Facet

Financial planning for every facet of your life.💸 ⁣Disclosures:

[Facet @join_facet]

It's official. We're Facet! A new era of financial planning is here.🚀Spread the word. https://t.co/DgbLrt2fHz

[Tom Graff🔸 @tdgraff]

Let's not be naïve, plenty of people in Congress would make insider trades if given the chance. But can you actually follow their trades and make $$? So because I'm a huge nerd, I dug into it.

This was a little silly, but also pretty fun.

https://t.co/qsTKz6H2gE via @YouTube

[Tom Graff🔸 @tdgraff]

I think all of the following can be true:
- Tariffs are bad policy
- Tariffs will make the economy worse off
- Tariffs aren't enough to cause a recession by themselves
- Stocks would prob be higher w/o tariffs
- Tariffs alone won't overwhelm earnings growth as primary driver

[Tom Graff🔸 @tdgraff]

New @join_facet article on real estate investing.

To me, there is way more risk than upside potential in real estate today.

REITs are just a bet on rates and private funds are rife w/ questionable marks on properties bought at the peak..

More here:
https://t.co/s0cPkmzXAd

[Tom Graff🔸 @tdgraff]

New video on @join_facet YouTube channel! My reaction to the Fed meeting yesterday. For my take on:

- Why 50bps?
- How far will they cut?
- What's the impact on stocks, bonds, mortgage rates, etc.

Thanks for watching!

https://t.co/ySVEoDX9vw

[Tom Graff🔸 @tdgraff]

Here's my take on the jobs report today. While I don't think recession risk has jumped a ton, the balance of risks is clearly to the downside. The Fed should be paying attention.

[Tom Graff🔸 @tdgraff]

For anyone who has liked my commentary over the years, we've just launched a YouTube page, where I'll be doing macro/markets/Fed analysis each week.

I'd love it if you'd give it a shot. I think it will be worth 5 minutes of your time!
https://t.co/zpvUGAV1Yt

[Tom Graff🔸 @tdgraff]

As a citizen, I'm concerned about the trajectory of the U.S. debt. OTOH, it's tricky to make an investment thesis around the Treasury's debt. There are too many variables and the impact is too long-term to be investable.

Here's more from @join_facet
https://t.co/dQOiHnmzNU

[Tom Graff🔸 @tdgraff]

We reflect on a first quarter that in a sense, couldn't have gone better for investors. We got a red hot earnings season, allowing stocks to power through higher rates/hawkish Fed. Here's what happened and how @join_facet did.
https://t.co/7MjBzm3Oc0

[Tom Graff🔸 @tdgraff]

We don't recommend owning crypto @join_facet BUT I fully respect people's curiosity about the space. Here we talk about why we don't recommend it, but also give some advice on how to approach the space if you do want to own crypto.
https://t.co/h5feaycYUA

[StreetCred PR @StreetCred_PR]

"The AUM pricing model works great for high-net-worth clients. But if you want to help the mass affluent, you have to rethink pricing and business models," @andersjones of @join_facet shares with @jrusoff2 at @ThinkAdvisor in this compelling Q&A. ⬇️👀💥https://t.co/SiL63LHlqZ

[StreetCred PR @StreetCred_PR]

.@VeronicaDagher at the @WSJ speaks with @join_facet's @thebrentweiss about how to split a vacation home, without ruining relationships.

"If clear expectations aren't set early on, pressure can build and eventually blow the top off the partnership."🏡👀 https://t.co/zfMuqOl07P

[Tom Graff🔸 @tdgraff]

Here's my take on where the economy and the Fed stand after payrolls and CPI this month from @join_facet.

https://t.co/sAoz6ciSSG

[etf.com @etfcom]

In today's edition of #AdvisorViews, Tom Graff [@tdgraff] from @join_facet talks to us about ETF investment tactics and ideas for the second half of 2023, as well as long-term #portfoliomanagement. Read the exclusive interview: https://t.co/ZEHMfMssJD

[StreetCred PR @StreetCred_PR]

.@tdgraff at @join_facet reflects on ETF trends going into the second half of 2023, noting Facet exclusively uses ETFs for its strategies. "We believe that consistent exposure to markets is one of the keys to good long-term performance." 👀⤵️💰
https://t.co/Ad0TkEFP2L @etfcom

[Regiment Co @Regimentllc]

This #founder's #entrepreneurship journey made stops in NYC, Silicon Valley and his aunt & uncle’s fold-out couch.

@patrick_mckenna of @ComebackCapital, @OneAmericaWorks and @join_facet is our guest for this edition of #CleverConversations.

https://t.co/dAoNcYGpZu

[Tom Graff🔸 @tdgraff]

Here's my take on the Fed this week, less on what happened (you can read that anywhere) but on what we @join_facet see coming next. In particular: how a potential ideological divide within the Fed could shape policy going forward.
https://t.co/q9dI1kPnnb

[StreetCred PR @StreetCred_PR]

“How you behave matters far more than how the market behaves.”

Amid speculation over an impending recession, ⁦@join_facet⁩’s ⁦@thebrentweiss⁩ shares tips for financial preparedness. More via ⁦@FortuneMagazine⁩ ⁦@lucyrbrewster⁩: https://t.co/UuXkK18k3Q

[Tom Graff🔸 @tdgraff]

Can't agree with this more. If the decision is to skip June and then see what the data says thereafter, that's a perfectly sensible decision. But the communication is giving me the distinct impression that they are making it up as they go.

[Tom Graff🔸 @tdgraff]

Sounds like a debt deal is going to happen, but continuously playing chicken with a default has long term consequences. Got to find a way to let the (sometimes messy) political budget process play out w/o default being threatened. (From @Investopedia)
https://t.co/MH1y44RScA

[Tom Graff🔸 @tdgraff]

Is it me or could the student loan restart actually have the most notable inflation impact within this budget deal?