The Difference Between Wealth Management and Asset Management

  Рет қаралды 341,513

David Rubenstein

David Rubenstein

Күн бұрын

Пікірлер: 312
@АллаСтасюк-д7з
@АллаСтасюк-д7з 3 ай бұрын
Just as seeds need time to grow into trees, investments need time to grow into wealth
@Valmontst
@Valmontst 2 ай бұрын
@MaChun-ping REPORTED AS SCAM!‼️‼️🚨🚨
@RhondaLawson014
@RhondaLawson014 Жыл бұрын
Risk management should always come first, the reason many traders lose money is not simply due to inexperience or a lack of knowledge of the market, but because of poor risk management
@EricMoore158
@EricMoore158 Жыл бұрын
Right, but then proper risk management doesn't guarantee profitable trading. If you want to acquire better trading results emphasize more on trading when liquidity is present. Nevertheless you need to be able to analyze good market entries and exit
@ThomasJeff066
@ThomasJeff066 Жыл бұрын
Losses are necessary, as long as they are associated with a technique to help you learn from them
@MargaretGeoffrey
@MargaretGeoffrey Жыл бұрын
Identifying good market entries and exit has been a very troubling for me. What does it take to analyze good market entries and exit like you mentioned???
@EricMoore158
@EricMoore158 Жыл бұрын
Substantially it takes assistance from an expert to perceive good market entries, demand and supply zone. I don't even worry about market entries and exit since I trade with trading Expert. She runs the risk management and research while I get good earnings through her strategies
@SteveDaniel152
@SteveDaniel152 Жыл бұрын
Risk management is one of the most, if not the most, principal component to always look out for
@sirheisenberg4459
@sirheisenberg4459 2 ай бұрын
Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Instead of trying to predict and prognosticate the stability of the market and precisely when the change is going to happen, a better strategy is simply having a portfolio that’s well prepared for any eventually, that’s how some folks' been averaging 150K every 7week these past 4months according to Bloomberg.
@SavannahMitchell-b3d
@SavannahMitchell-b3d 2 ай бұрын
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
@PennyBernadette
@PennyBernadette 2 ай бұрын
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
@belobelonce35
@belobelonce35 2 ай бұрын
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
@PennyBernadette
@PennyBernadette 2 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.
@PremSteve-yg4de
@PremSteve-yg4de 2 ай бұрын
Thank you for the information. I conducted my own research and your advisor appears to be highly skilled and knowledgeable. I've sent her an email and arranged a phone call. Her expertise is impressive, and I'm eagerly anticipating our conversation.
@judyl.7811
@judyl.7811 Жыл бұрын
0:25 the difference between wealth management and asset management. they've been used interchangably but they have distinctions. AM is we manage money on behalf of the individuals - institutions sovereign wealth funds, pension funds. we manage them an ETF, stock, bonds, hedge funds, PE. this is the heart of fiduciary business. Wealth management is that, plus understanding someone's entire balance sheet: mortgage and loan and credit card - their entire life.
@Riz019
@Riz019 10 ай бұрын
Sounds like it should be reversed honestly
@-Pamela
@-Pamela Жыл бұрын
I thank myself for never giving up even when it was very hard I kept pushing through until I made it out. My advice is that If you do your own investing, have you ever thought whether you should turn things over to a financial advisor? If you have significant assets, you have probably felt anxiety when making choices with your money. Perhaps you sensed that you might make better investing decisions if you knew just a little more and could invest without emotion. If this is the case, consulting a financial advisor makes perfect sense.
@michaelfranklin.
@michaelfranklin. Жыл бұрын
You’re right! Working with a financial advisor will genuinely set you up for success in life. I’m delighted I was able to hire a financial advisor named John Desmond Heppolette, earlier this year. Because while others were grumbling about the downturn in the markets due to the state of the economy, I was busy learning from him and eventually made over seven figures in the first quarter alone.
@andymarion
@andymarion Жыл бұрын
John Desmond Heppolette has been a significant step in my financial life journey, providing valuable knowledge, actionable advice, and motivational content. His supportive community has boosted my confidence, work engagement and has inspired me to strive for excellence. His assistance is a secret weapon for great financial growth, and his online presence is a must-see for anyone looking to improve their financial situation.
