Jeremy RIA @RetainerAdvisor

Fiduciary Financial Advisor. Retainer Fee. NO AUM FEES. No Commissions. No Account Min. Financial Plans. Advice Only. Christ Follower Phil 2:3-4. DMs Open financialplanguy.com Indianapolis, IN Joined March 2025

Tweets

1K
Followers

264
Following

260
Likes

1K

Jeremy RIA @RetainerAdvisor

a day ago

If you are an investor seeking high dividend yields in a taxable account ...

Meb Faber @MebFaber

a day ago

If you are an investor seeking high dividend yields in a taxable account ...

41 16 159 28K 59

0 0 0 101 0

Jeremy RIA @RetainerAdvisor

2 days ago

The 60/40 Portfolio is considered the Gold Standard for a lot of retirees, but I believe there is a better way...

Jeremy RIA @RetainerAdvisor

2 days ago

The 60/40 Portfolio is considered the Gold Standard for a lot of retirees, but I believe there is a better way...

0 0 0 155 1

0 0 1 90 0

Jeremy RIA @RetainerAdvisor

2 days ago

MITIGATING PORTFOLIO DRAWDOWNS IN RETIREMENT Sequence of Returns Risk, or having a significant portfolio drawdown early in retirement, is one of the more destructive things that can happen to a retiree and their portfolio's chance of lasting as long as they need it to. To…

0 0 0 155 1

Jeremy RIA @RetainerAdvisor

5 days ago

HOW MUCH SHOULD THE "AVERAGE JOE" HAVE WHEN THEY RETIRE? If someone made the median income (50th percentile) for their entire working career and invested just 10% of it every year in the stock market, how much money would they have? Let's look at actual data from the 40-year…

1 0 2 163 0

Jeremy RIA @RetainerAdvisor

6 days ago

If Retail Trading is almost double what it was 15 years ago that would play a role in explaining expanding PE ratios

Larry Swedroe @larryswedroe

6 days ago

If Retail Trading is almost double what it was 15 years ago that would play a role in explaining expanding PE ratios

11 8 123 14K 38

0 0 1 98 0

Jeremy RIA @RetainerAdvisor

a week ago

IS A PERSONAL HOME AN INVESTMENT? Fundamentally, an investment should produce a total net return after taxes & fees that EXCEEDS inflation. Since 1971, the inflation rate has been 3.9% through the end of 2024. The annualized growth rate of median home sales in the US has been…

1 0 2 508 0

Jeremy RIA @RetainerAdvisor

a week ago

Spending money on anything that helps you get more organized will be significantly less than the costs for being disorganized

0 0 0 70 0

Jeremy RIA @RetainerAdvisor

a week ago

FINANCIAL ADVISOR FEES: A FEE-ONLY RETAINER VS TRADITIONAL AUM FEES Assets Under Management (AUM) fees are the primary fees assessed by about 90% of all financial advisors. And they are typically the most expensive way to work with a financial advisor. However, that doesn't…

0 0 0 77 0

Jeremy RIA @RetainerAdvisor

2 weeks ago

ALTERNATIVE STRATEGY TO DOLLAR COST AVERAGE VS LUMP SUM INVESTMENT DECISION I often have clients who feel anxiety over the thought of making a significant lump sum investment into the stock market, and for good reason. A poorly timed investment at a market high can result in…

1 0 3 170 0

Jeremy RIA @RetainerAdvisor

2 weeks ago

AFTER-TAX RETURNS OF ROTH IRA VS TAXABLE ACCOUNT A Roth IRA has the tax benefits of tax-free growth and distributions, but how much is that actually worth vs a taxable account? Let's look at a high-income couple earning $600k, making a $7k annual backdoor Roth contribution vs…

3 0 5 2K 6

Jeremy RIA @RetainerAdvisor

2 weeks ago

RENTAL REAL ESTATE - HOW TO RUN THE NUMBERS I have multiple rental homes and often see people and clients who get themselves into a bad situation due to not running the numbers. Any landlord can tell you that rental homes are definitely NOT a passive investment, so it's…

1 0 2 307 2

Jeremy RIA @RetainerAdvisor

3 weeks ago

MY EXPERIENCE WITH 2 FINANCIAL ADVISORS Prior to becoming an advisor, I had been a client of 2 of them. The first one got off to a good start; it was a small firm that included financial advisors and CPAs. I was someone who was comfortable managing my own money, but still…