We run an investment research service: https://xitter.gq/t.co/BSope2XC5p YouTube channel for bi-weekly updates: https://xitter.gq/t.co/Clu68FrO0c
Naperville, IL
Joined March 2019
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Your stock just dropped hard. Here’s the first move: and it’s probably not what you expect. (Thread)
#StockDown #ExecutiveWealth #CompanyStock #Investing
5/ If you feel the urge to make a dramatic move — that’s exactly when you call someone first. Book 30 min with Brian Dress: tinyurl.com/Book30MinutesWit…
A $200K exec with no raises over 30 years still accumulates $6M in future income. Add company stock and you are not diversified. You're all in on one company.
Full episode: youtu.be/-urw560-Sts
#ExecutiveCompensation #WealthManagement
Free May 27 Estate Planning Webinar: tinyurl.com/May27EstatePlann…
#ExecutiveCompensation #WealthManagement
Heavy concentration in employer stock? Diversification takes strategy.
Full episode → youtu.be/MZgvozNHEcM
A pullback isn’t always a setback. Full episode → youtu.be/MZgvozNHEcM
Strong earnings ≠ rising stock. Expectations drive reactions. Full episode → youtu.be/MZgvozNHEcM
1/ Q3 delivered strong earnings, but markets didn’t respond the way many expected. Here’s what actually drove the pullback.
8/ Full breakdown in the new Jarvis Update → youtu.be/MZgvozNHEcM
Download our Executive Stock Compensation Guide → leftbrainwm.com/theexecutive…
Download the Income Securities Guide → leftbrainwm.com/income-secur…
“Your biggest risk might be your safest asset.”
Cash that isn't growing is shrinking.
Learn how income securities may offer higher yields, tax efficiency, and real growth potential.
Download the free Income Securities guide: leftbrainwm.com/incomesecuri…