Morningstar, Inc.
Morningstar, Inc.
  • Видео 2 448
  • Просмотров 12 999 896
The New Rules for Missed RMDs
#Morningstar  #EdSlott #RetirementInvesting
The penalties are lighter but will more people pay them? Tax and IRA expert Ed Slott weighs in.
00:00 Introduction
00:22 Which Accounts Are Subject to Required Minimum Distributions?
00:58 What Happens if You Miss Your RMD?
03:52 Changes to the RMD Penalty With Secure 2.0
07:02 Tips to Make Sure You Don’t Miss Your RMDs
What to watch from Morningstar.
How to Pay Yourself in Retirement ruclips.net/video/3wJ83J9xbnw/видео.htmlsi=2RtCeXOdnpGrc1bz
How the DOL’s Fiduciary Rule Affects Your Old 401(k) ruclips.net/video/DPfxgpMguqc/видео.htmlsi=uWCHcoxSV1Na8R7x
Is High Inflation a Good Time for Roth IRA Conversions? ruclips.net/video/aqk89UeIxaI/видео....
Просмотров: 1 805

Видео

Too Many Investment Accounts? Here’s How to Reduce the Clutter
Просмотров 1,8 тыс.7 часов назад
Plus, a look at Macy’s stock ahead of its earnings release. 00:52 3 Reasons Why Investors Should Streamline Their Accounts 02:52 How Low Can You Go with Retirement Accounts? 04:35 How You Can Consolidate Tax-Deferred Accounts 05:37 Consolidate Retirement Accounts with the Same Provider 09:32 The Week Ahead in Markets 10:04 Here's What to Expect from Macy’s Upcoming Earnings 10:25 What Investors...
How to Pay Yourself in Retirement
Просмотров 12 тыс.10 часов назад
Avoid these common mistakes and consider buying an annuity. 00:00 Introduction 00:18 Common Mistakes People Make With Retirement Income 01:46 Flexible Withdrawal Strategies in Retirement 02:56 How Investors Should Factor in Inflation in Retirement Portfolio Withdrawals 04:28 How Higher Interest Rates Can Impact Retirement Portfolios 05:59 Should Annuities Be a Part of Your Retirement-Income Str...
The Long View: Daniel Peris - The Case for Dividend Investing
Просмотров 4,7 тыс.12 часов назад
An investment historian and portfolio manager envisions a coming paradigm shift for equity income.
Warren Buffett Is Selling These 2 Stocks. Should You?
Просмотров 3,2 тыс.15 часов назад
#Morningstar  #WarrenBuffetStocks #StockInvesting Berkshire Hathaway has taken some profits on two of its top holdings. 00:00 Introduction 00:56 Bank of America BAC 01:28 Apple AAPL Susan Dziubinski: I’m Susan Dziubinski with Morningstar. According to recent regulatory filings, Berkshire Hathaway BRK.A BRK.B sold approximately 390 million shares of Apple AAPL stock during the second quarter and...
3 Dividend Stocks for August 2024
Просмотров 4 тыс.19 часов назад
#Morningstar  #WellsFargo #DividendStocks These dividend-paying stocks are popular with income investors. 00:00 Introduction 00:09 Duke Energy DUK 00:49 American Tower AMT 01:43 Wells Fargo WFC David Harrell: Hi. I’m David Harrell, editor of the Morningstar DividendInvestor newsletter. In this monthly series, we take a look at the dividend prospects of three stocks that are popular with income ...
How the DOL’s Fiduciary Rule Affects Your Old 401(k)
Просмотров 1,9 тыс.22 часа назад
#Morningstar  #EdSlott #RetirementInvesting Tax and IRA expert Ed Slott runs down the key options for managing your retirement accounts. 00:00 Introduction 00:22 DOL Fiduciary Rule 2024 and Retirement Rules 05:42 What Are Reasons a Client May Want to Take a Lump-Sum Distribution? What to watch from Morningstar. Is High Inflation a Good Time for Roth IRA Conversions? ruclips.net/video/aqk89UeIxa...
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
Просмотров 4,2 тыс.День назад
And does the Federal Reserve really need to make an emergency rate cut? Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stock market selloff. Preston Caldwell, senior US eco...
3 Great Funds That Just Reopened to New Investors
Просмотров 3 тыс.День назад
