Just Found Out I Have $18M in a Single Stock

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The Ramsey Show Highlights

Күн бұрын

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@Panamacityboatandfish 2 ай бұрын

And here I was excited about finding $10 in the washing machine.

@enricopallazzo3244 2 ай бұрын

Can I have it?

@LadyCaroline123 2 ай бұрын

@@enricopallazzo3244😂😂😂

@elevatormechanic7120 2 ай бұрын

Right I’m happy if my kids leave me a dollar in my wallet

@Sheryl777 2 ай бұрын

@andycompton8452 😂 Yeah that sounds about like me too...I'd be happy to even find $10!

@BISOBOKA50B 2 ай бұрын

you are making our family laugh the intestines out.

@amrbayomi5330 2 ай бұрын

Sounds like a NVIDIA employee

@Thedonron12 2 ай бұрын

100% is.

@princessgumbo 2 ай бұрын

I REGRET! Selling my Nvidia last year :(.

@jeanfred9462 2 ай бұрын

100% Nvidia has that kind of Growth

@fastmaker9091 2 ай бұрын

It says she lives in Seattle however.

@sammni 2 ай бұрын

⁠@@princessgumboDon’t look back buddy…. If you’re up you’re good 👍 Would’ve, could’ve, should’ve

@MrOfficer235 2 ай бұрын

Clearly NVIDIA. Congrats to you guys.

@thetruths7389 7 күн бұрын

Yes, NVIDIA. The 4x split then 10x split, and it sold for $120 in Oct. 2024.

@thetruths7389 7 күн бұрын

20 years until now has 480X split. If she had 315 shares of NVIDIA 20 years ago then it's 151,200 shares now x $120 = $18M.

@carollocke9617 14 сағат бұрын

@@thetruths7389 Great math!!!

@TonyCox1351 2 ай бұрын

2:05 Sounds like she might have worked at Nvidia. It was at $3-something in 2018, it was at $120-something probably when this call was recorded, and it recently underwent a 10-1 split. NVDA fits the bill. Very cool.

@MoneyIVI 2 ай бұрын

100%

@ambethk77 2 ай бұрын

This was my thought

@costco_pizza 2 ай бұрын

Oh come on guys!!! This is obviously just a prank call. There is no way any of this is possible!! This was all just a joke and a good laugh. She did a great job with her prank call!

@skyeevl7656 2 ай бұрын

@costco_pizza why wouldn't itbe possible?

@daniel-luciansevera1592 2 ай бұрын

@@costco_pizzaNVIDIA WENT UP SINCE ON STOCK MARKET 102.461,98% up! That’s a 100% she has those money!

@roseyfischer 2 ай бұрын

That’s amazing, but it’s also pretty risky. If the companies has a bad year, you could lose a lot. I’d definitely think about spreading that out.

@Bigwilli123 2 ай бұрын

Holding that much in just a stocks is like putting all your eggs in one basket. You could see huge gains, but also big losses if the market swings the wrong way. It’s probably a good idea to get some advice before making any decisions...wise

@V.stones 2 ай бұрын

I agree. With that much money, it’s really important to manage it carefully. You might want to talk to a Certified Financial Planner, like Joseph Nick Cahill. He’s helped people in similar situations figure out how to balance their portfolios and make sure they’re not too exposed to risk

@roseyfischer 2 ай бұрын

Joseph Nick Cahill? Does he deal with situations like mine? I mean, I’m grateful the stocks grew, but I’m kind of nervous about having so much riding on just two companies.

@V.stones 2 ай бұрын

Yeah, Joseph is great for situations like this. He looks at your whole financial picture, not just the stocks you have. He’ll help you figure out if you should keep some, sell some, and where else you can invest to spread out the risk. He offers a free consultation, so you can get advice without committing to anything right away

@Churchillhump2268 2 ай бұрын

That’s definitely worth looking into. You’ve got a great opportunity here, but you want to protect it. Joseph Nick Cahill can help you diversify your investments so you’re not vulnerable to just two stocks. He helped a friend of mine with a similar issue, and now she’s in a much more secure position

@philipfletch 2 ай бұрын

Most of my money is in ETFs. But I do have a small allocation to individual stocks that I have a strong conviction in. Strong foundation first.

@RoseGuerra7862 2 ай бұрын

Individual stocks can beat ETFs like $VOO / $SPY / $IVV if you play your cards right

@martinheaway 2 ай бұрын

Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.

@JaneClark7861 2 ай бұрын

Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

@martinheaway 2 ай бұрын

''Amy Desiree Irish'' 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

@JaneClark7861 2 ай бұрын

I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

@RichardGeorge-pz3wm Ай бұрын

Diversification is key!!! I can’t imagine putting all eggs in one basket. I believe that diversifying your investments is the safest way to handle it. One way to lessen the effects of a market crisis is to distribute investments over a variety of asset classes, such as international equities, bonds, and real estate. It's also critical to look for expert advice.

@BradleyMaurice226 Ай бұрын

Certain Mag 7 companies are rumoured to be overvalued and might cause a market correction, I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I.

@KimberlyFlores-kr1bz Ай бұрын

now I am beginning to see the benefits, how do I get one? Considering your point I won’t want to get into a bubble. Can you recommend any?

@BradleyMaurice226 Ай бұрын

Sure, the likes of the popular “Becky lou Gordon” does a good job. Just look up the name, you’d find details on the web to set up an appointment as she offers free consultations too.

@KimberlyFlores-kr1bz Ай бұрын

Thank you for sharing, I must say, Becky appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call

@PremSteve-yg4de 2 ай бұрын

Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

@mariahudson9939 2 ай бұрын

Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.

@NorthCarolinaForward 2 ай бұрын

The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.

@PennyBernadette 2 ай бұрын

You seem to know the market better than we do, so that makes great sense. Who is the guide?

@NorthCarolinaForward 2 ай бұрын

Rebecca Nassar Dunne is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

@vanessahopkins-g5y 2 ай бұрын

Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

@sasukesuite1 2 ай бұрын

$18 million gross -> 14.4 million net/50 years = $288k per year which is more than they're making working a job. Congrats, you're retired. Next caller.

@georgelien 2 ай бұрын

Why 50 years ?

@FlaqkoGTA 2 ай бұрын

@@georgelien worst case scenario you live a long life

@joefunk76 2 ай бұрын

It’s worth way more than $288k/year. Using the 4% rule, it’s $576k/year. The money can get interest after all - probably about 10%/year on average in the S&P 500.

@bandobandit353 2 ай бұрын

They can live indefinitely off the interest without even touching the capital

@ElTerceroCharles 2 ай бұрын

Exactly 😂

@Owenra Ай бұрын

Just sold a property in Texas and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.

@Jamesjerome0 Ай бұрын

Yes, a good number of folks are raking in huge 6 figure gains in this downtrend, but such strategies are mostly successfully executed by folks with in depth market knowledge

@MickyGlover Ай бұрын

true, despite having no prior investing knowledge, I started investing before the pandemic and pulled in a profit of approximately 950k that same year. In reality, all I was doing was getting professional advice.

@Adambarking Ай бұрын

That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?

@MickyGlover Ай бұрын

She goes by *TRUDY ELIZABETH STOUFFER* . I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did

@Adambarking Ай бұрын

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

@Christine-wp2bw Ай бұрын

I have $1M invested in a single stock! That's a huge position to hold-what steps should I take next to manage this risk and potentially diversify?

@SaintYvess Ай бұрын

Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run. A trusted financial advisor could help explore options like selling a portion over time, diversifying into other asset classes

@WestonScally7614 Ай бұрын

Thanks to my financial advisor's guidance, I saw my portfolio grow from $400,000 to $750,000 in just 18 months. Their strategic investment plan and market insights helped me achieve gains I never thought possible. I feel more confident and secure about my financial future.

