Prioritize two goals: strategically buy stocks to limit losses and maximize gains, and be prepared to capitalize on market shifts. Consult a financial advisor or professional for personalized guidance.

@@SorensensHiersas The issue is people have the "I want to do it myself mentality" but are not equipped enough for a crash and, hence get burnt. Ideally, advisors are reps for investing jobs, and at the first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

@@DarnellsStevenses I will be happy to get assistance and glad to get the help of someone, but how can one spot a reputable one?

@@KheroFrei The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.

@@DarnellsStevenses I will give this a look, thanks a bunch for sharing.

been in that same place, feeling uncertain and shifting a big portion of my investments into bonds when the market looked shaky. I thought I was being smart, but the capital gains taxes on those moves hit harder than I expected because selling off so much in one go had pushed me to a higher tax-bracket, and missing out on the rebound was a tough lesson. Sitting down with Emilyava Milligan opened my eyes to options I hadn’t anticipated. Instead of generic advice, we looked at ways my portfolio could work harder for me. Now, I’ve leveraged some of my assets into tax-free real estate investments that bring in rental income and grow in value. There’s a lot of peace in knowing that, this time, I really feel I’m moving in the right direction

@@DaliTaliani-wz4ti I’m trying to figure out the best approach for my portfolio. How did you find your advisor? I feel like I need that kind of direction

If it helps, I found her by researching advisors with good reviews who were focused on long-term growth and had a straightforward style. Might be worth a look if you’re aiming to find something similar

I got curious and decided to check her out. I found her page and browsed through some of her resources to get a sense of her approach. I even emailed her with a couple of questions I’d been stuck on, and her responses cleared up a lot for me. Appreciate you sharing, it’s helped me feel a bit more confident about my next steps

Totally agree. A good financial adviser is a game-changer. My portfolio is balanced for all market conditions, and it has returned 120% since early last year. My adviser and I are now working toward hitting a seven-figure goal, which could take another year.

That sounds interesting! Could you share the details of your adviser? I'm urgently in need of one.

Over the years, I’ve worked with a few, but I’ve stuck with “Julianne Iwersen Niemann” for the last five years. Her performance has been consistently impressive. She’s well-regarded in her field-look her up.

My CFA Julianne Iwersen Niemann, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

I just looked her up, and her credentials are impressive! I've already reached out and scheduled a call for some guidance. Thank you!

definitely ..!! i would look into S-Corp as well

Seller financing (he’s carrying that much, not actually investing that amount)