Dividends from SCHD are generally taxed at the qualified dividend rate, often providing a tax advantage over ordinary income rates for many investors. However, current market attention is centered on Nvidia, which has significantly contributed to the S&P 500’s recent earnings growth. Nvidia’s stock, up over 90% year-to-date, gained another 2.5% on Monday in New York, propelling the Nasdaq 100 to a new record high. I’m actively seeking new opportunities to enhance performance within my $350K portfolio and open to strategic ideas.
@FrankJaaay11 күн бұрын
I believe the next significant trend will be in Artificial Intelligence. For sustained growth comparable to what META achieved, it’s essential to avoid impulsive decisions based on short-term market movements. Prioritize patience, maintain a long-term outlook, and, most importantly, consult a financial advisor for well-informed investment decisions.
@Toni__Michelle11 күн бұрын
I wholeheartedly agree. As I approach my mid-40s and retirement looms closer, I have accumulated over $2 million in non-retirement assets. I am free of debt and have allocated a relatively small portion to my retirement accounts compared to my overall portfolio in the past three years. The importance of a seasoned financial advisor cannot be overstated-just remember to conduct thorough research to find a dependable fiduciary.
@HotManP-l5g11 күн бұрын
That sounds impressive. How can I get in touch with your investment coach?
@Toni__Michelle11 күн бұрын
I consistently recommend Rebecca Lynne Buie as my top choice. She is well-known for her expertise in financial markets and has an impressive track record. I highly endorse her services.
@ToreyLanez11 күн бұрын
Thank you so much for the recommendation. I've always been intrigued by investing, and your message has truly inspired me. I'll look her up and reach out soon. Best wishes to you!
@dukeofrocjohnson339011 күн бұрын
SCHD, SCHG and SWPPX (instead of VOO or VTI).
@MablePauls12 күн бұрын
VGT has delivered better returns than SCHD and VOO over the past 5 and 10 years. I’ve allocated most of my $500k retirement portfolio to VGT. While I aim to outperform with my taxable account, I’ve struggled to beat the S&P 500.
@susannicky12 күн бұрын
I'm taking a hybrid approach with VGT, SCHD, and VOO as my foundation over a 20-year horizon. I still enjoy life, travel, and buy what I love. It's the best combo, plus I enjoy the small victories of dividends, dividend growth, and share price appreciation
@ibrahimaisaadan12 күн бұрын
ETFs are great, but don't rely solely on it for retirement. I retired at 62 with a $1.5M portfolio, starting with $35K, thanks to an adv1sor and dividends. Invest wisely, build your nest egg, and don't sell the chicken that lays the egg!!!
@BaffySchenck12 күн бұрын
Who is this person guiding you and how can i reach he/she??
@ibrahimaisaadan12 күн бұрын
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Julianne Iwersen Niemann" I've worked with her for some time and highly recommend her. Check if she meets your criteria.
@BaffySchenck12 күн бұрын
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
@DrummerB71211 күн бұрын
The right move is to continually invest into both DCA and let Father Time do its work with compounding.
@PaulSmith-zt7ix13 күн бұрын
Thank you for long term comparison of growth and dividends
@chrismoore159512 күн бұрын
What website are you using to show the VOO info at the 4:00 mark of the video? Thanks in advance.
@swenpintat733113 күн бұрын
Just invest in Both 🎉Merry xmas
@rigo.garcia13 күн бұрын
Might as well be patient and get a total market/s&p product. If you’re trying to grow your money and don’t need the income at this time. Then later on life get into the income aspect. Requires patience. I like SPLG, SCHB and CGUS (last one is managed).