Brian Portnoy @bportnoy_ Twitter profile

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Brian Portnoy

1 month

Hey, this is the real Brian Portnoy here at @bportnoy_ . My long-standing account @brianportnoy was stolen and @x ( @support ) won't help me recover it, so for now, I'm starting over. Nice to meet you (again). 🚀

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Last Seen Profiles

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Brian Portnoy

@bportnoy_

27 days

It's also "annoying" to have armed guards at our synagogue during major events and holidays, but yeah sure, Matt, you do you.

Matt Stoller

@matthewstoller

27 days

Anti-semitism is not a meaningful problem in the United States and the paranoid musings of Jewish boomers is annoying.

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Brian Portnoy

@bportnoy_

12 days

@RpsAgainstTrump His (their) disrespect for the military is unconscionable.

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Brian Portnoy

@bportnoy_

21 days

24-year anniversary today. Time flies. I'm very lucky and really wonder how Tracy puts up with me much of the time. 🤞

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Brian Portnoy

@bportnoy_

1 month

Just sold the Thai language rights to The Geometry of Wealth. 🇹🇭 I know what's for dinner!

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Brian Portnoy

@bportnoy_

1 month

New TL needs some Freddie. There will be more. 🐶❤️

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Brian Portnoy

@bportnoy_

1 month

Fabulous night with this great friend @CameronPassmore .

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Brian Portnoy

@bportnoy_

14 days

Just back from a great couple days in my old hometown.

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Brian Portnoy

@bportnoy_

15 days

I find it awkward to talk to people (advisors) about improving communication skills and emotional intelligence and be told, basically, "I already know that stuff." I hear this much more frequently than I would have imagined.

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Brian Portnoy

@bportnoy_

1 month

@RpsAgainstTrump It doesn't matter, which is why he can't stop talking about it.

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Brian Portnoy

@bportnoy_

29 days

See so many of you there!

Future Proof

@FutureProof_HQ

29 days

Get to know a few of the speakers at Future Proof Festival 2024! We can't wait to welcome @alexandraandnyc , Lule Demissie, @RetirementRisks , and @bportnoy_ to Huntington Beach. Check out the full list of speakers here:

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Brian Portnoy

@bportnoy_

1 month

The most true thing I've heard all week.

Adam Singer

@AdamSinger

1 month

Absolutely nothing beats diner breakfast. It doesn't matter how much money you make, where you're from or what you do. Diner breakfast truly a place outside politics, anxiety, exists in own time & space. Spare me pretentious brunch spots with reservations or $17 smoothies

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Brian Portnoy

@bportnoy_

11 days

The inimitable @jasonpereira is one of the outstanding voices who will be speaking at the @shapingwealth BeFi Summit on October 11th. Come join in!

@shapingwealth

11 days

Join @jasonpereira on 10/11 for "Digital Intimacy" at our BeFi Summit. Learn how to use technology to build deeper connections. -Move beyond efficiency & self-service -Create a truly collaborative experience -Foster greater client intimacy

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Brian Portnoy

@bportnoy_

1 month

Flying to San Diego for the big @LPL conference to co-present with my friends at @ycharts . Be there later today. Let me know if you're going to be around.

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Brian Portnoy

@bportnoy_

24 days

Best album ever imho.

Melodies & Masterpieces

@SVG__Collection

24 days

65 years ago today, Miles Davis released “Kind of Blue” Kind of Blue is regarded by many as a true masterpiece, the greatest jazz album ever recorded, and one of the best albums of all time… But what made the album so extraordinary? A thread 🧵

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Brian Portnoy

@bportnoy_

1 month

Just got added to someone's list called "Mildly Interesting." You know, that's sounds about right.

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Brian Portnoy

@bportnoy_

20 days

Love this! Always feel lucky to have the chance to participate in what is unquestionably the best conference each year.

