Strategic Insights Financial Planning Group

Securities offered through LPL Financial, Member SIPC

[Strategic Insights Financial Planning Group @RGV_CFP]

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[Strategic Insights Financial Planning Group @RGV_CFP]

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[Strategic Insights Financial Planning Group @RGV_CFP]

@dannygjuarez As financial advisors, we approve this message!

[Strategic Insights Financial Planning Group @RGV_CFP]

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[Strategic Insights Financial Planning Group @RGV_CFP]

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[Strategic Insights Financial Planning Group @RGV_CFP]

@utrgvditv Thank you for bringing awareness to this relatively new issue in college athletics! Revenue sharing, however, is the next phase imo

[Strategic Insights Financial Planning Group @RGV_CFP]

This giving season, make every dollar count.

With a donor-advised fund, you can contribute now, claim your tax deduction, and distribute funds when the time is right—all while staying in control.

🎁 Give with purpose. Grow your impact.
#DonorAdvisedFund #SmartGiving

[Strategic Insights Financial Planning Group @RGV_CFP]

Spreadsheets open, mind on the hardwood…If you caught yourself daydreaming about fast breaks and buzzer-beaters during your morning meeting, you’re not alone. 😅

Who’s your pick to win it all this season? Drop it below! 👇 #NBATipOff #AdvisorLife #HoopsOnTheBrain

[Strategic Insights Financial Planning Group @RGV_CFP]

We all love a fresh iPhone… but what if we loved future freedom more?📱🤔

#FinancialFreedom #SmartMoneyMoves #InvestingWisely #WealthBuilding #McAllenTexas #RGVFinance #ValleyStrong #RGVBusiness #iPhone

[Strategic Insights Financial Planning Group @RGV_CFP]

UTRGV Football meets financial strategy—because winning starts with a game plan. 💼🏈
Ready to level up your money moves? Strategic Insights is bringing championship energy to your financial future.

[Strategic Insights Financial Planning Group @RGV_CFP]

Before the playbook, there’s the prep. 💼🏈 UTRGV Football energy meets financial strategy—because every great meeting starts with a game plan. Strategic Insights is suiting up to help you tackle your money goals. @UTRGVFootball @utrgv @GoUTRGV

[Strategic Insights Financial Planning Group @RGV_CFP]

Helmet on. Printer loaded. Game face activated.
This is how the Founder Society rolls 📷
Catch us at the first UTRGV Football game—yes, we’re bringing the hype. @UTRGVFootball @GoUTRGV @utrgv

[The Kobeissi Letter @KobeissiLetter]

This is incredible:

Hedge funds bought a record amount of global equities in May, according to Goldman Sachs.

This comes after 4 consecutive months of net selling, which included nearly a record dumping in March.

Last week, these funds' trading activity saw the largest increase in 2 months, driven by long buys outpacing short sales.

Additionally, 4-week average hedge fund net inflows into US equities hit their highest level since October 2024, according to JPMorgan.

This is a massive reversal from the largest net selling since the 2020 pandemic, seen in April.

Hedge funds are starting to chase the rally.

[The Money Cruncher, CPA @money_cruncher]

If you have a large IRA, 401k, or 403b balance, you need to plan for Roth conversions.

It works best if you:
• retired or about to retire
• not yet impacted by RMDs
• aren't taking SS yet
• aren't taking any pension income
• can live off other sources (cash/0% LTCG/part time)

It can help you save significantly on taxes and compound tax free.

[The Money Cruncher, CPA @money_cruncher]

Beating the S&P 500 isn’t that hard.

Beating the S&P 500 consistently, over the long term is very hard.

Many people overestimate their ability to pick winning stocks and outperform the index.

That’s why simply buying $VOO or $VTI can be an effective strategy.

[Investment Wisdom @InvestingCanons]

“Success in investing doesn't correlate with IQ: once you have ordinary intelligence what you need is the temperament to control the urges that get other people into trouble.”

— Warren Buffett

[The Money Cruncher, CPA @money_cruncher]

If you make $100,000 W-2, you will pay $13,614 of federal taxes.

If you make $100,000 W-2 and contribute $5,000 to pre-tax 401k, you will pay $12,514 of taxes.

$1,100 less tax. AND you might get a 401k match with ~50-100% ROI.

401k is not a scam.

[Strategic Insights Financial Planning Group @RGV_CFP]

Thank you for attending!

[RGV DADS @rgvdads]

📣 Thank You, Strategic Insights Financial Planning Group!

RGV DADS was honored to be invited to the first-ever Discover the Power of Giving seminar today at the Mission Event Center! 💼💙

Hosted by Strategic Insights Financial Planning Group, the event offered valuable

[Strategic Insights Financial Planning Group @RGV_CFP]

Game of the Week

It's playoff season! 🏀🏒 Don't miss a second of the NBA and NHL playoff action. Watch as the best teams compete for the ultimate glory. Tune in and feel the excitement! 🎉 #NBAPlayoffs #NHLPlayoffs #GamesoftheWeek

[Strategic Insights Financial Planning Group @RGV_CFP]

High living costs, extended retirement years, and competing financial obligations mean Gen X cannot rely on inheritance alone for retirement security. https://t.co/ARHqh6XQDC