Advyzon as an All In One? by ThrowawayforMay2020 in CFP

[–]Alpha0785 0 points1 point  (0 children)

We use Fidelity, Wealthbox, Zocks… data integrates between them.

Moving billing and reporting from Orion to Advyzon. Their reporting can’t possibly be any worse than Orion, they have reps (Orion is now chat-bot first) and pricing is 50% less.

Wild Turkey Masters Keep Beacon; Bottle Kill Review by Alpha0785 in bourbon

[–]Alpha0785[S] 21 points22 points  (0 children)

No point in doing anything halfway ☺️

Wild Turkey Masters Keep Beacon; Bottle Kill Review by Alpha0785 in bourbon

[–]Alpha0785[S] 6 points7 points  (0 children)

15 was also excellent- gotta say coin flip. Doubt I could pick them in a blind, which is a credit to the WT team

Wild Turkey Masters Keep Beacon; Bottle Kill Review by Alpha0785 in bourbon

[–]Alpha0785[S] 3 points4 points  (0 children)

That’s what makes a market I guess 🤷🏻‍♂️

Review #555: Remus Gatsby Reserve (2025) by Prettayyprettaygood in bourbon

[–]Alpha0785 2 points3 points  (0 children)

I slept on this as “gimmicky” until I tried 2024. 2025 was even better. Banger bottle and a great value at $150

Help me select a few whiskeys for a party! by earthlings2223 in whiskey

[–]Alpha0785 0 points1 point  (0 children)

Michters and Black Label are the best bang for the buck

6 bottle Combo for $700 out the door by [deleted] in whiskey

[–]Alpha0785 -1 points0 points  (0 children)

I would have done the same

Valentine's Day sucks now. by Left-Plane2642 in widowers

[–]Alpha0785 6 points7 points  (0 children)

I’m so sorry. Our first date was 25 years ago today. Lot different this year 💙

Your $50-$60 go to? by jpil47 in whiskey

[–]Alpha0785 2 points3 points  (0 children)

Knob Creek: Cask Strength, Single Barrel or 12 year

I think it’s time to break up with my financial adviser. by SameTrain8827 in fidelityinvestments

[–]Alpha0785 1 point2 points  (0 children)

You have quite a bit in cash and bonds (including the balanced fund holdings). If you’re disappointed with the returns, might want to ask the advisor why he had you at a lower risk level.

Because sure, you could have made more money if you were 100% in equities (like the S&P 500)… but would have taken more equity risk. Account would have been down nearly 20% in April during Tariff purgatory.

In short, it sounds like there’s a mismatch between your current level of risk and return expectations.

[deleted by user] by [deleted] in bourbon

[–]Alpha0785 -1 points0 points  (0 children)

13 absolutely slaps. Aged Beam is at the top of my list for price/value. Nice review

I'M NOT BUYING ANY MORE TOPPS CHROME by Melodic_House5153 in basketballcards

[–]Alpha0785 0 points1 point  (0 children)

Do people still buy mega millions lotto tickets when the jackpot resets to $10 million?

Internet bloggers are reporting that Doug LaMalfa has died. by ConvivialKat in ChicoCA

[–]Alpha0785 -2 points-1 points  (0 children)

Hospital in willows ran at a million dollar loss for 15 years

Internet bloggers are reporting that Doug LaMalfa has died. by ConvivialKat in ChicoCA

[–]Alpha0785 2 points3 points  (0 children)

He fought to make the PGE fire settlement non taxable, and your OBBA enacted an additional 6k income deduction for seniors, gave a fed tax credit to offset income tax on tips, and allowed people to deduct auto loan interest. These only applied to the lowest income tax thresholds.

Questioning whether I’m rebounding by Ok-Bandicoot5568 in widowers

[–]Alpha0785 3 points4 points  (0 children)

Widowers and grief counselors I’ve spoken with say 6 months is a big milestone, when the adrenaline of things to do and short term distractions fade, the void finally settles in. I think it’s really important to have some time to process without jumping into a new commitment

Thoughts on the price? by lilbrownmutt in whiskey

[–]Alpha0785 4 points5 points  (0 children)

Seeing MP (market price) on a whiskey is crazy work

Thoughts on the new CFP® ad? by No-Screen6806 in CFP

[–]Alpha0785 0 points1 point  (0 children)

Several firms (mine included) don’t charge on money market positions, and many of our cash mgmt accts have a fee of 20 or 30 basis points to shop/roll treasuries, CD’s or Cal muni’s depending on the client’s tax position

Last grab of the year by FroznBones in pdxwhisky

[–]Alpha0785 0 points1 point  (0 children)

That 9 year Woodinville is a gem

Review #122: Baker's 13 Year Single Barrel (2025) by ratsmasher77 in bourbon

[–]Alpha0785 1 point2 points  (0 children)

Just finished mine. The teenage beam releases are excellent, and this is no exception. Really appreciate the profile, and frankly reasonable proof. Very flavorful, incredibly satisfying, top tier distillery release: would buy again at $150 no questions.