Nathan Farmer

The Wall Street Journal’s Buy Side analyzed some of the largest and most well-known independent RIAs, evaluating advisory firms’ fees, credentials, customer support, available services, portfolio construction and account minimum to determine the top five financial advisor companies for retirees. Their verdict? Creative Planning is the “Best Independent RIA for Comprehensive Wealth Management.” We’re proud to be recognized for this meaningful distinction and grateful for all our clients who put their trust in us.

Focus on what you can control and let go of the rest.

BREAKING: The PELOSI Act (Preventing Elected Leaders from Owning Securities and Investments Act) has been reintroduced to Congress.

One thing I have learned over the years is there are plenty of people that look like they have nothing but are actually super wealthy, and plenty of people that look super wealthy but actually have nothing.

The $VIX closed above 50 today which is in the top 1% of historical readings. What has happened in the past following closes above 50? S&P 500 gains over the next 1, 2, 3, 4, 5 years every time with above-average returns overall. $VIX $SPX bilello.blog/newsletter

NEW: Democrat Senator Mark Kelly says he is selling his Tesla because it is just too painful for him to drive it every time he gets inside. "Every time I drive it, I feel like a rolling billboard for a man dismantling our government and hurting people. Wow, how bold and brave!

How many Netflix series will we have on this 🤔

@charliebilello I was at Morgan Stanley when they went IPO at $38, so many sold based on that cover!

"Facebook is worth $15. Stay away from the stock." - Barron's, September 2012 Price in Sep 2012: $23/share Price today: $689/share Increase: +2,896% $META bilello.blog/newsletter

@realEstateTrent Wife is a Dentist and many are selling to PE.

Dentists are my favorite strip mall tenants. But it's also more difficult to get their attention than any other tenant. For example: I'm currently offering $75k cash to a qualified dentist to take over this fully built-out former dental space in Fremont, CA. There are lots of dentists out there who would be all over this—but how do I possibly reach them? The problem is that so many new dental offices are opened by dentists who are currently working for someone else and want their own practice. If we are going after a great Mexican restaurant, for example, we reach out to or visit them in person to see if they're expanding. It would do us no good to target a dental practice, as we are not targeting the owner, who is unlikely to expand. We want to get the info in front of the doctors that work at the practice. Is there an efficient way to get the attention of a large number of dentists in an area who happen to be working for another dentist? It's been a problem I've thought about for a long time and have so far been unable to crack. 🙏

@DREWJENSEN2 💯

We obviously have a difference in opinion on “values & integrity”. Look at what has happened to Minnesota the last 5 years! If it was a football team they would be 0-12. Yet you give him a promotion?!

@ClementsMoney I'm very sorry to hear this Jonathan. You've been an awesome part of the Creative Planning team and one of my favorite financial writers!

What would you do if you were told you might have just 12 months to live? For me, this isn't a theoretical question. humbledollar.com/2024/06/the-c-…

@elonmuskADO A

@PhillyCrimeUpd Kevin

BREAKING NEWS: Democratic PA State House Rep Kevin Boyle is seen on video in DRUNK TIRADE at a bar and threatens to use his political power to SHUT DOWN THE LOCAL BUSINESS Kevin also goes on to accuse the bartenders of being military agents This allegedly occurred EARLIER THIS WEEK Sources close to the matter tell us that police had to respond to the scene to remove the Representative “I’ll fuckin end this bar by the way” “Ya fuckin idiots, ya fuckin morons”

@business Time to exit Credit!

Morgan Stanley is discussing allocating a portion of its balance sheet into a new private credit fund that would include capital from external investors trib.al/7P2WrO2

“Show me the incentive and I'll show you the outcome”.

@CNBC Everyone should!

Trump criticizes UAW leadership amid strike, warns auto workers' jobs are moving to China cnbc.com/2023/09/15/-tr…

@chamath It’ll only be Toyota and Tesla before it’s all over…

The unions have decided to cut their nose off to spite their face. This labor “deal” if it happens will destroy the legacy OEM automakers. Their only paths out would be to automate and replace unionized people with robots or de-unionize. Neither are possible. So if this plan gets implemented expect the automakers to bleed money - this is the tipping point towards structural long-term insolvency. And I don’t see how the capital markets will allow these OEMs to raise long term capital without paying exorbitant rates. On top of this, the demand risk for these OEMs is that hyper automated/non unionized competitors like $TSLA can now completely run away with the car market because they will be able to aggressively lower prices while Ford, Stellantis etc will be forced to raise prices to pay for this labor deal.

@CNBC It took this long?

IRS halts processing of a small business tax break amid 'surge of questionable claims' cnbc.com/2023/09/14/irs…

Why money rarely makes it three generations.

BREAKING NEWS: The New York Times has just reported on Congressional members trading during the banking crisis. They showed how members traded during the crisis, while the public worried. Here is the list of members highlighted: