Happy July 4th Everyone! 🇺🇸 🎇
Happy 4th of July to all of you celebrating!
Here in the US, it’s July 4th! This means fireworks, BBQs, and plenty of sun and beach days! But for me, it also gives me a chance to pause and appreciate the freedoms we have, especially the freedom to build our future. Whether that's through investing, entrepreneurship, or just taking charge of your own path, this holiday reminds me of what I am grateful for. It’s not Thanksgiving, but it’s never too early for some reflection!
Gratitude for the Journey
This long weekend has also given me a chance to reflect, and more than anything, I’m grateful. Grateful to even be in a position to think about financial independence. To have the time and mental bandwidth to study, learn, and implement the Wheel Strategy. The strategy that allows me to take risks, test ideas, and stay in the game long enough to see results. Not everyone gets that chance, and I don’t take it for granted.
I’m grateful to have finally started my own business! I’ve been wanting to do this for awhile now, and this year, I finally took the leap. After years of experience, discipline, and a whole lot of trial and error, I’ve finally managed to find my niche, and I can now fully dive into something I truly believe in.
It’s easy to focus on where we’re going, but this weekend, I’m taking time to appreciate where I am.
What the “Big Beautiful Bill” Means for Investors
As we celebrate our nation’s independence, we’re also watching major legislative shifts take shape — most notably, the newly passed “Big Beautiful Bill.” While there’s still a lot being unpacked, early headlines suggest significant changes are coming to health care coverage, especially around expanding access to Medicaid and streamlining enrollment for low-income seniors and families.
No matter what side of the political fence you sit, from a financial standpoint, here’s what I’m watching closely:
Increased federal spending could bring short-term market volatility, but may also stimulate key sectors.
Healthcare and biotech stocks may benefit from the expected funding injections and expansion of coverage.
Tax reform components in the bill — including potential credits or deductions — may change how investors approach taxable accounts or deductions tied to small businesses like mine.
As someone who’s building income through options trading and running HL Financial Strategies, I’ll be keeping a close eye on how these policies ripple through the markets and what they mean for the average investor. The more we understand the macro environment, the better decisions we can make at the micro level.
Wishing you and your families a safe, joyful, and meaningful Independence Day!
— HL Financial Strategies 🇺🇸