4/17/2025 | Sound Income Strategies LLC | 604,183 | $5.42M | 0.3% | +8.8% | 4.001% | |
2/17/2025 | Cetera Investment Advisers | 70,487 | $653K | 0.0% | -3.5% | 0.425% | |
2/14/2025 | Jane Street Group LLC | 67,543 | $625K | 0.0% | +12.2% | 0.407% | |
2/13/2025 | Raymond James Financial Inc. | 74,153 | $687K | 0.0% | N/A | 0.447% | |
2/13/2025 | Envestnet Asset Management Inc. | 169,135 | $1.57M | 0.0% | -5.3% | 1.020% | |
2/13/2025 | Wells Fargo & Company MN | 120,497 | $1.12M | 0.0% | -17.8% | 0.727% | |
2/11/2025 | LPL Financial LLC | 732,821 | $6.79M | 0.0% | -3.6% | 4.420% | |
2/11/2025 | Sei Investments Co. | 17,498 | $162K | 0.0% | N/A | 0.106% | |
2/6/2025 | Raymond James Financial Inc. | 74,153 | $687K | 0.0% | N/A | 0.447% | |
2/5/2025 | Whipplewood Advisors LLC | 24,315 | $225K | 0.1% | N/A | 0.147% | |
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1/30/2025 | Strategic Financial Concepts LLC | 36,053 | $334K | 0.0% | N/A | 0.217% | |
1/28/2025 | Strategic Financial Concepts LLC | 36,053 | $334K | 0.0% | N/A | 0.217% | |
1/22/2025 | Perigon Wealth Management LLC | 113,503 | $1.07M | 0.0% | +1.7% | 0.685% | |
1/21/2025 | Sound Income Strategies LLC | 555,319 | $5.14M | 0.3% | +3.5% | 3.349% | |
1/17/2025 | Mutual Advisors LLC | 16,550 | $155K | 0.0% | -11.3% | 0.100% | |
11/15/2024 | MCIA Inc | 12,228 | $119K | 0.0% | +10.6% | 0.074% | |
11/15/2024 | Jane Street Group LLC | 60,199 | $587K | 0.0% | +7.1% | 0.363% | |
10/16/2024 | Cornerstone Wealth Management LLC | 13,212 | $129K | 0.0% | +18.8% | 0.080% | |
10/10/2024 | Sound Income Strategies LLC | 536,520 | $5.23M | 0.3% | +4.4% | 3.236% | |
8/13/2024 | AE Wealth Management LLC | 27,038 | $249K | 0.0% | -4.8% | 0.163% | |
7/23/2024 | MeadowBrook Investment Advisors LLC | 5,245 | $48K | 0.0% | -67.1% | 0.032% | |
7/12/2024 | Sound Income Strategies LLC | 513,764 | $4.73M | 0.3% | +8.1% | 3.099% | |
4/15/2024 | Sound Income Strategies LLC | 475,352 | $4.50M | 0.3% | +12.2% | 2.791% | |
4/11/2024 | MCIA Inc | 11,046 | $103K | 0.0% | N/A | 0.052% | |
2/9/2024 | Advisory Services Network LLC | 116,148 | $1.06M | 0.0% | +1.5% | 0.552% | |
2/9/2024 | D.A. Davidson & CO. | 54,363 | $494K | 0.0% | +9.1% | 0.258% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 15,945 | $145K | 0.1% | N/A | 0.076% | |
1/29/2024 | Ellis Investment Partners LLC | 31,850 | $289K | 0.1% | +7.1% | 0.151% | |
1/24/2024 | International Assets Investment Management LLC | 20,884 | $190K | 0.0% | N/A | 0.099% | |
1/18/2024 | Gradient Investments LLC | 3,653 | $33K | 0.0% | +99.1% | 0.017% | |
1/16/2024 | Raymond James & Associates | 40,520 | $368K | 0.0% | +72.9% | 0.192% | |
1/10/2024 | Sound Income Strategies LLC | 423,547 | $3.85M | 0.3% | +6.5% | 2.011% | |
11/13/2023 | LPL Financial LLC | 772,137 | $6.78M | 0.0% | +2.7% | 3.666% | |
11/8/2023 | HighTower Advisors LLC | 104,127 | $914K | 0.0% | +10.5% | 0.494% | |
11/8/2023 | D.A. Davidson & CO. | 49,840 | $438K | 0.0% | +20.5% | 0.237% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 299,276 | $2.63M | 0.2% | +8.8% | 1.421% | |
10/24/2023 | Raymond James & Associates | 23,438 | $206K | 0.0% | +20.6% | 0.111% | |
10/24/2023 | Pinnacle Associates Ltd. | 13,928 | $122K | 0.0% | -12.6% | 0.066% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 35,488 | $312K | 0.0% | -4.6% | 0.169% | |
10/13/2023 | PFG Advisors | 11,567 | $102K | 0.0% | -53.1% | 0.055% | |
The U.S. just rewrote the rules of retirement (Ad) For decades, Wall Street told retirees to stick with big names, stay diversified, and live off dividends. But Tim Plaehn says those rules no longer apply — and the 2025 trade war is exposing just how fragile that plan really was.