@sting_grayl Ай бұрын

That sounds impressive! Would you be able to introduce me to your advisor? I'd love to learn more about their approach and see if they could help me with my financial goals too.

@WestonScally7614 Ай бұрын

Of course! I'd be happy to introduce you to “Jennifer Leigh Hickman”. She's been fantastic in helping me grow my portfolio strategically. I'll connect you two so you can see how her approach might work for you as well.

@WestonScally7614 Ай бұрын

Of course! I'd be happy to introduce you to *Jennifer Leigh Hickman* She's been fantastic in helping me grow my portfolio strategically. I'll connect you two so you can see how her approach might work for you as well.

@Danpron109 Ай бұрын

The massive increase in Bitcoin comes as markets tumble, inflation soars, and the Fed enacts steep rate hikes-all of which spell deeper losses for portfolios this quarter. With treasury yields also climbing, now could be an opportune time to pivot.... Should I liquidate my $125k bond/stock portfolio to capitalize on this volatile market?

@gracegomez109 Ай 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, alternatively, seek advice from certified market strategists.

@priyankamahatma6672 Ай бұрын

Agreed! this is why I work with one. My $520k portfolio is well-matched for every market season yielding 85% rise from early last year to date. I and my advisor are working on more figures for this year. IMO, financial advisors are the most sought-after professionals after doctors.

@Donaldsmith109 Ай бұрын

how can I get your advisor please, if you don't mind me asking? I could really use a help as of now.

@priyankamahatma6672 Ай бұрын

Her name is 'Kenia Giordani Borges’ Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

@Donaldsmith109 Ай бұрын

Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.

@Joenzinator 2 ай бұрын

My father in law did something similar. He had been getting stock from his company over the years and not even looking at it. When he turned ~57 he realized he had over $6million. He got a financial advisor to help him sell and diversify it, and he retired 6 months later.

@georgelien 2 ай бұрын

Very Wise !

@RadiUzunova 2 ай бұрын

So happy for him!

@willzyx23 14 күн бұрын

This is how it should be, that the workers get a part in their conpanies sucess via these means, instead of mininal wages, no benefits and the general feeling that you dont mean anything to the conpany even after 30 years of service.

@djee02 2 ай бұрын

I know how good it feels to find a $20 in a coat pocket. I can't even imagine $18M.

@AaAa-ri4uf 2 ай бұрын

That’s nvedia

@tonycrabtree3416 2 ай бұрын

It was a low key brag. 😂 She and her husband have known all along. They have 150,000 shares. Even before 10 for 1 they had 15,000 shares. No one amasses that amount of shares of anything and forget about it. NO ONE.

@robert8930 2 ай бұрын

probably you'll need a huge pocket for that, and it will feel quite heavy, if you ask me.

@robert8930 2 ай бұрын

@@tonycrabtree3416 you kinda do if you're a stay at home mom, taking care of your kids, doing groceries, teaching them stuff, lot of people dont care about anything else that happens outside their home, it's only them and their kids.

@aok6989 2 ай бұрын

Assuming this in NVDA which was my first thought, it's over 19M at $138 today.

@Gichie79 2 ай бұрын

She said $120 a share in the show and the show is from likely last week. $138 is a 15% increase from $120. Add a 15% increase to $18 million you get $20.7 Million.

@costco_pizza 2 ай бұрын

Oh come on guys!!! This is obviously a prank call. There is no way any of this is possible. She was just calling to play a big trick on us all. It was a nice prank!!

@Twist_UAP 2 ай бұрын

@@costco_pizzaif she had it in 2004 I would not be surprised if it was true

@FifalianaFR 2 ай бұрын

@@costco_pizza this is not the first case of early invidia employees making many millions. It’s just the first one where they had no idea.

@andy7501 2 ай бұрын

@@costco_pizza the only part that seems hard to believe is she forgot about it, although I know a lot of responsible and successful people who really do not understand stock and how it works

@khaleeephaFx 2 ай бұрын

Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

@eloign7147 2 ай бұрын

Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers and good luck!

@eloign7147 2 ай бұрын

@rogerwheelers4322 2 ай бұрын

This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

@joshbarney114 2 ай бұрын

When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.

@FabioOdelega876 2 ай бұрын

I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

@joefroelich4934 2 ай бұрын

So she going to pay 20% instead of 15% on 18 million that she didn’t even know she had. I don’t see that as a really big problem.

@TonyCox1351 2 ай бұрын

I would sell it today, put it in something conservative and diversified, write that check to the tax man, and not even think twice about it. Even at 20% tax rate and a very conservative 4% withdrawal rate, they can quit their job and their income will still increase over the hefty salary they life off today.

@RobGoldy 2 ай бұрын

Yeah, I would sell everything, pay the taxes, put it into SPY and live off the $13k+ dividends a month for the rest of their lives

@danielhurst8863 2 ай бұрын

1. She won't pay 20% she will pay 23.8% as there is a 3.8% high income investor fee on capital gains. Paying $4,284,000 in taxes is not something to take lightly. It's $1,584,000 more than paying 15% 2. There are plenty of ways to diversify her portfolio, use the money in her portfolio and greatly reduce the tax. Selling to diversify is one of the worst things she can do. 3. She needs to speak with a tax attorney fast, because how her stock is held will make an enormous difference. Let's say it is in her 401K. That means it is subject to ordinary income tax, even if it is a stock, because she can't use Net Unrealized Gains because she doesn't work for the company anymore. There are so many potential issues she has, that this is a long conversation with a professional, not a call into a show.

@valiantthor_ 2 ай бұрын

Giving millions away to extortion is a big problem however you look at it.

@furiousgtz 2 ай бұрын

Nvda

@Foslopac 2 ай бұрын

Pay 20% on $10M and immediately bank that in the S&P. You’re diversified and keep some upside. Don’t let taxes regulate your entire investment decisions.

@npc6352 2 ай бұрын

S&P always goes up? Did you ever look at the S&P chart 1928-2024? And still believing, this can double even once, like they are telling in their "show"? 🤣

@TheArfdog 2 ай бұрын

@@npc6352 It's gone up by 17x in that time period.

@BigRed2 2 ай бұрын

They are paying more then 20%, you and Dave are clueless on taxes lol😂

@lolwtnick4362 2 ай бұрын

@BigRed2 how? if it's longer than a year holding it's capital gains taxes. 20%. please dont breed. go back to your cousin wife.

@vchap01 2 ай бұрын

@@BigRed2 They are paying 30.8% in the Washington state, including the high earner capital gains tax. The lower $250k is going to be taxed at 15% but the effective rate is still going to be around 30%.

@zerafians8145 2 ай бұрын

could be AMD, Apple or Nvidia...she said 20 years. Though saying its around $120 its probably Nvidia after the split.

@darex0827 2 ай бұрын

When she said the second split at 10x, definitely NVIDIA

@jeffreywhitaker5154 2 ай бұрын

Yea I agree NVIDIA.

@Z28L98 2 ай бұрын

I agree, definitely Nvidia

@Armenian5b 2 ай бұрын

Amazon - Lives in Seattle...

@redpenguinmining9216 2 ай бұрын

Most likely Amazon, she's from Seattle

@CharlotteJacobsons 22 күн бұрын

$18M in a single stock? Bro, what a problem to have 😂. Meanwhile, I’m over here feeling like a king because I saved up $176k in my emergency fund to finally start investing. Guess I won’t be buying out any companies anytime soon! Anyone got tips for a headstart before I go YOLO on index funds?

@NancyFranciss 22 күн бұрын

Congrats on building that $176k! Solid start. But before you go YOLO, maybe think about consulting a financial advisor? Helped me big time-sometimes it’s worth paying for expertise instead of gambling it away on vibes and dreams.

