Left Brain Wealth Management

Your stock just dropped hard. Here’s the first move: and it’s probably not what you expect. (Thread) #StockDown #ExecutiveWealth #CompanyStock #Investing

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

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

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…

Cash feels safe—but it may be costing you. Download the free Income Securities guide: leftbrainwm.com/incomesecuri… #CashDrag #WealthStrategy #Inflation

A multifold compounder is a stock generating multiples of stock value above the original purchase price, over time. We cover how we identify securities that fit the bill (and more) in our latest YouTube vid: youtube.com/watch?v=CnAMBqfS… #Compounders #ExecutiveInvesting #Q3Review

Recession fears vs. market highs — why the disconnect? We answer this question in our latest YouTube video youtube.com/watch?v=CnAMBqfS… #BullMarket #WealthStrategy #MarketNarrative

Checking acct: 0.07% Saving acct: <0.5% Inflation: ~3% That's 22% loss of purchasing power over 10 yrs. At Left Brain, we focus on income securities yielding above 7%. By the “Rule of 72,” that’s enough to double money in about a decade. Free guide: leftbrainwm.com/income-secur…

Leaving $45K a year on the table? $1M in the bank earning 0.5% instead of 5% is the cost. Investors who can’t ignore income securities: -Losing sleep over market swings -Busy professionals letting cash pile up -Retirees missing steady paychecks Free guide: leftbrainwm.com/income-secur…

Are you keeping too much cash in the bank? With inflation at 3% and yields at 0.15%, your wealth is shrinking every year. Income securities may be a smarter defense. Free guide: leftbrainwm.com/income-secur… #Inflation #WealthStrategy #HNWinvesting

We cover some of the same topics with CEO Noland Langford and Director of Research, Brian Dress, on this week's Jarvis® Update on @YouTube youtu.be/_aHqr-8nv4I

We also go into our thoughts on mega cap tech. With results decelerating in businesses like $GOOG, $META, $MSFT, and $AMZN, it's time to look for the next market leaders. We think they are in small and mid-cap. youtu.be/F-5T90Th_zM

Learn more here: youtu.be/rR97-PaDWSI

In this week's "Fundamentals of Investing" video, CEO Noland Langford and Director of Research, Brian Dress, cover some of the key differences between individual bonds and bond funds, making the case that a portfolio of individual bonds is superior. youtu.be/rR97-PaDWSI

On our weekly Jarvis® Update on @YouTube, CEO Noland Langford and Director of Research, Brian Dress, discuss what securities investors should avoid in this #BearMarket and what looks good: small and mid-cap stocks $IWM and one specific idea: $INMD youtu.be/AhG8agDooIw

You can also get our similar thoughts over on @YouTube. We cover the ways that macroeconomics seem to be dictated nearly everything in the world of finance. youtube.com/watch?v=vQgT1jvA…