Future Proof

@FutureProof_HQ

20 days

The official Future Proof Festival poster is here! Join 150+ of wealth management’s top experts as they share their ideas, strategies, and tactics on the future of wealth across five outdoor stages in Huntington Beach, CA, from September 15-18. With performances by @ThirdEyeBlind

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Brian Portnoy

@bportnoy_

12 days

I loved this conversation with @bamconsults . Ashley is just all-around good people. Take a listen.

Ashley Quamme, LMFT, FBS®, CFT-I™️

@bamconsults

12 days

Is your pursuit of more leaving you tired? In the latest episode of “Planning & Beyond,” Brian Portnoy, Founder at Shaping Wealth, explores the difference between being rich and truly wealthy. He introduces “funded contentment”—the ability to finance a life that matters to you.

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Brian Portnoy

@bportnoy_

21 days

Fair to say the Dems win the music battle.

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Brian Portnoy

@bportnoy_

25 days

A lot of price control experts out there who evidently love tariffs. Otherwise ... oh, nevermind.

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Brian Portnoy

@bportnoy_

1 month

@MarkMcGrathCFP Such a bad idea.

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Brian Portnoy

@bportnoy_

1 month

Friends don't let friends describe market declines in index points.

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Brian Portnoy

@bportnoy_

27 days

All he wants to discuss is crowd size. It's just sad.

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Brian Portnoy

@bportnoy_

20 days

Our next Chopping Wealth is going to be great - I've dialed up my old friend @choffstein to talk all-things alternatives: How can advisors have better conversations, set better expectations around this large, diverse set of choices. Join us on Thursday August 29th!

@shapingwealth

20 days

Join @choffstein of Newfound Research on Chopping Wealth (Aug 29) to learn how even smaller investors can benefit from alternative strategies!

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Brian Portnoy

@bportnoy_

11 days

Seeing (fake) conservatives pretzel themselves trying to explain why tariffs are good is the Friday entertainment I didn't expect but am still enjoying.

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Brian Portnoy

@bportnoy_

26 days

An underlying current for all of the work we're doing at @shapingwealth is employing learning as a growth strategy. We're getting more and more granular on this with our clients. At @FutureProof_HQ , we're going to share that vision and some specific tactics you can use straight

@shapingwealth

26 days

@FutureProof_HQ Festival is just a month away. Will you be there? Let's meet up! Mark your calendar for our session on 9/17 𝘐𝘯𝘴𝘱𝘪𝘳𝘦𝘥 𝘎𝘳𝘰𝘸𝘵𝘩: 𝘛𝘩𝘦 𝘚𝘦𝘤𝘳𝘦𝘵 𝘵𝘰 𝘌𝘹𝘱𝘭𝘰𝘴𝘪𝘷𝘦 𝘌𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 𝘚𝘶𝘤𝘤𝘦𝘴𝘴. @joylerepsyd , @neilbage @bportnoy_

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Brian Portnoy

@bportnoy_

17 days

@BullandBaird It's just bonkers.

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Brian Portnoy

@bportnoy_

22 days

More 🔥 wisdom from @joylerepsyd ...

@shapingwealth

22 days

#Retirement isn’t just about money. It’s about purpose and well-being. In @advisorpedia 's latest article by @David_Conti , @joylerepsyd explores the challenges retirees face and how financial advisors can help.

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Brian Portnoy

@bportnoy_

24 days

@Acyn Moron. Waiting for all the Econ 101 professors scolding Kamala to chime in....

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Brian Portnoy

@bportnoy_

1 month

Market was flat this week. Amazing what the ride is when you ignore the day-to-day.

Sara Eisen

@SaraEisen

1 month

Glad I didn’t miss anything in the market on my week off…

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Brian Portnoy

@bportnoy_

24 days

These Fisher Investments must work, but I have no idea how.

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Brian Portnoy

@bportnoy_

1 month

I know this is my wiring (and far from everyone's), but days like today in the market, my gut response is: What's on sale? If in fact this modest, historically-normal dip was disrupting the ability to fund my goals, then I'd ask: Is my asset allocation set up right?

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Brian Portnoy

@bportnoy_

14 days

The power of @LinkedIn AI is so impressive. Their suggested message for a stranger who who just connected with me: "It's been some time since we connected. How have you been?" Amazing!

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Brian Portnoy

@bportnoy_

22 days

"We become what we do." - Seth Godin Both clarifying and a warning. For many of us, our identities are closely wrapped up with work. Is what it is, and can very well be an inspiration. But there can also be a line we cross where "what we do" drowns out our other virtues.

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Brian Portnoy

@bportnoy_

1 month

@BradMossEsq Correct.

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Brian Portnoy

@bportnoy_

14 days

Thursday! Come hang out with @choffstein and me to talk what diversification *really* means for your clients' portfolios.

@shapingwealth

14 days

So, what is return stacking anyway? Join us this Thursday at 3 PM ET with @choffstein , CEO & CIO of Newfound Research, to learn more about how to unlock the benefits of diversification as he chops it up with @bportnoy_ . Grab your seat 👉

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Brian Portnoy

@bportnoy_

15 days

Come join @choffstein and me on Thursday! 3pm ET. It's a live chat about all things alternative investing. No one is better than Corey at simplifying the complex.

@shapingwealth

20 days

Join @choffstein of Newfound Research on Chopping Wealth (Aug 29) to learn how even smaller investors can benefit from alternative strategies!

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Brian Portnoy

@bportnoy_

1 month

@DaveNadig @X Thanks Dave. Hey @X and @Support , maybe give a guy a hand. You literally emailed to say another email took control of my *verified* account but are claiming you cannot help me recover @brianportnoy .

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Brian Portnoy

@bportnoy_

12 days

@SykesCharlie He will.

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Brian Portnoy

@bportnoy_

1 month

@EconomPic The best part now is when I have to take off my trifocals to actually read something. #thriving

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Brian Portnoy

@bportnoy_

1 month

Thanks, Kamala.

Jim Bianco

@biancoresearch

1 month

*S&P 500 RISES 2.3% IN BIGGEST ONE-DAY GAIN SINCE NOVEMBER 2022 Monday was the S&P 500's biggest one-day loss since September 2022 Thursday was the S&P 500's biggest one-day gain since November 2022 Any guesses on tomorrow and into next week?

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Brian Portnoy

@bportnoy_

1 month

"Area Egomaniac Confused About Politics"

Tyler Winklevoss

@tyler

1 month

Can anyone explain why Kamala Harris didn't attend the crypto roundtable yesterday? I understand that she's on the campaign trail, but the meeting was virtual. All she needed was an Internet connection. Technical difficulties?

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Brian Portnoy

@bportnoy_

18 days

1 month away! Cohort is jam-packed with good folks from throughout North America and Europe. We can take 1 or 2 more folks.

@shapingwealth

18 days

BTBA is just 1 month away! Have you registered yet? Get ready to: ✅Deepen your understanding of money’s role in life ✅Lead & inspire others ✅Grasp the complexities of human nature & money Join our premier coaching experience starting Sept 24. Sign up:

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Brian Portnoy

@bportnoy_

1 month

So as I rebuild my follows list, I wanted to ask: Who are one or two *non-obvious* accounts that you would most highly recommend? All domains welcome; in fact, non-fintwit preferred. Thanks!

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Brian Portnoy

@bportnoy_

11 days

We frequently hear from advisors that retired clients are underspending. And they won't budge from that. It's a fascinating behavioral topic. I have a couple comments on this in the piece.

Here’s the 1 big reason millions of retirees secretly struggle in America — and it’s not because...

The struggle to spend.

moneywise.com

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Brian Portnoy

@bportnoy_

18 days

A highlight of our BeFi Summit on October 11th will be my chance to sit down with my friend @morganhousel to have a free-ranging conversation on the psychology of money. And that's just the first segment! Enjoy the home cooking of @kylascan , @jam_croissant , @jasonpereira ,

@shapingwealth

19 days

Join us as renowned author and investor @morganhousel of @collabfund discusses behavioral finance and the psychology of money at BeFi Summit, Oct 11. Learn how storytelling can help you and your clients make better financial decisions. Register

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Brian Portnoy

@bportnoy_

1 month

August's @shapingwealth content is 🔥🔥🔥. Our OCBO platform is free, so just sign up for the good stuff.

Shaping Wealth | Outsourced Chief Behavioral Officer

www.shapingwealth.com

@shapingwealth

1 month

Dive into a new month of transformative behavioral insights. #OCBODashboard 🌀 Weekly Flow 🪓 Chopping Wealth 8/29 with @bportnoy_ & @choffstein 💧 The Drop: Caring Conversations 🍃 Shaping Health w/ @ppearlman Sign up for FREE:

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Brian Portnoy

@bportnoy_

1 month

Shut up and kick.

Adam Schefter

@AdamSchefter

1 month

Chiefs kicker Harrison Butker said today that he will “stand behind what it is I'm saying.” More via @adamteicher :

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Brian Portnoy

@bportnoy_

10 days

Valuable life insights from @ATeachMoment

Reflections On Turning 6-ZERO - A Teachable Moment

This week, I turn 60. I graduated college 40 years ago. Holy Shit! Entering the spring of old age is no tiny matter. While allowing that tidbit to sink in, reflecting on a six-decade journey is...

tonyisola.com

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Brian Portnoy

@bportnoy_

1 month

Recognizing my limitations as a leader is helping me become a stronger leader. I could study that all day long, read a bunch of blogs on it, or whatever, but it's only by viscerally experiencing this that I can "get" it.

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Brian Portnoy

@bportnoy_

28 days

See you there! 🚀

@shapingwealth

28 days

This year's BeFi Summit speaker lineup is 🤩 🔥 💯 Join us on October 11 as we welcome: @morganhousel @kylascan @jasonpereira @1GenWealth @jam_croissant And of course, our very own @bportnoy_ , @joylerepsyd , @neilbage , & @MeghaanL Register for free today:

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Brian Portnoy

@bportnoy_

1 month

@TKopelman @MonocleMan1 @twitter @Support @brianportnoy Yes, a lousy turn of events for @shapingwealth . Lost years of great posts tell what I humbly believe is a great story. Going to still try to recapture my old account while utilizing this one for now.

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Brian Portnoy

@bportnoy_

1 month

Rooting against those rooting against LeBron. Go USA hoops! #OlympicGames

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Brian Portnoy

@bportnoy_

14 days

1 seat left! Let's go!

@shapingwealth

14 days

Elevate your coaching skills and client connections. BTBA program starts Sept 24! 💬 "It has changed the way I deal with people, not just clients." - Mark Newfield Secure your spot:

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Brian Portnoy

@bportnoy_

13 days

No one regrets time with @joylerepsyd . Her Sept 6 Office Hours is the perfect way to kick off the autumn season.

@shapingwealth

13 days

End-of-summer burnout is real. Conferences, holidays, deadlines… it all adds up. This year, do things differently. Schedule time for you. Join @joylerepsyd 's Office Hours on 9/6. Let's prioritize your well-being together. You're not alone in this.

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Brian Portnoy

@bportnoy_

17 days

@EricBalchunas obvi depends on shape and size; chicago tavern: no; classic nyc: yes

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Brian Portnoy

@bportnoy_

19 days

Ha, seriously, our BeFi Summit on October 11th is getting 👀👀👀 and ✅✅✅. The line-up is bonkers, it's a punchy shorter-preso format, and it's free (including 3 hours of CE).