#Morningstar  #VanugardMutualFunds #MutualFunds Reopenings are strong contrarian opportunities. 00:00 Introduction 00:25 Vanguard Primecap VPMAX 00:57 Vanguard Primecap Core VPCCX 01:17 T. Rowe Price New Horizons PRNHX Russel Kinnel: When funds reopen to new investors, it usually is in response to significant outflows that have reduced capacity constraints on the strategies. And outflows tend t...
The Long View: Matt Hougan - ‘Crypto Is Not Going Away’
Просмотров 1,1 тыс.День назад
Bitwise Asset Management’s CIO weighs in on digital assets’ volatility, return potential, valuation, and what role they can play in a diversified portfolio, as well as why some TradFi holdouts are still skeptical about crypto. Our guest on the podcast today is Matt Hougan, one of the world’s leading experts on crypto, exchange-traded funds, and financial technology. He’s the chief investment of...
Is High Inflation a Good Time for Roth IRA Conversions?
Просмотров 3,3 тыс.14 дней назад
#Morningstar  #EdSlott #RetirementInvesting Tax and IRA expert Ed Slott says there’s a small positive with higher inflation: greater Roth conversion opportunities. 00:00 Introduction 00:20 How Does the Inflation Rate Affect Tax Brackets? 01:19 Converting From a Traditional IRA to a Roth IRA Within Your Tax Bracket 04:56 Can Accelerating IRA Withdrawals Reduce Your RMD-Subject Balance? 07:12 ‘Ta...
3 Asset Classes That Could Raise Your Portfolio’s Risk Level
Просмотров 2,4 тыс.14 дней назад
Plus, the strongest assets for diversification and the case for international stocks. Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio. 00:43 Benefits of Diversifying Beyond U.S. Stocks an...
The Long View: Carl Tannenbaum - Settling Into 'Soft-Landing Territory'
Просмотров 1,7 тыс.14 дней назад
The Long View: Carl Tannenbaum - Settling Into 'Soft-Landing Territory'
2 New Wide-Moat Stocks With Long-Term Potential
Просмотров 7 тыс.14 дней назад
2 New Wide-Moat Stocks With Long-Term Potential
How to Determine Your Expected Retirement Date
Просмотров 5 тыс.14 дней назад
How to Determine Your Expected Retirement Date
Why Picking Top Stocks Is Not Enough
Просмотров 5 тыс.21 день назад
Why Picking Top Stocks Is Not Enough
3 Great Yet Underappreciated Vanguard ETFs
Просмотров 8 тыс.21 день назад
3 Great Yet Underappreciated Vanguard ETFs
The Long View: Brian Feroldi - 'The Biggest Edge That Individual Investors Have'
Просмотров 5 тыс.21 день назад
The Long View: Brian Feroldi - 'The Biggest Edge That Individual Investors Have'
3 High Dividend Stocks to Buy Before They Become Too Expensive
Просмотров 15 тыс.21 день назад
3 High Dividend Stocks to Buy Before They Become Too Expensive
10 Dividend Stocks for Midyear
Просмотров 10 тыс.21 день назад
10 Dividend Stocks for Midyear
3 Great Funds for the Class of 2024
Просмотров 1,3 тыс.21 день назад
3 Great Funds for the Class of 2024
Is There a New Leader in the AI Race?
Просмотров 6 тыс.28 дней назад
Is There a New Leader in the AI Race?
The Long View: Charles Duhigg - Communicating to Connect
Просмотров 993Месяц назад
The Long View: Charles Duhigg - Communicating to Connect
2 of the Best Undervalued Stocks to Buy in a Top-Performing Sector
Просмотров 9 тыс.Месяц назад
2 of the Best Undervalued Stocks to Buy in a Top-Performing Sector
BOXX ETF: Cash-Like Returns Without the Tax Bill
Просмотров 31 тыс.Месяц назад
BOXX ETF: Cash-Like Returns Without the Tax Bill
3 Smaller Company Stocks the Best Fund Managers Are Buying
Просмотров 6 тыс.Месяц назад
3 Smaller Company Stocks the Best Fund Managers Are Buying
8 Little-Known Facts About RMDs
Просмотров 19 тыс.Месяц назад
8 Little-Known Facts About RMDs
3 Funds That Are Getting Barbecued
Просмотров 2,8 тыс.Месяц назад
3 Funds That Are Getting Barbecued
The Long View: Scott Burns - The Case for a Simple Retirement Plan
Просмотров 9 тыс.Месяц назад
The Long View: Scott Burns - The Case for a Simple Retirement Plan
3 Stocks to Buy This Summer While They’re Seriously Undervalued
Просмотров 10 тыс.Месяц назад
3 Stocks to Buy This Summer While They’re Seriously Undervalued

