Wealth Management Social Media and Updates
Wealth Management Social Media and Updates
Wealth Management Pulse
EMAIL DIGESTS
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
If you keep too much cash, you risk falling behind inflation and missing out on potentially high returns in the stock market. https://t.co/99plwWnwHW
🚨During times of uncertainty (I predict next year not this year) 2 ETFs TBL will be focusing on (full disclosure we’re already in 1 of them) XLV (healthcare etf) IHE (pharmaceutical etf) Why? Simple they both have 2 stocks in...
The 30-year mortgage was designed to keep you in debt your whole life. The wealthy figured out how to use that same debt to build wealth. Same tool. Different mindset
The secret to stock market success isn’t trading more, it’s choosing better. Learn how long-term investing and patient decision-making can help you outperform and grow your wealth over time.
The stock market went down: • 49% in 2000 • 55% in 2008 • 35% in 2020 • 27% in 2022 • 23% in 2025 But it recovered every single time so far. There will always be short term volatility. That’s totally normal and healthy. Focus on...
Go out a year or more, and it's clear why staying invested is key to building wealth JPMAM https://t.co/MTyltd1yyP
5 Beneficiary Designations For Clients To Review Now ➡️How financial advisors can add value for their clients by holding a beneficiary designation review meeting and by being aware of opportunities for changes as their clients' (and the clients' current beneficiaries')...
Gig work is flexible. Gig taxes? Not so much. No 1099 doesn’t mean no reporting—and some new deductions sound great… until you realize there are rules attached. It’s one of those “simple until it’s not” situations. Here’s what to know: https://t.co/BXKJJZUpEQ
Stick to long term plans. $spx monthly flows win. 529 plans can pay for college Markets take the stairs up and the elevator down." This chart proves it beyond any doubt. S&P 500. Every bull and bear market since 1949. Bull markets: → Average...
Chuck Akre on decision-making "The fewer investment decisions we make, the less exposure we have to making mistakes. Obviously, these decisions that are made must be correct, which is why we spend so much time trying to understand the quality of...
“Ninety-nine percent of investors shouldn’t try to get rich too quickly—it’s too risky. Try to get rich slowly.” — John Templeton https://t.co/WNkQILQKip
I Read 100 Wealth Books: These 10 Lessons Separate The Rich People From Everyone Else https://t.co/krRorUYDnW
Beta shows market sensitivity but loses value in crises. R² reveals reliability—low R² implies idiosyncratic risk. Beta shifts with lookback. Trade insight: apply beta at portfolio level, not to single stocks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
My mamu married in 2021 & having a girl child. His income is about ₹15 LPA. Everyone said: “Put your kid in ₹5L private school.” But he did what I said & instead Choose: • Govt school. ₹500/year. • Saved ₹5 Lakh every year. • Investing silently. After...
$800K in RSUs. Vested into a Morgan Stanley account over 6 years. You die. The IRS doesn't care that you're Singaporean. Those are US-listed shares. They're included in your estate. And the exemption for non-US persons? $60,000. Not $60,000 per stock. $60,000 total.