Investor Psychology in Pivotal Times | Shaping Wealth

Discover cutting-edge behavioral finance at Shaping Wealth's summit. Enhance client relationships and elevate your advisory practice. Join experts to transform your approach. Register now.

www.shapingwealth.com

Neil Bage

@neilbage

19 days

Phew! Just in time for our BeFi Summit. I mean... I was starting to panic!

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Brian Portnoy

@bportnoy_

18 days

@shay3322 I thought we all sent thoughts and prayers. IIRC, that's usually sufficient.

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Brian Portnoy

@bportnoy_

1 month

Market timing is easy.

Jason Pereira

@jasonpereira

1 month

And just like that

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Brian Portnoy

@bportnoy_

16 days

@BullandBaird I love egg salad.

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Brian Portnoy

@bportnoy_

9 days

@Ritholtz NYT has gone off the rails. Sad.

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Brian Portnoy

@bportnoy_

19 days

@MikePolicarNGP Disagree. You vote to support leaders and communities where you share their values. Oprah is okay by me. Kind and generous. Hulk Hogan said he wanted to physically assault Kamala. Choose your fighter.

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Brian Portnoy

@bportnoy_

27 days

1. This line-up 2. Amazing talks on humanizing advice 3. Free 4. CE 5. Quiet Friday morning in October I mean, why wouldn't you sign up??

@shapingwealth

28 days

This year's BeFi Summit speaker lineup is 🤩 🔥 💯 Join us on October 11 as we welcome: @morganhousel @kylascan @jasonpereira @1GenWealth @jam_croissant And of course, our very own @bportnoy_ , @joylerepsyd , @neilbage , & @MeghaanL Register for free today:

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Brian Portnoy

@bportnoy_

27 days

@LouMannheim87 I like all his stuff on antitrust. Not sure what he has a view on this other topic.

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Brian Portnoy

@bportnoy_

1 month

@jposhaughnessy @X Wtf happened to @x and @support in general? Terrible.

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Brian Portnoy

@bportnoy_

18 days

@christine_benz "Stop" is my most common word now

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Brian Portnoy

@bportnoy_

19 days

😡😡😡

Bradley P. Moss

@BradMossEsq

19 days

I see all the very worst people from the MAGA social media sphere got talking points this morning to issue horrific tweets mocking Governor Walz’s disabled son for showing emotion.

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Brian Portnoy

@bportnoy_

18 days

👏👏👏

〽️Melissa Joy, CFP®

@MelissaJoyCFP

18 days

I am thrilled to be joining this cohort. Who’s with me?

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Brian Portnoy

@bportnoy_

1 month

@RpsAgainstTrump Weird.

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Brian Portnoy

@bportnoy_

1 month

The chronic insistence on trying to predict rate moves and the chronic inability to do so accurately seems to sit at the root of much market volatility.

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Brian Portnoy

@bportnoy_

26 days

@alizig I think we discover each week the answer is yes

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Brian Portnoy

@bportnoy_

1 month

@MarkMcGrathCFP Market timing is easy.

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Brian Portnoy

@bportnoy_

27 days

@AdviserCounsel Correct

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Brian Portnoy

@bportnoy_

13 days

@alizig One of many. He's a trainwreck.

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Brian Portnoy

@bportnoy_

14 days

See you on Thursday!

@shapingwealth

14 days

So, what is return stacking anyway? Join us this Thursday at 3 PM ET with @choffstein , CEO & CIO of Newfound Research, to learn more about how to unlock the benefits of diversification as he chops it up with @bportnoy_ . Grab your seat 👉

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Brian Portnoy

@bportnoy_

15 days

@MarkMcGrathCFP Me too (VT).

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Brian Portnoy

@bportnoy_

1 month

Before the decline, what was the plan?

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Brian Portnoy

@bportnoy_

1 month

@christine_benz I got a vitamin thing yesterday in a massive box with a multipage glossy instruction manual. (Step 1: swallow.)

