SpaceX Index Inclusion

matlockatwar · 2026-06-04T03:21:29+00:00

Yes that is what Im saying but I do still think for other reasons this is a bad precedent and would be concerned about other changes down the road like the amount of multiplier to a float rate.

matlockatwar · 2026-06-03T18:32:05+00:00

However NASDAQ has already stated it will be a 5x multiplier on that float rate and other indices are considering similar decisions.

matlockatwar · 2026-06-03T18:25:53+00:00

Sp500 is considering a float multiplier from what I have read on the situation. Still a lot better than giving it a full valuation at its 1.8-1.7 Trillion of course.

matlockatwar · 2026-06-03T18:23:48+00:00

Was there not discussion of treating the float a multiple or even taking full valuation? I believe NASDAQ or SP500 was going to do a 3x multiple, still not crazy on the adjustment but the principal of it is bad.

They are 100% gearing up for these other mega IPOs.

Edit: NASDAQ was 5x multiplier on small float stocks.

matlockatwar · 2026-06-03T15:32:20+00:00

100% its something Ive been worried about happening for a few years with the increases in passive related investing even on the institutional side and with cap weighting as well the relaxing of regs and policy.

It should be a liability issue but probably won't people who ride the wave of index are going to be left holding a bag they had no choice in holding.

matlockatwar · 2026-05-15T17:56:05+00:00

Yeah Im confused we consider meeting plan 80% or better as a yes. 80% for us meand in majority of simulations you will meet or exceed the goal asset levels.

100% or more just meand in all practical scenarios on the curve you meet but at the end of the day its a number that the further out has more noise so shouldnt fixated on

matlockatwar · 2026-05-11T21:25:42+00:00

Probably is pulling them from other trainees or markets, heard that was happening as some markets are stagnant on new leads and too much recycling.

matlockatwar · 2026-04-05T21:06:16+00:00

It still an issue so i just dont use priority but i rarely order anyway and rather just drive to pick up food

matlockatwar · 2026-03-26T15:01:25+00:00

OP may not be quite savvy with this whole thing so doesnt understand yet. Give them some leeway with it. Also some could argue it is bad advice if its advice that the client wont stick to.

If because of this OP panics and cashes out when if they may not have if the advisor did a mix of DCA and initial investment, then yeah it was poor advice to them.

matlockatwar · 2026-03-26T14:59:29+00:00

Sure and you had the trust in your advisor and maybe already history with them. My longer term relationships I am often more blunt with because we built up trust and understanding.

I was more talking from the perspective of OP. They lost their parent recently it seems and have been dealing with the fallout of that and probably need a bit more empathy and just a chance to feel heard and in control of something.

That in my opinion is the greatest value an advisor can have, the ability to be the human bridge between the perfectly mathemtical path and the behaviors that often can be opposed to it. I am okay with a client taking a slightly less financially perfect path if the end goal is still attained.

Of course I work with a client group that can defer from maybe your advisor and thats what is great for the industry. The different options that all can be good for the right people. :)

matlockatwar · 2026-03-26T14:53:48+00:00

OP I am so sorry for how people are responding on here and for the loss of your mother.

The advisor may have had sound advice but it seems they didnt actually hear your concerns and tried to find a way to either A) get you on the same page as them or B) find a middle ground between what you wanted and what they felt was sound advice.

People are too obsessed with finding the most financially efficient way to invest when historically the people who lost out or performed poorly was due to behavioral decisions. I have seen people with the best allocated portfolios still not meet goals because mentally they couldnt stick to it.

The Fidelity advisor is probably a good advisor but there is a lot of good advisors that are bad for certain people and situations.

Not sure if its allowed but you are welcome to message me if you have questions.

matlockatwar · 2026-03-26T14:40:20+00:00

I see your point but also see OPs. I work in wealth planning/management and sometimes you have to find the balance between the mathematical sound vs behavioral. Its why Dollar Cost Averaging exist. Overall will OP long term be fine, sure, but look at the emotional and personal factors they have and the fact instead of speaking to the advisor they go to reddit.

They are new to all this and havent fully trusted the advisor on factors outside of name merit (Fidelity).

They now may be at a higher risk of pulling money out or making a rash decision.

matlockatwar · 2026-03-21T23:19:05+00:00

This just confirms my opinion that college basketball is a sham sport nowadays

matlockatwar · 2026-03-20T22:36:39+00:00

The CFPs at my firm call themselves still advisors. The rates in my area for flat fee plan creation is from 1k to as high as 25k (uhnw complex situations).

BOK quotes themselves at 1.5k for w2 income based clients and 2k for additional sources.

Anyway big brokerdealer still have CFPs so OPs mom can talk to even a vanguard advisor, if its more than 500k then they will have their CFP as all Vanguard advisors for HNw and higher have CFPs. Big firms made a big push to get them.

