Friendly reminder... You can STILL add to your IRA for last year if you didn't "max out" your contributions for 2025, even if you've already filed a tax return for last year*. *You will need to amend your tax return if you've already filed. #keepitsimple

Biggest NIL “oops” I encounter… “Did you set some money aside for taxes, like 25-30%?”

Markets are reacting to higher oil prices and global tensions. Pullbacks are a normal part of investing. Diversification and long term discipline matter. Read this weeks #PortfolioManagerInsights to learn more: bit.ly/3NvPbYb

These "down" days can feel like a never-ending root canal... Take the pain (stay invested). And don't forget to floss. #stayinvested #keepitsimple

Days like today are why you always stay invested. What will happen tomorrow? No clue. But when you consider the S&P generates positive ANNUAL returns roughly 75% of the time, why would you ever bail? #keepitsimple #historymatters

Pop quiz on market history…🤓 On the chart below (S&P 500 over the last 100 years), make a mark where the index went into a period of decline and then DIDN’T recover and move higher. #markethistory #keepitsimple #poise #patience

What do you call a rental property that will never appreciate meaningfully in value (if at all) and where the rent can never be increased? A bond. Look for rising income. #keepitsimple #risingdividends

You own shares of quality company that have slid 20% in price ($10 down to $8) due to the Iran conflict. Wisely, you keep buying shares "on sale" at a rate of $100/month. Now you can buy 12.5 shares instead of 10, a 25% increase. The extra shares will accelerate the rebound.

Friendly reminder: It’s time IN the market… (versus timing the market) #keepitsimple #stayinvested #patience #poise

Pop quiz: Buy low, sell __________

“This time is different!” Four very costly words if they convince you to bail on quality holdings. The CAUSE may be different. But eventually markets rebound. Always have. #stayinvested #patience #poise

Companies Reporting Earnings This Week... Monday: Goldman Sachs (GS), Fastenal (FAST) Tuesday: JPMorgan Chase (JPM), Johnson & Johnson (JNJ), Wells Fargo (WFC), Citigroup (C), BlackRock (BLK) Wednesday: Bank of America (BAC), Morgan Stanley (MS), Progressive (PGR), PNC

Friendly reminder... A 20 year-old with a $0 starting balance needs to invest $216/month* to be a millionaire at age 65. A 30 year-old has to invest $484/month* for the same result. Waiting doesn't make climbing the mountain any easier. *8% annual return; not a solicitation

"Beware of little expenses. A small leak will sink a great ship." ~Benjamin Franklin

Rising income alert! 🚨 Costco $COST announced a 13% increase in their cash dividend this week. They have hiked the dividend double-digit percentages for several years in a row. 5-year total return on a share: 166% #risingincome #keepitsimple

BIG earnings week ahead... Tuesday: GE Aerospace (GE), UnitedHealth Group Incorporated (UNH), RTX Corporation (RTX), Intuitive Surgical, Inc. (ISRG), Danaher Corporation (DHR), Interactive Brokers Group, Inc. (IBKR), Capital One Financial Corporation (COF), Northrop Grumman

Sound familiar? “Based on your answers to the risk tolerance questionnaire, you’re getting these 11 funds…Domestic large cap, mid cap, small cap, Europe, Mid East, Far East, real estate, metals, furs, bonds, kitchen sink…” Any questions? Good. NEXT!” There’s a better way.

This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ), Cadence Design Systems, Inc. (CAD) Tuesday: Visa Inc. (V), The Coca-Cola Company (KO), T-Mobile-US, Inc. (TMUS), Corning Incorporated (GLW), Booking Holdings Inc. (BKNG), Welltower Inc. (WELL),

Rising dividend alert 🚨 Comfort Systems ($FIX) hiked the cash dividend 14% last week. Recent prior hikes: 63% in 2025, 100% in 2024, 7% in 2023. 5-year total return on shares? 2061% 😵‍💫 To "share" more each year I believe they are MAKING more each year. 🤔 #keepitsimple

This Week: Companies Reporting Earnings Monday: Palantir Technologies Inc. (PLTR), Vertex Pharmaceuticals Incorporated (VRTX) Tuesday: Advanced Micro Devices, Inc. (AMD), Arista Networks, Inc. (ANET), Pfizer Inc. (PFE) Wednesday: The Walt Disney Company (DIS), Uber