Комментарии

  • @Abby-Brock
    @Abby-Brock День назад

    This was awesome! I’m completely new to the channel, and investing, but I’m taking my education very seriously. I appreciated how clear everything was explained - I feel like I learned more in this one video than in many other videos I’ve watched combined. Keep it up! I can’t wait for next week’s episode. Thank you ❤

  • @austinbar
    @austinbar День назад

    I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.

    • @joshbarney114
      @joshbarney114 День назад

      There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

    • @rogerwheelers4322
      @rogerwheelers4322 День назад

      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
      @FabioOdelega876 День назад

      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?

    • @rogerwheelers4322
      @rogerwheelers4322 День назад

      Finding financial advisors like *Marisa Breton Dollard* 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.

    • @FabioOdelega876
      @FabioOdelega876 День назад

      Thank you for this tip , I must say Marisa, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.

  • @nattaphonj956
    @nattaphonj956 2 дня назад

    What’s a good company

  • @morningstar
    @morningstar 3 дня назад

    Watch more from the Morningstar Investment Conference 2024 here. www.morningstar.com/financial-advisors/mic-2024-artificial-intelligence-annuities

  • @morningstar
    @morningstar 3 дня назад

    Berkshire Hathaway Earnings: Strong Insurance Results Continue to Lift Revenue and Profitability www.morningstar.com/stocks/berkshire-hathaway-earnings-strong-insurance-results-continue-lift-revenue-profitability-2

  • @JackThomas20
    @JackThomas20 4 дня назад

    Curious if you've considered OncoSil Medical for your next video. They've had some notable developments worth exploring for value investors.

  • @Epiphonus9
    @Epiphonus9 4 дня назад

    The title is a classic dangling modifier blooper.

  • @WhiteCloud746
    @WhiteCloud746 5 дней назад

    In the future you might also discuss Eastman Kodak. At one point Kodak yielded 6.7% and had, up to that point, paid a dividend every year since 1902. Needless to say, it ended badly.

  • @byteme0000
    @byteme0000 5 дней назад

    Geez, 36 minutes to get the three stocks. Clickbait.

    • @the_grass_trainer
      @the_grass_trainer 5 дней назад

      Thank you for saying this. I was just sitting here waiting like a dummy 😂

    • @soenaing2004
      @soenaing2004 5 дней назад

      You can always skip , no?

    • @Epiphonus9
      @Epiphonus9 4 дня назад

      Set the play speed to 2X

  • @paulmaloney2318
    @paulmaloney2318 5 дней назад

    I really enjoy watching The Morning Filter every week. Great content and reporting.

