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Issue: #541 | March 16, 2026 |
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The Champion's Creed
“I am not judged by the number of times I fail, but by the number of times I succeed. And the number of times I succeed is in direct proportion to the number of times I can fail and keep trying.
—Tom Hopkins |
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Greetings,
Welcome to this week's Advisor Training newsletter. Our goal is to provide training, education and insights for solo/independent Advisors who adhere to our client-first, counter-cultural, and sometimes counter-intuitive investment and business philosophy.
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"What is a simple way to explain what a 'mutual fund' is?" |
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Here are two:
- A broadly diversified, professionally managed collection of the world's great, publicy-traded, mainstream, profit-seeking companies.
- To own a basket of shares of the world’s most substantial, soundly financed, profitable and innovative global business, many of whose products and services we purchase regularly, some as often as every day.
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“The secret of change is to focus all your energy not on fighting the old but on building the new.”
――Socrates |
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Premature distribution from a qualified retirement plan can result in tax penalty of... |
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Answer = 3
10% penalty in addition to the back taxes that you would have paid if the money was never in a tax qualified plan to begin with. |
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Michael Paulding Thomas
Securities Principal & Advisor Development
Over three decades of training part-time and full-time financial advisors. Developed 2 $200k-earners, 10 $100k-earners, 15 part-time $50k-earners and built a $1.6M revenue sales force.
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