Trump's policies had been viewed by many experts as more positive for the financials sector, spurring this massive rally. It's enticing to consider purchasing some stocks, I'm contemplating investing more than $300k. Thoughts?
@kevinmarten10 сағат бұрын
Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
@JacquelinePerrira10 сағат бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.
@Jamessmith-1210 сағат бұрын
Until the Fed clamps down even further I think we're going to see hysteria due to rampant inflation. If you are in cross roads or need sincere advise on the best moves to take now with financial markets will be best you seek a fin-professional with fiduciary responsibilities who knows about mortgage-backed securities for proper guidance.
@JacquelinePerrira10 сағат бұрын
this sounds considerable! think you know any advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@Jamessmith-1210 сағат бұрын
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
@VatsalNahata11 сағат бұрын
Exceptional panel - learnt so much!
@imranmajid249415 сағат бұрын
If ever a tesla phone comes out and if it did, can the big 3 telecommunications company get disrupted?
@WealthyChronicle19 сағат бұрын
Is the market really undervaluing stocks like Western Union right now, or is it just a 'discount trap'? 🤨
@Raniyanhunter21 сағат бұрын
I anticipate positive growth in the markets for 2025, and I'm considering investing $220k in stocks for my retirement plan due to recent rate cuts. Could you provide guidance on executing this investment safely? Additionally, are there any crucial tips or changes I should be mindful of in the current financial landscape?
@garnold-l5p21 сағат бұрын
If you're new to investing or not very experienced, it's wise to seek advice from an expert. Investing without proper guidance can result in mistakes and losses, and I've learned this from my own experience.
@Mlanderos-t9e21 сағат бұрын
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
@tanyabischoff21 сағат бұрын
Could you kindly elaborate on the advisor's background and qualifications?
@Mlanderos-t9e21 сағат бұрын
My CFA is Brenda Davies Clarke, 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. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
@tanyabischoff21 сағат бұрын
I just looked up her website on google and I would say she really has an impressive background in investing. I have sent her an email hope she gets back to me soon. Thanks
@wisullivКүн бұрын
Mathematically stupid.
@wisullivКүн бұрын
Boooo annuity.... Please stop.
@Patriciabanks5Күн бұрын
Bullish or bearish, AI stocks will still dominate 2025, even beyond. Why I prefer NVIDIA is that they are better placed to maintain long-term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
@Johnlarry12Күн бұрын
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or seek advice from certified market strategists.
@monicawill5Күн бұрын
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 first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
@frankbarnes22Күн бұрын
I will be happy to get assistance and glad to get the help of someone, but how can one spot a reputable one?
@monicawill5Күн бұрын
My CFA Carol Vivian Constable 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..
@frankbarnes22Күн бұрын
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
@DonaldMark-ne7seКүн бұрын
I believe investors should focus on under-the-radar stocks, especially given the present rollercoaster nature of the stock market. 35% of my $270,000 portfolio consists of collapsing stocks that were previously respected, and I don't know where to go from here.
@JacquelinePerriraКүн бұрын
To tackle investment risks, the safest approach is to diversify across various asset classes, such as bonds, real estate, and international stocks, to minimize the impact of a market meltdown. Seeking expert guidance is essential.
@Jamessmith-12Күн бұрын
Until the Fed clamps down even further I think we're going to see hysteria due to rampant inflation. If you are in cross roads or need sincere advise on the best moves to take now with financial markets will be best you seek a fin-professional with fiduciary responsibilities who knows about mortgage-backed securities for proper guidance.
@kevinmartenКүн бұрын
this sounds considerable! think you know any advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@Jamessmith-12Күн бұрын
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
@kevinmartenКүн бұрын
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
@antonioricky1210Күн бұрын
Great thoughts! I started investing early last year. with a start of 70k. I made my first 500k USD last 3 months. Today, I have a decent $950K portfolio. My only regret is not starting earlier. This comment serves as motivation for all those who haven't made returns from investments, do not give up, the right investments will change your life. I should retire soon as long as things remain this good
@Vanessa5054-s7rКүн бұрын
How did you manage to achieve that level of growth? I'm 55 years old with not enough set aside for retirement at this point. I have always been curious about the market and have witnessed people who played the game right and retired early. Some claimed they started very small, but their portfolio grew over time. I do have a significant amount but I’m unsure about which strategies or approach to take in order to achieve good returns. I'm open-minded and would appreciate any help or guidance
@antonioricky1210Күн бұрын
Diversification did it for me. I ventured into real estate crowdfunding, stocks, and the digital market. It took around 6months. I needed to approach it from a different angle. I got my answers, and its been smooth since then. My CFA has been great, clearly my best one yet. I achieved this much with His management. What you need is a CFA who can assist you in managing your portfolio while diversifying your investments
@Vanessa5054-s7rКүн бұрын
Can you recommend? It's not very common to find a good one
@antonioricky1210Күн бұрын
Robert Carlos Wright is my CFA. He's someone I can recommend. His expertise in market knowledge and asset management is truly top-notch. if you do your research you'll know for yourself that the old man's work ethic is off the charts. Google his full name you'll find his details on IAPD or SEC
@Vanessa5054-s7rКүн бұрын
Just did. I found his qualifications, also saw him on the CBC market interview. How can I reach him
@bjornostlund194Күн бұрын
Thanks for the vid. great as always
@fionafresh8435Күн бұрын
Thank you for listening to feedback and including ticker on screen.
@larrymelmanКүн бұрын
Could you please stop answering every question starting with "Yeah, so I mean" ? That's really annoying.
@GrahamMelbКүн бұрын
This is a great weekly video that I always look forward to.
@scott14412 күн бұрын
EPD and ET are more superior than DVN
@robertstilson92942 күн бұрын
Western Union has been dead money for years. Thanks for the insight.🎉
@phd_angel2 күн бұрын
Thanks for the video. As the stock market becomes more and more of a bubble, David is running out of new ideas for investing. I feel the pain.
Love having something to look forward to on Mondays! Thank you for your insights and commentary.
@HomeLover3692 күн бұрын
Long time no see. Happy new year! 🎉🎉
@Tylerjames-v7m2 күн бұрын
I’m worried about retirement planning and I want to ensure a comfortable future. I’ve worked hard my entire life and I want to enjoy the fruits of my labor without financial stress. I’m really concerned about whether I’ve saved enough and invested wisely
@Martin-cb7gk2 күн бұрын
I completely understand. Ensuring financial security in retirement is crucial. Have you considered consulting a financial advisor?
@Tylerjames-v7m2 күн бұрын
Yes I have. But I don’t know who exactly to trust to provide the right advices and guidance for me.
@DiegoVelasquez-r3x2 күн бұрын
True. I have been in contact with a CFA that specializes in retirement planning. His expertise can help optimize your savings and investments.
@Tylerjames-v7m2 күн бұрын
Who’s this CFA? And how can I reach out to him?
@DiegoVelasquez-r3x2 күн бұрын
JOSEPH NICK CAHILL
@RichardSmith-t2l3 күн бұрын
I’m worried about retirement planning and I want to ensure a comfortable future. I’ve worked hard my entire life and I want to enjoy the fruits of my labor without financial stress. I’m really concerned about whether I’ve saved enough and invested wisely
@MikeHollow-rz5dl3 күн бұрын
I completely understand. Ensuring financial security in retirement is crucial. Have you considered consulting a financial advisor?
@RichardSmith-t2l3 күн бұрын
Yes I have. But I don’t know who exactly to trust to provide the right advices and guidance for me.
@StaceySouth-e3v3 күн бұрын
True. I have been in contact with a CFA that specializes in retirement planning. His expertise can help optimize your savings and investments.
@RichardSmith-t2l3 күн бұрын
Who’s this CFA? And how can I reach out to him?
@StaceySouth-e3v3 күн бұрын
JOSEPH NICK CAHILL
@DonaldMark-ne7se3 күн бұрын
I've always been fascinated by investing, but when I tried stock investing early this year, it hasn't been as successful as I expected. However, I keep seeing good news about the stock market. Any recommendation will be much appreciated.
@JacquelinePerrira3 күн бұрын
As a stock market investor i believe investing can lead to financial freedom by growing your wealth over time. Also having an investment advisor is key in this journey, offering expert guidance and tailored strategies to help you navigate the market and achieve your financial goals. Hoping to diversify more in 2025
@kevinmarten3 күн бұрын
Exactly, most of the investors pays more attention to the profit aspect forgetting that the market involves ups and down. securing your financial position requires lots of patience and proper education on the market so as to know the right profitable stock to buy and invest in. I made over $260k in profits, from just the Q4 of 2021. Investing in the stock market is most profitable when you understand how the market actually works.
@Jamessmith-123 күн бұрын
I really acknowledge your comment, i have been trading stocks for a while now but i have not been able to make much. how do you achieve this feat?
@kevinmarten3 күн бұрын
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Carol Vivian Constable’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
@Jamessmith-123 күн бұрын
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
@DonaldMark-ne7se3 күн бұрын
The market's direction can swiftly change, with indexes frequently transitioning from a bear market to a bull market precisely when the news is most negative and investor sentiment reaches its lowest point.
@kevinmarten3 күн бұрын
For the average person, the strategies are fairly demanding. In actuality, most professionals who have the necessary abilities and knowledge to complete such occupations do so successfully.
