Paper Gains Newsletter

by Matt Magee at mForce Capital

For those of you who have not seen this. Kyle Busch, the NASCAR driver, got scammed through an expensive Indexed Universal Life policy.

As financial advisors, we see these fairly often, depending on who you work with. While they can be highly effective tools for estate planning and retirement planning, they can be very costly if used incorrectly.

I once saw a client buy into one of these policies that had no clear reason to have it. The premium was significant, and so was the payout. But given his situation, there was no clear rationale for having it. So we had to help him out of it.

When making these decisions, always ask yourself. What is the goal, and is this the best way to accomplish that goal?

Doug always has a great way of highlighting the situation with humor.

Along the same lines as financial mistakes and mistakes in general. I found this week's illustration by Carl Richards to be especially impactful. I thought I knew this, but turns out I needed to do some work here.

Sometimes you've got to take a hard look at yourself and really evaluate if your bubbles are aligned with your life and long-term goals.

Given that markets are so deeply integrated with what is going on with AI and what companies are doing at the top. I am endlessly fascinated by the topic and will continue to explore it here.

That is why this chart by the Dallas Fed was so interesting to me.

Ending on a Lighter Note

What I've Enjoyed Recently

I have fewer recommendations this week, as I've been busy with client work and life.

​Luca Ferrari of Bending Spoons went on one of my faves—excellent deep dive on building a business, investing, and life.

​Food for Thought on Winning, Life, Success, and enjoying the grind.

See Ya Soon

-Matt Magee

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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.

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