I help newly affluent investors build lasting wealth and expose financial industry traps at https://t.co/jRlbwQRh6Gshrewdinvestor.com Fort Collins, COJoined April 2009
Most people think “cash = safe.”
Reality check: In just 3 years, your savings lost enough buying power to pay for a family vacation.
Safety is an illusion.
Congress is running record deficits.
Taxes will rise.
The question is: will your portfolio be ready?
This week’s newsletter shows you how to safeguard your gains 👇
theshrewdinvestor.com
A $1.8M portfolio can grow to $2.4M with one small tax shift.
The secret? Stop chasing pre-tax numbers.
This week’s newsletter explains how to keep more of what you earn.
Read it here 👇
theshrewdinvestor.com
Most investors hate losing stocks.
The wealthy love them.
Because a losing stock can do something powerful:
📉 Shrink your tax bill.
📈 Boost your long-term gains.
It’s called tax-loss.
Find out more here 👇
theshrewdinvestor.com
You don’t need more risk to grow your wealth.
You need smarter positioning.
This week’s newsletter shows you how a 9% deal can beat a 12% deal, and why taxes are the hidden leak in your portfolio.
theshrewdinvestor.com
What if a smaller return could make you richer than a bigger one?
Most investors chase the highest return, but the wealthy focus on something far more powerful: what they actually keep after taxes.
A tiny tweak in approach could add $600,000 to your retirement, without taking…
Wall Street won’t tell you this…
Because they don’t make fees on it.
But the truth is: the U.S. government literally sells you inflation insurance.
And almost nobody buys it.
Every investor worries about market crashes. But what about the slow, silent drain on your wealth?
👉…
Investing isn’t about what you make.
It’s about what you keep.
That’s the difference between $63,000/year and $84,000/year in retirement income.
Learn how the wealthy do it in this week's newsletter!⬇️
theshrewdinvestor.com
I used to feel guilty spending $5 on coffee.
Not because I couldn’t afford it—
But because my brain still thought I was broke.
archive.shrewdinvestor.com/p/0037-money-i…
I don’t like catching falling knives.
But I love watching when hated sectors go flat.
Flat = smart money loading.
Healthcare may be entering that phase right now.
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