This Week on TRB – The Reformed Dealer

March 12, 2023 2 min read

I need to begin out this week with a giant thanks to all our followers, mates, workers and purchasers who got here out to see us in Chicago this week for what can solely be described as a whirlwind of productiveness and enjoyable. The conferences had been significant, the catch-ups had been lengthy overdue and the meals was implausible. We shall be again! If you happen to stay within the Chicago space and will use slightly assist together with your portfolio, tax recommendation or simply need a second opinion about the way you’re investing, we’ve got six wonderful folks working within the metropolis together with three Licensed Monetary Planners. Talk to us here.

From left to proper – me, our latest shopper service rent Adam, the editor-in-chief of the monetary net Tadas Viskanta, our native famous person advisor Jonathan Novy, the legendary Invoice Candy and Ben Carlson.

Right here I’m with our newly employed president Jay Tini (left), my companion Kris Venne and Colleen Barrett who heads our shopper service division, additionally a Chicago native. This was taken at Bandit, which has probably the most insane Britney Spears-themed toilet, you need to see it to know the depths of the lunacy.

All new What Are Your Ideas this week, posted above. We went stay on YouTube from the Hoxton Resort in Chicago. Having the El prepare operating in by within the background was simply an unplanned bonus to filming there. If you would like the alert for after we’re going stay every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube

We had fan favourite Carleton English and first time visitor Joe Fahmy on TCAF this week! Carleton covers banks for Barron’s so it was a really well timed look. Our pal Joe is a veteran inventory dealer and introduced plenty of key insights to the episode.

You’ll be able to watch the brand new TCAF beneath or pay attention as a podcast.