@blissds-gi3mb 22 күн бұрын

You know, I’ve been meaning to find an advisor too, but no idea where to start. I want someone legit, not just a ‘crypto guru’ on Instagram. Any leads?

@NancyFranciss 22 күн бұрын

There are a handful of CFAs. I've experimented with a few over the past years, but I've stuck with ‘' Linda Aretha Reeves” for some years now, and her performance has been consistently impressive. She’s known in her field, look her up.

@CharlotteJacobsons 22 күн бұрын

Checked out Linda Aretha Reeves-she seems like exactly what I’ve been looking for. Thanks for the heads-up

@SilvesterMiles-y4j 22 күн бұрын

Watched Linda Aretha on Bloomberg finance summit 4 years ago and her presentation was terrific!

@Roxannwatts Ай бұрын

There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have, and selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies.

@annaj.osorio Ай 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.

@ClaudiaSchreiber-b1p 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.

@DanielOrstein 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 portfoIlo allocation

@ClaudiaSchreiber-b1p Ай бұрын

Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

@Robbertskypes Ай 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.

@Dylanchris8048 8 күн бұрын

The market's rise after Trump's win is surprising given the economic uncertainty. While some stocks, like Al-focused ones, look strong long-term, the volatility makes me cautious. Even Bitcoin is seeing a boost, but it's tough to predict where things are heading with inflation and interest rates. Staying cautious but watching for opportunities.

@Watersbill89 8 күн бұрын

I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.

@EdgarBossen 8 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

@Dylanchris8048 8 күн бұрын

That's huge! Your advisor must be excellent. Could you share more about your approach? I'm in urgent need of help with asset allocation.

@EdgarBossen 8 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 "Tracy Britt Cool Consulting" for about five years now, and her performance has been consistently impressive. She's quite known in her field, look-her up.

@Dylanchris8048 8 күн бұрын

Thank you for this tip. I just looked the name up, wrote to her through her webpage and booked a session

@gingerkilkus 2 ай бұрын

Honestly, If I had $18M I would invest $4M in tech & $14M into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year

@JohnsonAshley-sy3lx 2 ай бұрын

Adding JEPI, NIO and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.

@williamDonaldson432 2 ай бұрын

The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.

@foreverlaura-fq4eu 2 ай бұрын

@@williamDonaldson432 I've been looking to get one, but have been kind of relaxed about it. Could you recommend your adviser? I'll be happy to use some help.

@foreverlaura-fq4eu 2 ай бұрын

I've been looking to get one, but have been kind of relaxed about it. Could you recommend your adviser? I'll be happy to use some help.

@williamDonaldson432 2 ай бұрын

Finding financial advisors like Annette Marie Holt who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

@LG123ABC 2 ай бұрын

I would sell it, pay the 20% capital gains tax, and move the 14.4 million dollars into something like an S&P 500 Index Fund. Much safer than leaving it all tied up in one stock.

@cryptarisprotocol1872 2 ай бұрын

The stock is Nvidia.

@o0usf0o 2 ай бұрын

I’d stick it in a dividend growth etf. Boom, you’re set for retirement

@santiago7620 2 ай бұрын

Call me risk adverse but even more so being their rates still good nowadays, I'd put 30% of it in bonds. Mostly in 10y USA Treasuries and 5y TIPS. 65-70% in global stock indexes 0-5% in stuff like gold and, idk, lithium or whatever

@habbadabbado5765 2 ай бұрын

@@o0usf0o”set for retirement”, which starts…NOW.

@lesgrossman9492 2 ай бұрын

S&P 500 index is the way to go. Thats what Buffett is doing with his money for his family when he’s not around anymore to manage it.

@Evelina-v3u Ай бұрын

Mark what can I do? I have been disabled since 2009 and I am 58 years old at the verge of retirement. My portfolio of $750k is down to $492k, How can I profit from the present market" , I mean I've heard of people making up to $250k in couple weeks during this crash and I'd like to know how.

@PMackenzie-vw3wb Ай бұрын

Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. hence I will suggest you get yourself a financial-Advisor that can provide you with entry and exit points on best stocks to buy now or put on a watchlist. Apple, Merck, General Dynamics, Cheniere Energy and Marriott International are prime candidates.

@PMackenzie-vw3wb Ай бұрын

Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. that's why seeking expert advice is essential.

@Marilyn-xm7ts Ай бұрын

@Mosley-vu7ff Ай бұрын

I do not really know a lot about the market, but based on what little understanding I do have of supply and demand in the economy, now is the best time to enter the market. The only thing preventing me, however, are the steady price fluctuations, which shouldn't be a problem. However, I really need an advisor, can yours help?

@Marilyn-xm7ts Ай бұрын

JENIENNE MINITER FAGAN is my portfolio-coach, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately I came across her site and reached out to her, you can verify her yourself.

@trazzpalmer3199 Ай бұрын

I'm a 52-year-old QA Specialist at Confluera, with an annual income of $150,000. Although I do have a retirement account, I'm keen on exploring short-term investment opportunities as I prepare to shift to part-time work in the near future. What would be the most suitable strategy to achieve my goals?

@Bako-b8j Ай бұрын

Consider exploring energy stocks, as they are poised to be significant beneficiaries of advancements in AI and data centers. Additionally, practicing Dollar Cost Averaging (DCA) into a reputable ETF could be beneficial. It's crucial to prioritize patience and maintain a long-term perspective. Most importantly, seek financial advice to make informed buying and selling decisions.

@RobertBrown.. Ай бұрын

Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.

@DavidLucas-so8rr Ай бұрын

You appear to know the market better than we do, so that makes great sense. Who is the coach?

@RobertBrown.. Ай бұрын

"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.

@Bridget-l7p Ай бұрын

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

@JasonGroom 2 ай бұрын

Cash it all out, pay the 20%, little over 3 million, take the 14 million plus that is left, and invest it safely in something returning 7-8%, live off a million a year or so, and you will never even touch the principle.

@tscoff 2 ай бұрын

That’s what I’d do too. Only I’d invest it all in a couple of dividend paying ETFs and live off of the dividends.

@jasonzhu9742 2 ай бұрын

Heck, no way you can even spend a million a year unless you're a reckless spender that's caught up with life style inflation

@tscoff 2 ай бұрын

@@jasonzhu9742 Lottery winner almost always end up broke and in debt. They manage.

@MrQuay03 13 күн бұрын

@@jasonzhu9742that's why he said never touch the principal ever again

@flair0626 Ай бұрын

It's enticing to consider purchasing some stocks in this bull run. I'm contemplating investing more than $300k for retirement. While the bull run can generate short-term excitement, i also need long-term investment strategy.

@cherry810803 Ай бұрын

It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points>.

@hkgenzou Ай бұрын

I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, 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.

@Linda-pr Ай бұрын

Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?

@hkgenzou Ай бұрын

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Eleanor Bonnici Deskin’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

@Linda-pr Ай бұрын

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

@JenniferRosenburg-v6q Ай бұрын

There is obviously a compounding effect in the very long term for large capital, but is not "automatic", and with the wrong strategies you can even lose more than you have. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated

@mariewood-e4u Ай бұрын

DCAing amongst various assets is a good strategy and can help reduce the impact of market volatility and thus a good strategy if you are looking to compound . However it is important to consider financial advisory when investing .

@ClaudiaSchreiber-b1p Ай бұрын

@DanielOrstein 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 portfoIlo allocation

@ClaudiaSchreiber-b1p Ай бұрын

@GnarlsFarls 2 ай бұрын

Lady won the lottery without playing

@loljk9443 2 ай бұрын

THE BEST KIND OF LOTTO

@montyi8 2 ай бұрын

Same logic why died people's finance account performs better.

