TSA Wealth Management

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Houston, TX
TSA Wealth Management

A firm dedicated to the specific investing, tax, and estate planning needs of income-focused retirees in Houston.

06/19/2026

Most people see a $200 share price and think they understand what they're buying. Our latest note explains why that number tells you almost nothing about whether a stock is actually a good investment. https://open.substack.com/pub/swanburg/p/price-vs-valuation?r=1tn7mx&utm_campaign=post&utm_medium=web

06/12/2026

Bank of America made headlines this week, warning investors to "take profits," and buried in the fine print, their big call is that the S&P 500 might fall 4%. Here's why that's not a reason to sell. https://open.substack.com/pub/swanburg/p/plan-for-the-plan-falling-apart?r=1tn7mx&utm_campaign=post&utm_medium=web

06/05/2026

Everyone is talking about the SpaceX IPO. In this week's note, Jon Swanburg explains why that's usually a sign to sit this one out: swanburg.com/p/houston-we-have-an-ipo

05/29/2026

Wertheim is a billionaire optometrist who built a $4+ billion fortune not by outsmarting Wall Street, but by buying great companies early and never selling. His story is a reminder that great investing is about patience and behavior. https://open.substack.com/pub/swanburg/p/lessons-from-the-greatest-investor?r=1tn7mx&utm_campaign=post&utm_medium=web

05/22/2026

If you had to choose between $1,000,000 today or a penny that doubled every day for a month, which would you take? The math behind that question is the same math that makes long-term investing work, and most people get both wrong.
https://open.substack.com/pub/swanburg/p/our-instincts-are-terrible-at-math?r=1tn7mx&utm_campaign=post&utm_medium=web

05/15/2026

Tax benefits don't justify bad investments. Jon's latest note looks at today's tax-deferral boom, why some strategies carry hidden risks, and the simple approaches that genuinely improve after-tax returns. https://open.substack.com/pub/swanburg/p/the-tax-tail-wagging-the-portfolio?r=1tn7mx&utm_campaign=post&utm_medium=web

05/08/2026

Wall Street loves complexity, and complexity almost always benefits Wall Street more than it benefits you. This week's note breaks down a popular product called a structured note, explains how the pitch works, and shows what investors are usually not told before they sign. Worth a read before anyone tries to sell you one.

https://open.substack.com/pub/swanburg/p/structured-products-and-the-appeal?r=1tn7mx&utm_campaign=post&utm_medium=web

05/01/2026

In 2016, a Nobel Prize-winning AI pioneer predicted radiologists would be replaced within five years — today there are more of them than ever, earning over $500k on average. History is clear: technology doesn't destroy jobs, it shifts them, expands markets, and creates demand for things people couldn't afford before. https://open.substack.com/pub/swanburg/p/the-robots-arent-coming-for-your?r=1tn7mx&utm_campaign=post&utm_medium=web

04/24/2026

Consumer sentiment just hit its lowest point in 70 years. Worker satisfaction is at a record low. And somehow, the S&P 500 is up 36% over the last 12 months.

A year ago, Jon Swanburg wrote that the best time to invest is when things feel the worst. Turns out that was true then, and Jon once again argues that it is probably true now.

When confidence is this low, even slightly better-than-expected news can move markets higher. https://www.swanburg.com/p/investing-while-sad

04/17/2026

Good news is out there — it just doesn't trend. 📊

Corporate profits are growing. Valuations are normalizing. Diversification is working. The story the market is telling right now is a lot more nuanced than the headlines suggest.

Jonathan Swanburg breaks it all down in his latest piece.

👉 https://www.swanburg.com/p/the-good-news-is-there-it-just-doesnt

Address

5718 Westheimer Road Ste. 950
Houston, TX
77057

Opening Hours

8am - 5pm

Telephone

+17137359217

Website

http://www.tsawm.com/

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