All time highs can inspire fear—unless you come with strategy. Join CFP® Adrianna Adams live on June 11 for The Volatility Playbook. Register here: https://t.co/jAgh1XF3lx
New York City: Join me tomorrow at 5PM at @NYUStern for a discussion with Malcolm Gladwell (@Gladwell). Open to students & non-students. We will discuss my new book, "Runnin' Down a Dream," as well as his, "Revenge of the Tipping Point." Super excited.
https://t.co/z96QDjAPE0
Roth or Traditional IRA? Join Adrianna Adams on March 5th to learn where a dollar does the most tax work. We'll discuss taxes today, taxes later, and how your goals factor into smarter contribution decisions. Register: https://t.co/sREiBqP7lG
I first met @bgurley in the mid-’90s when he covered Dell on Wall Street—and I was stunned how he understood parts of our business better than we did. 😲
He’s always had a rare ability to see what truly drives success.
His new book Runnin’ Down a Dream is outstanding. Practical, sharp, and packed with hard-earned wisdom. I wish every young person had this at the start of their careers.
Dear America
We’re not just watching the #SuperBowl. We’re changing the game for 25 million American kids. 🏈🇺🇸
Susan and I are proud to anchor @InvestAmerica24@TrumpAccounts with $6.25B to jumpstart investment accounts for the next generation. It’s time to give every child a stake in the American Dream.
Claim your child’s future at https://t.co/f6FRbq4hmD. 📈🚀
75 years ago ~70% of the world’s population lived in extreme poverty. Today it’s ~9%. If you trace where and when it happened, all the signs point to market economies. You don’t want to screw that up.
New years are about setting new goals. 🎆 In 2026, we want to help 25 million American children and families progress toward theirs. That's why we hope every parent and caregiver whose child is eligible for our gift will take the first step by signing up for @InvestAmerica24 | @TrumpAccounts. Even small contributions could improve a child’s future by growing in value while building good habits, financial confidence, and a foundation to support their dreams. 🇺🇸🚀
Read more: https://t.co/Y7hkdv5nx0
I am asking all businesses to consider pledging support for @InvestAmerica24 to help children build savings for their future. https://t.co/3aYIf3Ymoy
Could not be more proud of @MichaelDell and @SusanDell for their leadership and philanthropy.
@InvestAmerica24 is an extraordinary program and a key component to jumpstarting the financial future for millions of Americans.
Well done Michael and Susan!
$6.25 billion. 25 million children. $250 each.
Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸
https://t.co/Rua4PBJaEc
Our pick of the week is a curiosity party, and you’re invited. 🎉
On Smart Girl Dumb Questions, host @nayeema sits down with thinkers like @mcuban, @neiltyson, & @cleoabram to ask simple questions that reveal deeper truths.
https://t.co/l3M9ocdvtM
Today, we announced a $200M round led by Addition, @a16z, @lightspeedvp, and Valor, with participation from existing investors @ThriveCapital, Altimeter, Trust Ventures, and @terraincap.
Addition founder Lee Fixel will join our board alongside Antonio Gracias of Valor.
@domainmoney had its best month ever this November! Blew our numbers away.
Thankful for our incredible, committed team and the clients we serve.
Happy Thanksgiving everyone!
This week on The Customer Wins, Rich Walker talks with Adam Dell, Founder and CEO of Domain Money, about transforming financial planning with a clear, straightforward approach.
🎧 Tune in: https://t.co/gOwFy6601t
#TheCustomerWins#FinancialPlanning#CustomerExperience#AI
The inestimable @bgurley came and spoke with the @domainmoney team during our offsite last week in beautiful Austin, Tx. Here are a few key takeaways from his talk.
-Startups are attempts to achieve something that should be impossible
-Speed is one of a startup’s best tools
-It’s early in AI, use cases not yet considered are abundant
-More than ever startups have access to tools that previously required way more cap ex than their balance sheets allowed
I’m humbled and motivated by Bill’s comments in the context of building a new kind of financial planning solution. What excites me most is the feedback we get from delighted clients.
To all those out there trying to do the impossible, onwards and upwards!