Note: if images don't appear please enable "display / load images" in your email program.  Issue #561 • August, 3 2026 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. If you're not yet part of our AdvisorFirst Group but you'd like to learn more, you can schedule a chat with me.   August 2026 • 8-Page PDF This issues leads with something of a victory lap for **diversification**.
Which brings us to what seems to me the most universal investment policy challenge of the day: the fact that **10,500 people a day** are retiring into an equity market selling at multiples seen only a couple of times in 30 years How do we who’ve sold our clients on preponderantly equity withdrawals make peace with this? What can we reasonably ask of our cash equivalent side fund strategy?
Client’s Corner revisits and expands the message of Greenspan’s infamous “irrational exuberance” speech. This Week's Pro-TipI've been working on updating our "Golden Years" presentation, including offering it in two formats. They are both still in development but if you would like to take a peek (and offer feedback), you can do so here:     Last Week's QuizDoes a Roth 401k have Required Minimum Distributions (RMDs)?
Answer = Choice 2: No Roth 401k accounts are no longer subject to required minimum distributions (RMDs) while the account owner is still alive, starting from 2024. However, beneficiaries of Roth 401(k)s are still subject to RMD rules after the account owner's death.
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