Leverage Financial Advisory

06/12/2026

SpaceX Goes Public Today! But don’t expect it to be in the Tech Sector or the S&P 500.

Today marks a historic milestone: SpaceX has officially IPO’d on Nasdaq under the ticker SPCX with a massive ~$1.75 trillion valuation. The company that revolutionized reusable rockets and global internet access via Starlink is now open to public investors.

However, there are a few important realities for investors: S&P 500 Entry? Not anytime soon.

S&P Dow Jones Indices is not fast-tracking mega-IPOs. SpaceX will likely need at least 12 months of public trading history, consistent profitability under GAAP, and other standard criteria. Most analysts expect a potential addition in 2027 or 2028.

Sector Classification: Not Technology.

SpaceX is expected to be classified in the Industrials sector, specifically in the Aerospace & Defense industry, alongside companies like Boeing, Lockheed Martin, and Northrop Grumman. A secondary possibility is Communication Services due to the rapidly growing revenue from Starlink satellite internet, but it will not land in Information Technology as many may assume. SpaceX is a hardware-heavy, manufacturing, and infrastructure business at its core, not software or semiconductors.

This distinction matters. It will influence how index funds, ETFs, and sector-focused investors allocate capital once SpaceX eventually joins major benchmarks. SpaceX’s entry into public markets is a landmark moment for the space economy, but its classification reminds us that this is an industrial and infrastructure giant first, not another “tech” story.

What do you think? Will SpaceX reshape the Industrials or Communication Services sectors? And how should investors think about valuing a company with both launch dominance and global broadband ambitions?

06/02/2026

Reminder for Business Owners: Quarterly Estimated Taxes Are Due June 15th

If you're self-employed, own a business, receive pass-through income, or have significant investment income, June 15th marks the deadline for your second-quarter estimated tax payment.

Making timely estimated tax payments can help you avoid penalties, manage cash flow more effectively, and prevent an unpleasant surprise at tax time.

Now is a good opportunity to review year-to-date income, evaluate whether your tax projections remain accurate, and make any necessary adjustments before the year progresses further.

If you're unsure whether you're on track, consider consulting with your tax professional before the deadline.

05/29/2026

Financial planning is about more than just investing. It’s about building a system that supports every part of your life.

At Leverage Financial Advisory, our personal financial planning process focuses on four key areas: LIVE, GROW, OWE, and GIVE.

We help clients organize their day-to-day finances by understanding income, expenses, savings, family priorities, and lifestyle goals. From there, we focus on growing wealth through retirement accounts, investment portfolios, real estate, education planning, and long-term strategies designed to create financial independence.

We also believe smart planning means addressing what you owe. Taxes, mortgages, student loans, credit cards, and other liabilities can quietly hold people back if they are not managed intentionally.

Finally, we help clients protect their legacy through estate planning conversations around wills, trusts, beneficiaries, powers of attorney, and healthcare directives.

A good financial plan should help you feel organized, confident, and prepared for the future, not overwhelmed by it.

If you’ve been meaning to get your financial life coordinated, this is a great place to start.

📩 Message us for a complimentary review, and visit our website in the comments below to learn more.

01/27/2025

Today brought a jolt to the stock market—a sudden shock that disrupted the usual rhythm of trading. These moments, often triggered by unforeseen events, can send ripples of fear through even the most seasoned investors. But what if you could turn uncertainty into opportunity? In this post, we break down what a market shock really means, why it happens, and how you can stay resilient, protect your investments, and even thrive in the face of volatility.

How to Navigate Stock Market Shocks: A Guide for Smart Investors

A stock market shock refers to a sudden and significant event that causes a rapid and often unexpected change in stock prices or the overall market. These shocks can lead to dramatic increases or decreases in the value of stocks and are typically caused by factors such as:

10/20/2024

If ______ becomes President what will happen to the stock market?

I've been asked this a lot lately. So what do the betting markets and history tell us about who will become the next President? And what will happen next? 👇

With just over two weeks until the 2024 presidential election, the contest between Vice President Kamala Harris and former President Donald Trump remains tightly contested. Wall Street investors, including billionaire Stan Druckenmiller, have expressed confidence in Trump's chances of winning, which...