  • @Elliott90
    @Elliott90 5 дней назад

    It’s common sense. In order to cut Fed must increase money supply. That spikes inflation. Bond holders then require higher yield on long term bonds which will cause long term rates to go up, while the fed is dropping short term rates. The fed obviously knows economics and knows this. But, their purpose is to save a dying economy at the expense of higher long term rates, until the collapse happens - in other words the rate cuts are designed to “kick the can down the road” at the expense of a worse collapse. The final conclusion can only be that this is a controlled collapse, engineered as the great economic reset with the participants being the fed, well for me tho Bitcoin is the ultimate defence against a tyrannical government.r.....I've been engaged in active trading and managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @Elliott90
      @Elliott90 5 дней назад

      She's often interacts on Telegrams, using the user-name.

    • @Elliott90
      @Elliott90 5 дней назад

      @Lindawilburn

    • @Conniemaher
      @Conniemaher 5 дней назад

      In a field as rapidly evolving as cryptocurrency, staying updated is crucial. Linda’s continual research and adaptation to the latest market changes have been instrumental in helping me make informed decisions.

    • @georgigeorgiev6521
      @georgigeorgiev6521 5 дней назад

      Always backup your trading with a good strategy.

    • @79AdventureBaby
      @79AdventureBaby 5 дней назад

      Nice, I was just hodling before I found Wilburn. In my opinion she is the very best out there.

  • @79Keggers
    @79Keggers 5 дней назад

    One thing I have learned about the stock market is that it is very very manipulated. It will not let investors know when it go up or down. It will always do the opposite what investors think it might do... If investors can figure out what the market is going to do, companies will go bankruptcy.... So I don't waste my time and energy to bother what the market is going to do...... for me .. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @79Keggers
      @79Keggers 5 дней назад

      She's often interacts on Telegrams, using the user-name.

    • @79Keggers
      @79Keggers 5 дней назад

      @Lindawilburn

    • @Mikeygrady
      @Mikeygrady 5 дней назад

      In a field as rapidly evolving as cryptocurrency, staying updated is crucial. Linda’s continual research and adaptation to the latest market changes have been instrumental in helping me make informed decisions.

    • @Ivettetoohey
      @Ivettetoohey 5 дней назад

      Always backup your trading with a good strategy.

    • @georgigeorgiev6521
      @georgigeorgiev6521 5 дней назад

      Nice, I was just hodling before I found Wilburn. In my opinion she is the very best out there.

  • @k4m1ageo41
    @k4m1ageo41 5 дней назад

    One problem with share buybacks, especially rooted in the pharmaceutical sector, is if the company then decides to issue “free” bonus shares, as a reward, to most of its employees. Example: The company buys back 100 shares of stock and then turns around and gives out 100 shares of stock to its employees as bonuses. Shareholders who are NOT employees do not benefit.

  • @peter47544
    @peter47544 6 дней назад

    Just found your channel, thank you for the well researched and pertinent information. I would also like to commend your introduction and overall video editing, writing. Two complaints from my point of view : The moving red Morningstar banner behind you and your guests is distracting and got more annoying once I noticed it was slowly moving. It actually started making me woosy. Do we really need that on one side and a second banner on the other? Second - your mmhmms are distracting and not needed during the interview process.

  • @chessdad182
    @chessdad182 6 дней назад

    Thanks!

  • @bstevens9831
    @bstevens9831 6 дней назад

    But the qualified dividend tax rate is much lower than the ordinary income tax rates, so dividends aren't THAT negative.

  • @FxAndrej
    @FxAndrej 6 дней назад

    @36:14 - start of stocks. XOM, DOW, VZ.

  • @carsonmallory3106
    @carsonmallory3106 6 дней назад

    I think the morning filter is very worthwhile and watch it every Monday. I very much enjoyed the interviews with the experts and would like to see more of these in the future.

  • @atulkapoor3476
    @atulkapoor3476 6 дней назад

    This is a waste of time to listen to this long podcast for knowing the stock names .

