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[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Good morning! Huge week of earnings announcements. Here are the highlights:

Mon: $PLTR $DIS
Tue: $AMD $MRK $PEP
Wed: $GOOG $GOOGL $LLY $ABBV
Thu: $AMZN $SHEL
Fri: $TM $PM

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

$UNH taking a massive hit in pre-market trading after announcing earnings.

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

@iamcoriarnold No disagreement on the goodness of a Roth IRA, but many miss out on the triple tax advantage that HSAs offer. I'd consider it the best account you can have.

- Contributions are tax‑deductible
- Growth is tax‑free
- Withdrawals are tax‑free for qualified medical expenses

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Good morning! We have a huge week of earnings announcements. Here are some of the highlights:

Tue: $UNH $RTX $BA
Wed: $MSFT $META $TSLA $ASML $IBM $T $NOW
Thu: $AAPL $V $MA $CAT $SAP $BX
Fri: $XOM $CVX $AXP $V

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Here's how the market fared this week...

Big winners:
$MRNA +23.8%
$MU +18.7%
$SNDK 15.8%
$AMD +13.9%
$GILD +12.1%

Big losers:
$CEG -15.3%
$WST -15.3%
$APP -13.6%
$ABT -13.0%
$MKC -11.5%

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Several notable earnings announcements this week. The highlights are:

Tue: $NFLX
Wed: $JNJ $SCHW $PLD
Thu: $GE $PG $INTC $ABT $COF

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

@TopDividendETFs I'd lean towards $GPIX over $SPYI based on total return since $GPIX's inception in October of 2023.

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

@DividendMil I'm not seeing $SCHD matching the S&P 500 (i.e. $VOO) over the last 6 months in total return. $VOO has a total return of 11.87% in that time-frame compared to $SCHD's 9.70%. That's a 22% difference, but $SCHD has done much better than the rough 12 months prior.

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

@DevotedDividend $JEPQ and $JEPI are both still sold options in retirement accounts. Not a great option in taxable accounts due to their distributions being taxed as normal and ordinary income though.

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

@aincomeinvestor Find something you're passionate about and do that. If you're financially gifted, help others out around you that aren't which in my experience, most really need good financial advice.

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

The Top 10 Largest ETFs:

1. $VOO - $861B
2. $IVV - $768B
3. $SPY - $718B
4. $VTI - $583B
5. $QQQ - $408B
6. $VUG - $204B
7. $VEA - $201B
8. $IEFA - $170B
9. $VTV - $163B
10. $GLD - $159B

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

@TheAlphaThought Even scarier is retiring and not even having a pension and only having social security.

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Here's how the market performed this week...

Big winners:
$MRNA +22.0%
$AMD +14.1%
$KLAC +12.0%
$CSGP +11.7%
$JBL +11.1%

Big losers:
$INTU -15.7%
$CRM -12.6%
$BIIB -12.4%
$APP -12.2%
$APTV -11.4%

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

@DevotedDividend Comparing $VIG & $SCHD since the inception of $SCHD in October of 2011, $VIG has a slight advantage outperforming $SCHD in Total Return by around 30% (476% to 447%). But, when you look at the last 3 years, $VIG has almost doubled the return of $SCHD. I'd lean more towards $VIG.

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Friday's earnings reaction:

$SCHW ⬆️1.8%
$PNC ⬆️3.7%

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Good morning! Earnings announcements start to flow again this week with some of the notable ones below...

Tue: $JPM $DAL
Wed: $TSM $BAC $WFC $C
Thu: $MS $GS $BLK
Fri: $SCHW $PNC

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

@TopDividendETFs $JEPQ is not a good fit for a taxable account because of its high % of ordinary distributions. So $GPIQ & $QQQI are better fits for taxable accounts. Also, $GPIQ & $QQQI have both outperformed $JEPQ since $QQQI's inception in Jan 2024.

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

30-Year Mortgage rates (6.06%) are at the lowest they've been in over 3 years (Sept 2022).

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Thursday's pre-market earnings reaction:

$TSM ⬆️5.5%
$MS 🔻0.1%
$GS 🔻1.7%
$BLK ⬆️2.2%

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Reactions to earnings from Wednesday:

$BAC 🔻3.8%
$WFC 🔻4.6%
$C 🔻3.3%

[Know Your Money 📈💳💰 @KnowUrMoneyBiz]

Reaction to earnings announcements this morning:

$JPM 🔻2.2%
$DAL 🔻2.5%