@williamculligan
@williamculligan Жыл бұрын
John Desmond Heppolette, really seem to know this stuff. I found his web-page when I made a google search of his full names, read through his resume, educational background, qualifications and it was really impressive. I left him a note and booked a call session with him..
@Barbara0015
@Barbara0015 Жыл бұрын
Absolutely! A financial advisor can help you create a tailored investment plan that aligns with your unique financial situation and goals.
@Valmontst
@Valmontst 2 ай бұрын
@@andymarion REPORTED AS SCAM!‼️‼️🚨🚨
@goodman5350
@goodman5350 Жыл бұрын
An investment said to have an 80% chance of success sounds far more attractive than one with a 20% chance of failure. The mind can't easily recognize that they are the same.
@fragrance4656
@fragrance4656 Жыл бұрын
Amazing to see another who invest with Mrs Anne Marie, I'm currently on my 5th trade with her and my portfolio has grown tremendously. Her weekly signals are highly profitable
@kortyEdna825
@kortyEdna825 7 ай бұрын
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
@Pamela.jess.245
@Pamela.jess.245 7 ай бұрын
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
@carssimplified2195
@carssimplified2195 7 ай бұрын
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
@PatrickFitzgerald-cx6io
@PatrickFitzgerald-cx6io 7 ай бұрын
My partner’s been considering going the same route, could you share more info please on the advisor that guides you?
@carssimplified2195
@carssimplified2195 7 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 ‘’Marisa Michelle Litwinsky” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
@PatrickFitzgerald-cx6io
@PatrickFitzgerald-cx6io 7 ай бұрын
Interesting. I am on her site doing my due diligence. She seems proficient. I wrote her an email and scheduled a phone call.
@Sahil-v8h9e
@Sahil-v8h9e 3 жыл бұрын
Wealth Management is Hard core sales
@EvaHoffmann153
@EvaHoffmann153 4 ай бұрын
Gaining more financial independence is probably the result of knowing how to handle personal finances and invest. People are better equipped to save, spend, and invest their money when they have a solid understanding of money and investment. In this market impacted by the recession, a trader made over $350,000.
@henryallard245
@henryallard245 4 ай бұрын
Although stocks are currently rather volatile, you should be okay if you perform the proper calculations. There have been stories of people making over $250,000 in a matter of weeks or months, according to Bloomberg and other finance media, so if you know where to look, I believe there are many wealth transfers during this recession.
@EvelynBrooks0
@EvelynBrooks0 4 ай бұрын
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
@TicheDebb0
@TicheDebb0 4 ай бұрын
Mind if I ask you to recommend this particular coach you using their service?
@EvelynBrooks0
@EvelynBrooks0 4 ай бұрын
Rebecca Noblett Roberts is one of the best portfolio managers in the industry, deserves recognition. She is well known; you ought to look at her work.
@AshleySommerset808
@AshleySommerset808 4 ай бұрын
Simply by pasting her full name into my browser, her website immediately displayed. You've spared me from doing a lot of tedious research, so thank you.
@JeffreyGillespie
@JeffreyGillespie 3 жыл бұрын
I've never heard it put so succinctly and so well.
@ramswaroopmohanty2730
@ramswaroopmohanty2730 3 жыл бұрын
@@verathom7637 scammer spotted
@jibonray4086
@jibonray4086 2 жыл бұрын
I. V
@trishawallor
@trishawallor 2 жыл бұрын
This woman is so classy and knowledgeable and it shows. Some of the things he said there, I had to learn the hard way. For the newbies, if you need any, be it wealth manager, asset manager, Investment advisors, broker or any fancy name they're called, remember to always look out for practical and not necessarily "smart" people. Had a terrible experience with one and it opened my eyes to the realities. Funny thing is barely 2 years into doing the right thing, I am doing well and close to making a million off my investments. Be safe out there guys.
@archiemcdougald5466
@archiemcdougald5466 2 жыл бұрын
...Very sound and realistic. I have been into this sphere for sometime now and though I won't say I have lost a fortune, I have squandered quite a lot... I always seem to follow the wrong crowd... You mentioned using a not so sound professional initially, if its not a problem, can you tell me who the present one is, how you found him/her and how you guys work... I need more details...please I urgently need one...
@Mrcarlson_E
@Mrcarlson_E 2 жыл бұрын
story of my life. wrong people will leave you worse off
@trishawallor
@trishawallor 2 жыл бұрын
@@archiemcdougald5466 Funny enough, I can honestly relate. Met mine through a colleague at work. I don't know if I am permitted to go into details here, but you could look up "Stephen Joseph Kohlhofer". I'm not so sure he takes on new people right now, but you could try.
@manofsteel7635
@manofsteel7635 2 жыл бұрын
@@trishawallor wow I know this smallish man. Once attended a fundraiser he was also in attendance in Vancouver,, Great speaker with a funny accent,, He's in the States though, I doubt he works with non residents,,,
@archiemcdougald5466
@archiemcdougald5466 2 жыл бұрын
@@trishawallor Thank you...
@AnnaOllsson
@AnnaOllsson 2 ай бұрын
Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2024?
@HildaBennet
@HildaBennet 2 ай бұрын
I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery.
@PennyBergeron-os4ch
@PennyBergeron-os4ch 2 ай бұрын
This is why I've entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
@bartlyAD
@bartlyAD 2 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?.
@PennyBergeron-os4ch
@PennyBergeron-os4ch 2 ай бұрын
Google Sonya Lee Mitchell and do your own research. She has portfolio management down to a science
@bartlyAD
@bartlyAD 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.
@auboisdaline
@auboisdaline 3 ай бұрын
Honestly, this situation makes me uneasy, especially with the potential depression, not just a recession. I'm not sure about my $130K investment strategy given the economic uncertainty.
@RebelMusic666
@RebelMusic666 3 ай бұрын
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
@barquie
@barquie 3 ай бұрын
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
@muizdh
@muizdh 3 ай бұрын
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
@barquie
@barquie 3 ай бұрын
Her name is Bonita Jeanette Rodriguez. Just look her up, and you'll find the details to set up an appointment.
@muizdh
@muizdh 3 ай бұрын
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
@ligaaa30
@ligaaa30 3 жыл бұрын
David is the best finance interviewer.
@jdrancho1864
@jdrancho1864 3 жыл бұрын
He's feeding her softball questions.
@maxsmart99
@maxsmart99 3 жыл бұрын
💯
@arianbehnami1050
@arianbehnami1050 Жыл бұрын
Idk. That lady that always interviews Warren Buffet is pretty good too
@ElleCanizares
@ElleCanizares Жыл бұрын
The cave you fear to enter holds the treasure you seek... I was privileged to learn & invest in Forex trade, Binary Options (Digital currencies).... I was amazed by the profit received after the end of my trading sessions it's encouraging.
@HidalgoTanner
@HidalgoTanner Жыл бұрын
It's always better to have a financial plan. Working with a licensed Financial adviser/Manager is a good step to financial stability. The fixed income portion of your portfolio won't simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.
@ZenoKerry
@ZenoKerry Жыл бұрын
People downplay the role of a FA, until they are burnt by their mistakes. That's why I've been working with a reliable FA/mentor like BEATRICE O Wendy.
@ginalatham2
@ginalatham2 Жыл бұрын
​​@@ZenoKerryI wasn't sure with investing money for a new car, but I've made over $58k since October 2023 by the help of Beatrice O Wendy and still bought my dream car. Thanks
@aaron32118
@aaron32118 Жыл бұрын
​@@ginalatham2Is it possible to get in contact with someone like that?
@ginalatham2
@ginalatham2 Жыл бұрын
​​@@aaron32118She often interacts on Facebook.
@jdrancho1864
@jdrancho1864 3 жыл бұрын
Why does every video having to do with money attract AT LEAST one commenter touting crypto, and that post gets a minimum of a dozen comments, all of them obviously commercial spam. Are those all clickfarms and chat bots?
@jz4461
@jz4461 3 жыл бұрын
Yes, it's a big issue on YT. Report it each time as unwanted spam.
@myles5158
@myles5158 8 ай бұрын
Yes. Click farms chat bots and scams.
@carlosdiaz3779
@carlosdiaz3779 3 жыл бұрын
“We help them get average returns while charging them fees that negate the returns”
@clacicle
@clacicle 3 жыл бұрын
Whenever I hear someone in the financial industry say “wealth management”, I often find myself asking, “whose wealth”? Mine or yours?
@carlosdiaz3779
@carlosdiaz3779 3 жыл бұрын
@@clacicle haha right? I wonder what the allure is for hedge funds and private wealth management, I understand it more for private equity as you get access to non traditional assets
@jeremy0158
@jeremy0158 3 жыл бұрын
Wealth management and asset management target also individuals with like more than 1 million assets
@witnessthewrath8061
@witnessthewrath8061 2 жыл бұрын
Guarantee you never had a good wealth manager or you would change your tune very quickly. They’re an essential part of your team if you can find a good one.
@yosmuc
@yosmuc 2 жыл бұрын
Its important to keep in mind that many ultra wealthy people would rather pay fees for professional advice. Either because they lack the expertise or are so wealthy they would hardly notice the fees. These services are really for particular clients.
@savithats15
@savithats15 2 жыл бұрын
@Mary beautifully explained in simple words about Asset and wealth management... 👏👏👏
@AdityaSharma-jz5lx
@AdityaSharma-jz5lx Жыл бұрын
kzbin.info/www/bejne/g6bVlIagd8tql8k
@m.fazlurrahman5854
@m.fazlurrahman5854 Жыл бұрын
Wealth Management: Once you have an Asset it begins. Asset Management: One’s an Asset is desired and it’s subsequent acquisition & management.
@chkee17
@chkee17 10 ай бұрын
asset management focus on asset allocation into different investment instruments. Wealth management focus on overall balance sheet. Managing asset and liabilities.
@browenkrans1384
@browenkrans1384 Ай бұрын
I agree it is most important to start when you are young to develop good money habits. I have learned my lessons but I was also fortunate enough to listen to a coworker and follow his advice of starting when I am young. I have lived through a lot of difficult years but I was glad to now see how things work out and to also continue to listen and follow up on wealth management and asset management practices.
@NicholasBall130
@NicholasBall130 2 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.
@cowell621
@cowell621 2 ай бұрын
Invest in real estate, gold , ETfs and high-yield savings account.
@StacieBMui
@StacieBMui 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. I am up by 418% in 1 year under guidance.
@StocksWolf752
@StocksWolf752 2 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
@StacieBMui
@StacieBMui 2 ай бұрын
I'm cautious about giving specific recommendations since everyone's situation varies, but l've worked with "Rebecca Nassar Dunne” for years and highly recommend her See if she meets your criteria.
@lolitashaniel2342
@lolitashaniel2342 2 ай бұрын
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
@tube.brasil
@tube.brasil Жыл бұрын
Asset management also involves retail products, like Blackrock iShares or Charles Schwab funds. What she is talking about is only AM for institutional clients.
@monizdm
@monizdm Жыл бұрын
I have been a banking client of JPM and a private client. Fired them both times. They are not incompetent. They are dishonest.
@maxyanimationsclips6338
@maxyanimationsclips6338 3 жыл бұрын
How long does an episode last, only 24 min or longer where can I found complete episode
@joyjoy5907
@joyjoy5907 2 жыл бұрын
i can smell the wealth and class on this woman xx
@bigboat8329
@bigboat8329 Жыл бұрын
they paid her 25 mil last year lmao
@indigoinkognito9878
@indigoinkognito9878 2 жыл бұрын
Dave, thanx a lot for having that lady explain us, where to bring our money ... appreciate !
@ShahzainAli-tl8sk
@ShahzainAli-tl8sk Жыл бұрын
Your videos are very useful and provide lots of information. I have received lots of help after watching this post, please continue to share this kind of information. Thank you.
@Somethingtryjdj
@Somethingtryjdj 2 ай бұрын
what is a federal courts in the united states, an interest bearing probate accouh? 2:38
@OrquestaCafe_J_RUIZ
@OrquestaCafe_J_RUIZ 11 ай бұрын
Awesome explanation
@Someone_wrf
@Someone_wrf 2 ай бұрын
This is a subject every true American should be well informed on
@investorgreats
@investorgreats Жыл бұрын
I plan to create a website about private banking and this is a great video for my future website. I've probably spent 5 hours researching different sources for explainations for difference between asset management vs. wealth management. This is video easily the winner. One website, (not video), mentioned that asset management only is for institutional investors. Getting information about private banking online and the different offerings, it really is a very turbid field. =)
@aviharkishun3799
@aviharkishun3799 3 жыл бұрын
Wow! Amazing advertisement pitch for JPMorgan Chase.
