Crazy part about the wild swings in the stock market (S&P 500) over past 2 years? With dividends reinvested, the market was +28.71 in 2021 and is 🔻12.42% in 2022 Averaged out, that's an 8.1% annual return 8% returns is never a linear path, it's filled with turbulence

Gonna be interesting

What does this show? The importance of proper equities & bond allocation that meets your risk tolerance.

Happy Friday! Love seeing my timeline with these rockstars: Jesse Cramer @OhHaiAndy UncommonYield @rinkydoofinance Brennan Schlagbaum, CPA @Kyle_401k_Maxi @SilverStateFI theficouple @StephenWealthy_ Chad | Money Matters

It was an absolute pleasure working with Jesse Cramer and all the other authors on this book! If you haven’t taken a look at all the amazing topics go check it out below! 👇👇👇👇

This kind of market volatility gives you a unique and rare opportunity. Think about your portfolio and write down exactly how you feel. That is your true risk tolerance. In investing, there is no knowledge more important than that.

Happy Mother’s Day to all the moms out there!

And we’re only 5 months in 👀 The ride to 8% yearly average growth is a wild one.

Roger at UPshot Wealth 🚀 S&P 500 annual returns: 2017: + 19.4% 2018: -6.2% 2019: +29% 2020: +16.26% 2021: + 27% If you don’t like the US economy at it’s worst, you don’t deserve it at it’s best🇺🇸

Has the market going down paused you from investing?

The 2 most important financial keys to my success. - Never carry CC debt - 3mo emergency fund Investing is in 3rd place. Why? Because you need to build the foundation first.

During the hot market in 2021: - 401k - HSA - IRA - Brokerage During the fugly market of 2022: - 401k - HSA - IRA - Brokerage Stay the course

Many will say move to an IRA. Consider: -401k existing management fees - fees of the funds you hold - do you actually wanna change the investment? - will this disqualify you from future backdoor Roth IRA bc of pro rata rules? (Assuming traditional 401k moving to traditional IRA)