  • @royprovins7037
    @royprovins7037 6 дней назад

    Stock buy backs are a scam. Period.

  • @adminsupport5896
    @adminsupport5896 6 дней назад

    So you are paying vanguard .25 to tell you which vanguard ETF to put your money in and then those ETF also charge you .03 in management fees. vanguard robots will never tell you to buy a competitors ETF even ifs its in your best interest.

  • @oberstraphry
    @oberstraphry 6 дней назад

    You all should cover marine shipping, some interesting stocks there with high dividends.

  • @krishnagudavalli
    @krishnagudavalli 6 дней назад

    36.10

  • @rrk8707
    @rrk8707 6 дней назад

    Please put in comments stock name and PriceTarget. 🤷🏼‍♂️

  • @GillerHeston
    @GillerHeston 9 дней назад

    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.

    • @rogerwheelers4322
      @rogerwheelers4322 9 дней назад

      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.

    • @joshbarney114
      @joshbarney114 9 дней назад

      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
      @FabioOdelega876 9 дней назад

      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?

    • @joshbarney114
      @joshbarney114 9 дней назад

      Finding financial advisors like Marisa Breton Dollard 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.

    • @FabioOdelega876
      @FabioOdelega876 9 дней назад

      Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.

  • @crohmer
    @crohmer 10 дней назад

    microsoft 17% undervalued? lol

  • @janesmith506
    @janesmith506 10 дней назад

    I honestly don’t know what to think about this episode. The Cryptocurrency Guest was so smooth talking that I could feel the money moving out of my T-Bills and into Crypto. But my gut still says “No!” I thought both Amy and Christine asked terrific questions and covered a wide range of concerns that people like me have about cryptocurrency. I’ll have to think about this some more. Thanks for the podcast.

  • @Yufeng_Long
    @Yufeng_Long 11 дней назад

    Matt Hougan is the greatest Bitcoin educator for institutional investors. ❤

  • @PennyStockton
    @PennyStockton 11 дней назад

    Great video and picks! Have you considered looking into Actinogen Medical (ASX: ACW)? They're making significant strides in the AI-enhanced healthcare sector, particularly with their drug Xanamem, targeting cognitive impairment in Alzheimer's and depression. It could be a game-changer in AI-driven biotech. Would love to see you explore this in one of your upcoming videos!

  • @floridaboy7273
    @floridaboy7273 12 дней назад

    AVUV one of my favorites ETFs ..

  • @Aditya70112
    @Aditya70112 12 дней назад

    So what stocks did they say? To invest in today

    • @crohmer
      @crohmer 11 дней назад

      what the video

  • @ausgra17
    @ausgra17 12 дней назад

    Thanks Susan!

  • @Sophia-bt2uh
    @Sophia-bt2uh 12 дней назад

    Biggest lesson i learnt in 2024 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge. .

    • @Daisy-yr6ez
      @Daisy-yr6ez 12 дней назад

      Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

    • @SirManselus
      @SirManselus 12 дней назад

      Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

    • @Charlotte-ew6sw
      @Charlotte-ew6sw 12 дней назад

      Could you kindly elaborate on the advisor's background and qualifications?

    • @SirManselus
      @SirManselus 12 дней назад

      My CFA ’ANGELA LYNN SCHILLING’ , 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.

    • @Charlotte-ew6sw
      @Charlotte-ew6sw 12 дней назад

      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 resume.

  • @o.c.g.m9426
    @o.c.g.m9426 13 дней назад

    Please avoid, report, & disregard any of the bots and cammers in the chat

    • @ant9149
      @ant9149 13 дней назад

      reported it also. no idea if they ever remove these chains about svetlana scammer.....but i guess i can hope...

  • @WhiteCloud746
    @WhiteCloud746 13 дней назад

    always a good show. thanks.

  • @XanderDDS
    @XanderDDS 13 дней назад

    'it'll be a quiet week....' opening-bell, lol.