@AlanisMahendran
@AlanisMahendran 2 ай бұрын
You're doing a fantastic job! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
@RobinBetorNMarak
@RobinBetorNMarak 3 жыл бұрын
I absolutely love your interviews #David 😃
@AdityaSharma-jz5lx
@AdityaSharma-jz5lx Жыл бұрын
kzbin.info/www/bejne/g6bVlIagd8tql8k
@sergiog2930
@sergiog2930 3 жыл бұрын
Any web in which we can learn a bit of what she said related to save early? Any article? Book? Thanks in advance!
@jdrancho1864
@jdrancho1864 3 жыл бұрын
Article? Book? Are you effing serious? Yt is full of financial advice videos. You might even say it's overflowing. It's there for the taking, and the best part, it doesn't cost you a penny, or whatever the smallest possible coin is in your country.
@bigboat8329
@bigboat8329 Жыл бұрын
Sure, but you have to be careful to avoid grifters/scammers on YT. Most people are interested in giving you garbage advice and then trying desperately to sell you their courses. Usually these are trashy trailer-park types of people that rent expensive cars and houses and wear poorly-fitting cheap suits to "flex" and prove that their strategies worked for them, so they're going to work for you!@@jdrancho1864
@jessstimpert6781
@jessstimpert6781 Жыл бұрын
Good video. As for me i have made huge profits on my investment since i started trading with Julia David, her trading strategies are top notch.
@henrysimon7213
@henrysimon7213 Жыл бұрын
I'm surprised you know her too, I've been making a lot of profit investing with her for a few month now.
@tessbakker7549
@tessbakker7549 Жыл бұрын
Wow, amazing to see others who trade with Mrs. Julia David, I'm currently on my 5th trade with her and my portfolio has grown tremendously.
@michaelparas1499
@michaelparas1499 Жыл бұрын
I am fascinated by the accuracy of her predictions. One must think she reside in the market lol. Great trades yesterday though
@marklingard7705
@marklingard7705 Жыл бұрын
Do you mind hooking me up with her, I'm new at this.
@jessstimpert6781
@jessstimpert6781 Жыл бұрын
She's on telegrams. with the user name below
@bigboat8329
@bigboat8329 Жыл бұрын
This woman makes a mindboggling amount of money
@shannonmcintyre3470
@shannonmcintyre3470 2 жыл бұрын
Do you notify benificiaries,
@jtiger1062
@jtiger1062 2 жыл бұрын
Very eloquent ..super smart woman….
@br2904
@br2904 3 жыл бұрын
Now go see out how much JPM nickled and dimed their clients with small fees in 2020/2021 - and she still uses the word “fiduciary” lol
@lucindacorral2769
@lucindacorral2769 2 жыл бұрын
Okay well I have trust 142 there's 24 other trust within that trust and I know that I am involved with JP Morgan so what do we need to do because I've never seen a penny of any of my money not one penny and for the beneficiary to have that many trusts in the government be their trust fund administrators for them to have taken parts of my money invested into long-term security for me to have to pay the taxes on it but never see a return makes no sense to me at all
@EdwardCheung1
@EdwardCheung1 2 жыл бұрын
What if your advise is wrong? Then what?
@jamesbrown7885
@jamesbrown7885 Жыл бұрын
I would say that's very rare to happen for a bank that's been doing it for a long time
@lucindacorral2769
@lucindacorral2769 2 жыл бұрын
So we're going to borrow money from me since I'm the private sector of the government too how does that make any sense we're going to borrow money from me
@caenterprisellc6922
@caenterprisellc6922 2 жыл бұрын
I'm planning to request a sponsorship and partnership with Fidelity. I would also like to request at some point a sponsorship from JP Morgan. I recommend JP Morgan have business discussions with Fidelity if they are interested in my business as well as they are part of one of their portfolios. 👀
@gunhatornie
@gunhatornie Жыл бұрын
Why are their so many comments this is a bug..
@MichaelBrown-pg5dy
@MichaelBrown-pg5dy 3 жыл бұрын
Funny that she dances over why the Wealth Management business isn't also a fiduciary business
@bigboat8329
@bigboat8329 Жыл бұрын
I'm confused so perhaps you may explain it to me: Why doesn't she want to say they're fiduciaries? Doesn't this indicate they'd put their client's interests over their own? Or do they not do that, so she doesn't want to get in trouble for saying it?