Tim just released a video briefing explaining how the global shift is hammering traditional income stocks — and how a few U.S.-focused companies are built to weather the chaos. Watch the 2025 Trade War dividend protection briefing now |
10/13/2023 | Global Retirement Partners LLC | 22,930 | $193K | 0.0% | +43.9% | 0.109% | |
10/12/2023 | Sound Income Strategies LLC | 397,745 | $3.49M | 0.3% | +7.7% | 1.889% | |
10/5/2023 | IVC Wealth Advisors LLC | 10,450 | $92K | 0.1% | -54.4% | 0.050% | |
8/10/2023 | Cetera Investment Advisers | 69,427 | $628K | 0.0% | +4.8% | 0.330% | |
8/4/2023 | Envestnet Asset Management Inc. | 215,530 | $1.95M | 0.0% | +57.1% | 1.023% | |
7/31/2023 | LPL Financial LLC | 752,061 | $6.80M | 0.0% | -1.0% | 3.571% | |
7/27/2023 | Pinnacle Associates Ltd. | 15,928 | $144K | 0.0% | -61.7% | 0.075% | |
7/25/2023 | Raymond James & Associates | 19,441 | $176K | 0.0% | +38.8% | 0.092% | |
7/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 7,362 | $67K | 0.0% | N/A | 0.035% | |
7/21/2023 | Creative Planning | 76,666 | $693K | 0.0% | N/A | 0.362% | |
7/21/2023 | 1900 Wealth Management LLC | 34,579 | $313K | 0.0% | +31.4% | 0.163% | |
7/20/2023 | Global Retirement Partners LLC | 15,930 | $144K | 0.0% | +23.2% | 0.075% | |
7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 7,362,008 | $66.55M | 0.0% | N/A | 34.759% | |
7/20/2023 | PFG Advisors | 24,648 | $223K | 0.0% | +16.9% | 0.116% | |
7/13/2023 | IVC Wealth Advisors LLC | 22,932 | $207K | 0.1% | -6.1% | 0.108% | |
7/11/2023 | Good Life Advisors LLC | 13,106 | $118K | 0.0% | N/A | 0.062% | |
7/10/2023 | AE Wealth Management LLC | 32,860 | $297K | 0.0% | +7.5% | 0.155% | |
7/10/2023 | Sound Income Strategies LLC | 369,240 | $3.34M | 0.3% | +7.7% | 1.743% | |
5/10/2023 | Ellis Investment Partners LLC | 29,362 | $275K | 0.1% | +4.6% | 0.142% | |
5/10/2023 | LPL Financial LLC | 759,817 | $7.13M | 0.0% | +1.4% | 3.676% | |
5/8/2023 | Global Retirement Partners LLC | 12,930 | $114K | 0.0% | N/A | 0.063% | |
5/3/2023 | Axxcess Wealth Management LLC | 10,089 | $95K | 0.0% | N/A | 0.049% | |
4/25/2023 | D.A. Davidson & CO. | 41,509 | $389K | 0.0% | +2.8% | 0.201% | |
4/21/2023 | PFG Advisors | 21,077 | $198K | 0.0% | +8.3% | 0.102% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 233,014 | $2.19M | 0.1% | +28.9% | 1.127% | |
4/18/2023 | IFP Advisors Inc | 5,000 | $60K | 0.0% | +198.9% | 0.024% | |
4/14/2023 | AE Wealth Management LLC | 30,559 | $287K | 0.0% | -11.6% | 0.143% | |
4/14/2023 | Raymond James & Associates | 14,010 | $131K | 0.0% | +14.4% | 0.066% | |
4/13/2023 | IVC Wealth Advisors LLC | 24,432 | $229K | 0.2% | -30.4% | 0.114% | |
4/11/2023 | Mutual Advisors LLC | 18,790 | $176K | 0.0% | +57.2% | 0.088% | |
4/10/2023 | Sound Income Strategies LLC | 342,915 | $3.22M | 0.3% | +8.4% | 1.605% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 37,885 | $357K | 0.0% | N/A | 0.178% | |
