Social•Feb 27, 2026
DAF Donors Lose Legal Control, Case Highlights Risks
Donor-Advised Funds can be a good planning tool, but you give up legal control after the irrevocable donation. Peterson v. Christian Community Foundation dba WaterStone involves a $21M DAF sponsor ignoring a donor-advisor. @CNBC article by @HCuccinello https://t.co/KzEWeax1ER
By Justin Miller
Social•Feb 27, 2026
Expect Multiple Severe Bear Markets in Your Investing Career
Bear markets happen more often than many realize, and most people will have to navigate multiple severe downturns during their investing years. https://t.co/3M4SDMlWOY
By Peter Mallouk
Social•Feb 27, 2026
Half of People Don't See 401(k) as Investment
Consider the everyday person's knowledge of money: When I ask them about their investments, roughly 50% do not count their 401(k) as an investment. They think of it as something totally separate
By Ramit Sethi
Social•Feb 26, 2026
Bitcoin's Sharpe Ratio Outshines Gold, Offering Generational Upside
The fact that Gold has gone up so much, that's only accelerated through all financial products that we've designed. However, holding Gold at this point isn't the right bet for most asset managers. The Sharpe Ratio is way worse. The flipside: the...
By Michaël van de Poppe
Social•Feb 26, 2026
Renters Can Invest With Discipline, Not Just Homeownership
“Renters don’t invest.” What you really meant to say is, “I don’t know renters that invest, and my self-worth is tied up in owning a house.” The truth is, you have to have discipline as a renter to save up...
By Kevin L. Matthews II
Social•Feb 26, 2026
SEP IRAs Limit Advanced Tax Strategies—Consider Better Options
SEP IRAs are a dead giveaway that somebody has room to do great planning 1.) They block backdoor Roths 2.) They reduce QBI more than solo 401ks do since SEP IRAs only allow employer contributions 3.) They do not support the mega backdoor...
By Ryan Odom
Social•Feb 26, 2026
Put Your Paycheck to Work, Not in Zero‑Interest Checking
One of the biggest money moves I made? I stopped letting my paycheck sit in a checking account that earns zero percent interest. If my money’s gonna chill, it might as well make a little coin while it waits. 💸
By Nadia Vanderhall
Social•Feb 26, 2026
Balancing Rates Drives Predictable Credit Cycles
In order to have successful capital markets, you see the same things happen again and again. Since one man’s debts are another man’s assets, you have to keep interest rates not so high that they crush the debtor, without having them...
By Ray Dalio
Social•Feb 26, 2026
Key Tax Extension, Payment & Unexpected Planning Tips
Tax season can be busy. Here’s what taxpayers should know about filing for extension, making payments and planning for the unexpected. https://t.co/18PsgNFiEr
By Kelly Phillips Erb
Social•Feb 26, 2026
Build a Personal Cash Cushion, Not Just Business Equity
How much of your net worth is your business? Knot in your stomach? Keep reading. Roman Khan (@RomanEcom) spoke at one of our eComFuel events a few years ago. If you ever get the chance to meet Roman in person, do...
By Andrew Youderian
Social•Feb 26, 2026
When Grief Strikes: Unseen Financial Fallout
My February article is LIVE with @selfmagazine. As a monthly contributor, I share a new piece each month. We talk about budgeting. We talk about investing. We talk about building wealth. We don’t talk enough about what happens when life interrupts all of...
By Tiffany Aliche (The Budgetnista)
Social•Feb 26, 2026
High‑Earners Need Clear Solo 401k & Roth Strategy
Working with an anesthesiologist who made ~$400k in 1099 income in 2025. Expects a similar income in 2026. Lives in Tennesee. Files single. He's received all sorts of conflicting opinions from CPAs on SEP IRAs, solo 401ks, S corp, no...
