In this episode of "New Focus on Wealth," certified financial planner Chad Burton discusses various topics related to retirement planning and financial security. He starts by paying tribute to Charlie Munger, vice chairman of Berkshire Hathaway, who recently passed away. Chad then delves into the performance of Berkshire Hathaway over the years and highlights the differences between its A and B shares. He also provides an update on the overall market and discusses the importance of having a dynamic withdrawal strategy in retirement, taking into account factors such as tax planning, healthcare costs, and market cycles. Chad emphasizes the need to track expenses, consider long-term care insurance, and utilize health savings accounts (HSAs) for retirement planning. He concludes by stressing the significance of maintaining good health and staying active in retirement. Listeners are invited to sign up for a webinar on the seven steps for retirement readiness, hosted by Chad and Rob Black. Timestamp: [00:01:33] Charlie Munger's passing. [00:05:24] Value investing performance. [00:09:41] Layaway and credit card usage. [00:13:59] Medicare and supplemental insurance. [00:17:42] Retirement withdrawal strategy. [00:19:16] Endless travel for $2,500. [00:24:18] Running Retirement on Fixed Budget. [00:27:31] Long-term care costs. [00:30:10] Long-term care insurance policies. [00:33:33] Health Savings Account benefits. [00:37:21] A shocking dance floor accident. [00:41:13] The 4% draw rate. [00:45:09] The benefits of EP Wealth's software. [00:47:52] Seven steps to retirement readiness. Email your money question to email@example.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
Rising oil prices have animated market participant's fears of reinvigorated inflation pressures, increasing the chances that the Federal Reserve will impose more interest rate hikes. Join Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our Head of Strategic Relationships & Product Development, for a detailed recap of some notable market events from Q3 of this year. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ You can also find us on LinkedIn, Facebook, YouTube, and Instagram. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice.
En el 100% de las veces en las que ha habido un cruce alcista de medias, el S&P500 ha recuperado toda la caída previa a dicho cruce sin marcar nuevos mínimos (mínimos octubre 2022 en 3500 puntos). La caída previa al cruce se gesta en los máximos de enero 2022 en 4820 puntos, lo que sugiere que el S&P500 tienda en los próximos meses a dichos máximos en 4820 puntos sin experimentar caídas por debajo de los mínimos de octubre 2022. ------------------------------------------------ 00:00:16 S&P 500 y cruce 00:01:07 Cruce alcista medias semanales exponenciales 13-34 semanas 00:04:04 Gráfico de Tesla Lee el análisis completo en r4.com ➤ https://ow.ly/jst850Q3ItO
Today's Post - https://bahnsen.co/40yBPwn We started off todays session in another quiet day, until about 1PM ET when we had an abysmal 30-year treasury auction on $24B of notes that moved rates higher across the curve that gave us our first down day in November for the SP500. With an increased supply in new issuance to fund a $2T budget deficit and a dearth of large buyers like our own Federal Reserve and other large Sovereigns it took higher rates to get this auction to close with the lowest bid to cover ratio in weeks. 2's are back over 5% and 10's were up 11 bps. Oil was flat on the day but down 7% this week back to pre-war levels, and while energy stocks have given up some gains as well keep in mind that the sector in large remains in an uptrend with 94% of the energy name complex has a 50 day moving average above its 200 day. I am far more focused on fundamentals like the increase in CAPEX in our names recently than technicals like this, but note worthy of its relative strength amongst other sectors nonetheless. Powell's comments today at the IMF cited that Fed officials were ‘not confident' they were restrictive enough with rates to bring inflation back to 2%, which added to todays give back in stocks. So, the market tea leaves yesterday read his statement as dovish and today hawkish, and so there you go. I get into why this day-to-day Fed obsession shouldn't matter to investors, and more in todays video podcast link below. Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com
Seekordses saates räägime veidi laiemalt, kuidas on turgudel alates aasta algusest läinud. Tulemustehooajale kohaselt vaatame, mida näitab tulemused avalikustanud ettevõtete koondpilt. Külas on LHV analüütik Raido Tõnisson, kelle analüüsifookus on seatud suuresti Balti turgudele ning kellelt kuuleme, kuidas läheb meie kohalikel börsiettevõtetel ja kes võiksid olla siinsed üllatajad. Saate tegid LHV investeerimisteenuste juht Allan Gaidunko ja LHV analüütik Raido Tõnisson. Kirjuta meile aadressil firstname.lastname@example.org.Finantsteenuseid pakub AS LHV Pank. Tutvu finantsteenuste tingimustega aadressil www.lhv.ee ja küsi nõu meie asjatundjalt. Podcastis esitatud seisukohad on informatiivsed ja ei ole mõeldud soovitusena müüa või osta mainitud väärtpabereid. AS LHV Pank ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Võimalike kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta. Investeerimisotsuste tegemisel kasuta ametlikku informatsiooni väärtpaberi kohta, tutvudes iseseisvalt riskide ja tingimustega.
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comGood morning to you from sunny California, where I am visiting my dear mother.If you missed them last week:* Check out my interview with Lyn Alden.* As well as the silver stock with a 47 million ounce surprise. * And, if you are thinking about buying gold in these uncertain times, be sure to speak to The Pure Gold Company.Today, though, it's the stock market. We think it's going up. Now could be the time to invest. Here's why …The tricky month of October, the month of choice for the stock market crash, is now behind us. There was a wobble. A very wobbly wobble. But the blob held. The stage is now set for a juicy rally into year end.November to January is, historically, the best three month period of the year for the S&P500, the index of the largest 500 companies in America, while November to April is the best six month period. We are at the beginning of that run.If you bought the Dow Jones Industrial Average on November 1 every year since 1950 and sold it six months later on April 30, a ten grand stake would now be $1.2 million, give or take. But if you did the reverse and bought the Dow on May 1st and sold it on October 31, you would barely be at breakeven. That is some difference, particularly when you add currency deprecation into the mix. One option gives you breakeven over 73 years, less inflation, the other option gives you $1.2 million. Don't ask me to explain why this is. It might be some kind of self-perpetuating, herd mentality thing. It might just be that different people do different things at different times of the year. I swim more in summer, for example. (I know that sounds trite, but you take my point). But there is more. This is the third year of the four-year US Presidential Cycle. It might be because the powers that be are trying to get everything looking hunky dory in time for the next election. It might just be one of those things. But third years are very good years for stocks, the years in which the strongest gains come - one of the reasons I was arguing in January that this would be a good year for stocks. This year has been particularly good, especially in the Nasdaq - I gather it had one of its best first six months ever. In 2019, President Donald Trump's third year, there was a 27% rally in the S&P500. Prior to that, from 1933 to 2015, the average gains have been 16%, compared to 6% for the other three years. That November-to-April run is even stronger in the third year of the US Presidential cycle. We are at the most bullish time of year in the most bullish year. The portents are good. It may not feel that way after the October we have just had. October, is almost always the most volatile month. Octobers are often so horrible that nobody wants to buy. That in itself is almost reason to buy. “Buy when you don't want to, sell when you don't want to,” is not bad, as stock market adages go.Sentiment models are looking good. Last week's AAII sentiment survey, which measures retail sentiment, showed 50% bears. Hedge fund sentiment is similarly contrarian bullish: long/short funds are the most defensively positioned in 11 years. Insider purchases are up and exceed insider sales. The bond markets have calmed down. Inflation, as they measure it, looks like it's calming down in the US too. Finally we got a Zweig Breadth Thrust buy signal. I'm not going to try and explain that technical signal here. Google is your friend. Just know that it is bullishWe heard a lot of talk about an impending stock market crash last month. I'm of the mind that if it was going to happen, it would already have happened. Last week saw an eye-watering reversal and short-covering rally. We can expect a bit of digestion over the next few days, before things get going again.So how to play all this?
Today's Post - https://bahnsen.co/3My1KhW Futures were as quiet as could be last night, and markets followed suit in a benign trading range that came off the lows mid day to close slightly higher and extend our November rally at least on the SP500. To be fair, we did come into November with only 17% of the SP500 having a positive three month return so were set up well for a rally and while the market did close higher yesterday the advance decline ratio on the NYSE was a dismal -1.6 to 1, so we are losing some steam here. The top two weightings of the SP500 (one makes Windows and the other the iPhone), now make up 14.6% of the index and each have larger market caps than the entirety the UK FTSE 100, the French CAC and German DAX indices. To say the market remains top heavy in big tech is an understatement. US and Chinese economic dependency on one another (one to make widgets and one to buy them), has continued to decline. The US now imports more from Mexico than from China for the first time since 2003, and China is recycling less of those dollars back into US Treasuries as a result. Both of these tie into why private foreign investors make up a larger piece of Treasury buying and why, in addition to slowing Chinese economic fundamentals, the Yuan has devalued against the dollar this year. All this and more in todays video podcast. Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com
In this episode of the podcast, certified financial planner Chad Burton provides insights and analysis on various financial topics. The episode begins with a discussion on the current state of the market, focusing on the S&P 500 and NASDAQ indexes. Burton explains the composition of these indexes and highlights the dominance of tech stocks in their performance. He also emphasizes the importance of diversification in building portfolios and cautions against solely relying on large-cap growth stocks. Burton then delves into the performance of different asset classes, including emerging markets, international developed markets, small-cap and mid-cap stocks, and real estate. He compares their returns for the year and provides context by examining their performance since January 2022. He notes that while large-cap growth stocks have seen significant gains this year, other asset classes are still down from their January 2022 levels, presenting potential opportunities for investors. The discussion shifts to fixed income investments, particularly bonds. Burton highlights the attractive yields currently available in the bond market and suggests considering options such as corporate bond ladders and treasury ladders. He explains how these strategies can provide consistent cash flow and potential capital appreciation if interest rates decline in the future. In the latter part of the episode, Burton addresses the topic of life insurance. He clarifies his stance on life insurance, stating that he supports its use when appropriate, such as for protecting families, funding buy-sell agreements, and addressing estate planning needs. However, he cautions against using life insurance as a blanket investment and emphasizes the importance of prioritizing other retirement savings options, such as maxing out 401(k) contributions and Roth IRAs, before considering cash value life insurance policies. Burton concludes the episode by providing a formula for determining life insurance coverage based on income, number of children, and outstanding debts. He also discusses specific scenarios where life insurance can be beneficial, such as second marriages, key person insurance for businesses, and estate tax planning. Overall, this episode offers valuable insights into the current market conditions, the performance of different asset classes, and the appropriate use of life insurance in financial planning. Chad Burton's expertise as a certified financial planner shines through as he provides practical advice and guidance for listeners. Timestamps: [00:01:15] S&P 500 and NASDAQ components. [00:04:09] Asset class performance [00:07:26] Tech stocks performance. [00:12:31] Small cap value opportunities. [00:15:21] REITs and their decline. [00:19:18] Earnings growth in the S&P 500. [00:23:11] Bonds creating stock market competition. [00:27:48] The stock market and bonds. [00:30:42] Buy term and invest. [00:35:40] Long-term care insurance tax. [00:39:08] Estate tax and life insurance. [00:41:12] The downsides of life insurance. Email your money question to email@example.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