2/8/2023 | UBS Group AG | 334,279 | $3.15M | 0.0% | -16.4% | 1.569% | |
2/8/2023 | Belpointe Asset Management LLC | 5,048 | $48K | 0.0% | N/A | 0.024% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 35,590 | $335K | 0.0% | +19.7% | 0.167% | |
2/7/2023 | LPL Financial LLC | 749,282 | $7.05M | 0.0% | -17.7% | 3.518% | |
2/7/2023 | Envestnet Asset Management Inc. | 94,187 | $887K | 0.0% | +74.2% | 0.442% | |
2/6/2023 | 1900 Wealth Management LLC | 26,323 | $248K | 0.0% | -12.1% | 0.124% | |
2/3/2023 | D.A. Davidson & CO. | 40,359 | $380K | 0.0% | +5.8% | 0.189% | |
2/1/2023 | Pinnacle Associates Ltd. | 42,578 | $401K | 0.0% | -4.5% | 0.200% | |
1/31/2023 | WealthBridge Capital Management LLC | 10,000 | $94K | 0.0% | N/A | 0.047% | |
1/31/2023 | AE Wealth Management LLC | 34,570 | $325K | 0.0% | +83.8% | 0.162% | |
1/31/2023 | Ellis Investment Partners LLC | 28,060 | $264K | 0.1% | +13.7% | 0.132% | |
1/30/2023 | PFG Advisors | 19,466 | $183K | 0.0% | +67.1% | 0.091% | |
1/30/2023 | International Assets Investment Management LLC | 309,442 | $5.10M | 0.4% | N/A | 1.453% | |
1/25/2023 | Pinnacle Associates Ltd. | 42,828 | $427K | 0.0% | -3.9% | 0.202% | |
1/12/2023 | Mutual Advisors LLC | 11,950 | $113K | 0.0% | N/A | 0.059% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 180,795 | $1.70M | 0.1% | +7.8% | 0.891% | |
1/11/2023 | Sound Income Strategies LLC | 316,246 | $2.98M | 0.4% | +67.5% | 1.562% | |
1/11/2023 | MCIA Inc | 10,321 | $103K | 0.0% | N/A | 0.051% | |
The U.S. just rewrote the rules of retirement (Ad) For decades, Wall Street told retirees to stick with big names, stay diversified, and live off dividends. But Tim Plaehn says those rules no longer apply — and the 2025 trade war is exposing just how fragile that plan really was.
Tim just released a video briefing explaining how the global shift is hammering traditional income stocks — and how a few U.S.-focused companies are built to weather the chaos. Watch the 2025 Trade War dividend protection briefing now |
1/10/2023 | Gradient Investments LLC | 443,956 | $4.18M | 0.1% | +3.5% | 2.188% | |
12/5/2022 | Centaurus Financial Inc. | 17,300 | $171K | 0.0% | N/A | 0.085% | |
11/15/2022 | Ellis Investment Partners LLC | 24,687 | $244K | 0.1% | +11.9% | 0.122% | |
11/14/2022 | OLD Mission Capital LLC | 28,200 | $279K | 0.0% | N/A | 0.139% | |
11/14/2022 | MML Investors Services LLC | 178,279 | $1.77M | 0.0% | -1.5% | 0.881% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 167,746 | $1.66M | 0.1% | +3.1% | 0.829% | |
11/10/2022 | UBS Group AG | 399,973 | $3.96M | 0.0% | +1.0% | 1.976% | |
11/7/2022 | D.A. Davidson & CO. | 38,159 | $378K | 0.0% | +11.8% | 0.189% | |
10/31/2022 | 1900 Wealth Management LLC | 29,950 | $296K | 0.0% | +10.5% | 0.148% | |
10/25/2022 | Raymond James & Associates | 13,900 | $138K | 0.0% | -25.8% | 0.068% | |