@hannagarcia2614 Ай бұрын

I hit $113k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject.

@elizabethella2249 Ай бұрын

I would really love to know how much work you did put in to get to this stage.

@hannagarcia2614 Ай бұрын

It’s essential for you to have a mentor to keep you accountable. Myself, I'm guided by Daniel Adams Bailey. for years and highly recommend him I focus on him. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

@lisamiller8566 Ай бұрын

Wow! wow! please is there any way to reach he services?

@hannagarcia2614 Ай бұрын

Yes, I have his face book name⬇️

@hannagarcia2614 Ай бұрын

Daniel Adams Bailey

@hannahbrownnn Ай бұрын

I've always been fascinated by how top investors achieve millionaire status through their investments. Currently, I'm sitting on $345K from a home sale and I'm torn between investing in stocks or holding out for a better opportunity?

@jessieyoung-szn Ай бұрын

For any investor, a strong plan is essential to their portfolio. The higher the risk, the bigger the possible return when it comes to making important decisions, thus it makes sense to consult with seasoned experts.

@allisonbutlerj Ай бұрын

@JanAlston-kd6yl Ай бұрын

I'm scared about retirement as I turn 60 on my next birthday. I need to ensure I have enough money to survive on. How can I consult your advisor? My retirement account isn't performing well.

@allisonbutlerj Ай бұрын

NYCOLE CHRISTINA VANNATA 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.

@KevinEvans-mq4ob Ай бұрын

I just Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon.

@Gracejay-d2e Ай бұрын

Dividend Stock and REITs. As interest going down, I think these two asset types are going to be more attractive. Besides getting dividend income, I expect them to get appreciation in value as

@Stefan-d3c Ай бұрын

Even if it just gives 4% dividend growth long term, long term inflation is just 3%. So, that’s still solid. As long as those divvies keep increasing, even in a recession, that’s what i need. I’m thinking huge percentage in SCHD, with smaller amounts in other areas not covered by the fund, like REITS and BDC’s.

@FaithJay-d9n Ай бұрын

Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 75k cash earning 4% interest, 685k in roth ira, 120k in 401k, Gold and silver bars. age is 58. My advisr helped me realign my portfolio to my risk tolerance and it boomed shortly.

@JohnBeen-r3v Ай бұрын

Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.

@FaithJay-d9n Ай бұрын

SHARON CRUMP CLINE is the advisor I use and i'm just putting this out here because you asked.

@JohnBeen-r3v Ай бұрын

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

@timtimethymetie 2 ай бұрын

Splitting hairs over a 5% tax increase is asinine. Diversify that ASAP.

@StephenIC 2 ай бұрын

Why would you not try to maximize the amount you get out of it? Dave even says, talk to a professional who knows the specifics.

@DrWinklerr 2 ай бұрын

5% of $18,000,000 is $900,000. If the goal of diversification is "safety" and "safety" is defined as lowering the risk of losing $$, losing $900,000 != "safety"

@FortuneSeek3rz 2 ай бұрын

Most people will never see 900k in their life.

@annahopp 2 ай бұрын

Diversify now and reinvest the money into a conservative portfolio. Oh, and retire!

@timtimethymetie 2 ай бұрын

@@DrWinklerr I wouldn't define "safety" as only focused on minimizing money loss, but rather, minimizing volatility.

@Tehui1974 2 ай бұрын

Dave's right, she should receive tax advice on this, withdraw a big chunk of that money, and then diversify it.

@UYScuti-l6s 29 күн бұрын

I currently have around $250,000 in cash and want to invest in stocks. What strategies should I use for long-term investments to secure my financial future?

@Cochran-j5d 29 күн бұрын

Be sure that the stocks your'e buying into have market-beating yields and they pace with the market long term. It's best to seek guidance from a fiduciary to gain clarity and guidance because the market is very volatile.

@DonKiebals 29 күн бұрын

Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m.

@VivianneLegault 29 күн бұрын

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

@DonKiebals 29 күн бұрын

My advidor is “Victoria Louisa Saylor” She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend her.

@GeertKins 29 күн бұрын

I’ve just looked up her full name on my browser and found her webpage, very much appreciate this

@WestonScally7614 Ай бұрын

I also have $1M invested in a single stock! That's a huge position to hold-what steps should I take next to manage this risk and potentially diversify?

@SaintYvess Ай бұрын

@FelineAirstrip Ай бұрын

@sting_grayl Ай бұрын

That sounds impressive! Would you be able to introduce me to your advisor?

@FelineAirstrip Ай бұрын

*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

@Redwood4040 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.

@rleonekc07 2 ай бұрын

She needs to talk to a professional plain and simple

@jrmodz6029 2 ай бұрын

What do you think shes doing?

@o0usf0o 2 ай бұрын

@@jrmodz6029talking to a radio personality

@kalifaz2787 2 ай бұрын

@@jrmodz6029talking to a professional

@markmyers5881 Ай бұрын

@@jrmodz6029 Not on the air - someone who can take time to look over their finances and help them plan. It would be money well spent.

@jgons Ай бұрын

Talking to someone who doesn’t have a clue and assumed capital gains and new cost basis without even asking if it’s in a tax-deferred account. Ramsey isn’t worth a thing past getting out of debt.

@Raniyanhunter 2 ай бұрын

As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.

@garnold-l5p 2 ай бұрын

I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

@Mlanderos-t9e 2 ай бұрын

Factos!!. After experiencing a major portfolio loss in 2020 amid the COVID pandemic while trying to manage my investments on my own, I reached out to an investment advisor. They helped me turn my $420k into a seven-figure portfolio by providing the guidance and strategy I needed. Having that expertise made a significant difference in my investment journey.

@Anessa-gibson 2 ай 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.

@Mlanderos-t9e 2 ай бұрын

Teresa L. Athas 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.

@Anessa-gibson 2 ай 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!

@MichaelGabreil Ай бұрын

Watching this Video is really an eye opener. And am so happy ,The only little problem I have is, not knowing where to start from, I really want to invest in my future, but just don't know where to start from, I really wish someone can put me through

@ClemonSteve Ай бұрын

I'm approaching retirement and having a financial advisor has been helpful. I started investing later than most, so relying on compound interest from Etf's or bonds alone wasn’t enough for me. Despite that, I’ve managed to do well and am on track to retire with around $2 million

@MichaelGabreil Ай бұрын

@@ClemonSteve I'm currently evaluating my portfolio and could use some guidance. How can I get in touch with your advisor?

@ClemonSteve Ай бұрын

@@MichaelGabreil I usually avoid making specific recommendations because everyone's situation is unique. However, my experience with Julie Ann Lerch has been quite positive. You might find it worthwhile to see if her approach fits your needs

@MichaelGabreil Ай бұрын

@@ClemonSteve I looked for the name online and found her page.I will get in touch with her,Thanks for the help I emailed and made inquiries. Thanks for the help

@JosephEricx2y Ай бұрын

I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2025

@JulianBenjamin3d Ай бұрын

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

@SofiaJames9H Ай бұрын

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

@ChristopherJeffreynx8 Ай бұрын

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

@SofiaJames9H Ай бұрын

My CFA NICOLE ANASTASIA PLUMLEE 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..

@ChristopherJeffreynx8 Ай бұрын

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

@IsabellaAriau2m 2 ай бұрын

I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

@AidenLiamf7q 2 ай бұрын

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

@AlexanderOwenb9l 2 ай бұрын

The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, 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.

@MasonJacobo2w 2 ай бұрын

Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

@AlexanderOwenb9l 2 ай бұрын

@MasonJacobo2w 2 ай бұрын

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

@nicolasbenson009 2 ай бұрын

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $750k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?