En el 100% de las veces en las que ha habido un cruce alcista de medias, el S&P500 ha recuperado toda la caída previa a dicho cruce sin marcar nuevos mínimos (mínimos octubre 2022 en 3500 puntos). La caída previa al cruce se gesta en los máximos de enero 2022 en 4820 puntos, lo que sugiere que el S&P500 tienda en los próximos meses a dichos máximos en 4820 puntos sin experimentar caídas por debajo de los mínimos de octubre 2022. ------------------------------------------------ 00:00:16 S&P 500 y cruce 00:01:07 Cruce alcista medias semanales exponenciales 13-34 semanas 00:04:04 Gráfico de Tesla Lee el análisis completo en r4.com ➤ https://ow.ly/jst850Q3ItO Más análisis de Eduardo Faus, analista técnico de Renta 4 Banco, en su perfil de Twitter: https://twitter.com/EduardoFaus ------------------------------------------------ Síguenos en: Suscríbete a nuestro canal: https://www.youtube.com/user/Renta4 Web: https://www.r4.com Renta 4 Gestora: https://www.renta4gestora.com Blog R4: https://blog.r4.com Twitter: https://twitter.com/Renta4 Facebook: https://www.facebook.com/renta4 Instagram: https://www.instagram.com/renta4banco LinkedIn: https://www.linkedin.com/company/65291 Ivoox: https://bit.ly/R4_ivoox Spotify: https://bit.ly/SpotifyR4 #analisistecnico #sp500 #bolsa
Markets were off to one of the best start in decades during the first half of 2023—then came the third quarter. The Federal Reserve resumed increasing rates, bringing them to a 22-year high at the Federal Open Market Committee (FOMC) meeting at the end of July. This led to ongoing elevated interest rates through August, pushing bond yields higher and challenging lofty equity valuations. In this episode, Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our Head of Strategic Relationships & Product Development, will provide timely insights, and analysis, on market activity from around the world this financial quarter. We will also discuss what this could mean for long-term term investors. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ You can also find us on LinkedIn, Facebook, YouTube, and Instagram. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice.
Discover why Nasdaq is ready to take off again! The next level up is coming as tech companies lead the way. Find out what is driving them higher. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5% or 10% on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters! INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with stock and crypto ticker symbols and percentages to invest -Monthly VIP investing webinars live with Linda -Private VIP Facebook group with daily interaction with Linda -Weekly VIP stock market & crypto update emails -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount required Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code "SAVE50" at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO BUY STOCK PRE-IPO? #Ad Linqto has removed all the barriers so now everyday investors can invest. Sign up to receive a $500 credit toward your next investment from Linqto, click here: https://www.linqto.com/signup?r=e9tdhbl49v WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at IRS Guard Dog: https://www.irsguarddog.com?afmc=2n PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR THE WEALTH HEIRESS BOOK Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) WANT MORE FROM LINDA? Check out her program: https://www.lindapjones.com/why-join-the-vip-experience/ Follow her on Twitter: https://twitter.com/LindaPJones WEALTH MENTORING LIBRARY OF PODCASTS Listen to the full Wealth Mentoring Library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics: https://www.lindapjones.com/podcasts/ Sign up for my weekly wealth newsletter at www.lindapjones.com Be Wealthy & Smart, is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor™. Learn simple steps that make a big difference to your financial freedom. (Some links are affiliate links. There is no additional cost to you.)
OptionsDesk broker Rich Perry speaks to Thomas Warner from Proactive ahead of another blockbuster week in the world's markets. Perry gives an overview of the news the markets can expect during the week to come, highlighting interest rate decisions in the US and UK, as well as earnings from some of the major FTSE 100 constituents. He says that the consensus in the market is that the US Federal Reserve and the Bank of England will both hold interest rates at their current level, but may add another small bump owing to unexpectedly strong growth in the US economy lately. He also trails Apple's earnings expected later this week, pointing that the company's stock comprises 7% of the entire S&P500. He concludes by saying that the plethora of economic data from the US, including non-farm payroll data on Friday, will ultimately prove to be the main determinant of whether this week turns out to be a turning point in the western world's battle against inflation. #ProactiveInvestors #FTSE100 #S&P500 #apple #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
I went to the ARC conference yesterday - to give it its full name the Alliance for Responsible Citizenship. It is an organisation set up by Jordan Peterson, Paul Marshall, Philippa Stroud, Alan McKormick and others to “develop a better narrative in response to life's most fundamental social, economic, philosophical and cultural questions”. I spent much of the day taking notes, and I thought I'd write them up here so that readers can enjoy a distilled version, without the rigours of having to travel to the depths of London SE and sitting through a lot of talking.