Chasing past "winners" can be risky. Just because a fund performed well once doesn't mean it will continue to outperform. ▪ Don't get stuck wandering the "fund aisle" aimlessly! ▪ Consider a professional advisor to help you navigate the options. They can assess your risk tolerance, financial goals, and investment horizon to recommend suitable mutual funds based on your specific needs. ▪ Focus on fundamentals. Look beyond past performance and consider factors like the fund's investment strategy, expense ratio, and management team experience. ▪ Investing is a long-term game. Avoid short-term stumbles by having a long-term plan and understanding the risks involved. By seeking professional guidance, you can make informed decisions and invest with confidence. Let's discuss in the comments below! What are your biggest challenges with choosing mutual funds? Have you considered a financial advisor? Why or not? #MutualFunds #Investing #FinancialPlanning #FinancialLiteracy

🚨Stock Pitch Time🚨 My July write-up is now live. This month I wrote about $BME.L-B&M European Value Retail. #smallcapstocks #valueinvesting #londonstockexchange #stockanalysis #growthstocks #contrarianinvesting #valueinvesting #microcaps #ftse100

I took this picture while grocery shopping with my wife a few days ago - $8.69 for two dozen grade A organic eggs. When I explain the investments available through TruStage to Financial Advisors I am frequently met with the response of disbelief because they aren't sure how we can do what we do. The best answer I have heard from one of our top advisors is eggs. Costco eggs. He asked me the question: "Why can Costco offer 2 dozen eggs for the price that most local grocery stores charge for one dozen? (Ill give you a few seconds to think about this) Many of the same reasons you came up with also apply to ways we can help Financial Advisors use TruStage investments to help their clients. The next time we meet in your office, I'd love to discuss several easy and impactful ideas to help your clients using TruStage Investments.

The brilliance of a wealth management business is that it can generate half the returns of an index fund, with no digital features, while making managers billionaires—as long as it bestows prestige on the investors. https://lnkd.in/ekhNFNJP

New Post: Stock Market Outlook: Investors Remain Bullish on Top-Heavy S&P 500 - https://lnkd.in/gEj8thsQ - Investors remain bullish on the S&P 500. Here's what it means for the stock market. - #news #business #world -------------------------------------------------- #MagicTheGathering #macos #mac #tradingcardgame - SellingIt(.)org ---> https://sellingit.org

# Only put off until tomorrow what you are willing to die having left undone American Rebel Holdings, Inc. recently received a notification from Nasdaq regarding non-compliance with listing rules due to a delayed filing of its quarterly report. However, the company has announced its plans to regain compliance before the deadline. 🚀 \*\*Quiver AI Summary\*\*: American Rebel Holdings, Inc. \(NASDAQ: AREB\) has addressed the non-compliance notification received from Nasdaq. The company aims to rectify the situation promptly and comply with listing rules. American Rebel Holdings, Inc. acknowledges the importance of timely reporting and is taking the necessary measures to meet all requirements. With the deadline looming, it's crucial for investors to stay informed and act decisively to avoid the Fear of Missing Out \(#FOMO\). As an investor, you can maximize your potential by leveraging Health Savings Accounts \(#HSA\) for investment opportunities. By investing wisely in healthcare-related ventures, you can align your financial goals with the pursuit of wellness and ensure the well-being of your family. Take charge of your financial future and explore the possibilities of HSA investing. Stay tuned for updates on American Rebel Holdings, Inc. compliance progress, as we strive to provide you with the latest advancements in the healthcare and investment sectors. 💪📈💼 #investing #healthcare #health #family #wellness

🌟 Imagine achieving these with a national accounts strategy: Increased brand awareness ✅ Expanded investor reach ✅ Enhanced asset allocation ✅ Maverick National Accounts makes it possible. 📅 💼 Schedule a free consultation to learn how: https://lnkd.in/gtkM42xC #maverickfundsolutions #maverick #assetmanagement #assetmanager #hedgefund #investmentopportunities #financialservices #investmentfund #marketanalysis #nationalaccountbenefits #growyourbrand #reachnewinvestors

Warren Buffett’s Investment Secret? Coca-Cola! Buffett has collected millions in cash premiums selling puts on Coca-Cola stock. Coca-Cola’s consistent dividends make it a solid investment choice. Find out how Warren Buffett uses Coca-Cola stock to generate steady income below. https://lnkd.in/e-TRSNBF #WarrenBuffett #CocaColaStock #stockmarket #2008 #dividends #investment #invest

Did you know that whiskey has a proven track record of outperforming the S&P 500? However, high investment thresholds have historically prevented most retail investors from accessing this unique asset class. That is about to change with LiquidShare, a fintech firm that plans to revolutionize whiskey investing by lowering the financial barrier to entry and welcoming new retail investors. Through LiquidShare, initial investments can be made for as low as $500 – up to 100 times less than leading competitors – with subsequent investments for only $50. The business will launch a fully SEC-compliant platform in the United States to provide retail investors with unprecedented access to investment-grade barrels. Led by Grant Sparling II, Michael Cooper, Colton James, and Bruno Saux, LiquidShare will take to the stage on May 14th for the Western Angels' Demo Day. https://lnkd.in/gfTuRSWy

The outlook for consumer M&A looks bright, with sell-side deal launches jumping up 28% globally according to our rolling six-month pipeline. Learn more in the latest Datasite Forecaster: Spotlight on Consumer M&A. #wheredealsaremade #mergersandacquisitions https://dy.si/3QVqRi