@BellamyGriffin19 2 ай бұрын

Just try to diversify your portfolio to other market sectors, that way your investment is balanced and you don’t get to make so much losses.

@KarenLavia 2 ай бұрын

I stopped listening and taking financial advise from these KZbinrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was professional advice.

@ChristianKelv 2 ай бұрын

That’s impressive, have you always had a financial advisor?

@KarenLavia 2 ай бұрын

No, as a matter of fact I always preferred to handle my own investing, but after my portfolio took a major hit in 2020, I really had to rethink my plans for the future, so I reached out to an F.A ' Melissa Terri Swayne' who really helped me balance up my losses.

@JohnSmith060 2 ай бұрын

Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

@kalipramod9101 2 ай бұрын

it is Nvidia, which got split 1:4 couple of years ago and recently 1:10

@Tonyswoodshop Ай бұрын

Amazon. She lives in Seattle same as HQ

@ExposerTruth. Ай бұрын

One of you are right, that's forsure.

@NicholasBall130 Ай бұрын

My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I'm currently liquidating some of these positions to incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.

@StocksWolf752 Ай бұрын

Invest in real estate, gold , ETfs and high-yield savings account.

@JamesLongman-v5r Ай бұрын

The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on Etfs and actively managed funds. I am up by 418% in 1 year under guidance.

@TylerJamestown Ай бұрын

Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain

@JamesLongman-v5r Ай бұрын

Finding financial advisors like Rebecca Nassar Dunne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

@BateserJoanne Ай 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.

@LejlaGöransson 2 ай бұрын

Thank you so much for this video but in these uncertain times, it is more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains.

@KristensenJørgensen 2 ай бұрын

@ClaudiaSchreiber-b1p 2 ай бұрын

@DanielOrstein 2 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's allocation

@ClaudiaSchreiber-b1p 2 ай бұрын

@Robbertskypes 2 ай бұрын

She appears to be well-educated and well-read. I ran an onlline search on her name and came across her webslte; thank you for sharing. I sccheduled a caII..

@JennaHerberholz Ай бұрын

I am awfully late in investing at 33 with just about $80,000 in savings as i have never invested in the stock market. I’m worried about the outcome of the elections and its impact on the market, Is this a good time?

@sledgeyyyyy Ай бұрын

As they say, 'time IN the market is better than trying to time the market'. I think you should seek advice from a licensed financial advisor. They’ll give you guide on high risk and low risk investment strategies for your portfolio.

@merlinfitz Ай бұрын

I agree; financial advisors are underrated. A friend introduced me to one in 2022, and despite my skepticism, I gave it a try. Thanks to the advisor, I now earn enough in monthly dividends to quit my job and start a restaurant in New Jersey while still earning five figures in dividends.

@lawrenceHart-ys2ct Ай бұрын

Pls how can I reach this expert, I need someone to help me manage my portfolio.

@merlinfitz Ай бұрын

I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with *Sophia Irene Powell* for years and highly recommend her. Look her up to see if she meets your criteria.

@Emily-le2op Ай бұрын

Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.

@Aarrenrhonda3 Ай бұрын

I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

@Olsontim21 Ай бұрын

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

@Derekhoffman312 Ай бұрын

Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.

@SteveEstrada-js9nu Ай бұрын

@@Derekhoffman312 Who is this person guiding you and how can i reach he/she?

@Derekhoffman312 Ай бұрын

Annette Christine Conte is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

@SteveEstrada-js9nu Ай бұрын

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

@KennedyVerbruggen Ай бұрын

I' ve got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend.?

@PennyBernadette Ай бұрын

As they say, time IN the market is better than trying to time the market. I think you should seek advice from a licensed financial advisor. They’ll give you guide on high risk and low risk investment strategies for your portfolio

@firefighter-i6q Ай бұрын

Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed shortly.

@NorthCarolinaForward Ай бұрын

How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.

@firefighter-i6q Ай бұрын

REBECCA NASSAR DUNNE is her name. She is regarded as a genius in her area and works for Equity Services inc. She’s quite known in her field, look-her up.

@KatyaSantos-g4c Ай бұрын

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

@viewfromthehighchairr 2 ай бұрын

@AlbertGReene-p8w 2 ай бұрын

It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points

@Too-old-Forthischet 2 ай бұрын

@SkepticalMechanic-l9x 2 ай бұрын

Hey, I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?

@Too-old-Forthischet 2 ай 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 ‘’Melissa Elise Robinson for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

@americanopinions 2 ай 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.

@StalinUndav Ай бұрын

Tesla “TSLA” shares surge with CEO Elon Musk's involvement in the US election seemingly pays off after President-elect Donald Trump's win. which stocks could potentially become the next in terms of growth over the next few months. I've allocated $350k for lnvestment, looking for companies to make additions to boost performance.

@ReginaAlbrighton Ай бұрын

I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.

@EricCarrasco-g8h Ай бұрын

Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 40% this year alone... maybe you should do the same.

@EnriqueCarrasco-z3j 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

@EricCarrasco-g8h Ай бұрын

Elisse Laparche Ewing is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

@EricCarrasco-g8h Ай бұрын

I work with Elisse Laparche Ewing as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.

@adrianamatilda1 Ай бұрын

I Hit 12k today trding. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brooke Miller for helping me achieve this.

@nickmcdonarld Ай бұрын

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

@BroxsonDeighan Ай бұрын

The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

@anatolyivan Ай бұрын

I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.

@HighlightsSerieATIM Ай бұрын

I'm new at this, please how can I reach her?

@BradlyLane Ай бұрын

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

@DennisJack-km8ho Ай бұрын

I have $50,000 in the money market that I want to move into stocks, but I’m scared of buying at the top. Any suggestions?

@RonaldPaul-rs6kt Ай бұрын

Stop trying to time the market; it’s far from peaking. Consult a financial advisor if you’re unsure to avoid being others’ exit liquidity.

@CrystalJoy-32 Ай бұрын

To maximize this cycle, focus on growth stocks, small caps, and Bitcoin. As someone pointed out too; Working with a financial advisor can save and make you money. For example, my advisor allocated a small part of my portfolio based on Nancy Pelosi’s investments, which is legal. That portion has increased by 71% in six months.

@alicegomez7232 Ай бұрын

wow!! this is impressive.. how can i reach this advisor if you don't mind me asking?

@CrystalJoy-32 Ай бұрын

She goes by ''Amber Michelle Smith'' a renowned figure in the financial industry with over two decades of experience. I'd suggest you research her further on the web.

@LuvmeRos Ай бұрын

Glad to have stumbled upon this, curiously inputted her on the web, easily spotted her consulting page and was able to schedule a call session. Ive seen commentary about advisers but not this phenomenal

@tyleradamson9 22 күн бұрын

I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Charlotte Miller for helping me achieve this

@jorgepérez19 22 күн бұрын

I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.

@cristianosantoss1 22 күн бұрын

The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.

@evelynjones82 22 күн бұрын

I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me

@johnsonwilliams92 22 күн бұрын

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

@tyleradamson9 22 күн бұрын

she's mostly on Instagrams, using the user name

@AnkurYo 2 ай 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, I'm 55.

@BenRovello 2 ай бұрын

Your allocation looks solid. Consider dollar-cost averaging & dividend reinvestment. I suggest you consult with a financial advisor for guidance.

@AadhilaEesha 2 ай бұрын

Most people have a 'do-it-yourself' mentality but lack the necessary expertise. Financial advisors are ideal representatives for investing, and I can attest to this. Been working with Monica Mary Strigle and Since covid-outbreak to date, my portfolio has grown by over 330%, reaching nearly $1m. Check online if she meets your requirements.