“What's it like?” Merryn Somerset Webb texted on her way in that morning. “A bit like a religious gathering,” I replied, (something Tim Stanley also observed in a barbed piece in the Telegraph). I'm quite happy with that, because I am one of the believers. I have to say the organisers have put together quite a roster of speakers, one massive oversight aside, which was not having me speak.Philippa Stroud and Jordan Petersen hosted the morning events, which began with recently removed US speaker of the house Kevin McCarthy. Peterson, who had made a brave choice of suit even by his standards - and, I say with a little concern, looked exhausted - made the point that we each have a responsibility to do our own little bit, if we are to improve things.In this Noah's Flood of podcasts through which we are currently living, I'm kind of done with conversations. So many people now just seem to be regurgitating the words of others. So few seem to say anything original or interesting. We are caught in this media merry-go-round in which everyone is just commenting on what everyone else has said and nobody actually seems to be creating anything. Moreover, I am kind of done with panels. Three guests, sitting on chairs, a host, who keeps opening it up the the audience, where the conversation then loses all direction. Give me strength. It's always a good way to go into an event with low expectations because when reality exceeds expectation you end up happy. So it was here. (Read more on the secret of happiness). Laurence Fox, who is a buddy and with whom I hung out, was in a similarly jaded frame of mind. The right is great at identifying what the problem is, he said to me over coffee and a fag, but no good at doing anything about it. The problem, I suggested, is that many don't actually know what to do, which is why so much talking goes on. Perhaps the answer lies in Peterson's solution. We each have to do our own little bit in our own little worlds, doing whatever we do. That's the nature of free markets and free everything: it starts with the individual and it is a bottom-up thing.The first panel was about narrative. That had former Aussie deputy PM John Anderson, who was excellent on the fact that in the Anglosphere, we have stopped telling our own story and, as a result, lost sight of who we are and what we stand for. This was a recurring theme throughout the day. Somali-Dutch activist, Ayaan Hersi, talking about Hamas and Islamic extremism, added that “their story is not your story and your story is not their story”, so it is never going to work. She may not have meant it, but that is actually quite a strong argument against multiculturalism. And I loved this line from US author Os Guiness: “freedom is not the power to do what you like. It is the power to do what you ought”I went into the break keen to do my own little bit and put the world right, and ran into my old boss from GB News, Angelos Frangopoulos, who was similarly invigorated. I had a good chat with him. I then ran into Jimmy Carr, of all people, who I know of old, and had a good chat with him too. I then met Holly Valance, who is a famous actress from Neighbours, if you didn't know (I didn't) and had a good chat with her about home education. So, never mind the roster of speakers, the calibre of audience was pretty good too.The next session was hosted by Fraser Nelson of the Spectator, another of the many UK media outlets which has forgone the opportunity to give me work. There was a talk by MP Miriam Cates about mental health and the decline of family. I agreed with pretty much every point she made, but don't read your speeches, speak them, Mmiriam. They have more impact when you do.Next Nelson would interview a chap over videolink to the states, Jonathan Haidt, and my heart sank. Why have I come all this way to watch a live zoom call? Guess what? It was brilliant.It was about children and mobile phones. Moral of the story? Don't let your kids anywhere near them. Mental health, depression, anxiety and suicide rates among young women in the Anglosphere and Nordic countries are all all at all time highs. They are not so bad among religious conservatives, they are much higher in cultures where female independence is strong, especially left wing, secular liberals (who tend to be allowed on their phones more). It has rocketed since 2010 when we all got smartphones. He talked about the importance of play amongst children, and how we have replaced a play-based childhood with a phone-based childhood. Kids see each other and socialise far less now than they used to. Kids don't need connections. They don't need retweets and likes. Even less do they need all the bullying and shaming that goes on. Tiktok messes with your mind and your ability to concentrate, but Instagram is the worst for women and mental health.Haidt's solution was not to give kids a smartphone before the age of 14, give them flip phones. No social media before the age of 16. No phones in schools, not even in your backpacks otherwise kids will find a way to feed the addiction. Get back to play. The rise in teenage suicide is perhaps the biggest problem since we wiped out polio, cholera and mass disease.Tell your mates.So to the afternoon …In the afternoon, Paul Marshall gave a brilliant talk. For someone who is supposed to be shy and retiring, he was great - and he didn't read his speech, or if he did it didn't show. He was particularly good on one of my pet hates, crony capitalism. (I even wrote a song about it). He observed how we have benefited from capitalism and free markets, peppering his talk with great historical stories. He bemoaned the conflation of capitalism with monopolistic capitalism, crony capitalism and, what he called swamp capitalism, describing US politics as “continuity swamp”, and called for a politician with strength to stand up to vested interests. He didn't say anything particularly new, but it was one of the best summaries of everything I had heard in a long time. We are both singing so loudly from the same song sheet, I felt he must have been studying my stuff (I doubt he has), though he didn't mention the zero patients in all of this: our systems of money and tax.Then there was another video link with US presidential candidate, Vivek Ramaswamy, on the campaign trail in Utah or somewhere I've never been to. He went down very well in the room too. Merryn Somerset Webb hosted a good panel on ESG investing. The S in ESG is totally subjective, said Derek Kreifels, while Terry Keeley called it the biggest misallocation of capital in history. The general takeaway is that ESG is done. The arguments have been lost, even the FT is now slagging it off. It is, I'd say, roughly where the Nazis were in 1943 after they failed to take Moscow and winter set in.Michael Shellenberger, not a man with whom I was previously familiar, was next and he came out with my line of the day. “Pull back the curtain and there is no Wizard of Oz, just Greta Thunberg with a really bad religion.”His main theme was debunking climate alarmism. He argued that carbon emissions are improving, sea levels are not an issue if the Netherlands is anything to go by. The reason northern countries are so wealthy is that the harsher conditions forced us to develop more. Deaths from climate disasters are down 90%, he said, against a population that is four times bigger. He is more worried about death from drugs. You can't say much of this on the internet though because you get censored. Climate change is a religion. Nihilism leads to secular religions, and not very good ones. There are three new secular religions: they are climate, race and gender. Climate change is also a psychopathology, and most activists have some kind of personality disorder, often narcissism. Frequently they are just spoilt children.The answers lie in increased efficiencies. The fact that the amount of land required to make the same amount of food is decreasing is good: it means more land for nature. The fact that less material is required to do stuff (eg all the things you can do on your phone, a bluetooth speaker