Matt Faubion, CFP®

Helping Tech Execs & Founders With Equity Comp | VP Wealth Advisor @ Compound Planning | “Don’t vest and forget” - Tweets ≠ Advice

[Matt Faubion, CFP® @FaubWealth]

@sentdefender @grok is this true?

[Matt Faubion, CFP® @FaubWealth]

@Hedgeye thank you!

[Matt Faubion, CFP® @FaubWealth]

@Hedgeye I'm trying to subscribe to the macro-show for the year but the website wont let me move forward with the purchase when I toggle to select the subscription - can someone help me out here?

[Matt Faubion, CFP® @FaubWealth]

@t1alpha Agreed, and believe significant reasons for how we got here is due to Fed easy money policy, and irresponsible fiscal policy (i.e. massive deficits) made possible because the dollar is the reserve-currency and trade-currency of the world.

Just my 2 cents tho

[Morgan Housel @morganhousel]

The score card after Buffett announces he's stepping down this year:

5,502,284% for Berkshire vs 39,054% in the S&P 500.

https://t.co/bNBLopF4wb

[Matt Faubion, CFP® @FaubWealth]

@SawyerMMay @TheFinArtist and put it in an LLC solely for the tax breaks, obviously 🤣

[Matt Faubion, CFP® @FaubWealth]

@SawyerMMay @TheFinArtist But don't worry, the unlicensed Tik Tok financial expert influencer can tell anyone anything. 🫠

[Matt Faubion, CFP® @FaubWealth]

@TheFinArtist @SawyerMMay Let me check with my compliance officer 🤣

But in general, yes, I love the direction you’re going with this!

[Matt Faubion, CFP® @FaubWealth]

@SawyerMMay @TheFinArtist 100% - that's a compliance toughy

[Matt Faubion, CFP® @FaubWealth]

@Barchart Peanuts

[Matt Faubion, CFP® @FaubWealth]

While the Tech #IPO gates may not be wide open at the moment, venture-backed M&A is heating up!

https://t.co/eS5i0hw40v

[Matt Faubion, CFP® @FaubWealth]

@VictorCarlstrom

[Matt Faubion, CFP® @FaubWealth]

Chart Cred: @theslottreport

[Matt Faubion, CFP® @FaubWealth]

"I pay the highest tax rate"

I hear this all the time, and while that may be true, the highest marginal #incometax rate is still much lower than it has historically been.

So, if you're not converting to #Roth in some way, shape, or another, you're likely missing out.

If you think you're leaving tax-free money on the table, let me know.

#tax #Taxes #TaxPlanning #WealthManagement #FinancialPlanning #TaxStrategy #RothConversion #FinancialFreedom #MoneyMatters
#Investing #RetirementPlanning #TaxSmart #HighIncomeEarners #PersonalFinance #TaxEfficiency #FinancialLiteracy

[Matt Faubion, CFP® @FaubWealth]

I missed it, what happened to Natty-G today?

[Matt Faubion, CFP® @FaubWealth]

@bennpeifert "My goal is completely outside of my control"

[Matt Faubion, CFP® @FaubWealth]

Something to watch closely in the months ahead.

#Investing #WealthPlanning #Markets #GlobalDiversification

[Matt Faubion, CFP® @FaubWealth]

Is the tide finally turning for international stocks?

[Matt Faubion, CFP® @FaubWealth]

Staying diversified globally hasn't been easy — but long-term investing is often about staying disciplined before the payoff is obvious.

If international earnings really awaken from their long hibernation, many portfolios may finally start to see the benefit of their patience.