Andrew Ish, CFA, CPA, CFP® @Andrewjish

Prepared Financial Planning LLC Founder and Financial Planner. Helping you on your financial journey with retirement planning, investing, and tax insights. preparedfp.com Milwaukee, WI Joined November 2014

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The Money Cruncher, CPA @money_cruncher

3 hours ago

If you don't know what to invest in, research $VTI $100 invested in it gives you: > $6.77 of Nvidia > $6.51 of Microsoft > $5.09 of Apple > $3.67 of Amazon > $2.76 of Meta and $75.20 in the other 3521 stocks It's buying the entire US market with a low fee (0.03% expense) ETF

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Jenny Rozelle @jennyrozelle

3 days ago

Don't let your money go to your ex-spouse by accident. Now that I got your attention, let's talk about when you should check your beneficiary designations... 🧵

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Thomas Kopelman 💵 @TKopelman

3 days ago

Insurances you need to consider as a high income 30-50 year old: 1. Car insurance: cover large outlays of cash not low deductibles (maxed out liability, underinsured/uninsured motorist, etc) 2. Disability insurance: protect your future earnings 3. Health insurance: make sure a…

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Charles Miller @charlesmiller_7

5 days ago

Chasing goals changes you

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Eddy Elfenbein @EddyElfenbein

5 days ago

The S&P 500 had no gain from March 6, 1937 to September 11, 1950; September 24, 1968 to August 12, 1982; and March 24, 1998 to October 3, 2011. The market’s entire gain came outside those times.

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Thomas Kopelman 💵 @TKopelman

a week ago

Times to consider Roth conversions: - low income years - when you retire & before you start taking RMDs from other accounts - when the market is down - when your tax bracket will be lower than it is expected to be in the future - to pay tax at a lower rate than your Heirs will -…

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Thomas Kopelman 💵 @TKopelman

6 days ago

Roth accounts are entirely tax-free: - No capital gains on growth - No income tax on withdrawals That’s why you typically want to put your highest-growth assets in Roth accounts Think equity ETF's, Individual stocks, REITs, etc Not bonds The more growth in Roth means more…

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Jenny Rozelle @jennyrozelle

2 weeks ago

For families with minor children ⤵️ When creating your estate plan, you can designate one person as your children's guardian and another as the trustee who manages their inheritance. Some parents prefer the same person in both roles for simplicity, while others prefer separate…

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Jenny Rozelle @jennyrozelle

2 weeks ago

This happens more than people think… ⤵️

Cliff Cornell @cliffcornell_

2 weeks ago

This happens more than people think… ⤵️

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FoundMyFitness Clips @fmfclips

2 weeks ago

Being sedentary should be viewed as a disease People with low cardiorespiratory fitness (measured as VO₂ max) have mortality risks comparable—or even worse—than smokers and those with type 2 diabetes or heart disease But here's the good news: Moving from low to just low-normal…

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Brian Feroldi @BrianFeroldi

3 weeks ago

Saving vs. Investing

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Morgan Housel @morganhousel

3 weeks ago

Everything that ends up working in finance stems from patience and self-control. Everything that doesn’t work stems from instant gratification and FOMO.

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Charlie Bilello @charliebilello

4 weeks ago

S&P 500 Cumulative/Annualized Total Returns by Decade... 1930-39: -9%/-1% 1940-49: +126%/+9% 1950-59: +492%/+19% 1960-69: +111%/+8% 1970-79: +78%/+6% 1980-89: +396%/+17% 1990-99: +433%/+18% 2000-09: -9%/-1% 2010-19: +256%/+14% 2020-25 YTD: +118%/+15% $SPX

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unusual_whales @unusual_whales

4 weeks ago

The S&P 500 has outperformed the average hedge fund in 11 of the past 15 years, even before accounting for fees, per American Enterprise Institute.

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Charles Miller @charlesmiller_7

4 weeks ago

Preparation = Confidence

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Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

4 weeks ago

$IWM The absolute forward P/E for the Russell 2000 as of monthend suggests 9% annualized 10yr returns as of month-end Relative multiple suggests that small caps could outperform large caps over the next ten years

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Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

4 weeks ago

BofA: Small cap earnings are on track to finally emerge from recession, +11% YoY (with earnings 16% better than analysts expected) or +4% YoY for the median small cap $IWM $IJR

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Peter Mallouk @PeterMallouk

a month ago

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.

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Massimo @Rainmaker1973

a month ago

In a world where you can be anything, be kind

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Investment Wisdom @InvestingCanons

2 months ago

“If you're early on in your career and they give you a choice between a great mentor or higher pay, take the mentor every time. It's not even close.” — Stanley Druckenmiller