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The Lucid Investor Newsletter

Don't Leave Your Beneficiaries Unchecked

Published 4 months ago • 1 min read

Paper Gains Newsletter

by Matt Magee at mForce Capital

It's football season, so expect a lot of sports-related content in the next few months. As a financial planner, seeing posts like this screams poor financial management.

If you are a high earner and don't feel like you're getting ahead, don't hesitate to reach out. It's likely time to take a closer look at what is going on.

Also, don't feel bad for Cam. He just signed a new deal with ESPN recently.

Paper Gains Show

If you have between $1 and $10 million to invest, you won’t want to miss this. Our YouTube series breaks down what matters most right now, so you can make sharper decisions with your wealth.

This is your annual reminder to REVIEW your Beneficiaries. Especially as life changes (Marriage, Divorce, & Death). Sadly, stories like the above do happen.

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Private Assets are all the rage these days. I believe they have a great place in portfolios if done for the right reasons and in the right structure.

Adam Rossi posted this on LinkedIn last week, and it caught my attention. This is a topic that requires deeper attention and is very client-specific. I won't go into that here.

What I enjoyed about this post was the clear side-by-side comparison.

What I've Enjoyed Recently

​Carpool Detectives: Amazing book that my wife turned us onto about four moms who attempt to solve a 15-year-old cold case. Highly recommend.

I know I continue to highlight this podcast, but the quality of guests is top-notch. This one is on what I consider to be the future of education.

Framing the China vs. USA differences and similarities. A topic we can all learn something from.

See Ya Soon

-Matt Magee

Copyright (C) 2025 mFORCE Capital All rights reserved.

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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc,

Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

mForce Capital - 1415 Ballinger St Fort Worth, TX 76102
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The Lucid Investor Newsletter

Written by Matt Magee

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