Last week, we welcomed Peter McDonagh, Senior Financial Adviser at Rivkin, for a deep dive into tax-smart investing and the power of choosing the right structure. Peter unpacked strategies normally reserved for high-net-worth clients and broke them down into clear, practical steps you can apply right away.
If you missed it, here’s a sharp recap of the themes that had the audience taking notes.
Key takeaways you should know:
I. Individual...

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There are some “investment suggestions.” If you follow them blindly, you could actually lose money. I hope everyone is cautious.
People say, “Gold jewelry is worth buying. Gold investment starts with jewelry.”
Sounds very professional and very confident.
But unfortunately, after doing some actual research, I found out:
Gold jewelry has never been an investment item (you might get robbed if you show it off); it’s merely decorative.
Labor costs are high, losses are recovered, and it is sold only at the price of gold.
If I really want to invest personally, why not consider a gold concept ETF? As shown, the profit was over 20%.
What can truly preserve value and hedge against inflation should actually be “gold bars,” not jewelry.
This is my personal experience based on research, and may not be applicable to everyone.
People who encourage others to buy gold jewelry as an investment,
They usually share one common trait:
They are vocal but not accountable, and they do not take responsibility for your losses. Therefore, you need to be discerning enough to distinguish truth from falsehood.
Now I no longer blindly follow what others say. I will verify first, learn first, and confirm first.
Being victimized once was someone else’s fault;
Being victimized repeatedly is my own issue.
So, if you like gold jewelry, buy it; just wear it and enjoy it.
But as an “investment”? That seems rather far-fetched.
Thank you very much for these suggestions.
$VanEck Gold Miners Equity ETF (GDX.US)$ $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$
Take a look at today's profits, no...

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Welcome back to our monthly Moo Leaderboards! Let's take a moment to celebrate and appreciate these outstanding contributors in community!
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Top 10 influential mooers of November
Congratulations to @v風v @包小姐的养老金 @Windowsmill @nerdbull1669 @Watermelon Bull @0xdylan @DrJaguar8   @Adipose fin  ...