Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile
Nikki Dunn, CFP®

@shetalksfinance

Wealth Planning For DIY Traders/Investors & Biz Owners. *Market, Macro & Money Takes*

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linkhttps://shetalksfinance.com/happenings/ calendar_today13-08-2012 12:43:30

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Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

When sentiment gets super negative, that is where the true “risk” becomes to the upside. Higher stock prices end up shocking people because they weren’t prepared for it. They didn’t think through possibilities and probabilities. This leads to chasing the market and loads of

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

This is the exact mindset I help my high-net worth clients with. They can use their wealth to bring joy for themselves & others and STILL reach all of their goals!

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

Something has to give with housing prices if mortgage rates stay up here. Some markets have seen more price decreases than others- but, overall, prices haven't budged enough for affordability. The good part of this? The bottom 50% owns most of their wealth in their home, and

Something has to give with housing prices if mortgage rates stay up here. 

Some markets have seen more price decreases than others- but, overall, prices haven't budged enough for affordability.

The good part of this? The bottom 50% owns most of their wealth in their home, and
Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

“How is the stock market up with all this risk?” I don’t know if this is a bear market rally or a continuation of the bull, but the price action looks orderly to me (speaks more to continuation). We reached -20% in S&P 500 3 times faster recently vs. the 2022 bear market.

Jeff Levine, CPA/PFS, CFP® (@cpaplanner) 's Twitter Profile Photo

1/ x 🚨Breaking Tax News!🚨 The House Ways and Means Committee just released draft tax legislation that will be "marked up" soon! Are you as excited as I am? (Hint... probably not😉) Here's a link to the text: docs.house.gov/meetings/WM/WM… Now, let's break it down...

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

The interesting thing about this is we’ve seen this playbook before. A stock market rally can come NOT from justified valuations, but more from shorts getting squeezed…and everyone who went to cash due to risks chasing equity prices higher.

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

Are you crazy for thinking you’ll get rich investing in the stock market? Is earning in your own business the only way to riches? Let’s break it down…

Worst Finance Takes (@lifeinvestmoney) 's Twitter Profile Photo

Choose your fighter 1. Dave Ramsey telling you to avoid all debt 2. Grant Cardone telling you to take on massive real estate debt 3. Rajat telling you to sell your car for bitcoin 4. Ramit telling you to never buy a house

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

TPain’s money message here is 🤌 Just because you have a high net worth, it doesn’t mean you’re going to spend on flying private everywhere. Wealthy people care about value and are methodical about what’s “worth it” :

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

This new generation of investors LOVE buying the dip. You can't say they haven't seen volatility- they have (2020, 2022, and now 2025) They're not afraid, and it's amazing. Then you look at Bitcoin investors and it's even more amazing.

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

It's far underestimated how valuable even small portfolio tweaks can be to your net worth. The problems I see: -Holding too much cash/low risk assets -Over or under diversified (yes, you can have TOO much diversification) -Not re-investing dividends (if they're not needed)

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

It’s easy to say when stocks have been in a long-term bull trend… however, have fun liquidating investments during a bear market. It hurts. Plus, emergency funds are a small % of your net worth typically- it’s okay to just be boring with it. Keep it safe from risk.

Nikki Dunn, CFP® (@shetalksfinance) 's Twitter Profile Photo

Having the patience to hold high quality stocks that become "multi-baggers" is a super power for more wealth. Here's how I do it in my personal investing portfolio: 1. Spotting trends: Pay attention to the world around you and you'll get investing ideas. I found my niche in