LongView Planning Partners

Comprehensive Financial Planning for Physicians and Dentists.

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The biggest risks to family philanthropy often have nothing to do with investments, taxes, or grantmaking. Here's what to watch for. https://t.co/gnxjcH4TOU

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Despite plenty of tailwinds, some investors still see causes for concern. https://t.co/u399vyaWJz

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Many advisors say they are happy for clients to educate themselves about financial matters, but the advice they get from AI chatbots is often wrong. https://t.co/AxTUY2nsEB

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His unrivalled grip on the public imagination has transmuted into Wall Street gold. https://t.co/UH1rWWuGvr

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Understanding how much cash to hold during your retirement can be a delicate balance. https://t.co/yEwo0yOGuY

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The technology is leading to a fundamental shift in the way investors allocate funds and diversify risks across every asset class. https://t.co/uN9wvhyrD1

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SpaceX is coming to a mutual fund or 401(k) near you. https://t.co/jx4XtrGjae

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Financial logic has been stood on its head as yields buck decades-long trends. https://t.co/kwT6bUYEwf

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Life-altering fortunes will require navigating if and when to sell shares, and strategic alternatives https://t.co/JHDk3P32XQ

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Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement. https://t.co/dwxJapiRTs

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Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts stabilize the sector. https://t.co/zHWloIAP83

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The $75 billion SpaceX IPO is the largest ever, more than double Saudi Aramco’s 2019 offering, stressing market infrastructure. https://t.co/KXWxw2EZPf

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Ultimately, there’s no one-size-fits-all down payment amount. The right amount for you depends on your risk tolerance, income, financial stability, and long-term goals. https://t.co/YcqWnno0Ty

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The Wall Street Journal wrote about how older Americans are accumulating trillions in wealth for themselves. Their readers told them that wasn’t the full story. https://t.co/cfbPzCmK7B

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GMO says it sees a decade of near-zero returns for the 60/40 portfolio. The investment firm pointed to historically high valuations, which have driven the portfolio's outperformance. Growth stocks will likely see momentum slow, weig https://t.co/adOyekfP77

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After its peak last summer, the Labubu trend has burst. Web traffic to the Pop Mart website has cratered. But Pop Mart is still optimistic about its business, and other toy makers see it setting trends. https://t.co/3c8m0RQkMD

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Interest rates for long-term Treasury bonds have surged to levels last seen in 2007. Here's what to watch in the coming days. https://t.co/zWAHvfXLwl

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Paying off a mortgage before retirement is a personal decision, and one that likely depends on your specific financial situation. https://t.co/J3zUBAhNUP

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Share of mortgages using alternative lending practices doubled in recent years, with lenders trying to get more business in a stalled housing market https://t.co/zxC32YRHZs

[LongView Planning Partners @LongViewPlan]

Bonds are causing trouble again as yields rise and prices slump. This isn't a sequel to 2022, the last time bonds really tanked. But it pays to make some moves to protect yourself. https://t.co/cuORRgHzrq