Fundstrat Global Advisors Tom Lee at CNBC Financial Advisor Summit 2023

Рет қаралды 48,280

Күн бұрын

Catch him again at this week's Financial Advisor Summit!
Register at: bit.ly/44LP6UJ
More from the CNBC Events: bit.ly/40ZdNd1
Subscribe to the CNBC Events Marketing Newsletter here: cnb.cx/3nJqzht
Follow on X, formerly known as Twitter: / cnbcevents
Follow on LinkedIn: / cnbcevents
#cnbc #financialadvisor #investing

Пікірлер: 85

@soniajames-tn4mp 4 ай бұрын

Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.

@bonner-qv3mi 4 ай бұрын

I completely agree with you! My first 100k took a long time and wasn't that special to be honest with you. Once I hit 300K that is the game changer in my opinion. At this point my money is basically making me a pretty good yearly salary. When I go to sleep at night I know my money is making decent money with the help of my FA..

@rapp-in1mz 4 ай бұрын

Nice. People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.

@soniajames-tn4mp 4 ай бұрын

I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.

@bonner-qv3mi 4 ай бұрын

"Angela Lynn Schilling" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment..!!

@soniajames-tn4mp 4 ай бұрын

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip"'

@Aarrenrhonda3 3 ай бұрын

Which approaches are most effective for safeguarding my portfolio? I'm worried about my $450,000 stock portfolio since I've heard that a downturn will ruin the financial system.

@Peterl4290 3 ай бұрын

I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

@larrypaul-cw9nk 3 ай бұрын

I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders

@sabastinenoah 3 ай бұрын

I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.

@larrypaul-cw9nk 3 ай бұрын

Her name is “TERRI ANNETTE MOORE” can't divulge much. Most likely, the internet should have her basic info, you can research if you like

@sabastinenoah 3 ай бұрын

I find this informative, curiously explored her on the web, spotted her consulting page, and was able to schedule a call session with her, she shows quite a great deal of expertise from her resume.. very much appreciated

@gaetanguimond1911 4 ай бұрын

I like this journalist past with her questions. It is inviting for the guess to give his knowledge.

@dg6887 4 ай бұрын

Tom the best

@q9r8s7t6u5v4w3x2y1z0 4 ай бұрын

He's not the best. He was wrong in 2021

@micw8422 4 ай бұрын

Title is 2023 summit

@rickeygreentrades 4 ай бұрын

this is from 2023, idk why they posted it again

@Chryeon 4 ай бұрын

😂😂😂

@LaurenPhina 3 ай бұрын

I wasn't financial free until my 40’s and I’m still in my 40’s, bought my third house already, earn on a monthly through passive income, and got 4 out of 5 goals, just hope it encourages someone's that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing in the financial market is a grand choice I made.

@EbelynkaFrattesi 3 ай бұрын

yeah investment is the key to sustaining your financial longevity but venturing into any legitimate Investment without a proper guidance of an expert can lead to a great loss too

@Gracie10122 3 ай бұрын

Hello, I’m 37 and I am not worth much yet , please help me out. Bought my first house last month and I can't seem to make any other smart investment.

@DiegoNavarro-jh8dn 3 ай бұрын

wanted to trade, but I got discouraged with the market price fluctuations

@DiegoNavarro-jh8dn 3 ай бұрын

Can you recommend a guide for me?

@Miaisabelle-yk6rd 3 ай бұрын

Haven't you heard of Expert Chrissy Barymoer ?He gives excellent guide on the right stock with high dividend

@midwestcannabis 3 ай бұрын

Party On with My 'Ol Pal Tom Lee! 🥳🥳🥳🥳🥳✌️

@haze_the_alchemist1123 4 ай бұрын

Tom Lee the legen ladies and gentlemen!

@chrischoir3594 4 ай бұрын

The Fed doesn't have a Crystal Ball but Tom does lol

@geoms6263 4 ай бұрын

TOM HAVE CRYSTAL BOOLS

@samalan8214 4 ай бұрын

This is actually from 2023, it looks like.. they are talking about two more rate hikes!

@freestylefranc2653 4 ай бұрын

he is like powell little cheerleader🎉

@chrischoir3594 4 ай бұрын

Tom's 2022 year end S&P target still hasn't been hit he called 5400

@nickvin7447 4 ай бұрын

Yep, he's still an idiot.

@cessarnieto1361 4 ай бұрын

I like Tom Lee he always has good predictions. Smart guy as he was creator of Eherium crypto, what do you expect.

@JerHilDay 4 ай бұрын

Why is cnbc putting out this OLD Video?

@bolicer5746 4 ай бұрын

Did Tom shave his eyebrows?

@garrydye2394 4 ай бұрын

Tom is really Tamara on the weekends.

@kevinfarrell2897 4 ай бұрын

This is one year old. Cmon youtube

@PennyPincher60 4 ай бұрын

Tom called FANG going up by 50% over the past year. He was wrong as it went up 60% but most of us happily accept this error.

@YesCivic-R 4 ай бұрын

For the next 6 months, slow growth on the lower tier, but bond holders make money, and Gold, super stock too, unusual.

@geraldbennett7035 4 ай бұрын

is this from 2022?

@rdpaik 3 ай бұрын

June 2023

@jlvandat69 4 ай бұрын

Hey Tom, how's those BTC predictions going? Let's see, you guessed $100K by the end of '21, then made the same prognostication for the end of '22, and now you're at $150K by the end of '24, if I recall correctly. Question is, "How many times must you be wrong B4 you stop?"

@nickvin7447 4 ай бұрын

Look at how often he is wrong, and look how much he is still on TV daily.

@jlvandat69 4 ай бұрын

@@nickvin7447 yeah, but then again, CNBC has a lot of fund managers on who have horrible performance, e.g. Woods. Seems like they would select much better analysts in order to ensure their viewers get good info.

@nickvin7447 4 ай бұрын

Inflation is absolutely not "taking care of itself" Tom.

@darrenhere5856 4 ай бұрын

to get to 4800 ??? WTF

@bg5215 4 ай бұрын

Pretty sure he meant to say 5800

@darrenhere5856 4 ай бұрын

@@bg5215 i think it was from early 2023 ?? something strange

@rickeygreentrades 4 ай бұрын

they're talking about 2 more hikes, this is definitely from last year.

@rdpaik 3 ай бұрын

This was from June 2023 predicting the 2nd half of 2023. So he was pretty spot on.

@johnchieze530 4 ай бұрын

my january prediction holds that the fed will never lower rates in 2024

@Long_Tail_of_Finance 4 ай бұрын

he meant to say 5800 for the SPX.

@rdpaik 3 ай бұрын

No. This interview was in mid 2023.

@jayhay1237 4 ай бұрын

The big picture? Monetary policy and fiscal policy are on different wavelengths! Jacking the rate to squeeze the little people has no effect on big spending government politicians?

@Lisa-jy7bk 3 ай бұрын

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

@Elizabeth-uz7wm 3 ай бұрын

@Betty-dc5ck 3 ай 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.

@Helen-tg4tr 3 ай 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.

@Betty-dc5ck 3 ай бұрын

Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

@Helen-tg4tr 3 ай бұрын

Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.