@Jamessmith-123 күн бұрын
If you do decide to make new purchases, have an exit strategy ready. Consider taking partial profits quickly to lock in some gains. I've been in regular contact with a financial analyst since covid. Investing in popular stocks is now quite straightforward; the issue is determining when to buy and sell. My advisor makes investment and exit decisions for my account, which has risen to more than $500K in less than a year.
@JacquelinePerrira3 күн бұрын
I did enroll in a handful of trading classes, but they didn't help much. I've been advised to seek the advice of a competent financial counselor; how did you go about doing so?
@Jamessmith-123 күн бұрын
You might research potential candidates and keep a look out for those with clever methods that can help you grow your portfolio gradually and steadily. Carol Vivian Constable is my FA. She is knowledgeable and accommodating to your needs. establish her identity
@JacquelinePerrira3 күн бұрын
Insightful... I curiously looked up her name on the internet and I found her site and i must say she seems proficient, thanks for sharing.
@yusufibrahim49525 күн бұрын
Dividends from SCHD are generally taxed at the qualified dividend rate, which is often lower than ordinary income tax rates for many investors. Meanwhile, Nvidia remains a major market focus, driving a significant portion of the S&P 500's recent gains. Nvidia’s stock, up over 90% this year, climbed another 2.5% on Monday, pushing the Nasdaq 100 to a record high. I’m actively searching for companies to add to my $350K portfolio to enhance its performance. Open to suggestions!
@AlyCelie5 күн бұрын
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritise patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
@PositiveChange-e7x5 күн бұрын
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
@AravindRia5 күн бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
@PositiveChange-e7x5 күн бұрын
Her name is Rebecca Lynne Buie, and she’s widely recognized as an expert in her field, working with Empower Financial Services. A quick online search will confirm her extensive experience and deep knowledge of the financial markets.
@PositiveChange-e7x5 күн бұрын
Google Rebecca Lynne Buie and do your own research. She has portfolio management down to a science
@payroll9707 күн бұрын
Judging by the graphs at 2.47 Morning Star needs to ban the long lunches.😀
@XShollaj8 күн бұрын
Looking back on this, he makes more and more sense! Forever bullish on USA 🇺🇸
@jps01178 күн бұрын
Take out what you need and, if you start to approach 4%, consider downsizing your life.
@minafakhri837110 күн бұрын
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement in 3 years.
@RaphBeekers10 күн бұрын
consider financial advisory so you don’t keep switching it up... those sound like great picks anyways, not bad for $350k.
@PositiveChange-e7x10 күн бұрын
Agreed, I'm in line with having an advisor oversee my day-to-day investing cos, my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio has 5X in barely 4 years, summing up nearly $1m as of today.
@SamuelUlrich-o4u10 күн бұрын
this is huge! would you mind revealing info of your advisor here please? in dire need of portfolio rebalancing
@PositiveChange-e7x10 күн бұрын
I take guidance from an advisor Rebecca Lynne Buie To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
@EmmaDavis-n6u10 күн бұрын
Thanks for putting this out, curiously inputted Rebecca Lynne Buie on the web, spotted her consulting page and was able to schedule a call session, she actually shows a great deal of expertise.
@Germain_Re11 күн бұрын
I've always been fascinated by investing, but when I tried stock investing early this year, it hasn't been as successful as I expected. However, I keep seeing good news about the stock market. Any recommendation will be much appreciated.
@kormish_jennifer11 күн бұрын
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
@Cipriano_311 күн бұрын
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I've been in touch with one for about a year now and although I was initially skeptical about it, I will say I've made more progress within a year generating 6figure profit
@sakaria-m9h11 күн бұрын
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
@Cipriano_311 күн бұрын
My CFA, Judith B. Richards, is a renowned figure in her field. I recommend researching her name online; you’ll find all her credentials and everything you need to work with a reliable professional. With many years of experience, she is a valuable resource for anyone looking to navigate the financial market. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
@sakaria-m9h11 күн бұрын
I just looked up her website on google and I would say she really has an impressive background in investing. I have sent her an email hope she gets back to me soon. Thank you so much
@williamJohnsonq8f12 күн бұрын
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
@melodysmithSTL12 күн бұрын
It's not just about having money to invest in stocks; it's about knowing the right strategies for profit and managing risk. That's why working with an investment advisor is important-they have insights not available to everyone.
@mariayslava12 күн бұрын
The truth is, the role of an investment advisor can often be overlooked but should never be underestimated. After facing a significant portfolio loss in 2020 during the COVID pandemic while trying to manage my investments on my own, I decided to reach out to an investment advisor. At that time, I had about $126K left in my portfolio. Now, without having to lift a finger, I'm semi-retired, working only 7.5 hours a week, and I'm just 15% short of my $1 million retirement goal thanks to my subsequent investments.
@garnold-l5p12 күн бұрын
Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.
@mariayslava12 күн бұрын
Judith B. Richards a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
@garnold-l5p12 күн бұрын
Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!