@jilliantosti8626
@jilliantosti8626 2 жыл бұрын
Memerlukan lebih ramai orang jadi sebarkan video ini lebih banyak
@Thefreedomspeaker1604
@Thefreedomspeaker1604 2 жыл бұрын
Great financial advisor
@albus6130
@albus6130 2 жыл бұрын
This is quite possibly the stupidest comment section I’ve ever had this misfortune of reading through. Not a single person in here has even the most basic understanding of investment management
@donnabrannan1448
@donnabrannan1448 Жыл бұрын
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets 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.
@donnabrannan1448
@donnabrannan1448 Жыл бұрын
@neolHoward Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time.MARTHA ALONSO HARA, a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.
@donnabrannan1448
@donnabrannan1448 Жыл бұрын
@neolHoward MARTHA ALONSO HARA
@benblessing
@benblessing Жыл бұрын
Don't forget this company asks it's employees to work 12 hours shifts, 6 days a week. How is this reasonable?
@Hs5687
@Hs5687 10 ай бұрын
Luv it when she says “ to help Ppl “ 😂🎉❤
@lucindacorral2769
@lucindacorral2769 2 жыл бұрын
Since you seemed to know so much about it why don't you tell me what my trust portfolios are in a total worth including stocks and everything
@joecarter9023
@joecarter9023 Жыл бұрын
I worked in JPM wealth management. Churn and burn.
@davidc4408
@davidc4408 5 ай бұрын
They are just slaves to rich people
@lucindacorral2769
@lucindacorral2769 2 жыл бұрын
We've saved for me for 45 years plus if you want to count historical
@Ignitefunding
@Ignitefunding 6 ай бұрын
Investing in trust deeds is also a great investment worth considering!
@dokerulu33
@dokerulu33 2 жыл бұрын
Glorified Sales , job wealth management. You have an advisor promising you the world by having you invest in a managed account at nice 1.5% fee. Oh and you need a minimum to invest 100k. These firms don’t really care about you, what they care about is having scalable revenue they can report on their earnings call.
@boblargecock7724
@boblargecock7724 3 жыл бұрын
Let the hand rubbing commence!
@kelsoncheng
@kelsoncheng 2 жыл бұрын
All she really cares about asset vs wealth management is how much fees being generated for her.
@adamkaufman6739
@adamkaufman6739 Жыл бұрын
Treasury was recommended after accounting degree confirmation
@frankmastromauro5630
@frankmastromauro5630 3 жыл бұрын
Good video
@tonystank586
@tonystank586 11 ай бұрын
I was poor but then investing in high stakes really helped you should try too, you should get advise from people
@tonystank586
@tonystank586 11 ай бұрын
Oh I see that is very good and possible. Shing chan is who helped me to be better. Contact him at wherever, whenever he is available
@aymansaad8990
@aymansaad8990 5 ай бұрын
Is it a real platform?
@agaashagaash6320
@agaashagaash6320 Жыл бұрын
0:20
@จันทร์สุดาแสนแก้วเฮื่อง-ธ8ฒ
@จันทร์สุดาแสนแก้วเฮื่อง-ธ8ฒ Жыл бұрын
Nonang has a bank use to answer now.535 Thai baht
@EthanRaynolds
@EthanRaynolds 8 ай бұрын
Currently the market seemed tougher on boomers. I on the other hand am use to buying and holding assets which seemed to be obsolete in the current market, plus inflation is catching up with my portfolio. I am close to my retirement and it worries me.
@HarperScott-pk6uk
@HarperScott-pk6uk 8 ай бұрын
You shouldn't blindly jump on every opportunity in the market. To adequately understand the potential factor that contributes to your financial growth, it advisable you seek the tutoring and guidance of a professional.
@LiamThompson-cv9xy
@LiamThompson-cv9xy 8 ай бұрын
It all depend on how long you are willing to hold on for, stock will likely tank up. But making serious gain will not be problem if you are or working with a pro.
@LiamThompson-cv9xy
@LiamThompson-cv9xy 8 ай бұрын
Personally, I work with Jason Herman Pierce, he is a brokerage expert and a Certified Financial Planner. He guides me through this tensed pressured market. Its been over 10months under his expertise and I have accumulated over $600k from all my holdings. My retirement is looking glowy.
