Daniel Logan, MS, AAMS

Wealth Advisor for High-Income Professionals | VP @LoganFinancial | USA Lacrosse World Champion | Book an Intro Meeting:

[Daniel Logan, MS, AAMS @DL_Wealth]

The S&P 500 has surpassed 7,500. The Dow has crossed 50,000.

It has been an unbelievable time to be a stock market investor.

But here's the question worth sitting with...how will you react when your portfolio isn't all green all the time?

↓

[Daniel Logan, MS, AAMS @DL_Wealth]

@RiyaDesaihere Gotta have a plan!

[Daniel Logan, MS, AAMS @DL_Wealth]

The S&P 500 has surpassed 7,500. The Dow has crossed 50,000.

It has been an unbelievable time to be a stock market investor.

But here's the question worth sitting with...how will you react when your portfolio isn't all green all the time?

↓

[Daniel Logan, MS, AAMS @DL_Wealth]

The S&P 500 has surpassed 7,500. The Dow has crossed 50,000.

It has been an unbelievable time to be a stock market investor.

But here's the question worth sitting with...how will you react when your portfolio isn't all green all the time?

↓

[Daniel Logan, MS, AAMS @DL_Wealth]

@cliffcornell_ Forming the plan with your advisor now will lead to better outcomes when things do get rocky!

[Daniel Logan, MS, AAMS @DL_Wealth]

Umbrella liability insurance is one of the most cost-efficient asset protection tools out there.

Most high earners don't have one.

Here's why that matters ↓

[Daniel Logan, MS, AAMS @DL_Wealth]

That's all for now. Thanks for reading!

Follow along @dl_wealth for more.

[Daniel Logan, MS, AAMS @DL_Wealth]

The S&P 500 has surpassed 7,500. The Dow has crossed 50,000.

It has been an unbelievable time to be a stock market investor.

But here's the question worth sitting with...how will you react when your portfolio isn't all green all the time?

↓

[Daniel Logan, MS, AAMS @DL_Wealth]

None of that work is complicated.

It just has to happen now, while everything is calm.

Because it gets a lot harder once the market finally gives you a reason to panic.

[Daniel Logan, MS, AAMS @DL_Wealth]

@cliffcornell_ Love this callout. Many are focused on the dollar signs, investment, and tax strategies. And for good reason.

But this type of wealth is very personal. Critical to have these discussions!

[Daniel Logan, MS, AAMS @DL_Wealth]

@elyasandkhoy 100% agree

[Daniel Logan, MS, AAMS @DL_Wealth]

Umbrella liability insurance is one of the most cost-efficient asset protection tools out there.

Most high earners don't have one.

Here's why that matters ↓

[Daniel Logan, MS, AAMS @DL_Wealth]

Nearly 1 in 3 parents have no life insurance. Most who do are underinsured by hundreds of thousands. The best time to fix that is while you're healthy and your income is growing. Later assumes you'll still qualify.

[Daniel Logan, MS, AAMS @DL_Wealth]

@dougboneparth @zerohedge Hilarious headline.

[Daniel Logan, MS, AAMS @DL_Wealth]

@imericrife Very well done piece Eric!

[Daniel Logan, MS, AAMS @DL_Wealth]

@FranWalsh73 Idk about everyone else, I but I love living in a country where you can become an Elon Musk or a Jeff Bezos.

Create things of incredible value - get rewarded for it.

[Daniel Logan, MS, AAMS @DL_Wealth]

@cliffcornell_ Thank CC 🫡