A Great Portfolio can be built on 5 ETF Investments 🌐 $VOO ~ S&P 500 $VNQ ~ Real Estate $VUG ~ Growth Index $VYM ~ Dividend Yield $VIG ~ Dividend Growth What do you think of this?

🚨BREAKING: The IRS just announced the inflation adjustments for tax year 2026. Here's what you need to know (and how it affects your taxes):

JD Vance joined Bluesky and posted this. 🤣

If you have a modest income, you should harvest gains. Capital gains on stocks/ETFs can be taxed at 0% if your gross income is less than $64,100 (single) or $128,200 (married) This means that you can sell then rebuy right away stocks/ETFs to increase your cost basis & pay less

💯

Greenland will be ours 🇺🇲

STOP IT!!!🤣🤣🤣

An HSA is one of the only triple-tax-advantaged accounts in the tax code.⁣ ⁣ Most people completely underutilize this.⁣ ⁣ Here's what makes HSAs powerful:⁣ ⁣ 𝐁𝐞𝐧𝐞𝐟𝐢𝐭 𝟏: 𝐓𝐚𝐱 𝐝𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐠𝐨𝐢𝐧𝐠 𝐢𝐧⁣ ⁣ Contributions are tax-deductible. For 2026, limits

The purpose of debt is to buy assets. If you're afraid of debt, you don't trust the asset. After 45 years, this is the simplest way I can explain when debt is good and when debt is bad. Look at the balance sheet... Assets on one side. Liabilities on the other. What's the

Wealthy people all do one thing that almost no one else is taught. They all have a long-term tax strategy with a great tax adviser. Notice I said ONE thing. Because you cannot separate those two. ❌ You cannot have a great tax strategy without a great tax adviser ❌ You cannot

The biggest mistake I made early in my career... 🚫 Don't delay. After 40 years, this lesson cost me and my clients dearly. ⚠️ I remember telling a client on April 14th that he owed $100,000 on April 15th. I was terrified to give him the bad news. I delayed telling him

Peter Lynch turned $18M into $14B. His 6 rules for 10x stocks: 1. Trailing P/E < 25 2. Forward P/E < 15 3. Debt/Equity < 35% 4. EPS Growth > 15% 5. PEG Ratio < 2 6. Market Cap > $5B "The person that turns over the most rocks wins the game." The edge isn't prediction. It's

Two parents. Same income. Same kid's age. One opens a Trump Account before April 15. One assumes it's only for newborns. By retirement: One has $2.7M. One has $0. Most parents don't know this account was built for kids already born. Here's everything you need to know: ↓

Oil up, Markets down, the chaos has officially arrived. Stop watching the red candles and start watching the legends. WATCH & SAVE the only strategy that survives a crash.

Couple comes in for their annual review. $2.8 million. Well invested. Solid Pension. Completely on track. I ask the question I ask everyone. "How is your daughter doing?" Mom's face changed first. Their daughter is 39. Hasn't asked for anything. Never complained. But she's

The median midterm year drawdown is 15.6% .. S&P 500 1950-2022

My father is 83 years old and has studied US stocks for almost 52 years. He summarized some simple rules for beginners: 1. Price falls 5% → Hold 2. Price falls 15% → Buy 10% 3. Price falls 25% → Buy 25% 4. Price rises 5% → Continue holding 5. Price rises 15% → Continue

🧵 Peter Lynch is one of the greatest investors in the world achieving an annual return of 29.2% (!) between 1977 and 1990. This means your investment would have increased 26x (!). Learn how to improve your returns with these 20 golden investment rules:

Here's the full clip. x.com/FinanceLancelo…

If you died tomorrow, would your family know how to access everything? Banking, crypto, brokerages, your laptop... Here's how to build your "When I Die" binder in under 10 minutes: