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Posted on June 27, 2025 by Dan Pascone
Fear vs. Greed: How to Stop Yourself From Sabotaging Your Investments
Missed the crash? You probably missed the rebound too. ☕️ Good morning! If you’ve ever said, “Maybe I’ll just sit this one out,” during times of market volatility—you’re not alone. But that instinct may be quietly derailing your long-term financial success. The biggest gains often arrive wrapped in chaos: on the ugliest days, behind the […]
Posted on June 10, 2025 by Dan Pascone
Teaching Your Kids About Money: Creating a Financial Legacy
Wealth isn’t just what you leave behind. It’s also the mindset and financial habits that built it in the first place. Most families pass on paperwork—trusts, wills, and bank accounts. But the truly wise ones pass on perspective. Your heirs won’t preserve your wealth by memorizing tax strategies or knowing the difference between a GRAT […]
Posted on June 9, 2025 by Dan Pascone
Legacy Is Built, Not Inherited
Most estate plans crumble under pressure. Here’s how to bulletproof yours with strategy, structure, and foresight. Most people think of estate planning as a one-and-done task. Set up a will, maybe a basic trust, and check the box. But real legacy planning is more than paperwork—it’s architecture. Without intentional design, your assets risk falling apart […]
Posted on June 4, 2025 by Dan Pascone
Crypto and Blockchain: Should It Be Part of Your Financial Strategy?
Should Crypto Be Part of Your Financial Strategy? New Math, New Models: Why Allocators Are Rethinking Diversification in 2025 In 2020, the crypto conversation was driven by headlines, speculation, and retail-fueled rallies. But that framing is outdated. In 2025, serious allocators are looking at digital assets through a far more sophisticated lens. Over the past […]
Posted on June 2, 2025 by Dan Pascone
How to Navigate a Career Change Without Losing Financial Ground
Leaving a Gig? The Timer on Your Tax Jackpot Just Started Career transitions aren’t just professional—they’re personal finance pressure cookers. If you’re stepping away from a high-level role as a founder, operator, or senior exec, you’re not just updating your LinkedIn title. You’re entering one of the rarest windows of financial opportunity. In this moment, […]
Posted on May 26, 2025 by Dan Pascone
Breaking Down Trump’s Proposed Middle-Class Tax Cuts for 2025 and Beyond
Trump’s 2025 Tax Plan: A 4-Year Window to Build Generational Wealth How High Earners Can Leverage Lower Rates, MAGA Accounts, and Expiring Credits Before 2028 Whether you support it, oppose it, or just want to understand how it impacts your bank account, Trump’s proposed 2025 “One Big Beautiful Bill” deserves your attention. At nearly 400 […]
Posted on May 20, 2025 by Dan Pascone
Private Equity and Alternative Investments: Are They Worth It?
How “Smart Money” Goes Beyond the Market If you’ve already maxed your 401(k)s, squeezed every basis point from index funds, and harvested every ounce of diversification traditional markets offer, this one is for you. You’ve entered the portfolio frontier—where new money isn’t just about safety, but smart, calculated risk. That usually brings you to private […]
Posted on May 14, 2025 by Dan Pascone
Income Volatility Isn’t a Bug—It’s a Feature
How to Weaponize Uneven Compensation for Long-Term Wealth When your compensation is tied to performance, your financial life doesn’t follow a straight line—it spikes, dips, and sometimes disappears for quarters at a time. Whether you’re in sales, trading, consulting, or running your own company, volatility is part of the deal. The problem? Most wealth plans […]
Posted on May 12, 2025 by Dan Pascone
🏗 Engineer Your W-2 Side Hustle Income Before It Hurts
📈 Personal LLCs, Family Companies, and Why Your “Maxed Out 401(k)” Isn’t Nearly Enough At $500K+ W-2 income, normal rules stop applying. It seems like you’re fighting less for gains but more to survive tax-wise. High earners who thrive grind harder, but also learn to play the system smarter. They build infrastructure, weaponize volatility, and […]
Posted on May 7, 2025 by Dan Pascone
Tariffs, Trade Wars & Your Portfolio: What You Need to Know
A Guide to Outmaneuvering the 2025 Global Shake-Up Tariffs aren’t just political posturing. They send shockwaves through markets, force industries to pivot, stir inflation, and roil supply chains. The brewing 2025 trade wars—involving the U.S., Canada, China, and the EU—are poised to hit key industries and corporate earnings hard. But where most see crisis, there’s […]