@Muller_Andr 2 ай бұрын

That’s a great mix and very similar to mine. SCHG has been a real diamond over the last 15 yrs for me and I predict no changes. SCHX very similar with a little more dividends. Good luck spending all that money!

@Jennapeters144 2 ай бұрын

The first day SCHD is positive in your IRA, sell it and focus on growth stocks. SCHD is a great retirement fund once you have a lot of cash. It's what an annuity should be. Pay you consistently yet doesn't F you in so many ways like the annuity... 50 SCHD, 25 JEPI (less year over year growth but pays out much more to increase your income), 25% rock solid single companies paying consistently monthly or quarterly. Earns you income, and you don't touch much. Dividends don't get you to the finish line fast enough, they ARE the finish line.

@AnkurYo 2 ай бұрын

Her track record looks really good from what I found online. I've scheduled a call to discuss further

@noname-qw9td 2 ай бұрын

There's NO way this is not Nividia

@Seanhaggs 2 ай бұрын

Yeah dave didn't even bother because he knew when she said 120

@Tennischamp10 2 ай бұрын

@@Seanhaggs Plus the stock splits.... gave it away

@kingsgold 2 ай бұрын

@@Seanhaggs dave doesnt. he doesnt keep up with the value of every stock in the market. Not the point of his advice. He tries to keep it as general and relatable possible. her portfolio grew, and was asking if she should diversify. If someone found this, they may be in a similar situation. May be 2 or 3 stocks in stead of 1.

@alabamafbfan1985 2 ай бұрын

@@kingsgoldI think Dave likely knew in this case. Nvida has a problem over the last year because of their stock performance they have lots of staff retiring early. (Like this woman can) It’s been talked about in newspaper media and tv shows. It’s one of the top 3 talked about stocks on any stock show or newspaper over the last 3 years.

@thecreativeinvestor5637 2 ай бұрын

You woke up one day and had $18 Million. Forget the taxes, Pay it and Move on.

@JustinCase780 2 ай бұрын

NVIDIA?

@dosawoc 2 ай бұрын

Sounds like it

@MaximilianFischer497 Ай бұрын

My portfolio is plummeting significantly, I’ve lost about $320k within a few months and I'm not confident about picking stocks anymore. Are there really no other options for me to gain from the stock market?

@TicheDebb0 Ай бұрын

Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals.

@henryallard245 Ай бұрын

Very true. Despite having no prior investing knowledge, I started investing before the pandemic and pulled in a profit of approximately $950k that same year. In reality, all I was doing was getting professional advice.

@MarshalWagner457 Ай бұрын

How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success

@henryallard245 Ай бұрын

There are a lot of independent advisors you might look into. But i work with “Sonya Lee Mitchell” and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her

@RowanBryson Ай бұрын

Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

@Armstrong741 2 ай бұрын

I got out of the real estate investing market about a year ago. I think it's time to get into the stock market but what's the best strategy to invest around 200K in this current market?

@Marquez919 2 ай бұрын

It's wise to seek expert assistance when beginning your financial portfolio. market is volatile, so professional guidance is so important..

@RobbStonee 2 ай бұрын

Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.

@Tipping-Point88 2 ай бұрын

Hey friend, How can I work with your Fiduciary?

@RobbStonee 2 ай бұрын

*Marissa Lynn Babula* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

@RobbStonee 2 ай бұрын

*Marissa Lynn Babula* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

@nateg0155 2 ай бұрын

CPA here. Their tax rate would actually be 30.8% (20% Federal Capital Gains + 3.8% Net Investment Tax + 7% Washington State Capital Gains).

@stevepasquarella823 2 ай бұрын

Okay that means leave WA immediately

@colejosephalexanderkashay683 2 ай бұрын

Yeah leave the state for that type of money

@wc1788 2 ай бұрын

Assuming they don’t leave WA, that’s a ~$5.5M tax bill 😦😭 I hate the government…

@danthed1756 2 ай бұрын

@@wc1788 i thought Germany is a high tax country but here you would pay roughly 26% no matter how much you make with capital gains.

@PhlBrs 2 ай бұрын

@@danthed1756True for stocks but for ETFs it is better because of the Teilfreistellung

@AlexandraGray-t4 2 ай бұрын

what can I do? I have been disabled since 2009 and I am 58 years old at the verge of retirement. My portfoliio of $750k is down to $492k, How can I profit from the present market" , I mean I've heard of people making upto $250k in couple weeks during this crash and I'd like to know how.

@MichaelAD222 2 ай бұрын

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

@ArmraJames0 2 ай бұрын

@SylviaJoe6 2 ай 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.

@ArmraJames0 2 ай бұрын

Svetlana Sarkisian Chowdhury is her name , i have been working with her for years. you can search the name

@AmeeraFry5 2 ай бұрын

Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.

@Angelinacortez495 Ай бұрын

What distinguishes the best investors from others? I have $385K in equity from selling a house, and I'm uncertain whether to invest it in stocks now or wait for better market conditions.

@JenniferDavis7630 Ай бұрын

You should look at energy stocks , they look to be the biggest beneficiaries of AI and Data centers , also DCAing into a good ETF too ...Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

@donaldwayne7023 Ай бұрын

It's wise to stay proactive and diversify assets to manage risks during uncertain times. I’ve delegated my financial management to a consultant after facing a major downturn in late 2019 during the COVID outbreak. Today, I'm semi-retired and about 25% short of my $1 million retirement target after making additional contributions.

@debbygradley25 Ай бұрын

Please who’s this consultant ?

@donaldwayne7023 Ай бұрын

@danieltaylor--65 Ай 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.

@michaelwiebeck3 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?.

@Rachadrian Ай бұрын

well as you know bigger risk, bigger results, but such impeccable high-value trades are often carried out by pros.

@Derekhoffman312 Ай бұрын

@Pconradsmith 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.

@Derekhoffman312 Ай бұрын

Annette Christine Conte is a hot topic even among financial elitist . Just browse, you’d find her, thank me later.

@Pconradsmith Ай бұрын

Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and i hope she gets back to me soon.

@dfsas6621 2 ай бұрын

It is not 20%. There is also net investment income tax of 3.8% and 7% tax from Washington. So, 31% tax.

@iliketurtles536 2 ай бұрын

Depends on what type of investments

@Art-is-craft 2 ай бұрын

Her having several million dollars in funds is worth the taxes.

@patrickhenandez Ай бұрын

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing below the $100k mark and in the first 2 months, my portfolio was reading $234,800. Crazy right!, I decided to reinvest a huge percentage of my profit and it got more interesting.! For over a year we have been working together making consistent profit just bought my second home at the beginning of summer.

@Lourd-Bab Ай бұрын

Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks

@patrickhenandez Ай бұрын

@@Lourd-Bab However, if you do not have access to a professional like Suzanne Gladys Xander, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

@Lourd-Bab Ай бұрын

@@patrickhenandez Oh please I’d love that. Thanks!.

@patrickhenandez Ай бұрын

@@Lourd-Bab Suzanne Gladys Xander is her name .

@patrickhenandez Ай бұрын

Lookup with her name on the webpage.

@AlexHunte98 25 күн бұрын

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

@Donnafrank-k6e 25 күн бұрын

@AlexHunte98 25 күн бұрын

@@Donnafrank-k6e However, if you do not have access to a professional like Suzanne Gladys Xander, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

@Donnafrank-k6e 25 күн бұрын

@@AlexHunte98 Oh please I’d love that. Thanks!.

@AlexHunte98 25 күн бұрын

@@Donnafrank-k6e Suzanne Gladys Xander is her name .

@AlexHunte98 25 күн бұрын

Lookup with her name on the webpage.

@TheJonOrtiz 2 ай бұрын

Sell it. Pay your taxes. Live your life. Simple.

