Be mindful of moves in longer term yields, says Charles Schwab's Liz Ann Sonders

[@mariayslava]

I used to think it was just about buying stocks, but I didn’t realize there are strategies for managing risk and actually making a profit. Now I feel kinda stuck since I’m not seeing any gains in my portfolio. Do you have any recommendations on what I should consider? I’d really appreciate it!

[@Raniyanhunter]

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.

[@Anessa-gibson]

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.

[@Mlanderos-t9e]

This is incredible. Could you recommend who you work with? I really could use some help at this moment.

[@Anessa-gibson]

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.

[@Mlanderos-t9e]

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!

[@lylestavast7652]

Liz Ann Sonders is a really good listen - very clear, measured scope and correlates things well so you know what to be watching.

[@josephj9837]

I totally agree. Besides citing events and evidence, just from the perspectives of the delivery (of an unscripted speech), she speaks and pauses clearly so you know where you are in a sentence, or the train of thoughts. I have seen so many people giving compounded sentences ("by the way", "not to mention", "truth be told"...) so listeners easily lose the trail.

[@morganfbilbo462]

I met her in person and yes. She is a very intelligent woman. One whom I think we can all appreciate.

[@apothe6]

Lizz Ann is always a voice of reason

[@CybillClarie]

Thanks for the breakdown! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

[@abvincent12]

Half the country is living in massive recession and yet one can watch CNBC and be told market dips are nothing, pay no attention. Hahaha

[@johnchieze530]

it takes big government to regulate big biz, but we're in a world at last with government out of the picture and runway clear as day like a running back with nobody in front of him. dow 52,00 by 2026, nasdaq 24,000! -enjoy

[@Tbecker048]

The catalyst was blackrock continuing yen unwind

[@dennism7909]

Run for your lives rabid stock market

[@wesleykawakami8563]

S and P below 4000 by summer. BTC will double, ETH will 4x.

[@stk6mkt]

So obviously you've sold all your stocks, and put your entire net worth into crypto currencies. Right?

[@AngelitaBuckley]

i'm looking to extend my portfolio with additional stocks across different market as i will be wiling to invest about $180k in PLTR. Any guidance in this regard would be really valued in as much as it will create a well balanced risk strategy.

[@RonMorgan0784]

increasing exposure to interest rate sensitivity sector like REITs and utilities or slightly increase holding in major sectors could be a good direction. For tailored advice consider consulting a fiduciary.

[@DwightAdams-h9q]

You are definitely right, after documenting a significant loss in 1Q of 2021 and COVID swept me off. That was an absolute disaster to my investment because i had it managed on my own. at that time i had $79k left in my portfolio. Now with my risk being managed by my financial advisor i can gladly i am just 12% short of my $940k retirement goal and thanks to subsequent investment.

[@AngelitaBuckley]

Thanks for sharing you experience and insight! I've been managing my portfolio myself but it's not working out. Any recommendation will go along way also.

[@DwightAdams-h9q]

Definitely, there are lots of handful professional out there but watch out for their track records and must, especially their financial framework. My family and i have been stuck with "Vivian R. Campbell" for 3 years now and she has been impressive, so i recommend. Kindly look her up and research before anything. Regards

[@AngelitaBuckley]

I looked her up on Google right now and i can see she has been doing this for almost 2 decades now after skimming through her site. I will reach out right away.

[@illegalsmirf]

Is that the Hawk Tuah girl?