by Joe Lind | Oct 11, 2025 | Client Service
From what I read, Merrill will pay advisors a reduced grid rate (20%) for households between $250K and $500K. Below $250K? In many cases, no compensation for that advisor. In other words, they’re shifting attention away from smaller accounts and rewarding only...
by Joe Lind | Oct 6, 2025 | Nearing Retirement
October isn’t just about pumpkins, football, and figuring out how much Halloween candy is “too much” (answer: there is no limit). It’s also harvest season — the time when farmers gather the crops they planted and nurtured all year. Funny thing is, investing and...
by Joe Lind | Sep 26, 2025 | Financial Preparedness
We’re just barely past Labor Day, the kids are back in school, and the Bengals are only a couple games into the season. So why am I already talking about year-end financial planning? Because, like Christmas decorations in October, it sneaks up on you faster than you...
by Joe Lind | Sep 22, 2025 | Investing
If you’ve ever opened up your account after a long day and thought, “Wait a second—the market was up today, why am I down?” you’re not alone. It’s one of the most common questions I get, right up there with “When can I retire?” and “Is Gold Star really better than...
by Joe Lind | Sep 16, 2025 | Uncategorized
WHEN to retire is a straightforward question. The real question to ask yourself is HOW do you want to live when you retire. Dinergy CEO Joe Lind talks about it below....