@withonestonechannel12 күн бұрын
I want to see some Morningstar coverage of crypto ETF’s like FBTC, FETH
@Gtbg64113 күн бұрын
Am I to believe over 40 years 100 percent stock portfolio has lower SWR than 40% stock allocation. This cannot be correct? Who or what is doing the research here? If you went by this analysis you would be overweight in bonds in any given time horizon which flies in the face of most basic investment wisdom
@earlwilliams547313 күн бұрын
Splg Exp ratio .02%
@bernteinar90613 күн бұрын
PLEASE ADD TIME STAMPS
@CameronDonna-w7n15 күн бұрын
I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?
@garnold-l5p15 күн бұрын
I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.
@Mlanderos-t9e15 күн бұрын
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
@tanyabischoff15 күн бұрын
I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?
@Mlanderos-t9e15 күн бұрын
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Laurel Ann Watkins for years and highly recommend her. Look her up to see if she meets your criteria.
@tanyabischoff15 күн бұрын
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
@peksifil689615 күн бұрын
Thank you for your nice channel and Merry Christmas!
@jimd.268315 күн бұрын
Really hasn't been a falling yield environment. 10 year has been going up as cuts come in.
@Camillalamberti215 күн бұрын
I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
@Alfonsosilva115 күн бұрын
As a beginner, it's essential for you to have a pro or a very good trader to keep you accountable.
@Alfonsosilva115 күн бұрын
If you can, then get a professional to trade for you I think that way your assets are more secure.
@Alfonsosilva115 күн бұрын
Someone like expert Barbara Fernsby
@Andre-x6e2z15 күн бұрын
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional
@Aarushi-w1fui15 күн бұрын
This is correct, Barbara strategy has normalized winning trades for me also and it's a huge milestone for me looking back to how it all started.
@PavolKosik-b3u15 күн бұрын
Rates are going up and not declining.
@mr298112 күн бұрын
What exactly have you been looking at, because no.
@PavolKosik-b3u12 күн бұрын
@@mr2981 10Y bond. What else. It went up from 3.8% to 4.6% and is near multi decade high.
@PavolKosik-b3u10 күн бұрын
@@mr2981 10y bond went up from 3.8% to 4.6% and is at multi decade high.
@GuledKacey15 күн бұрын
Great content, as always! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?
@K_Super99915 күн бұрын
Hi Susan If you're going to do these videos, put some effort into it, prepare and present some notes and index the video with timestamps.
@pearlperlitavenegas202315 күн бұрын
😂 Are you her $Boss$?
@K_Super99915 күн бұрын
@pearlperlitavenegas2023 customer
@phd_angel14 күн бұрын
Darn, that is so rude, u lazy ass.
@dwalker517515 күн бұрын
I want to see some Morningstar coverage of covered call ETF’s like JEPI, JEPQ
@alfredpinto790616 күн бұрын
Merry Christmas and God bless you all.
@thomas650216 күн бұрын
Curious if Morningstar provides a buyback index list? (For dividend-repenters burned by tax rate inefficiency--or simply disappointment in how those revenues get allocated.)
@bigmoose14316 күн бұрын
What a word salad interview!
@DorthaRobertson16 күн бұрын
Stock market is not as profitable as digital money, people make huge from it.
@MeredithCopeland-z4v16 күн бұрын
i will invest all my retirement benefit with SOPHIEKATHRYNJONES someone recommended her to me
@JuneKim-w5h16 күн бұрын
please who is Sophiekathrynjones
@MeredithCopeland-z4v16 күн бұрын
she is a professional financial analyst and expert trader
@GavinBerrington-z9k16 күн бұрын
i will need her contact i have lost a lot trying to do it by my self
@HenryHamilton-z2f16 күн бұрын
i already have investment with her since 2018 till date she is always available just search her name SOPHIEKATHRYNJONES
@GaryBker16 күн бұрын
I’m 58 and have about $225k liquid in savings which I plan to put towards becoming a homeowner, but based on the current high prices on real estate, do you suggest I hold from buying and look at dividend paying stocks instead?
@NicolePangea16 күн бұрын
After studying the trajectory of great assets like real estate, dividend paying stocks and gold, my conclusion is to buy and invest in what you can afford today
@BBmbr8916 күн бұрын
I believe that advisers' roles should not be undervalued. I personally don't have the time for stock analysis because of my job, therefore I employ a reliable advisor. I don't like to boast, but from the start of last year, my $1 million portfolio has averaged a 55% return on investment.
@Wood-Je16 күн бұрын
Please can you leave the info of your investment advisor here? I’m in dire need for one.
@BBmbr8916 күн бұрын
@@Wood-Je Victoria Louisa Saylor is my financial coach. I recommend conducting your due diligence, you will find essential information online to help you schedule an appointment.
@Wood-Je16 күн бұрын
Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.