Sam H. Fawaz, CPA, CFP®, PFS, MST

Your unbiased, trusted fee-only fiduciary financial coordinator here to help you reach your dreams and enjoy financial peace of mind. Technogeek at heart.

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

Y.D. Financial Services is Fee-Only, Fiduciary, Independent. Why it matters (video) https://t.co/g21GnZSgLU via @YouTube

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

@BullandBaird This one should work great, weather proof too!

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

Curious about your personal investing style? Discover your unique risk number with our quick and easy questionnaire—just click here: https://t.co/B28rm5ntn8.
In less than 5 minutes, you’ll get meaningful insights to guide smarter financial decisions. Give it a try now for instant results!

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

You might think you're being a good Samaritan by helping someone with their hands full at a secure door, so you let them in without them having to fumble with their key card. Unless you know the person, this could be a scammer's way of gaining physical entry to the facility.

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

What's Going on in the Markets-May 31, 2026
https://t.co/7jUcYk9Rz8

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

Music Trivia: Paul Anka hit the Billboard Hot 100 & Top 40 three ways: solo, in a duo with Odia Coates (1974), and as part of the trio Les Petits Chanteurs du Mont-Royal (1950s/60s). No other artist on record can claim this accomplishment.

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

“A good position allows you to think clearly rather than be forced by circumstances into a decision. One reason the best in the world make consistently good decisions is they rarely find themselves forced into a decision by circumstances. You don’t need to be smarter than others to outperform them if you can out-position them. Anyone looks like a genius when they’re in a good position, and even the smartest person looks like an idiot when they’re in a bad one.” - Shane Parrish

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

“AI has a strong chance of solving many of humanity’s biggest challenges—money, disease, longevity, famine, and more. This isn’t a bubble; it’s a foundational shift in human life and our planet’s future.” —@fitz_keith

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

Old wills can create big problems. Client’s mother passed away with a 1989 will & both named executors are deceased. Now the only daughter must untangle probate for an out-of-state home & estate. Keep your estate documents current and assets aligned. Review/update every 5 years.

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

@BottjenJason @BullandBaird If you like overcooked flattened burgers with Ore-Ida frozen fries served in a lobby that’s kept at near freezing temperatures. Last trip they handed me a dripping custard cone. Culver’s used to be great, but has been disappointing for some time now.

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

@kramnosillac @BullandBaird Agree to disagree. Their insane following is a testament to “this is not a standard fast food burger”.

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

"The durability of major trends is simply not recognized - it’s underestimated. Invariably, trends last longer and go further than widely anticipated. Once a trend is entrenched, it is extremely difficult to reverse.  And people who are aware of this truth are usually far more successful than those who aren’t, because they stay on the right side of the market." - Dick Davis

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

Curious about your personal investing style? Discover your unique risk number with our quick and easy questionnaire—just click here: https://t.co/B28rm5ntn8.
In less than 5 minutes, you’ll get meaningful insights to guide smarter financial decisions. Give it a try now for instant results!

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

@Tony_BATtista @krisbatt LOL, lucky bastard of course!

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

🎵 MUSIC CHART HISTORY: Chic's "Le Freak" hit #1 on the Billboard Hot 100 chart THREE separate times in 1979, a feat SO rare it took 29 YEARS for another song to match it.

Then everything changed. After 2008, 16 songs matched the record. By 2018, Drake's "Nice For What" SHATTERED it with FOUR separate #1 runs.

"A Bar Song (Tipsy)" by Shaboozey (2024) hit #1 three separate times in 2024 alone and tied "Old Town Road" for the most weeks at #1 in Hot 100 history with 19 non-consecutive weeks.

The disco anthem that defined an era set a standard that lasted almost three decades. 🕺✨

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

“You can't remind yourself enough that huge volatility does not preclude high returns over time. It is a normal, inevitable part of the process. Capitalism is fierce about denying you something for nothing, and higher returns tend to demand the mental agony of higher volatility.”

@morganhousel

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

Energy Use per decade per $10B of investment in...WOW!

Source: Mark Mills, National Center for Energy Analytics

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

@fitz_keith Let me see if I'm getting this right: A company that can't even save itself from obsolescence is going to plow into a company that may be on the same path? Makes sense to me. 🤣

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

“The negative nellies have talked more investors out of more wealth than any earnings report or bear market ever has.”
-@fitz_keith