vs a stack stereo kit from the 1980s) is another example. Think of the woman who used to have to cook food using dung and wood. Gas has been liberating for her. The solutions lie in gas and nuclear. Not in solar, the panels for which are made by slave labour in concentration camps in China, nor in wind, the blades of which do not recycle or decompose. A panel next with Alex Epstein and Marian Tupy made similar points, and was great. Epstein's argument was that so much of environmental philosophy is just anti-human. That's the underlying problem. We ignore the human flourishing effects of fossil fuel to be anti-human. While Tupy pointed how much better we are producing resources and using them so that their prices fall. Eventually we will create elements through nuclear fission or mine them in outer space where they are plentiful. I liked Tupy. Humans create as well as destroy. Atoms may be finite, but knowledge is infinite, and the more knowledge you consume, the more you end up with. We need freedom and we need population. We need the freedom to explore, the think, to invent, to experiment. And it is so much better when the market, not the government, chooses the winners. In the final session of the day, historian Niall Ferguson spoke. He described how liberal democracy, which in the context of the world today and of history, is tiny, is now under threat, both from within - so many now dare not speak or explore issues because they are scared of the backlash - and from outside. Beware the alliance between China, Russia, Iran and North Korea. I'd had enough talking by this point, so I left the auditorium, had a cup of tea and did some networking. I hope this summary was useful.In other news, I am working on a piece on S&P500, which could be set up for a good year end rally. I am also working on something to do with gold. It is finally catching a bid. New highs around the corner? Maybe. We are going to need them if juniors are to finally catch a bid.Please subscribe to this brilliant newsletter. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe
¿Son los bonos realmente menos volátiles que las acciones? En este episodio hablaremos sobre múltiples mitos de mercado en donde se incluyen capítulos sobre la volatilidad, la tolerancia al riesgo, la rentabilidad media del SP500 o la jubilación. Ken Fisher desmantela los mitos del mercadoTodo el mundo sabe que un dólar fuerte equivale a una economía fuerte, que los bonos son más seguros que las acciones, que las acciones son más volátiles ahora y que los stop loss son una táctica inteligente que ahorra dinero. . . ¿correcto?Estos son sólo unos de los cuantos mitos del mercado ampliamente creídos Ken Fisher desmantela en este nuevo libro. Fisher toma cada una de las creencias comunes o de estrategia segura y explica por qué el mito persiste, por qué no funciona y lo perjudicial que puede ser para nuestra salud financiera. Tanto si eres un inversor novato como un veterano, este libro te aporta ideas de gran valor para identificar los errores más importantes que puedes estar cometiendo y te ayudará a ver el panorama más claro para que puedas mejorar tus resultados. Consigue acá este libro: https://amzn.to/3tSdyFw Síguenos en instagram: www.instagram.com/gardieles --- Support this podcast: https://podcasters.spotify.com/pod/show/luis-pizarro/support
#526. Una mirada a la situación actual del mundo con el conflicto de Israel y sus repercusiones en la bolsa, las materias primas como el petróleo, la repercusión para España. Hablamos de los 7 magníficos en este mercado bipolar del SP500 y los cocodrilos o tiburones de bolsa... nada que ver con las ballenas. • Notas de este episodio: https://podcast.pau.ninja/526 • Comunidad + episodios exclusivos: https://sociedad.ninja/
More War? More Money? Bond yields surged on latest PPI and CPI Earnings in the spotlight - So far - so good. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Better than expected - again... - More earnings coming this week - (TSLA, BAC, NFLX) - Banks in the spotlight - WAR - seems as if War playbook needs to be brought out and dusted off - Swifty's buy up movie tickets - MORE STRIKES! Market Update - Market in downtrend to consolidating ahead of news - Most markets are looking past the Israel war/issues - Big concern that this will spread and oil prices will keep rising - War is good? $$$ and maybe the final straw that the Fed is looking at and saying.... Maybe a pause is warranted. November 15th Webinar "2024 - What's in Store? Israel/Middle East - Does not appear to be an easy way out of this - Israel stock market not ding well - ETF (EIS) down 11% since this all began - US military selects 2,000 troops to prepare for a potential deployment to support Israel, but are not intended for combat, according to WSJ Tesla Earnings Outlook - Reports Wednesday 10/18 - Annual goal 1.8 million delivered - Margins expected to be at 4-year low of 18.1% (some think could drop below 15%) - FactSet EPS consensus: 0.73 - FactSet Rev consensus: 24.26 bln Tesla Profitibility Trend Stock News - Pfizer, Moderna, BioNTech — Shares of Pfizer dropped 1.3% Monday after the company slashed its full-year revenue guidance by $9 billion, noting waning demand for its Covid treatment and vaccine. - Rite-Aid declares bankruptcy (Chapter 11) - LuluLemon - Stock being added to the SP500 (Stock up to to 52 week high) (Taking place of Activision Blizzard - Schwab beat on earnings, a bit light on Revenue - stock initially down, but better than feared - Ferrari has started to accept payment in cryptocurrency for its luxury sports cars in the U.S. and will extend the scheme to Europe following requests from its wealthy customers (remember Tesla accepted for a while then halted program due to environmental concerns) - Mictosoft - Activision Blizzard takeover has been approved by UK regulators... Clearing way for deal to close Other Earnings - BAC Reports Q3 (Sep) earnings of $0.90 per share, $0.07 better than the FactSet Consensus of $0.83; revenues rose 2.8% year/year to $25.2 bln vs the $25.13 bln FactSet Consensus. - - - - - -Noninterest expense of $15.8B in 3Q23 increased $0.5B, or 3%, vs. 3Q22, driven by increased investments in the franchise across people and technology, as well as higher FDIC expense from the increased assessment on banks announced in 2022. - - - - - - - Net interest income (NII) up $614 million, or 4%, to $14.4 billion ($14.5 billion FTE)(B) , driven primarily by benefits from higher interest rates and loan growth.. - - - - - - -Provision for credit losses of $1.2 billion increased $336 million. China - China is considering creating a state-backed stabilization fund to shore up confidence in its equity markets - What does that mean? ---- Fund with lots of money from the state to buy stocks when they are down. The ultimate bailout for investors ---- News out that State-owned banks are buying state buying other state owned bank shares - that is something special Economics - PPI and CPI both came in hotter than expected this month - Expected and unexpected - Bonds yields rallied initially then hit some technical resistance - - Rate hike expectations ticked up, then moved back as concern over Middle-Eat conflict grows Social Security COLA - 3.2% increase for 2024 for COLA - 8.7% for 2023 - 5.9% for 2022 - - - 18.9% increase in over 3 years!
Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news global financial markets are still assuming the Gaza-Israel flare-up won't affect them.On Wall Street analysts are betting the American economy is actually operating better than they had been assuming. And tech stocks are rising ahead of earnings reports that are assumed to be strong. Consumer stocks are rising as well. The S&P500 is higher as are bond yields as eyes turn to how the US Fed will assess this continuing strength. The wisdom of ignoring global pressures is not front-of-mind there at present. A higher risk appetite seems an odd reaction in the circumstances.In New York State however, business activity edged lower in their factories. This was the seventh monthly fall in the past year, one that has essentially oscillated around a steady state. This time new orders were a little soft, but employment held up. That was probably because looking ahead, firms remained relatively optimistic about the six-month outlookIn Canada, wholesale sales rose +2.3% in August, led by machinery and equipment. This was a good bounce-back from the no-change in July, although not as much as was anticipated. But the waterfront strike in Vancouver in that month probably affected this result.And staying in Canada, higher interest rates are souring the mood of both consumers and businesses. A quarterly survey for their central bank shows a steepening mood retreat.In India, wholesale prices unexpectedly dropped in September, extending the period of wholesale price deflation to a full six months now. Given the have CPI increases of about 5%, you might expect that to ease soon from the wholesale price weakness.A weak monsoon has affected large parts of the rural economy, and badly. One indication is that sales of entry-level cars slumped -75% to just 35,000 units in the three months through September from a year earlier. Sales of motorcycles and scooters, the favoured modes of transport in villages also fell -39% and -25% respectively. These are huge reactions as farmers face the future with building fears.In China, their central bank injected ¥783 bln (NZ$183 bln) into their banking system yesterday via their medium-term lending facility, but at an unchanged 2.50% rate. This remains the lowest rate on record for a 1-yr MLF. It has fallen steadily from 3.30% in 2019. This latest injection is a third more than the September ¥591 bln and this the most they have ever injected.The tough conditions give opportunities for short sellers. Now regulators are moving to try and quash short selling in China.In Europe, yesterday we noted the Polish election. The results are not official yet, but exit polling suggests that the EU-centric opposition parties may have won over the ruling Catholic-conservative nationalist party. If confirmed, it could return Donald Tusk to power. Poland may not be going the Hungary/Slovakia way and this is likely to be an important shift in the EU.Staying in Europe, end of year retail prospects look tough in the UK. There, almost one in three adults expect to spend less on Christmas this year, with most blaming the rising cost of living.The UST 10yr yield starts today up +9 bps from where we started yesterday at 4.72%.The price of gold will start today at US$1922/oz and down -US$11/oz from this time yesterday.Oil prices have slipped a bit more than -50 USc to be now at just under US$86/bbl in the US. The international Brent price is now just over US$89/bbl.The Kiwi dollar starts today at 59.2 USc and recovering +40 bps from yesterday's open. Against the Aussie we are slightly softer again at 93.4 AUc. Against the euro we have risen slightly to 56.2 euro cents. That all means our TWI-5 starts today at just under 69.5 which is up +25 bps from yesterday.The bitcoin price starts today at US$28,120 which is up +4.4% from this time yesterday. However, volatility over the past 24 hours has again been extreme at +/-5.7% as this crypto briefly flirted with US$30,000 earlier. You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.
Muchos de ustedes estaban pidiendo este episodio!Nos escuchas hablar sobre el stock market, fondos indexados, S&P500, Dow Jones, etc, pero si es la primera vez que escuchas estos temas, puede que no esté muy claro para ti.Así que en este episodio te lo aclaramos TODO, te explicamos los fondos indexados en detalle y con EJEMPLOS. Aquí sabrás porque hablamos tanto sobre ellos.Así que bájalo y compartelo.Agenda una consulta con nosotros donde le haremos una radiografía en detalle a tus finanzas y sabrás cual es el próximo paso a seguir para lograr tus metas financieras...Dale al enlace para más detalles. Recuerda que son pocos espacios. https://www.cafeonabudget.com/offers/ALLEZ2Mn
We highlight a study that puts investors with perfect market timing against those with other simple strategies. You'll be surprised at the results.See omnystudio.com/listener for privacy information.