@montyi8 2 ай бұрын

YOLO

@joshuadupre6161 28 күн бұрын

The stock did medallion fund returns and she didn't even know it. 😮

@agathacolleen Ай бұрын

I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Miller.

@BradlyLane Ай бұрын

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

@sarapalin Ай бұрын

The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

@ZahirFriedman Ай бұрын

I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.

@GertonTootle Ай бұрын

I'm new at this, please how can I reach her?

@SammieOlin Ай бұрын

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

@MinkieWinkle 2 ай бұрын

If it was me, i would dump the stock, pay the tax. There are two things she will be asking in the end, "Oh why didn't I sell" or " why didn't I hold" And only of those implies a big loss/ reduction in value. Which one would you rather ask your self.

@blessedpapa 2 ай бұрын

can always sell like 80% of it to diversify, so either questions wouldn't hurt much

@deehoo40 2 ай бұрын

It's stock in NVIDIA. They've found themselves in quite the niche market.

@MinkieWinkle 2 ай бұрын

@@deehoo40 Nvidia's PE ratio is out of control. all the more reason i would be dumping it

@AnthonyJustice-i9x 2 ай бұрын

Unfortunately, not all of us were financially literate early, I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but l'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling! Thanks Brooke Miller.

@kyleevanston 2 ай бұрын

I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.

@ReuletRikki 2 ай бұрын

The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.

@lapetiteblonde 2 ай бұрын

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

@Arlingtongeorge 2 ай бұрын

I'm new at this, please how can I reach her?

@SammieOlin 2 ай бұрын

I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

@DaBestOhYeah 2 ай бұрын

NVIDIA’s stock price in late 2004 was around $0.18 per share (adjusted for splits). NVIDIA’s stock price today is around $131.60 per share. Calculation: The stock price increased by a factor of approximately 731 (from $0.18 to $131.60). If the stock is worth $18 million today, we can calculate how much needed to be invested in 2004 by dividing $18 million by 731. So, the initial investment would have been: $24,623. Thanks GPT. Obviously if she worked for them before that they may have had a lower stock price.

@TheTaxxor 26 күн бұрын

Screw higher capital gain tax, If I had 18M I'd cash out all of it even if had to pay 30% on it. That's still more than enough for a lifetime for two people. Just put 10M into some dividend stocks at 2-3% yield. Even at 2% yield, you'd get 200K a year just form that and you still have 2-3M to spent besides that.

@JayDizzle0708 2 ай бұрын

The most important question was not asked… what kind of account is this stock sitting in? If it’s in a profit sharing 401k then capital gains have nothing to do with the question. It can be rolled into an IRA and diversified free of tax then and there. Then you’re taxed on distributions. If these are ISO’s or NSO’s then she will show income when she exercises the options. IF these are sitting in a non qualified account like they’re assuming with little to no basis then she will only Pay 15% because cap gains do not increase your taxable income which is what the rates are based on.

@JWM1984 2 ай бұрын

I’m always amazed at how low your U.S. taxes are. Signed ~ A Canadian

@DarkoFitCoach 2 ай бұрын

Fuck and here i am from netherlands. Brutal taxes. Gotta pay the immigrants somehow ey!

@cyoohoos 2 ай бұрын

She’s got 18M and has NO IDEA what to do with it, but can follow a brief conversation on capital gains taxes and asset diversification

@JustinCase780 2 ай бұрын

While acting like "I had no idea..." 😅 The homeschooling for twenty years was a nice touch.

@Art-is-craft 2 ай бұрын

She probably has a higher than normal IQ and is very capable of understanding instructions.

@donaldwayne7023 2 ай бұрын

I've been hesitant to invest in the present market, but I believe it's the greatest moment to get started. I heard one person talk about making over a million dollars with $450,000 in cash, and I'm left wondering what talent and plan would yield such a return.

@JenniferDavis7630 2 ай бұрын

Avoid hasty decisions based on short-term swings. Prioritize patience and a long-term perspective, and most importantly, seek financial advice to make educated purchasing and selling decisions.

@debbygradley25 2 ай бұрын

@EthanBrown_23 2 ай бұрын

Please who’s this consultant ?

@debbygradley25 2 ай бұрын

Actually its a Lady. Yes my go to person is a ‘LAURELYN GROSS POHLMEIER '. So easy and compassionate Lady. You should take a look at her work.

@danieltaylor--65 2 ай бұрын

She appears to be well-educated and well-read. I ran an onlline search on her name and came across her webslte; thank you for sharing. I sccheduled a caII.

@desimo147 2 ай бұрын

The irony about Dave's advice to diversify (which I agree with 100%) is that she never, ever, ever would have gotten $18 million by being diversified. Oh, and if I were her (or her husband) my two weeks notice would be going in the next day to my boss.

@taurusthebull76 2 ай бұрын

People do win the lottery. He just doesn't want people to do that because "most" won't.

@KTONGAMES 2 ай бұрын

Yep, big boy risk = big boy reward

@o0usf0o 2 ай бұрын

All about preservation now. Needs to sell and derisk

@problematicpolarbear6065 2 ай бұрын

hold on to that two weeks notice until you have consulted an asset/wealth management advisor and have a solid plan worked out and set in motion. Should you have never done that its also very satisfying to be at work knowing that they cant do anything to you and you will be gone in a couple of weeks/months anyway.

@mlandrew6288 2 ай бұрын

@@KTONGAMES or big boy losses

@1timothydillon 2 ай бұрын

I had stock in a company I worked for, making silicon wafers for photovoltaics. After taking tens of millions of dollars from the state, opening another plant, and hiring hundreds of employees, they also expanded into China. Then fired everyone in the US because they, "Can't compete with the cheaper products coming out of China".

@blessedpapa 2 ай бұрын

so the stock is doing great?

@jamiehush 2 ай бұрын

Don't let the tax tail wag the investment dog. I went through an IPO and sold at $11/share as quickly as possible. The company was only valued 1.1x revenues, which all my co-workers/tech bro friends told me to wait until it 5x'd or 10x'd because "What tech IPO ever only maxes out at 1.1x???" This one did. Trading at like $1/share now. Co-workers lost their shirts. I used the money for a down payment on the house. The only thing I'm diamond hands-ing is my house.

@davidbrayshaw3529 2 ай бұрын

Just pay the darned tax! A profit is a profit. We all have to pay tax. It's always been that way. Lose the darned 20% ($3.6m) and re-invest the $14.4 million in change!

@davidbrayshaw3529 2 ай бұрын

@@bgrl6422 Ok, only for the last 5,000 to 8,000 years... that we know of.

@o0usf0o 2 ай бұрын

I would have sold it all the second I saw my brokerage account 😅

@davidbrayshaw3529 2 ай бұрын

@@bgrl6422 Well, strictly speaking, no, but in the past few thousand years you should have got pretty used to it.

@MattyLiam333 2 ай бұрын

Just diversify. Wow that is soooo incredible. Soooooo happy for you and your family. Do good things dear. Do good things. ❤❤❤

@petarvasilev27 Ай бұрын

To have 18 million and have a detailed plan to evade 5% tax truly shows why the USA is the country it is.

@tkokflux6322 Ай бұрын

finally someone who understand to not be a greedy bastard, these people got that 18m from legit straight up nothing and they are crying over 5% hahah

@CryptoAshkn 2 ай бұрын

Imagine calling dave instead of driving ur lambo

@David_99778 2 ай бұрын

Call him in the svj that s it

@CryptoAshkn 2 ай бұрын

@David_99778 i can imagine. Dave: what do u drive? Him: a lambo Dave: SELL IT.

