DSF can handle all your financial needs. And most importantly, you'll work with me. 1 on 1. No long waits to schedule meetings, get responses, or have your questions answered.

If you want less stress and more health/wellbeing by having someone manage your investments for you, I can help. Shoot me a personal note and I will get back to you today: docshahfinancial.com/contact

By the way, I am taking a trip to Italy/South of France very soon. Any followers in those areas have recommendations on authentic restaurants and off-the-beaten-path experiences? Going to Lake Como, Milan, Genoa, Monaco, Nice, and Provence (will have a car here).

If you want to know why bond prices and rates move in opposition, it's very simple. Ask yourself: Would I buy a new bond at 5% or an old bond at 4%? There's your answer - if rates go to 5%, no one wants a 4% bond. The price falls so the old bond's yield matches the market rate.

Whenever you find yourself in a lower income year (laid off, starting a business, maternity leave, Sabbatical, etc), you should instinctively think about recognizing income. You have loads of income being stored in your pre-tax accounts (IRA, 401k) as funds. You can convert

So many people reach out about having me manage their account with their primary goal, "to make as much money as possible." I never sign these clients. There's nothing inherently wrong with this ambition, but it's fulfilling to work with people whose primary goal is: -

It always shocks me how so many people think starting an LLC is some cheat code to save in taxes. You can only deduct what is both (i) ordinary and (ii) necessary. Running a shell company so you can deduct your extravagant lifestyle expenses is an easy way to ruin your life.

If you want to pay potentially millions less in tax, it's pretty straightforward: You have to plan ahead by controlling when and how much income you recognize. Backdoor Roths, Roth Conversions, Asset Location, Donor Advised Funds, Tax Gain Harvesting, Tax Loss Harvesting,

If you want less stress and more health/wellbeing by having someone manage your investments for you, I can help. Shoot me a personal note and I will get back to you today: docshahfinancial.com/contact

I will be back on air, LIVE with Schwab Network tomorrow at 9:45am to discuss $ULTA's earnings. Tune in here: schwabnetwork.com

Another great segment on air with Nicole Petallides at Schwab Network on $ULTA and the beauty industry! Watch it below! schwabnetwork.com/video/ulta-elf…

They are 96% to their goal! If you can contribute, please click below 👊🏽