The Tortoise and the Hare LLC

06/01/2026

https://open.substack.com/pub/tortoiseandtheharellc/p/year-to-date-updates-183?r=6ctoc2&utm_medium=ios

If you follow our content you know two things.

05/01/2026

https://substack.com//note/c-252256634?r=6ctoc2&utm_medium=ios&utm_source=notes-share-action

From the end of October till today, if you did nothing you are basically even….but if you added to this thematic ETF as we did in November you are up 40% or more…no we didn’t catch the absolute bottom, that is incredibly tough to do but we knew that time would prove our thesis correct. We flag...

03/29/2026

Markets are experiencing great volatility right now. How you adjust to current dynamics will define your returns not only this year but likely next year as well.

We just published an in depth strategy for using the current market volatility to help you lock in gains for your portfolio and maximize you taxable investment account returns.

"Tax Loss Harvesting in an ETF World"

Here's a snippit for our followers. To access the complete article, click on the link below and "Subscribe" to our content.

This single article will more than pay for our annual subscription fee with the tax benefits we show you how to employ for your own taxable investment accounts. We invite you to join our paid subscriber base for specific ETF content we share in this article which can be used over and over for your own accounts to maximize your portfolios overall return.

Paid subscribers get access to the specific ETF recommendations in multiple sectors you can use to maximize your own returns.

This single article will more than pay for our annual subscription fee with the tax benefits we show you how to employ for your own taxable investment accounts.

02/24/2026

Sharing this article as an educational piece. In part, yesterday's market action can be attributed to angst over the longer term effects on the economy of AI efficency in the workforce.

Remember a few weeks ago at the Davos Summit in Switzerland, the worlds brightest finance minds, namely, the Chair of behemoth money manager Blackrock, Larry Fink, opined that AI would be a NET JOB CREATOR.

This article takes the other side and is worth noting if for any other reason than you have a perspective on what the unintended consequences of AI could have on the worlds economies.

We view yesterdays abrupt sell off as an opportunity to add to positions but it is worth noting and understanding other economic and employment perspectives.

A Thought Exercise in Financial History, from the Future

01/28/2026

Pushing toward 500 subscribers to our Substack newsletter

Volatility happens…as suspected the sell off in Meta shares were overdone and today’s earnings call shows how quickly they can pivot and produce year over year growth in excess of 24% for the 4th quarter….think about that for a minute…the size of the revenue topped 58 BILLION

01/11/2026

https://tortoiseandtheharellc.substack.com/p/working-for-a-small-employer-how?r=6ctoc2

This is Part 1 in a Three Part Series and dedicated to all those folks out there who work for smaller employers with more limited retirement plan offerings than what large companies typically offer.

01/10/2026

We now have over 400 subscribers on Substack and thousands have viewed our content on Facebook, Instagram, Twitter, LinkedIn.

We will be posting the first of a three part series over the weekend for paid subscribers.

The first in the series, “Working for a small employer-How to Invest for Retirement”

The next parts of the series are as follows.

2. Small Business Owners without a formal retirement plan like a 401k

3. Retirees looking for stability, income and capital preservation.

If you have a suggestion for additional content, we welcome your suggestions.

Happy Investing everyone.

To subscribe to our Substack newsletter, free or paid content, click on the link below.

a financial newsletter for strategic investing themes utilizing diversified and leveraged ETF's to supercharge your financial results. Click to read The Tortoise and the Hare LLC, by Todd Sloan aka TMoney, a Substack publication with hundreds of subscribers.

01/03/2026

https://substack.com//note/c-194776245?r=6ctoc2&utm_medium=ios&utm_source=notes-share-action

Buddy of mine is retiring at the end of April. Love his perspective. “Your 60’s are GO GO Years Your 70’s are SLOW GO years Your 80’s are usually NO GO years” As I like to say, Wealth without Health is pointless…Work on yourself too. “Motion is Lotion” borrowed from a 94 year old wat...

12/31/2025

You can do it too…great article from CNBC today.

Retail traders close out one of their best years ever. How they beat Wall Street

Mom-and-pop investors bought the dip at key points, giving them outsized benefits from the market's run this year.

12/30/2025

https://substack.com//note/c-193120745?r=6ctoc2&utm_medium=ios&utm_source=notes-share-action

Earlier this year, the income etf SPYI gave you an opportunity to lock in dividends in excess of 15% annually based on historic returns. Even more notable, most of those dividends are classified as a return of capital and not taxable while the underlying price of the ETF rose more than 23% from Apri...