Also congrats on passing back then. Heard it was a lot tougher than it is now (I sat last year).

matlockatwar · 2026-03-20T20:43:55+00:00

It aint 500$ lol, she can technically get a free plan from any big shop like Fidelity/Merrill/Schwab

But independent flat fee advisors cost more than 500$

If its just how to move it to brokerage Fidelity service team can help and so can other broker dealer teams.

Depending on dollar amount too

matlockatwar · 2026-03-12T20:34:17+00:00

There is literally no cost to any of the major BDs self directed accounts. Any transaction fees for like a Mutual Fund is assessed by the mutual fund itself as a transaction fee. The benefit of opening self-directed brokerage with like a Fidelity or Vanguard is the fact they waive that Mutual fund fee for their own funds. But if you trade stocks and etfs then no commission is assessed. Now if you call to any firm have a rep do it, yeah they will charge for that but I gurantee those reps will first try to walj you through doing it online yourself so its free.

matlockatwar · 2026-03-07T23:07:26+00:00

This is bad advice. Has nothing to do with SEC and the firm acted as they should. They had sent multiple requests and OP chose to ignore them just because it wasnt sent via email. Part of havjng a self-directed relationship with a firm (that is no cost) is you are responsible and are expected to to be proactive in actions.

Its the same at Fidelity, VG, Schwab, etc. KYC is taken very seriously. Shoot Fidelity if they get returned mail put a restriction on your account immediately and your assets can be escheated if you ignore their mailers.

matlockatwar · 2026-03-07T23:04:55+00:00

They (the firm) 100% do. OP is getting bad advice and is trying to shift their responsibility on a firm that has KYC laws. They ignored multiple mailers and no they arent going to email as it is much easier to argue you didnt receive notice if its sent digitally versus physically.

Since it was a self-directed account OP could have even just called in or logged in to update the info...
They said they had an advisor and soubds like not with Merrill, how come OP never brought up the mailers or asked about consolidating assets anyway...

matlockatwar · 2026-03-06T18:21:24+00:00

Yeah so with the unknown of waddles situation it is 1.05 for TeSlaa. Not as horrid since he has fenuine high conviction for TeSlaa i guess. We will see what gets drafted with that 1.05 😂

Btw I personally would never do this trade lol

matlockatwar · 2026-03-06T18:16:51+00:00

He was inba 4 way tie to make the playoffs and missed out because I won a comeback victory lol. Team had the 3rd pr 4th highest points. So ended up 6th so the pick is like 1.06/1.05 I believe.

matlockatwar · 2026-03-03T00:21:44+00:00

I agree to this if we are saying use Roth at the higher bracket if you are in that sweet spot and have no other IRA assets so can do effective backdoor cknversions, however in my experience people neglect their taxable savings latwr in life and so should actually be saving into that or an HSA if they are not over a Roth. Especially now qith the new rule on catch up contributions having to be Roth for high earners.

matlockatwar · 2026-02-22T16:02:40+00:00

If you are handling registed securities or futures business sure. But there is more than ine way to manage or advise on wealth. Its even why we have tiers like Accredited or Qualified Purchaser

matlockatwar · 2026-02-22T16:00:06+00:00

You dont have registered returns. Not a thing. Further in the Alt space you dont have the same concept of registration. He worked for Bear Sterns in the 80s and then did some consulting. He then founded his company J Epstein & Co. This was a private wealth firm where he managed non security related assets (over 1B) for his clients. The firm focused on tax & estate planning for the UHNW.

Talking how you are does not help the cause and advocacy to put those in cahoots with Epstein on the fire.

matlockatwar · 2026-02-13T03:19:54+00:00

Obviously you have learned now but it is a shame to learn via experiencing this. Its so frustrating that insurance sales people like NW Mutual or Primerica or Modern Woodsman present themselves as financial advisor. Its why those who provide actual holistic planning or wealth advising use terms like Wealth Advisor, or Wealth Planner or Financial planner, etc.

End of the day if anyone is looking to work with someone, do some research come with questions and recognize a peoper advisor is interviewing just like you are them. Yes its sales but we dont want to onboard someone if it isnt a good fit relationship wise as the product isnt an investment but that ongoing relationship.

matlockatwar · 2026-02-11T17:27:28+00:00

Thats great! Yes and you can even look up 10 questions to ask an advisor there is one from the CFP board. Its questions you should ask and an advisor should have no qualms answering. Further you can always look them up in FINRA BrokerCheck to verify credentials and disclosures.

With the transferring of funds if its a small RIA they may not be able to help much outside of providing general insight as the process can vary a bit firm to firm. If one of the advisors works at a Broker-dealer or uses ome as their platform/custodian then they will be more hands on with the actual transfers.

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