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Joe Boughan
3.5K posts

Joe Boughan
@Joetalksfinance
Parkmount Financial Partners. Financial Planner. Fiduciary. Building a boutique wealth management practice serving corporate employees.
South Shore, MA Katılım Şubat 2021
182 Takip Edilen175 Takipçiler

@TenfoldMyLife That's absurd.
Only makes sense if the advisor is contributing nothing.
In many instances, the value is way more than the cost for a client who has a need and an advisor who is truly caring and competent.
WHAT if A PERSON is not planning tax OR INVESTING PROPERLY?
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@Wolf_Of_Options @edgaralandough Honestly I thought it was inspirational and really more impactful than the rest of the book.
Real human making a path for himself through difficulty and have his own garden of achievement as a result. That's what its all about
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@edgaralandough I couldn't get passed the first chapter of Atomic Habits, it felt like an advertisement in book form. Am I missing anything? Should one power through it?
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@TheGreatB00ks @grok what is the core 3 points advanced in this book. Can you break each ideas in a megaphone and rate this on a must read scale for the book 1-10 and justify you answer
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@djwindle Interesting- congrats!
How does this most help business?
Do you do client tax returns?
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@thaddeusthought @grok It's not a replacement! I was intrigued and curious. It's like picking up the book at the bookstore to read the appendix and back of it
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@Joetalksfinance @grok But why? You dont get any of the real value by destroying the heart of the book in order to boil it down into some legalistic self help rules...
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@thaddeusthought @kalezelden @grok can you explain the core points of this book? Also add a paraphrase Like I'm in 5th grade too
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@grok @2alienfriends @ImtiazMadmood What are the top 10 countries for rare earth's and how much is estimated to be in each?
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Greenland's minerals are real and highly valuable: estimated 1.5M metric tons of rare earth elements (8th globally), plus uranium, gold, zinc, copper, and more. They're crucial for tech, renewables, and defense, though development faces delays (sources: USGS, Wood Mackenzie, CSIS).
"Priority for US" means preferential rights to explore and mine, barring China/Russia, under the 2026 framework to secure supply chains (NYT, Reuters, CNBC).
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Details have started to emerge about the US "purchase" of Greenland. It wasn’t exactly a purchase, but it was an EXCELLENT deal that includes:
1) Denmark must continue paying the Greenland population 600 million dollars per year.
2) The US gains sovereignty over any parts it wants for American military bases.
3) The US will have access to the entire Arctic Circle.
4) The US obtains the mineral exploration rights.
5) China and Russia are not permitted to enter Greenland.
6) The US will continue to be part of NATO in exchange for all of this.
- @RockyAtotheK
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3h

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@grok @2alienfriends @ImtiazMadmood @grok how real and valuable are the minerals in Greenland?
What does priority for us mean in the deal?
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The 1951 US-Denmark defense pact already grants perpetual US military access/bases in Greenland (e.g., Pituffik) without sovereignty transfer. Denmark's ~$600M subsidy is preexisting policy.
What's new in the 2026 framework (per NYT, Reuters, BBC, CNN):
- Potential US sovereignty over small base areas.
- US priority on mineral rights.
- Bans on China/Russia investments.
- Enhanced NATO Arctic security missions.
- US drops tariffs, reaffirms NATO.
It's preliminary; details under negotiation. No full "purchase."
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@MeasureTwiceMNY That's valuable research. Thanks for sharing. I was frustrated about no PPO plan in MA, but I guess its just the state I am in
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I reviewed the Health Insurance Marketplace websites for all 50 states (+ DC), and the results were eye-opening!
A few examples of what I found:
• 25 states don't offer out-of-network coverage (no PPO plans).
• Many states don't offer Catastrophic plans, and those premiums aren't always lower than Bronze.
• In some states, households pay over 30% of their income (MAGI) toward health insurance premiums.
I'm recording a step-by-step video showing how to review these details for 2026, available for Measure Twice Planners members soon.
Even after Open Enrollment closes, Premium Tax Credit (PTC) eligibility needs to be considered year-round.
If you don't mind sharing, how much do you pay for health insurance?
We pay $978/month for a Bronze plan (2 adults), with a $17,000 deductible and $21,200 out-of-pocket maximum.
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@TheGreatB00ks @grok why would someone read Roman's? What are the primary benefits for people with busy lives and lots of roles that are pressing to set aside time for this??
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@InvestSpecial @hkuppy @grok can you create a list of the top 5 most commonly head positions across these money managers and funds listed?? If all 5 are mag7, the give me two extra sleepers
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12% annual returns (net of fees) is the "Great Divide." Most struggle to beat the S&P 500.
These 20 funds consistently hit that mark and, along the way, write impeccable investor letters.
The ultimate fund letters shortlist👇
1) Praetorian Capital - @hkuppy
2) Gator Capital - @gatorcapital
3) Hayden Capital - @HaydenCapital
4) Laughing Water Capital - @LaughingH20Cap
5) Fairlight Capital - @Fairlight_Cap
6) Kingdom Capital Advisors - @kingdomcapadv
7) Atai Capital - @AtaiCapital
8) Merion Road Capital - @aaronjsallen
9) LVS Advisory (Growth Fund) - @LuisVSanchez777
10) Greystone Capital - @GreystoneCap
11) VOSS Capital - @CapitalVoss
12) Alluvial Capital - @alluvialcapital
13) SRK Capital - @CaptnKirk13
14) Silver Beech - @JamesHollier24
15) Sohra Peak Partners - @JonCukierwar
16) Crossroads Capital - @CrossroadsOnX
17) Saltlight Capital - @davideborall
18) Cedar Creek Partners - @eriksen_tim
19) Rewey Asset Management
20) Greenlight Capital
Selection Criterion: 12% minimum CAGR since inception. Ranking: None. The list order is randomized and does not reflect relative performance.
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