401 Financial

See Tyrone speak at ! This year’s event is taking place on Tuesday, 11/12 and Wednesday 11/13. I’ll be joining some fellow national thought leaders to discuss the biggest trends facing our industry, and how we are changing advice delivery for a better future. For more information, and to register for the free event, click here:

-Digital onboarding.
-Real-time analytics.
-Personalized guidance.
-Proactive recommendations.
-Monthly meetings.

📲Text us at 732-965-3791 or send us a DM for more info.

Learn more about the 401 way. We’re waiting to hear from you!

📲Text us at 732-965-3791 or send us a DM for more info.

If you’d like to find out more about the 401 way, make sure to like, share with family & friends, and give us a follow.

Send us a DM or text us at 732-965-3791. We'd love to hear from you!

A note I just shared with 401 Financial in our community Circle.

“Markets are like pendulums – they never stay at one extreme forever. Never let the recent past determine your expectations for the future.” -Howard Marks

📲Text us at 732-965-3791 for more info.

401 cryptoasset financial planning basics:

•Tax Planning: Calculate and assess unrealized gain/loss on cryptoassets.

• Investment data: Aggregate data for market value of holdings and provide comprehensive investment analysis paired with any traditional holdings.

• Risk Management: Get location of cryptoassets, allowing us to assess the exchange and/or wallet risk.

• Estate Planning: Assist client with creating an estate plan at Wealth.com for holdings either at centralized exchanges (they often don’t allow client to list a beneficiary) or onchain (document a path for beneficiaries to access funds).

📲Text us at 732-965-3791 for more info.

Our CEO, Tyrone challenged the students of Sapere Aude Consortium to become changemakers, to be purpose-driven and to “Choose positive.” Counseling the students to “seek connections with people who know what you don’t know,” Tyrone emphasized that individuals should not always aim to be the smartest person in the room but rather surround themselves with people they can learn from.

The pillars of fit-nance:

💰Consistency

💰Long Time Horizon

💰Goal Setting

💰Risk Management

💰Tracking Progress

💰Continuing Education

Text us at 732-965-3791 or click the link in our story for more details.

The productivity-to-exercise (P/E) ratio measures an individual’s productivity relative to the amount they exercise. P/E ratio is a popular fit-nance metric used to measure overall health and wellness.

Text us at 732-965-3791 or click the link in our story for more details.

BPS: A basis point is a standard measure for overall strength and other physical abilities in FITnance.

-(B)ench Press
-(P)ush-ups
-(S)quats

Text us at 732-965-3791 or click the link in our story for more details.

“We want to be the human advisor that also provides the best tech in the business. We don’t give our clients those 50+ page reports, we simply give them what’s necessary for them to understand the “why” behind our recommendation. It’s personal, it’s intentional.”

New edition of our Token Advice Newsletter is live! “Mastering Workplace Rights and Benefits,” by none other than our lovely HR Auntie, .

🔑Click the link in our bio to check it out and subscribe!

Some tips on accessing employer sponsored childcare plans from your favorite HR Auntie, .

For more information, send us a text @ 732-965-3791.

New TA is fresh out the skillet! In this edition we look at the benefits of setting up a trust and it includes a shout out to our family.

Tap in by clicking the link in our bio. Make sure to shoot us a text at 732-965-3791 to learn more about 401!

Happy Juneteenth from 401. A day of celebration, faith and endurance. ✊🏽

Learn more about its significance by clicking the link in our story.

Data from 2024 Gen Z and Millennial Survey.

Visit us at 401financial.co or text us at 732-965-3791 for more info.

The latest edition of Token Advice is out! Click the link in our bio to learn about the reasons to hire a Financial Planner, which include:

1. Starting Your Career
2. Major Life Events
3. Managing Investments
4. Estate Planning
5. Dealing with Financial Uncertainty
6. Running a Business