    • @o.c.g.m9426
      @o.c.g.m9426 13 дней назад

      Facts 😂. Someone opened an artery on my portfolio today 😂. Picked up another 2 shares of Google

    • @crohmer
      @crohmer 11 дней назад

      @@o.c.g.m9426 k

  • @RichieAnnabel
    @RichieAnnabel 13 дней назад

    No doubt that AI stocks are the future of the markets but I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best AI stocks to buy now or put on a watchlist?

    • @AaliyahKhalid-kq9gl
      @AaliyahKhalid-kq9gl 13 дней назад

      Find Ai stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.

    • @PHILIPTURNEL
      @PHILIPTURNEL 13 дней назад

      Seeking guidance through a financial advisor is the most import step. I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k

    • @RichieAnnabel
      @RichieAnnabel 13 дней назад

      This actually isn't the first time i am getting this suggestions. Mind if I ask you to recommend this particular coach you using their service?

    • @PHILIPTURNEL
      @PHILIPTURNEL 13 дней назад

      @@RichieAnnabel Well,I dont know if you are confortable trying finacial advisors recommended on comment sections but anyway, Svetlana Sarkisian Chowdhury is the licensed advisor I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment

    • @ElvisMarshall-xo2lw
      @ElvisMarshall-xo2lw 13 дней назад

      As i stumbled into this conversation?,I curiously copied and pasted her name on the web, her consulting page came up at once, she seems highly professional and well matched for the job.. thanks for putting this out im in dire need of one too

  • @chessdad182
    @chessdad182 13 дней назад

    Thanks for the Monday picks!

  • @GMPO3
    @GMPO3 15 дней назад

    Really good. I like that these Morningstar vids are just as long as they need to be, but no longer. There's no effort to make it a full half-hour. Plus, very good guests. BTW, when thinking about marginal tax rates don't forget to also consider IRMAA.

  • @Mosley-vu7ff
    @Mosley-vu7ff 15 дней назад

    Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.

    • @Muller-o4d
      @Muller-o4d 15 дней назад

      The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

    • @Aron-r3m
      @Aron-r3m 15 дней назад

      Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.

    • @Marilyn-xm7ts
      @Marilyn-xm7ts 15 дней назад

      Please can you leave the info of your investment advisor here? I’m in dire need for one.

    • @Aron-r3m
      @Aron-r3m 15 дней назад

      ‘’Jenienne Miniter Fagan’’ 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

    • @Garrett-lo6pu
      @Garrett-lo6pu 15 дней назад

      Thank you for this amazing tip. I just looked up Jenienne, wrote her explaining my financial market goals and scheduled a call

  • @AliciaCrone
    @AliciaCrone 15 дней назад

    The stock market can be volatile, with prices fluctuating based on economic data, company earnings, geopolitical events, and investor sentiment. Not planning your investments well could expose you to significant risks

    • @NelleHummell
      @NelleHummell 15 дней назад

      Diversification is key. Avoid putting all your money into a single stock or sector. By spreading your investments across different industries, asset classes like stocks, bonds, and real estate, and geographical regions, you can reduce the impact of any one investment’s poor performance

    • @rodgertim2881
      @rodgertim2881 15 дней назад

      What happens if I don't diversify and the stock market experiences a downturn?

    • @sebastiaanthijn7982
      @sebastiaanthijn7982 15 дней назад

      If your portfolio isn’t diversified and the market declines, you could experience larger losses

    • @sebastiaanthijn7982
      @sebastiaanthijn7982 15 дней назад

      This could impact your financial goals and possibly force you to sell investments at a loss if you need liquidity during a downturn

    • @georgeearling905
      @georgeearling905 15 дней назад

      Stay disciplined and avoid making emotional investment decisions based on short-term market movements. Have a clear investment plan and stick to it. If you’re uncertain or need guidance, consult a financial advisor who can help tailor a strategy to your individual circumstances and goals

  • @bibbidi_bobbidi_boob
    @bibbidi_bobbidi_boob 16 дней назад

    Do people actually trust you fools

  • @OrvilleBowler-v2o
    @OrvilleBowler-v2o 16 дней назад

    I’m 55 and approaching retirement. Having avoided stocks since the pandemic, I want to give it another go. I am considering a 70/30 stock : bond ratio with $800k received from sales of my Bel-Air properties. What stocks do you think have the best chance to 10x in 5 years?