@WilliamsJones-jx1ce
@WilliamsJones-jx1ce 8 ай бұрын
​​@@LiamThompson-cv9xy How can I get in touch with your advisor? I am in dire need of an expert. My portfolios have been stagnant for a long while. I would love to diversify.
@LiamThompson-cv9xy
@LiamThompson-cv9xy 8 ай бұрын
You just have to Google the name correctly, Jason Herman Pierce. From there you will find all the necessary information you need.
@eighty7journal
@eighty7journal 3 жыл бұрын
Very good explanation.
@maxbronion2288
@maxbronion2288 2 жыл бұрын
Celine Dion after canceling her Vegas shows
@dynamics9000
@dynamics9000 2 жыл бұрын
wowww beautiful contents..... love your channel, subbed ! a fellow creator,,
@Matthew8473
@Matthew8473 11 ай бұрын
Incredible! This content is a true masterpiece. I recently read a similar book, and it was an absolute gem. "The Hidden Empire: Inside the Private Worlds of Elite CEOs" by Adam Skylight
@twang96
@twang96 2 жыл бұрын
I thought wealth management was just a fancy new word for "stockbroker" now that traditional stockbrokers have been dis-intermediated by online brokerages.
@bigboat8329
@bigboat8329 Жыл бұрын
WM is an entirely different process. You aren't really involved in brokerages if you're in WM.
@Ollayman
@Ollayman Жыл бұрын
Great interview
@joyhall2736
@joyhall2736 2 жыл бұрын
What is wealth? If/When people decide to talk about global takeovers, what's it look like? How many different ways can it be done? The world is nothing but a structured system. One which is failing in many, many ways. It's a very timely, if not overdue, line of questions and S scenarios to consider. The time takeovers could occur globally AND TOGETHER is far more important than the brilliance in the status quo. The question of removing it is more important, in my view. The proverbial swimming with sharks mentality is always key... A new community 'commune' system seems far and away more beneficial. It's happening in ways but not as intelligent or even challenged...yet. Political systems are a detached albatross. Military is almost grossly unnecessary outside the political theater. Best case, it's a result of the outdated political theater. The REDUCTION of wealth back to an asset among people to use for the betterment of the industry, community & people is far more efficient and rational. Investments don't disappear but they get more modernized and easier for all. The need for services in an exchange system to further give and receive is a logical modernized business transaction. Used and reused systems. Minimized health care equipment managed BY PEOPLE with the systems, not BILLINGS. Growing our own food with an exchange is another and it goes on and on. I'm not even INTERESTED and see the possibilities, vulnerabilities. No one is looking at ALL these watershed bubble popping POSSIBILITIES. I hope #wealth will.
@ai_dividend_daily_1
@ai_dividend_daily_1 Жыл бұрын
nice
@lindasaechao3864
@lindasaechao3864 2 жыл бұрын
「上記のギフトのいずれかを選択できます」、
@someonespeci1697
@someonespeci1697 3 жыл бұрын
basically making the rich richer
@Rob02138
@Rob02138 2 жыл бұрын
Is there something wrong with that? Do you think the “poor” deserve something the “rich” don’t?
@stephenkutney9626
@stephenkutney9626 11 ай бұрын
Not by listening to this. This is about making money for the person making you "broker."
@VSader
@VSader 3 жыл бұрын
Why does she sound like a TV politician a little?
@vladtheimpaler3625
@vladtheimpaler3625 3 жыл бұрын
She has that Nancy Pelosi vibe.
@FriedRice2299
@FriedRice2299 Ай бұрын
Sometimes these ai system posts from random profiles or even fake profiles like of right wing people, so what i say is in general to content in the video. Besides these people have still not revealed who are even in these groups
@hongthangluong1307
@hongthangluong1307 2 жыл бұрын
Hay quá
@michaelforge1
@michaelforge1 3 жыл бұрын
Where is david looking???