The S&P has been flat for two years. Some say it may be the same for another year. If the stock market can't provide the growth you need, where can you get it? Take the first step toward your dream retirement. Click here to get started with your complimentary 401(K) X-Ray. Follow Chris and his team on Facebook, Instagram, LinkedIn, and YouTube. Hoffman Financial Group is a proud sponsor of UGA Bulldogs. About Chris Hoffman | Founder, Investment Advisor Representative Chris Hoffman founded Hoffman Financial Group with one goal in mind: being the go-to financial advisor for professionals wanting to retire. Armed with a radical passion for smart financial strategies, Chris is relentless in guiding and protecting his clients from unwise decisions and market loss. His top-tier investigative skills, critical thinking, and uncanny intuition have led him to becoming one of Atlanta's most recognized financial advisors. Chris strongly believes in full-service retirement planning, meaning a growth target is never enough. He's personally seen too many retirements suffer from lack of protection strategy and income plan—a prevalent problem he works hard to rectify through integrity, honesty, and ethics in his company. Hoffman Financial Group has been featured as an accredited business by the Better Business Bureau and partners with Retirement Wealth Advisors (RWA). Radio: Money Unleashed | Sundays @ 2 PM | NEWS 95.5 & AM750 WSB TV: The Money Report | Sundays | CBS46 & WSB-TV's Good Morning America Weekend Alumnus: McDaniel College & University of Georgia School: Terry College of Business Executive Program (Financial Planning) Investment Advisor Representative: With RWA Licenses: Series 65 fiduciary See omnystudio.com/listener for privacy information.
Market investing doesn't have to be as complicated as they say. The S&P 500 has been flat for two years. What are your alternatives? Should you continue with the current rate on your CD? What is your Tax IQ and why is it important? Is Wall Street focused on the real issues of retirement? Why you need a retirement planner, not a financial advisor. See omnystudio.com/listener for privacy information.
"Hay más motivos para el pesimismo que para el optimismo ahora mismo en el mercado", ha declarado el analista de Apta Negocios, Roberto Moro, en el Consultorio de Bolsa de hoy. Además, también opina que todos los índices han roto soportes importantes y siguen por debajo. El único que aguanta sin perderlo, según el analista, es el Nasdaq. “Hasta que no pierda los 14.600 puntos no vamos a ver caídas importantes”, sostiene Moro. Por otro lado, el analista de Apta Negocios cree que el Dow Jones y el S&P500 son bajistas ahora mismo. Finalmente, Moro piensa que “el Ibex ha tenido un movimiento peligroso al perder los 9.200 puntos y ha roto la directriz alcista que viene desde marzo”. Entre los valores analizados por el experto se encuentran: Iberdrola, Acciona, Atos, Amazon, ASML Holding, Red Eléctrica, Fluidra, Neste y Soltec.
In this episode of New Focus on Wealth, host Chad Burton discusses the current stock market correction and its implications for investors. He explains that a correction occurs when the market is down 10% from a recent peak and highlights that most indexes have been negative since January 2022. Chad also mentions the impact of rising interest rates on tech stocks and the subsequent rally in the AI sector. Despite the QQQ ETF representing the NASDAQ being up 33.87% for the year, it is still down from its highs. Listeners are encouraged to consult a financial advisor before making any investment decisions. Timestamps: [00:03:08] Overall stock market performance. [00:04:14] Negative year in bonds. [00:07:53] Safe money in retirement. [00:11:08] Stock market corrections. [00:15:34] Tech stocks and buying opportunities. [00:19:26] Interest rates [00:22:13] Massive inflation caused by PPP loans and ERC credits. [00:26:05] Bonds as buying opportunities. [00:29:05] Laddered bond portfolios with high yields. [00:33:19] High yield bonds and risk. [00:36:09] Tax loss harvesting. Email your money question to firstname.lastname@example.org. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
Summer is over and fall market seasonality is here. Join us to see what this means for your portfolio. If history repeats this will impact your portfolio more than you know. BTW did you notice the equal weight SP500 is now negative for the year? Yup... almost no one else did either, but it's important. join us to find out why. For more information, visit the show notes at https://moneytreepodcast.com/fall-market-seasonality-543 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast
My guest in this episode is Louis O' Connor. Louis is the Founder, and Principal of Strategic Metals Invest. We are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor is purchasing Strategic Metals. Strategic Metals have outperformed Gold (58%) , FTSE100 (3%), and S&P500 (112%) consistently for the past 5 years with a 175% average return for the same period. Right now, in North America the only obstacle to investors profiting from owning Rare Earths is that they don't know they can. We are Europe based, providing North American clients portfolio with much needed geographic diversification. Interview Links: Strategic Metals Invest https://strategicmetalsinvest.com/ Resources: The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches Subscribe To The Best Cashflow Niches™ Newsletter: www.cashflowninja.com/bestniches Join My Inner Circle & Mastermind Cashflow Nirvana www.cashflowninja.com/nirvana Connect With Us: Website: http://cashflowninja.com Podcast: http://resetinvestingsecrets.com Podcast: http://cashflowinvestingsecrets.com Substack: https://mclaubscher.substack.com/ Amazon Audible: https://a.co/d/1xfM1Vx Amazon Audible: https://a.co/d/aGzudX0 Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ Linkedin: https://www.linkedin.com/in/mclaubscher/ Gab: https://gab.com/cashflowninja Gettr: https://gettr.com/user/mclaubscher Minds: https://www.minds.com/cashflowninja Youtube: http://www.youtube.com/c/Cashflowninja Bitchute: https://www.bitchute.com/channel/cashflowninja/ Rumble: https://rumble.com/c/c-329875 Odysee: https://odysee.com/@Cashflowninja:9 Gab Tv: https://tv.gab.com/channel/cashflowninja Brighteon: https://www.brighteon.com/channels/cashflowninja
@AviNMash @JoeySolitro @StockSavvyShay interview Marshall Porter leading the Diversified Technology team at AlleyCorp. CROWDSTRIKE Grows operating Margin What is GARP? What stocks are GARP? Ryan Cohen becomes CEO of Game Stop Interview with Marshall Porter Alleycorp Exclusive UNDERDOG FANTASY SPORTS Get up to Bonus Match instantly (Up to $100) and win up to $3M in their BestBall Mania + $15M In total Prizes. Join with us for exclusive offers and prizes throughout the season with UnderDog Fantasy Sports Promo Code: PTT Signup Link: https://play.underdogfantasy.com/p-pounding-the-table Interested in Automated Trading Bots? Check out Peakbot if you are looking to automate your trading.PeakBot (www.UsePeakBot.com)Promo code: PTTPODWant to Contact Us? Email us at Hosts@PoundingTheTablePodcast.comLegal Disclaimer:The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.