@David_99778 2 ай бұрын

@@CryptoAshkn Yea well they shouldn t listen cuz they got 18 fucking million dollars! 😂

@jakeschneider2113 20 күн бұрын

This is actually happens more than people think. Some of the best performing portfolios are forgotten about or people that died.

@cortez9978 2 ай бұрын

I’m convinced that investing significantly in the right stock before it goes big is more important than buying the dip, however picking the right company lies the difficult task. My question is, what are the best ways to accrue profits both in a bull or bear market?

@FrankHaubrich-mt6gw 2 ай бұрын

I would recommend little healthy companies with great growth forecast and that are undervalued like Occuphire pharma or Ardelyx

@Ballesteros-d 2 ай бұрын

there is little to be concerned about , just buy good companies (high flying tech) however i'm NOT so confident .BUT you do you !!

@M.Herlihy 2 ай бұрын

The issue is people have the "I will do it myself mentality" but not equipped for a crash, hence get burnt. Ideally, advisors are reps for investing, and at first-hand encounter, my portfolio has yielded over 300% since covid-outbreak to date, summing up nearly $1m.

@Curran-m-i 2 ай бұрын

@@M.Herlihy I've worked in real estate for over 25 years and have neglected a major stock portfolio, however I need a different plan now.. mind if I look up the professional guiding you please?

@M.Herlihy 2 ай бұрын

I take guidance from ''Annette Louise Connors'' she's quite known in her field of work with over two decades of experience, and well spoken.

@SupperSoup 21 күн бұрын

this is NOT a hard question, literally high yield savings account, and she makes $438,750 - $520,000 after taxes A YEAR from the interest alone

@RalphTaylor-g3e 2 ай бұрын

Well explained. Thank you for bringing up this video. Financial education is indeed required for more than 70% of the society in the country, as very few are literate on the subject. Thanks to Caroline Suzan Olson, the lady you recommended.

@ArthurNelson-g3j 2 ай бұрын

Truly facing this recession without investment is actually risky; salaries are easily spent off. This inflation has taught people the importance of multiple income investment, which helps a lot.

@VincentMason-y8r 2 ай бұрын

This is correct. The Caroline Suzan Olson strategy has normalised winning trades for me also, and it's a huge milestone for me looking back to how it all started.

@MehdiVerlinden-w7z 2 ай бұрын

@@VincentMason-y8rWow, I know her too. Caroline Suzan Olson is a remarkable individual who has brought immense positivity and inspiration into my life. Her unwavering wisdom has been invaluable assets, enriching my journey in countless ways.

@kathyrine-b6i 2 ай бұрын

I was advised to diversify my portfolio among several assets, such as stocks and bonds, since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start. Who is this, Caroline Suzan Olson? How can I get in touch with her? please.

@MehdiVerlinden-w7z 2 ай бұрын

She is a US-based CFA. Just search for Caroline Suzan Olson online, and you'll find her official website where you can learn more about her services and even schedule a consultation. Trust me, getting started with her is one of the best decisions I've made.

@nathan8464 2 ай бұрын

I'd honestly just diversify, maybe you pay an extra 5% in tax but I think that's worth it to ensure that the money is stable.

@sheldonmackay 2 ай бұрын

For sure NVDA, they did a 1-4 and a 1-10 split.

@Ojisan642 2 ай бұрын

“Diversification is selling the winners to buy the losers.” - Michael Saylor, CEO of MSTR

@PJ-rk4cp 2 ай бұрын

Stop underestimating the taxes. 20% Federal. Add State taxes too. Add the 3.8% NIIT tax too. Forget 20% it could be closer to 29%!

@Art-is-craft 2 ай бұрын

Depends on the state.

@rory644 2 ай бұрын

Who cares if it was 50% it’s still 7m stop being g such greedy people

@PJ-rk4cp 2 ай бұрын

@@rory644 I'm not worried about the 18M taxable in the video. I'm thinking of those who only had 100k to 500k that invested in something that took a half year, year, or two to get to 1 or 2 million and have to pay short term of 46% or long term of nearly 30%. Hard work, skill, research, and luck over 10 or so years prior that ended up, yes benefiting but also feeling like a penalty for trying to acquire wealth initially. I understand the reasoning for it, but still sucks in such cases. Later the taxes will be much lower once throttled back to more traditional investment approach.

@MrMustangrick 2 ай бұрын

Yes correct!

@TheNotimprezed 2 ай бұрын

@@rory644you are the greedy person believing you are entitled to someone else's money

@johnreynolds2297 Ай бұрын

Dave, you didn't ask how it was held. 401k, ira, there's no immediate tax consequences if she sells.

@cyoohoos 2 ай бұрын

I always wonder who calls into the equivalent of a radio station asking for this type of financial advice.

@Sheryl777 2 ай бұрын

@cyoohoos If I didn't know the best path to take, I'd probably be one who would call into a financial show to ask questions. That's because I wouldn't know how to take the first step if I were in that kind of situation. And they led her to good advice, so it was a good thing regardless.

@markmyers5881 Ай бұрын

@@Sheryl777 I agree. This is just a preliminary step, not the full financial plan.

@Sheryl777 Ай бұрын

@@markmyers5881 👍

@gustavoarce5782 2 ай бұрын

Fyi, Washington also has a 7% tax on capital gains over $250k-260k

@ChristophAdino12w2 Ай бұрын

I just have to applaud your content man, well done. Long term investors know that the market and economy will recover eventually, and investors should be positioned for such a rebound. I gained $180k from bitcoin in 2021 before the market crash and now I'm buying again, adding more at a time. Having a good financial advisor like Veronica Hoy, it will add to your success in the crypto market.

@VasquezPetersonYoung-v1m Ай бұрын

Veronica Hoy strategy has normalised winning trades for me also and it's a huge milestone for me looking back to how it all started

@Kingramos-q1q Ай бұрын

Really you people know Veronica Hoy? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading

@AnnaJ-ht9od Ай бұрын

As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

@CesarBurch-g2m Ай бұрын

The first time we had tried, we invested $1400 and after a week we received $5,230. That really helped us a lot to pay our bills.

@ChristophAdino12w2 Ай бұрын

she's mostly on Telegrams, using the user name.

@BillyCarsley 2 ай бұрын

She left NVIDIA in 2017 or 2019. And it was most definitely NVIDIA.

@freedomring3022 2 ай бұрын

I'd definitely move it to an S & P index fund

@David_99778 2 ай бұрын

Yea I d def do that and get 10% on average yearly so ~1.5M/yr which is amazing and my dream

@derekd1510 2 ай бұрын

I like a DOW dividend bearing fund

@snwbm 2 ай бұрын

Decent advice for a novice. Many of us have an idea of what she owns. It has potential to continue to rise. So here is what a pro does. They don't sell the shares. They use a "collar" options strategy. It is essentially the combination of a protective put with a covered call. It costs you a little upside, but it protects you incase the stock falls. You continue to ride the stock until you are way more sure it won't produce outsized gains. Then you start to sell and pay the tax man.

@myfindependencejourney 2 ай бұрын

Sell 16M to diversify and get hit with the capital gains tax. If the company is Nvidia which I suspect leave there 1 to 2M. Anyway, this is a super nice problem to have.

@Art-is-craft 2 ай бұрын

Even if she cashed in half the money she is way ahead.

@solracer66 25 күн бұрын

I'm stuck in this same boat as I bought a stock 25 years ago that is up 46500%. Getting it out without paying excessive tax will likely involve slowly milking it to the tune of around $250k a year after I retire. At the current value that would take me 11 years assuming it won't go up which it certainly will as I have been seeing returns approaching 20% for the last decade. In reality I should be able to take $250k a year out for the rest of my life I calculate once I retire in 2-4 years and still leave a substantial nest egg for my wife and son.