#xypn growth story continues. XYPN firms now represent over 12% of ALL state registered RIAs offering financial planning. 👏👏👏

Great thread here.

Introducing: The Life of David Rhoiney A sneak peek behind the scenes of a major new Infinite Media film & book project chronicling the extraordinary journey of Dr. David Rhoiney (SurgiFi). ___ David Rhoiney was born at the bottom. As an impoverished African American child,

▪Advisors deserve to be paid. ▪Clients deserve to know what they're paying. ▪Advisor service levels & client needs exhibit tremendous variety. ▪AUM & flat fee models can each be appropriate. ▪Righteous overgeneralization is great for engagement & terrible for discourse.

Last week Austen Allred asked, "Why isn’t the ideal investment strategy for 99% of people under 45 just putting 100% of cash directly in the S&P 500?" My response: (1) Recency bias (2) US only is a bet on US tech (3) Behavior/risk Read it here: ofdollarsanddata.com/should-your-po…

Could not agree more. AI cannot & never will be able to “sit” with a grieving widow. To craft a financial plan with empathy. To be human together in the broken parts of life & yet craft a new way forward in the grief journey. As a widower myself, it’s now what I do for clients.

Textbook grift by Tony Robbins. It's not wonder folks struggle to trust finance professionals. Retail investors must navigate pernicious salesmanship, anemic regulatory standards, and an endless parade of public figures lying for profit. Do better. x.com/LastCallCNBC/s…

Can’t wait!

Working at PWL Capital for 10 years, I have talked to thousands of individual investors, and interviewed the smartest people in psychology, finance, and economics on Rational Reminder Podcast. Based on that experience, these are the lessons I think everyone should learn about investing:

Breaking News: Channel 5’s Maverick Steele Exposes TikTok’s IUL Insurance Scheme! 🚨🎤 Dive deep with us into the scandal as he reveals the TikTok insurance squad’s questionable tactics! While Ivan Illustrations and Rollback Ricky remain elusive figures, Premium Pat faces the

Eight reasons Americans should thank Israel for their response to Hezbollah: 1. 1983 Beirut Barracks Bombings: Hezbollah killed 241 U.S. servicemen in a suicide bombing (pictured). 2. 1983 U.S. Embassy Bombing: 17 Americans died in a Hezbollah-led attack (pictured). 3. 1984

Shout out from MichaelKitces to @MeghaanL for his blue kicks today and more on the story of the KITCES brand. Wonderful conversation with Carl Richards today at #XYPNLIVE!

AirPower!

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...

1/ 🚨Breaking News🚨 The One Big Beautiful Bill (OBBB) Act has just been passed by the House, and is now on its way to the President's desk, where it will be signed into law. With that in mind, it's time to break it down... To read it for yourself: congress.gov/bill/119th-con…

TAX MAN: Hey you! Your W-2 is ready. Pumped for tax season. ME: Awesome, so I can file my taxes now? TAX MAN: Nope, your wife’s W2 isn’t ready yet. ME: Cool. I'll see if she knows her ADP login. TAX MAN: Hey. Your 1098 is ready. ME: Great, that’s my mortgage interest

GOV: We have a housing crisis. Prices are too high. ME: I agree. Supply is too low. GOV: So we have a plan. We’re going to subsidize demand. ME: …What does that mean? GOV: We’re going to give people money to buy houses. ME: But there aren't enough houses. GOV: Right. So

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If I see one more post or article about a "loophole" in the tax code that "allows you to save tens of thousands of dollars on your tax bill," that ends up being about Bonus Depreciation or a Section 179 Deduction, I am going to absolutely lose my mind. Now, don't get me wrong;