SpryAnalytics @SpryAnalytics
Offering financial professionals a simple but powerful tool to deliver more tax-savings to clients in less time. Follow us and change your business! spryanalytics.com Manhattan, NY Joined August 2014-
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Index funds are ripping us off w/ excess fees: lawsuit. fa-mag.com/news/investors… @FAMagazine
Teachers: How to Rollover a 403b into a Traditional IRA buff.ly/2arUvIL @jjeffrose
.@planetmoney discussed the existence, how, and why of negative interest rates the other week. Listen at 13:20. buff.ly/2ae3hcx
.@WellsFargo is adding robo advisor services in 2017. Still deciding internal dev or strategic partnership. buff.ly/2aikVdf @FinAd_…
Only 5% of investors have used robo advisors; < 50% have even heard the term. | Reuters buff.ly/2agJLgL
Investor discipline is like working out: Hurt While You Can Afford It buff.ly/2aiuxVx @brendanmullooly
Humans beat robos one on one, but Americans prefer advice from hybrid advisor-machine. buff.ly/29LMTjV
What's your fav investor bias: confirmation, recency, overconfidence? Helping clients understand. [video] @FinAd_IQ buff.ly/29Us7cM
April 30: Last call for old Soc. Security file & spend rules! buff.ly/1QGofem @BlankenshipFP
Cringe Alert: Worst $$ Mistakes Ever Seen by Financial Advisors buff.ly/1QGlIRv @jjeffrose
Income Tax and Capital Gains Rates 2016 - Skloff Financial Group lnkd.in/eUxZ2ZR
ESG Ratings Can Be Conversation Starter For Advisors. Q: How important are they to your clients? buff.ly/1oME102
5 Life Lessons I Would’ve Taught My 20-Year-Old Self as an Advisor - eMoney Advisor Blog buff.ly/1oMDawk
Which of these 10 financial choices will you be kicking yourself for in 2026? buff.ly/21wRWZU @jjeffrose
As low interest rates pinch their margins, banks eye wealth management To replace revenue buff.ly/1QnGVTr
Retirement Income Certified Planner - for the "decumulation" phase of a client's investment timeline. buff.ly/1oaXiZ8
5 simple ways to catch up on your retirement savings buff.ly/1PPFf55 via @USATODAY #retire #invest

Oliver Kramer @oliverrkramer
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