    • @dontjudge231
      @dontjudge231 16 дней назад

      look at top-performing stocks like Nvidia, however its advisable to diversify your portfolio to mitigate risks using a financial advisor

    • @VictoriaMartins-s4u
      @VictoriaMartins-s4u 16 дней назад

      Exactly, getting proper financial advise is invaluable, my portfolio is well-matched for every season of the market and recently hit 140% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q4 2024.

    • @grapes250
      @grapes250 16 дней назад

      @@VictoriaMartins-s4u I've worked in real estate for over 25 years and have neglected a major stock portfolio, but I need a different plan now... mind if I look up the professional guiding you please?

    • @VictoriaMartins-s4u
      @VictoriaMartins-s4u 16 дней назад

      Katherine Nance Dietz is the licensed advisor I use. Just google the name and you'd find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @bukki07
      @bukki07 16 дней назад

      such an eye-opener! cant wait to experience financial advisory at first hand... curiously inputted Katherine Nance Dietz on the web and at once spotted her consulting page, she seems highly professional from her resumé

  • @shizue-w7n
    @shizue-w7n 17 дней назад

    It's simple to buy a stock, but extremely challenging to choose the appropriate one without a tried-and-true plan. Since I don't know the best entry and exit tactics, growing my $160,000 portfolio has been a huge difficulty for me. Any recommendations would be highly appreciated.

    • @dorian-b8h
      @dorian-b8h 17 дней назад

      When it comes to their exposure, investors should use care and be wary of making fresh investments. Such high profits are only possible with the help of a qualified or reliable counsel.

    • @Daneilchirs
      @Daneilchirs 17 дней назад

      True, some folks employ hedging strategies or devote a portion of their portfolio to defensive assets that perform well and such pointers are provided by engaging the services of market experts just like i did in 2019, amid rona-outbreak, and as of today, i can boost of a 45% enhancement on my $1m portfolio after acquiring assets recommended by my advisor.

    • @jeanlaudato
      @jeanlaudato 17 дней назад

      Mind if I ask you to recommend this particular coach you using their service ?

    • @Daneilchirs
      @Daneilchirs 17 дней назад

      My CFA ’ANGELA LYNN SCHILLING’ , 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.

    • @jeanlaudato
      @jeanlaudato 17 дней назад

      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 .

  • @omidjesmi9244
    @omidjesmi9244 17 дней назад

    I just checked, the recommended stocks, and see 10-15% growth in 5 weeks. Thank you for the insight

  • @gold9ja
    @gold9ja 18 дней назад

    I have fidelity Go, betterment and Acorns Robo adviser

  • @arinaibragimova1629
    @arinaibragimova1629 18 дней назад

    Thanks for the tutorial, can you show other tutorials like how to make a strategy or how to tweak indicators for iq options?

  • @becideinianpurcoarmitic
    @becideinianpurcoarmitic 18 дней назад

    Thank you for sharing your experience and knowledge about trading.

  • @falconbritt5461
    @falconbritt5461 19 дней назад

    My question is with low to mid single digit growth and very low dividends, I don't see how on earth that can keep up with the annual devaluation of the dollar. One can also find actual statistics on inflation in various key necessities like housing, heating/cooling, shelter, garbage pickup, water, etc. Depending on how it is calculated, the reality is things are costing a great deal more for the commoners. One would lose money over time with such a stock, it seems to me, in terms of actual purchasing power.

  • @trishawatson4155
    @trishawatson4155 19 дней назад

    I really miss the visuals when you discuss stock.