Roberto Verde

Photographer. Love USA. Veteran.

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/45oVE4YfOB

$TSLA $RKLB $SPCE

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/wzVTbRbaHf
$SCHD $DIA $MLPA $AMLP #Dividends #PassiveIncome #RetirementPlanning #ValueInvesting #Stocks

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/9j0CAAuo9q
SpaceX is targeting a June 12 IPO on Nasdaq, potentially the largest IPO ever.
Funds such as Fidelity New Millennium and Baron Partners offer varying access and fee structures for related holdings.
$SPY $RONB

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/UHUy3E5kBK
A conservative 50/50, stocks/bonds retirement portfolio featured here beat a 50/45/5 stocks/bonds/cash model with lower 'worst-year' downside over the past decade.
$SCHD $DIA $QQQ $SPY $BND

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/4zgxB0sd4b
International investing should prioritize value over growth for optimal returns, in my opinion.
EWJV is positioned as a 50% anchor within this model framework for Japan.
$TM $MUFG $SONY $HMC $SFTBY $NTDOY $SPY

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/2A4NCRHOhd
$USA $ADX $SPY

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

If the Knicks win, do they break the Nasdaq curse of 1999 when NYC lost to the Spurs. Kind of a Wall St vs oil narrative (NY V Texas)? Asking for a friend
$QQQ #NBATwitter #Knicks

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/z2rtlu67RT
$SPY $VOO $QQQ $IWM $VXUS $AGG $BIL

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/ODFBRmagUX

Lithium is heating up again 🔋

Prices are rising and lithium stocks have doubled in the past year. But $LAC remains a high-risk bet on clay-based lithium at Thacker Pass.

Production could start by 2027. If it works, it’s huge. dilution risk remains.

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

$100 Oil? Is Energy Entering Another Supercycle, Or Does It Need A Trim?
$XOM $CVX $VDE $PEO
https://t.co/T0oiAeifo1

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/LnvoBMryd3

High earners chasing early retirement might be making one big mistake.

Maxing pre-tax accounts can trap your wealth behind the 59.5 rule.

Financial freedom requires liquidity.
$SPY $QQQ $SCHD $DIA

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/HkCsVtDI2b
AI isn’t killing tech jobs—it’s squeezing more output per worker. Agents automate workflows, driving demand for cloud compute and infrastructure. Winners may include $AMZN $MSFT $GOOGL $AAPL as usage scales. Risk remains if demand underdelivers.

#AI

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/aIviiSq1C8
Roth conversions may be in a rare window through 2028. Lower tax brackets today vs. likely higher future rates makes pre-tax withdrawals more expensive later. Moving growth $VOO $SPY $QQQ $DIA into Roth may reduce future RMD pressure. #RothConversion

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/zOJ1blmfQt
🚨 Social Security reform alert: New $100K benefit cap proposal targets high earners as insolvency risk rises.

CFP takeaway: Plan for 10–24% benefit cuts, extend accumulation, and stress-test retirement income.
$FCNTX $VIGAX vs $SPY

#SocialSecurity

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/VGMo2dyZaP
High yield isn’t free. Chasing 7–10% often means leverage or options risk. A smarter approach: pair $SCHD dividend growth with CEF income like $ADX $UTG $BME $PEO. Target 6% yield + 2% income growth. Stability + inflation hedge. #DividendInvesting

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

For the $SCHD income lovers.

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/b3i42lYNzT
Energy may still have upside. $XOM and $CVX have already rallied, high-yield pipeline and integrated names remain values. A screen using EBITDA yield, ROE, and dividend yield highlights $MPLX $EPD $ET $CQP $PAA $OKE $ENB $SHEL $TTE $CNQ and $PBR

[unusual_whales @unusual_whales]

Microsoft AI CEO, Mustafa Suleyman, says that "most, if not all, professional tasks" undertaken by white collar workers will be fully automated by AI within the next 12 to 18 months

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/bjPOOWUMei

Is the 60 40 portfolio broken?

Warren Buffett’s 90 10 strategy favors $SPY plus short term Treasuries over long bonds like $TLT.

Paid off homes may function like “bond like” cash flow. Cash like $BIL reduces sequence risk.

Should retirees rethink bonds? 💰📉📈

#Investing #Retirement #Buffett #AssetAllocation

[Brett Ashcroft Green, CFP® @BAshcroftgreen]

https://t.co/DXOqux2Tav

Flashback to 1998: experts said bonds would beat stocks for decades.

Reality? $SPY crushed $FTHRX.

Lesson: keep cash, buy dips, stay invested.

Euphoria is loud. Discipline wins. 📈💰

#Investing #StockMarket #SPY #Bonds #FinancialPlanning