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Brian Portnoy

@bportnoy_

24 days

This "Landing Zone" thing will be one and done.

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Brian Portnoy

@bportnoy_

1 month

Mike @profplum99 - this is nearly exactly the message I got when I got phished and lost my account. I feel like such an idiot, but .... DO NOT CLICK!!!

Michael Green

@profplum99

1 month

Scam? Or real? @X

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Brian Portnoy

@bportnoy_

1 month

Behavioral advisors: Today is your day. What conversations have you had, what ideas have you shared, that you can lean into today *if necessary*? Hopefully the real work was done well before Friday and today. But there's no entirely getting around contagious fear. Go time!

Michael Antonelli

@BullandBaird

1 month

Days like today are why "buy and hold" is much harder than it sounds. Even with ALL THE HISTORICAL DATA showing us how it works, still doesn't make it easy. This is why having someone to call to talk it through can be so crucial.

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Brian Portnoy

@bportnoy_

11 days

@EconomPic The more I see these firms in action, the less impressed I am. Robotic fealty to leveraging cash flows and .... Oh, right, there's nothing else.

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Brian Portnoy

@bportnoy_

24 days

@MelissaJoyCFP Yikes. I was referring to their ads, which look like an SNL skit.

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Brian Portnoy

@bportnoy_

1 month

@ramit Keep going. The "shut up and dribble" crowd is insufferable.

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Brian Portnoy

@bportnoy_

21 days

@FPWellman 🔥🔥🔥

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Brian Portnoy

@bportnoy_

9 days

Last Sunday without the NFL until February 2025. Let's go!

Steelers Depot 7⃣

@Steelersdepot

9 days

Happy Sunday, Yinz! One week to go. #Steelers #NFL

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Brian Portnoy

@bportnoy_

1 month

@MikePolicarNGP That's fine. You want them to beat the competition.

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Brian Portnoy

@bportnoy_

1 month

@MikePolicarNGP @danielcrosby @brianportnoy @X @Support 😬😐

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Brian Portnoy

@bportnoy_

1 month

Sometimes I hit a great flow with full album listens on @Spotify . On a long flight now and just crushed - Armchair Apocrypha (Andrew Bird) - Yankee Hotel Foxtrot (Wilco) - Strange Discipline (Nation of Language) What should I hit next? cc @DaveNadig @CultishCreative

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Brian Portnoy

@bportnoy_

27 days

@nikir1 @shapingwealth Do me a favor and please invite NE econ and finance students, too? We're getting real interest from undergrad programs. We can discuss!

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Brian Portnoy

@bportnoy_

1 month

Be greedy when others are fearful.

Andreas Steno Larsen

@AndreasSteno

1 month

This is the funniest table in finance right now Returns from buying when CNCB goes full alert “Markets on Turmoil” Thanks to Charlie Billelo

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Brian Portnoy

@bportnoy_

9 days

So this happened 1 minute ago as Sunday Night Baseball was about to show. #ESPN #Disney

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Brian Portnoy

@bportnoy_

9 days

@Ritholtz Everyone is angry, Barry.

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Brian Portnoy

@bportnoy_

9 days

@tomowenmorgan @EconomPic @DaveNadig @ConstanceHunter @SamuelRines @Ritholtz Exact same with Chicago.

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Brian Portnoy

@bportnoy_

20 days

@jposhaughnessy I think it was Sunstein or Thaler who on one of their book jackets had nothing but negative reviews or ad hominems.

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Brian Portnoy

@bportnoy_

26 days

@BullandBaird We've never had such material abundance, access to life-saving drugs and time-saving technologies, and so forth. That doesn't create psychological safety, let alone contentment, but it creates a context for doing so.

0

3

Brian Portnoy

@bportnoy_

19 days

@neilbage 😂

0

2

Brian Portnoy

@bportnoy_

22 days

@EricBalchunas Unbelievable court sense and talent. So impressive.