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.
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.
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.
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.
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.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
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
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
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???
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
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?
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.
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
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?.
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.
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.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
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.
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.
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.
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.
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.
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.
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.
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.
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..
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.
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.
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.
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.
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.
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.
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
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.
...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...
@@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.
@@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,,,
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.
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.
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.
@@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
@@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
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.
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.
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?
asset management focus on asset allocation into different investment instruments. Wealth management focus on overall balance sheet. Managing asset and liabilities.
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.
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.
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
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.
Asset management also involves retail products, like Blackrock iShares or Charles Schwab funds. What she is talking about is only AM for institutional clients.
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. =)
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.
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.
@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.
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.
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
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?
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?
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. 👀
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.
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.
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.
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.
@@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.
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
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
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
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
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.
I thought wealth management was just a fancy new word for "stockbroker" now that traditional stockbrokers have been dis-intermediated by online brokerages.
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
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.
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.
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.
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.
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.
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.
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.
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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.
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.
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.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
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.
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.
Just as seeds need time to grow into trees, investments need time to grow into wealth
Patience is key in investing, just as it is in gardening. Watch your wealth grow over time!
Indeed Patience is key, With my adviser’s insights, I’ve learned to wait for the right opportunities, which has boosted my returns
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Nicole Anastasia Plumlee can't divulge much. Most likely, the internet should have her basic info, you can research if you like.,.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
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
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
Losses are necessary, as long as they are associated with a technique to help you learn from them
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???
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
Risk management is one of the most, if not the most, principal component to always look out for
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?
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.
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
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?.
Google Sonya Lee Mitchell and do your own research. She has portfolio management down to a science
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.
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.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
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.
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.
Her name is Bonita Jeanette Rodriguez. Just look her up, and you'll find the details to set up an appointment.
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.
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.
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.
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.
Mind if I ask you to recommend this particular coach you using their service?
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.
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.
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.
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.
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.
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..
Absolutely! A financial advisor can help you create a tailored investment plan that aligns with your unique financial situation and goals.
@@andymarion REPORTED AS SCAM!‼️‼️🚨🚨
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.
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.
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.
My partner’s been considering going the same route, could you share more info please on the advisor that guides you?
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.
Interesting. I am on her site doing my due diligence. She seems proficient. I wrote her an email and scheduled a phone call.
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.
Sounds like it should be reversed honestly
I've never heard it put so succinctly and so well.
@@verathom7637 scammer spotted
I. V
Wealth Management is Hard core sales
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.
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
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.
...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...
story of my life. wrong people will leave you worse off
@@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.
@@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,,,
@@trishawallor Thank you...
David is the best finance interviewer.
He's feeding her softball questions.
💯
Idk. That lady that always interviews Warren Buffet is pretty good too
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.
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.
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.
@@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
@@ginalatham2Is it possible to get in contact with someone like that?
@@aaron32118She often interacts on Facebook.
“We help them get average returns while charging them fees that negate the returns”
Whenever I hear someone in the financial industry say “wealth management”, I often find myself asking, “whose wealth”? Mine or yours?
@@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
Wealth management and asset management target also individuals with like more than 1 million assets
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.
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.
@Mary beautifully explained in simple words about Asset and wealth management... 👏👏👏
ruclips.net/video/MurcSjBf7ag/видео.html
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?
Yes, it's a big issue on YT. Report it each time as unwanted spam.
Yes. Click farms chat bots and scams.
asset management focus on asset allocation into different investment instruments.
Wealth management focus on overall balance sheet. Managing asset and liabilities.
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.
Invest in real estate, gold , ETfs and high-yield savings account.
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.
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
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.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
Wealth Management: Once you have an Asset it begins.
Asset Management: One’s an Asset is desired and it’s subsequent acquisition & management.
I have been a banking client of JPM and a private client. Fired them both times. They are not incompetent. They are dishonest.
This is a subject every true American should be well informed on
Asset management also involves retail products, like Blackrock iShares or Charles Schwab funds. What she is talking about is only AM for institutional clients.
i can smell the wealth and class on this woman xx
they paid her 25 mil last year lmao
Awesome explanation
This woman makes a mindboggling amount of money
Dave, thanx a lot for having that lady explain us, where to bring our money ...
appreciate !
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.
I'm surprised you know her too, I've been making a lot of profit investing with her for a few month now.
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.
I am fascinated by the accuracy of her predictions. One must think she reside in the market lol. Great trades yesterday though
Do you mind hooking me up with her, I'm new at this.
She's on telegrams. with the user name below
Wow! Amazing advertisement pitch for JPMorgan Chase.
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. =)
I absolutely love your interviews #David 😃
ruclips.net/video/MurcSjBf7ag/видео.html
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.
How long does an episode last, only 24 min or longer where can I found complete episode
Very eloquent ..super smart woman….
Investing in trust deeds is also a great investment worth considering!
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.
@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.
@neolHoward MARTHA ALONSO HARA
Memerlukan lebih ramai orang jadi sebarkan video ini lebih banyak
Great financial advisor
We've saved for me for 45 years plus if you want to count historical
Luv it when she says “ to help Ppl “ 😂🎉❤
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
I was poor but then investing in high stakes really helped you should try too, you should get advise from people
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
Any web in which we can learn a bit of what she said related to save early? Any article? Book? Thanks in advance!
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.
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
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?
Funny that she dances over why the Wealth Management business isn't also a fiduciary business
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?
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. 👀
I worked in JPM wealth management. Churn and burn.
They are just slaves to rich people
Good video
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.
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.
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.
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.
@@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.
You just have to Google the name correctly, Jason Herman Pierce. From there you will find all the necessary information you need.
Let the hand rubbing commence!
Very good explanation.
Treasury was recommended after accounting degree confirmation
what is a federal courts in the united states, an interest bearing probate accouh? 2:38
wowww beautiful contents..... love your channel, subbed ! a fellow creator,,
nice
Hay quá
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
the worst emotional choice you can make in financing is hiring someone to manage your money for you instead of learning how to do it yourself.
What if your advise is wrong? Then what?
I would say that's very rare to happen for a bank that's been doing it for a long time
Great interview
Don't forget this company asks it's employees to work 12 hours shifts, 6 days a week. How is this reasonable?
Nonang has a bank use to answer now.535 Thai baht
Why are their so many comments this is a bug..
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
0:20
basically making the rich richer
Is there something wrong with that?
Do you think the “poor” deserve something the “rich” don’t?
Not by listening to this. This is about making money for the person making you "broker."
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
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
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.
All she really cares about asset vs wealth management is how much fees being generated for her.
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
No Nang Michen Manno
✌🏼
I thought wealth management was just a fancy new word for "stockbroker" now that traditional stockbrokers have been dis-intermediated by online brokerages.
WM is an entirely different process. You aren't really involved in brokerages if you're in WM.
Celine Dion after canceling her Vegas shows
😅
Is it a real platform?
Great comedy
「上記のギフトのいずれかを選択できます」、
Why does she sound like a TV politician a little?
She has that Nancy Pelosi vibe.
"Learnings"😂
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
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.
Got fired because no one wanted to work there
A Robot Woman...
Nothing but vultures 🗿
Where is david looking???
Hahaha
Looks like he’s napping while she’s answering
now explain the difference between JP Morgan and a criminal syndicate.
Shut up
o c'mon, this is just a paste and tell
Do you notify benificiaries,
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.
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.
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.
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.
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.
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.
Hay quá
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