By Ryan Odom
Social•Feb 26, 2026
Invest with Fundamentals, Patience, Not Market Noise
Warren Buffett on wealth building: focus on fundamentals, ignore the noise, and evaluate businesses with clarity. Smart investing is about patience, discipline, and knowing what you own. Most investors fail because they chase noise instead of value. 📈
By Mike the Value Investor
Social•Feb 26, 2026
Real Estate Investing Begins With Financing, Not Money
Most people think real estate investing starts with a big bank account. In reality, it starts with understanding financing, deal structure, and tax strategy. Inside my Strategic Tax Savings Blueprint, I walk through how investors approach real estate differently so they can...
By Amanda Han, CPA
Social•Feb 26, 2026
Know the Difference: Choose the Right Fund
If you’re investing and don’t know the difference between: • Index Funds • Mutual Funds • ETFs You might be choosing the wrong one without realizing it. New vid tomorrow is going to breakdown the pros and cons of each so you can pick the...
By Cade Invests
Social•Feb 26, 2026
LLMs Fail 85% of Investment Tasks, Math Weakness Evident
LLM-driven AI tools are much better with words than with math... at what point is the time to back-check the output calculations more time-consuming than just using established software providers for key investment research and financial planning functions? "Mass market AI...
By Michael Kitces
Social•Feb 26, 2026
Inflation Halved Dollar Value—Invest in Real Assets
Your dollar lost 53% of its purchasing power over the past 30 years. That’s not an anomaly. That’s the system. Inflation isn’t just a number - it’s a silent thief. Invest in real assets, or watch your money evaporate. https://t.co/vTylWHpPhj
By Peter Mallouk
Social•Feb 26, 2026
US Estate Tax Hits Singapore Residents'
You own $3 million in US stocks. You live in Singapore. You pass away. Two versions of what happens next.
By Ben | Finance & Investing
Social•Feb 26, 2026
More Funds ≠ True Diversification; Look Deeper
Most people think diversification means owning lots of different funds. A client came to me with 17 funds across 4 fund houses. "My advisor said this was maximum diversification." When I showed him what he actually owned underneath, something broke.
By Ben | Finance & Investing
Social•Feb 26, 2026
Snowflake Beats Estimates, Shows AI-Driven Growth
$SNOW revenue, RPO and guidance came in ahead of consensus and the WSJ headline says company benefiting from AI adoption. This is the point we've been making for several weeks... some infrastructure software businesses are beneficiaries of AI. https://t.co/dX1lJsYfye
By Puru Saxena
Social•Feb 26, 2026
Simple Habits, Big Advantage over Average Savers
Basic personal finance habits: • get 401k match • track your spending • route % of paychecks into savings automatically • avoid cc debt • keep at least 3 months of expenses in HYSA • max Roth IRA Do these consistently and you'll do much better than...
By The Money Cruncher
Social•Feb 25, 2026
Small‑cap Rally Signals Leadership Rotation, Not Squeeze
Small caps just hit record highs. While everyone chases mega-cap AI, leadership may already be rotating. That’s not a squeeze. It’s a signal. @JDHatfield_ICAP @InfraCap explain why it matters: https://t.co/11ZhJg1jL3
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 25, 2026
Big‑Cap S&P Leaders 50% More Volatile Than Index
The top 10 largest stocks in the S&P 500 are 50% more volatile than the S&P 500 itself right now. Important for risk... but more important for alpha right now. https://t.co/yqBR2QU8nK
By Corey Hoffstein
Social•Feb 25, 2026
Earn $100k+? Cut Debt with 17 2026 Changes
If you're making over $100k/yr but are still in debt... Stop what you're doing. Here are 17 changes you need to make to get ahead in 2026:
By Brennan Schlagbaum, CPA (Budgetdog)
Social•Feb 25, 2026
Wealth Isn't Punished—Lack of Asset Protection Is
We don’t actually punish wealth. We punish people who don’t know how to ring-fence it. And this is why asset protection becomes so important when you pass a certain level of wealth.
