I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.
I completely agree. It's not just about the dividends or profits, Diversifying a portfolio can be a smart move and i always advise one gets a professional to help out.
I’m currently working towards FIRE with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $49,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
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 Katherine Stewart.
A bear and bull market provides equal high-yield potentiaI, it's aII about early information and appIying the right strategy. UnequivocaIIy, somebody somewhere is getting rich regardless of the economy or market condition
I do not disagree, there are ideas that could actually be put in place for solid gains during crash or a bullish run, but such strategies are usually masterminded by seasoned advisors
True, my portfolio took a big hit early 2020, apparently the covid-crash, so I consulted a financial advisor at once. I'm 56 today, newly retired with nearly 1.5m ROI after subsequent investments, tremendous amount contrary to my traditional retirement account overseen by myself. Tbh, the role of advisors can only be overlooked, but not denied.
Julianne Iwersen Niemann is the licensed advisor I use. Just google the name and you'd find basic info. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
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.
Uncertainty... it took me 5 years to stop trying to predict what’s about 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.
Finding financial advisors like Melissa Terri Swayne 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.
80% equities 20% cash. I plan to take advantage of the current market situation as leading indicators predict a bullish S&P 500 by 2025, my only concern is how to properly allocate a large stock/bond portfolio for maximum returns.
I don’t see a problem fully invested into stocks as long as you know what the heck you're doing, ideally it's best you consider advisory services to avoid terrible mistakes
That's right, utilizing an advisor did the trick for me in barely 5 years. I worked hard everyday as a teacher for 32 years and my salary was over 100k/yr, enough to get me fully invested. I'm semi-retired today with about $1m, only work 7.5 hours weekly.
@@chadgriffith1969 sounds good! mind sharing info of the professional guiding you please? how to put my money to work has been my daily thought, did my research and most suggestions pointed at the stock market, the thing is i'm an absolute newb
sounds good! mind sharing info of the professional guiding you please? how to put my money to work has been my daily thought, did my research and most suggestions pointed at the stock market, the thing is i'm an absolute newb
The Graph GRT Decentralized Indexing Infrastructure... 70+ Networks including Solana and Bitcoin!! DeFi, RWA's, DePins, GameFi... The Future is Decentralized!!
I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.
I completely agree. It's not just about the dividends or profits, Diversifying a portfolio can be a smart move and i always advise one gets a professional to help out.
I’m currently working towards FIRE with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $49,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Kristin Amy Rose is the Texas-based CFA I work with. Just search the name. You’d find necessary details to work with to set up an appointment.
Searched the web and saw her profile and accreditations, someone with great experience I must say, thanks!
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 Katherine Stewart.
I'm surprised that this name is being mentioned here, I stumbled upon one of her clients testimonies on CNBC news last week...
Katherine Stewart strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading
As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.
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.
A bear and bull market provides equal high-yield potentiaI, it's aII about early information and appIying the right strategy. UnequivocaIIy, somebody somewhere is getting rich regardless of the economy or market condition
I do not disagree, there are ideas that could actually be put in place for solid gains during crash or a bullish run, but such strategies are usually masterminded by seasoned advisors
True, my portfolio took a big hit early 2020, apparently the covid-crash, so I consulted a financial advisor at once. I'm 56 today, newly retired with nearly 1.5m ROI after subsequent investments, tremendous amount contrary to my traditional retirement account overseen by myself. Tbh, the role of advisors can only be overlooked, but not denied.
Julianne Iwersen Niemann is the licensed advisor I use. Just google the name and you'd find basic info. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
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.
Uncertainty... it took me 5 years to stop trying to predict what’s about 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.
Could you kindly elaborate on the advisor's background and qualifications?
Finding financial advisors like Melissa Terri Swayne 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.
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 email shortly.
80% equities 20% cash. I plan to take advantage of the current market situation as leading indicators predict a bullish S&P 500 by 2025, my only concern is how to properly allocate a large stock/bond portfolio for maximum returns.
I don’t see a problem fully invested into stocks as long as you know what the heck you're doing, ideally it's best you consider advisory services to avoid terrible mistakes
That's right, utilizing an advisor did the trick for me in barely 5 years. I worked hard everyday as a teacher for 32 years and my salary was over 100k/yr, enough to get me fully invested. I'm semi-retired today with about $1m, only work 7.5 hours weekly.
@@chadgriffith1969 sounds good! mind sharing info of the professional guiding you please? how to put my money to work has been my daily thought, did my research and most suggestions pointed at the stock market, the thing is i'm an absolute newb
sounds good! mind sharing info of the professional guiding you please? how to put my money to work has been my daily thought, did my research and most suggestions pointed at the stock market, the thing is i'm an absolute newb
Karen Lynne Chess is the licensed advisor I use. Just google the name and you’d find basic info, her qualifications speak for itself.
"Undue speculation" is how the bubble was formed in the first place 😂
This guy shorted the market and did not buy the dip 😂
So what should we do? Go long and buy on the highs? LOL.
@@cejannuzi yes! Zoom out and count how many all time highs we have in 20 years
The Graph GRT Decentralized Indexing Infrastructure... 70+ Networks including Solana and Bitcoin!! DeFi, RWA's, DePins, GameFi... The Future is Decentralized!!
😂🎉