Daniel Wilkinson (@danwilkinson_fp) 's Twitter Profile
Daniel Wilkinson

@danwilkinson_fp

Passionate about helping people make informed money decisions | Securities offered through LPL Financial, Member SIPC sipc.org

ID: 1775186627905679360

calendar_today02-04-2024 15:40:54

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Daniel Wilkinson (@danwilkinson_fp) 's Twitter Profile Photo

"I want to take the stress out of managing my finances" Things that don't get you there: A better portfolio Waiting Checking your balance 10x a day Things that do: Knowing what your money is supposed to do Having a buffer Knowing your number and having a plan to hit it

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The way most people look at their portfolio is hiding risk Most people evaluate investments one by one. Does this look good? Is this up or down? Should I add more? The problem is that's not how risk works A single position doesn't matter in isolation. It matters based on how

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Let's take a look at Gold ( $GLD ) - "the ultimate safe haven" Conflict happens, gold rises This dynamic has been true for decades So why hasn't gold skyrocketed during one of the biggest energy shocks in years? Because gold is actually three things at once: A commodity A

Let's take a look at Gold ( $GLD ) - "the ultimate safe haven"

Conflict happens, gold rises 
This dynamic has been true for decades

So why hasn't gold skyrocketed during one of the biggest energy shocks in years?

Because gold is actually three things at once: 
A commodity 
A
Daniel Wilkinson (@danwilkinson_fp) 's Twitter Profile Photo

Loving what the team at Replit ⠕ is building Put together a quick tool for a few clients this week It's crazy how fast you can go from idea to execution now I pre filled it with sample numbers so anyone can click around and see how it works even if you're not a pilot If you

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$1 million is $1 million, right? Not even close Where your money comes from shapes everything In a world obsessed with returns, market commentary, and portfolio performance, almost nobody talks about the relationship people have with their money But it all starts at the

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“When a company offers an A or B Fund, what does that mean?” It usually means your retirement is more than just a 401(k), and the company is also putting money toward your future in different ways A Fund (Defined Benefit / Pension) This is your paycheck in retirement A formula