By Prof. Victoria J. Haneman
Social•Feb 25, 2026
Invest Early, Skip Fancy Cars, Learn Finance Now
I asked 50 year olds for their best advice for people in their 20s: 1. Buy less alcohol, invest instead 2. Stop buying fancy cars. It's a terrible financial decision. 3. Become financially literate asap. Retirement will be easier. Anything to add?
By The Money Cruncher
Social•Feb 25, 2026
One Planning Session Prevents Post‑Death Financial Chaos
I've been a financial consultant to millionaires in Singapore and across Southeast Asia for nearly a decade. Here's what I've learned: the most painful financial conversations happen after someone passes away. The ones that could have been prevented by a single...
By Ben | Finance & Investing
Social•Feb 24, 2026
Can't Spend Home Equity or Pre‑Tax Gains in Retirement
Two things you can’t buy things with in retirement…. A primary residence and pre-tax returns.
By Lawrence H. Raymond III, CFP, RICP
Social•Feb 24, 2026
Taxes Are a Year‑Round Game, Not a One‑Time Event
Treating taxes as a one time event is a middle class move. It’s why you overpay in taxes every year. It’s a year round game for the wealthy.
By Brennan Schlagbaum, CPA (Budgetdog)
Social•Feb 24, 2026
State Tax Wars: Diverging Paths or Converging Trend?
Over the past few decades, this has largely played out along the lines of the states' predominant political ideologies, but I wonder how long this trend can continue. At some point, do states raising their taxes see enough of an...
By Jeff Levine
Social•Feb 23, 2026
Permanent Insurance Rarely Worth It, Except Special‑Needs Cases
Ehh. This one is a bit too far. About ~5-10% of the time, a permanent insurance policy can be a good fit, and NO, I do not sell them. For example, if you have a business that has a partner...
By Kevin L. Matthews II
Social•Feb 23, 2026
Stop Maximizing, Start Optimizing for Sustainable Success
High achievers rarely struggle with discipline. They struggle with knowing when to stop maximizing. Trying to win every financial decision can quietly erode both wealth and well-being. For two years, our savings rate dropped to 5%. We were building a marriage across two countries. No...
By Dr. Preston Cherry, CFP
Social•Feb 22, 2026
T‑Bills Yield Over 3%—Skip Low‑Rate Savings
The national average savings account interest is 0.39%. Yet T-bills are paying ~3.6% and no state/local taxes. Can buy them from TreasuryDirect or your broker. Or Treasury ETF (e.g $VBIL) or Treasury MMF (e.g $VUSXX) pay ~3.64%. Don't let your savings earn pennies.
By The Money Cruncher
Social•Feb 21, 2026
Married Couples Can Withdraw $100K Tax‑Free Strategically
Being strategic with pulling money out of your portfolio is key to paying $0 in tax. If you are married, you can pull: > $32,200 from your pre-tax 401k > $57,800 of long-term capital gains from brokerage account > $10,000 from your Roth IRA =...
By The Money Cruncher
Social•Feb 21, 2026
Most People Can DIY Investing; Choose Flat‑Fee Advisors
I'm an award-winning financial advisor. Here’s what you actually need to know here. 1) It is TRUE. Not everyone “needs” an advisor. There are some things most people can handle on their own if they have the time and will to...
By Kevin L. Matthews II
Social•Feb 21, 2026
Avoid Unnecessary State Tax on 2025 Money Market ETFs
If you held money market funds or Treasury ETFs in 2025, you may be paying state tax you don’t owe. And majority of people report this wrong. Here's how to save on taxes:
By The Money Cruncher
Social•Feb 20, 2026
Integr
You know how high earners feel like they’re tipping Uncle Sam while their own financial goals keep slipping? I integrate tax strategy and financial planning so they stop the bleeding and fund what actually matters.
By Lawrence H. Raymond III, CFP, RICP