The Weekly VestMaximize Equity, Reduce Taxes, Live Better. |
Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. 📈Chart📉Global Diversification: There are strong arguments for global diversification. And as time goes on, there are certainly arguments against it. One of those is the fact that the US now makes up over 60% of the All Country World Index. This is up from 40% just 14 years ago. Will the trend continue, or will we see some mean reversion? Time will tell. 🗣️Quote🗣️“Ignore what others may be thinking of you, because they aren’t thinking of you.” - Kevin Kelly ✍️Tweet ✍️📖 Get caught up on past emails: The Weekly Vest Archive Thank you for spending your time on this today🙏 As usual, if you have any feedback, or recommendations, please reply to this email. I read and respond to every message. Make it a great day, |
344 Thomas L Berkley Way, Oakland, CA 94612 |
Maximize Equity, Reduce Taxes, Live Better.
The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. 📈Chart📉 Tax Code: The Internal Revenue Code (tax code) continues to balloon. Meanwhile the tax deadline hasn't budged from April 15th, and there are much more tax professionals retiring versus entering into the industry. While the tax code expansion helps keep the industry afloat, the deadline likely contributes to the...
The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. 📈Chart📉 Predictions: It's the same story every year. The investment industry spends too much money and time predicting the year ahead, and the market doesn't care. In 12 months we'll most likely share a similar chart. 🗣️Quote🗣️ “You can only predict things after they have happened. - Eugene Lonesco ✍️Tweet ✍️ 📖 Get...
The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. 📈Chart📉 Housing Affordability: Back in the days of low mortgage rates, the primary "focus" of housing for buyers was the sales price. These days, price is a bit of an afterthought as the monthly payment has become the main event. With higher rates, coupled with high prices, the average mortgage payment has skyrocketed....