Wealth Management Guy (@wealth_mgmt_guy) 's Twitter Profile
Wealth Management Guy

@wealth_mgmt_guy

Insights into the Private Wealth Management business. Talking all things investing, economics, and money. 10+years experience. Shareholder in an RIA

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calendar_today26-04-2024 16:11:17

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At long last both kiddos have returned to daycare and the house has returned to a functional work environment. Which means more posts and reply guying as well😂

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Not a financial suicide situation entirely but we have a new client with about $1M in assets. Two years ago he purchased about $90k worth of some SPAC. Today’s value is $45k. 4 years plus of financial advisor fees there where someone competent would say “don’t do that”

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Today will be a day of days. 8 inches of snow on the ground Daycare closed 3 year old woke up with a fever Wife headed into work (because people NEED to go to urgent care I guess) 4 month old in a deep sleep regression GOOD

Morgan Housel (@morganhousel) 's Twitter Profile Photo

"For reasons I have never understood, people like to hear that the world is going to hell." - Deirdre McCloskey, relevant today.

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We made it. The couch may be covered in vomit. But we made it. Now deciding how clean the house should be before my wife gets home in an hour

Wealth Management Guy (@wealth_mgmt_guy) 's Twitter Profile Photo

The Dungeon Crawler Carl series has me in a chokehold. Absolutely ripping through them this year. Cannot wait to see this made into a tv series in probably 10 years.

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Me- we think it makes sense for you, a multimillionaire to have about a 5% position in a private credit interval fund with quarterly liquidity. You won’t need that money ever in your lifetime. Client- sounds amazing, 10% yield?? Put all my money in me- LOL. You are funny. Let’s