Use this document to educate prospects on the “four options” for what to do with employer sponsored retirement plans upon separation.
Rollover Education Document
By Independence Square
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12 days ago


Independence Square Advisors@isqadvisors
Independence Square Advisors
@isqadvisors
High frequency data shows that consumer credit/debit transactions have maintained a baseline level throughout the fall and winter, while anything travel related has remained significantly below pre-pandemic levels. https://t.co/x4PCpdPvHc


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49 days ago


Independence Square Advisors@isqadvisors
Independence Square Advisors
@isqadvisors


Zachary Mineur, CFA@greenbackzach


Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
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CIO & Co-Founder @isqadvisors - markets, science, policy, coffee, dogs, bball - Securities offered through LPL Financial, Member SIPC https://t.co/ByaEosHXVh
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@greenbackzach: Twitter monthly active users appears topped out at 340M while Facebook screams past 2.5 Billion. https://t.co/h1JaejEcul
50 days ago


Independence Square Advisors@isqadvisors
Independence Square Advisors
@isqadvisors


Tracy Alloway@tracyalloway


Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
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Financial journalist at Bloomberg, co-host of Odd Lots. I like financial crisis hindsight, spurious correlation and puppies. London➡New York➡Abu Dhabi➡Hong Kong
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@tracyalloway: The BOJ has become the biggest owner of Japanese stocks with a $434 billion portfolio, according to one estimate.
https://t.co/BWrlYrFkKQ https://t.co/ZqsXs8zxkK
https://t.co/BWrlYrFkKQ https://t.co/ZqsXs8zxkK
55 days ago


Independence Square Advisors@isqadvisors
Independence Square Advisors
@isqadvisors
Vaccine timeline via @GoldmanSachs https://t.co/vYmcF2IG1N


Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
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56 days ago


Independence Square Advisors@isqadvisors
Independence Square Advisors
@isqadvisors
Holiday #airtravel numbers down ~40% from 2019. https://t.co/jOw6kdV86t


Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
Total Tweets49
Followers97
Following947