@lorenzmuller3542
@lorenzmuller3542 3 жыл бұрын
Hahaha
@monopolythesecond
@monopolythesecond 2 жыл бұрын
Looks like he’s napping while she’s answering
@thekilla2885
@thekilla2885 Жыл бұрын
"Learnings"😂
@จันทร์สุดาแสนแก้วเฮื่อง-ธ8ฒ
@จันทร์สุดาแสนแก้วเฮื่อง-ธ8ฒ Жыл бұрын
No Nang Michen Manno
@One00042
@One00042 6 ай бұрын
😅
@RumGod
@RumGod 6 ай бұрын
Nothing but vultures 🗿
@blessingonyemaobi5382
@blessingonyemaobi5382 2 жыл бұрын
Great comedy
@akilaj5693
@akilaj5693 Жыл бұрын
A Robot Woman...
@HernandezOmarCharlie
@HernandezOmarCharlie 2 жыл бұрын
✌🏼
@thomasucc
@thomasucc 2 ай бұрын
Got fired because no one wanted to work there
@angeljoseph-gordon2861
@angeljoseph-gordon2861 3 жыл бұрын
now explain the difference between JP Morgan and a criminal syndicate.
@de5913
@de5913 3 жыл бұрын
Shut up
@wmtarr886
@wmtarr886 Жыл бұрын
o c'mon, this is just a paste and tell
@WilliamTurner-od5ij
@WilliamTurner-od5ij 7 ай бұрын
Currently the market seemed tougher on boomers. I on the other hand am use to buying and holding assets which seemed to be obsolete in the current market, plus inflation is catching up with my portfolio. I am close to my retirement and it worries me.
@EthanRaynolds
@EthanRaynolds 7 ай бұрын
You shouldn't blindly jump on every opportunity in the market. Aim to obtain adequate understanding of the potential factor that contributes to your financial growth.
@HarperScott-pk6uk
@HarperScott-pk6uk 7 ай бұрын
It all depend on how long you are willing to hold on for, stock will likely tank up. But making serious gain will not be problem if you are or working with a pro.
@WilliamsJones-jx1ce
@WilliamsJones-jx1ce 7 ай бұрын
I work with a brokerage expert who helps me through this tensed and pressured market. Its been over 10months under his expertise and I have accumulated over $600k from all my holdings. His advance knowledge in wealth management and tax planning has really optimized my finances and security. My retirement is looking glowy.
@AmeliaClerk
@AmeliaClerk 7 ай бұрын
An experienced brokerage expert should first seek to understand the financial values and goals of clients before providing innovation solutions that aligns with those goals.
@WilliamsJones-jx1ce
@WilliamsJones-jx1ce 7 ай бұрын
Yeah..that's correct. The expert I am working with had to enquire into my financial objectives and also my risk tolerance before providing strategies for me. He also provide me with investment opportunities. He is in-the-know on market trends, tax laws and financial regulations. That gives me much confidence.
@hongthangluong8294
@hongthangluong8294 2 жыл бұрын
Hay quá
@ronchiimmen
@ronchiimmen Жыл бұрын
Now go see out how much JPM nickled and dimed their clients with small fees in 2020/2021 - and she still uses the word “fiduciary” lol
Bloomberg Wealth: J.P. Morgan's Mary Erdoes
24:05
David Rubenstein
Рет қаралды 195 М.
Une nouvelle voiture pour Noël 🥹
00:28
Nicocapone
Рет қаралды 9 МЛН
黑天使被操控了#short #angel #clown
00:40
Super Beauty team
Рет қаралды 61 МЛН
It’s all not real
00:15
V.A. show / Магика
Рет қаралды 20 МЛН
Managing Client Relationships as an Investment Banker, Lawyer or Consultant
17:57
University of Virginia School of Law
Рет қаралды 1,3 МЛН
Private banking vs. wealth management: What's the difference?
4:24
Citi Private Bank
Рет қаралды 34 М.
A 91 Year Old Prime Minister Shares His Best Life Lessons
16:03
A Plan Is Not a Strategy
9:32
Harvard Business Review
Рет қаралды 5 МЛН
What is Asset Management?
15:19
Afzal Hussein
Рет қаралды 321 М.
When JPMorgan CEO Jamie Dimon Speaks, the World Listens | The Circuit
22:32
Bloomberg Originals
Рет қаралды 2,7 МЛН
The “new 60/40” portfolio
18:09
J.P. Morgan Asset Management
Рет қаралды 46 М.
Une nouvelle voiture pour Noël 🥹
00:28
Nicocapone
Рет қаралды 9 МЛН