The "Higher for Longer" scenario will cause some interesting market moves, predicts guest David Hunter. He predicts a massive market melt up, catapulting the SP500 much, much higher. He also predicts a massive run for gold. Guest: David Hunter, Chief Macro Strategist Company: Contrarian Macro Advisors Twitter: @DaveHcontrarian #gold #sp500 #soarfinancially Save the Date DEUTSCHE GOLDMESSE November 24 & 25 in Frankfurt, Germany www.deutschegoldmesse.com Also, follow us at http://www.twitter.com/soarfinancial - make sure to follow us & click on the bell icon! ►► Follow Us! ◄◄ Twitter:http://twitter.com/soarfinancial Instagram: https://www.instagram.com/soarfinancial/ Facebook: https://www.facebook.com/soarfinancial/ Website: http://www.soarfinancial.com/ SF Live is a new format by Soar Financial Partners. The goal is to give short company updates and more importantly get investors engaged directly with the companies. Intro Music: "Summer" by Bensound.com **Disclaimer:** Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest). Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial's content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.
Hoy ha pasado por el Consultorio de Bolsa de Capital Intereconomía Eduardo Vicho, que ponía el foco en el Dax alemán. "La bolsa alemana ha roto los 15.550 puntos puntos y en EEUU el S&P500 sigue goteando a la baja". Destacaba el experto que el tímido rebote que estamos viendo hoy en los mercados se puede quedar en un mero rebote técnico: " Hay que exremar la cautela y ser muy selectivo con los valores en los que estamos". Entre los valores analizados por el experto se encuentran Infineon, Ferrari, Palantir, AMD, Apple, CAF, Talgo, Amazon y Microsoft.
Namísto aktivního řízení podílového fondu drahými manažery probíhá investování do ETF fondů podle přesného algoritmu. Výsledkem je jednoduchá obsluha a nízké poplatky. Právě proto nabírají ETF fondy na popularitě.Stačilo 20 let a evropský trh s „éteefky“ vybral od investorů 1,2 bilionu liber. Exchange traded funds (ETF) – tedy fondy obchodované na burze – bývají označovány za vhodný nástroj pro začínající investory. Zvlášť pokud si vybere ETF, který kopíruje nějaký index.Třeba 500 nejhodnotnějších amerických firem najdeme v indexu SP500. Index DAX se zase skládá z 30 největších německých společností. A MSCI World je odrazem světové ekonomiky, obsahuje společnosti z celého světa. Když se změní index, změní se i vaše portfolio.„Jsou ETF, která pokrývají celý trh, akcie z Ameriky, Evropy i z rozvíjejících se trhů, jako je Čína a Brazílie. Tímto nákupem nešlápne vedle. Máte pokrytý celý trh,“ míní Anna Píchová. „U akcií potřebujete 15 až 20 titulů, aby měl diverzifikované portfolio. A hrozí, že se 15 až 20 krát spletete,“ dodává analytička společnosti Cyrrus, která je novou stálou expertkou investičního podcastu Ve vatě.Drobnému začínajícímu investorovi bude stačit jedno ETF, ideálně co nejširší, míní Píchová. Pokročilý může kombinovat ETF fondy pro různé trhy. Kromě akciových „étéefek“ jsou na výběr i fondy zaměřené na dluhopisy, komodity nebo nemovitosti.ETF fondy se na rozdíl od těch podílových obchodují na burze. Můžete je v kterýkoli moment koupit nebo prodat. „Kdykoli je otevřená burza, koupíte nebo prodáte. Nehrozí, že by je od vás nikdo nechtěl koupit,“ vyzdvihuje specifikum exchange traded funds analytička.Radši v eurech než v korunáchJsou dvě základní možnosti, jak si ETF pořídit. Buď přes brokera, zahraničního nebo českého, například přes Lynx či Degiro anebo Fio banku. Anebo přes platformy jako jsou Portu či Fondee, které na základě automatických algoritmů vytvoří a spravují portfolio za vás, bez „živého“ správce.„Obě možnosti jsou schůdné. Větší obnos peněz bych dala přes robo advisory. Kdo chce investovat pravidelně a už má něco o investicích načteno a naposloucháno, doporučila bych jít přes obchodníka. Spousta z nich má výhodné podmínky, jednou měsíčně můžete třeba investovat bez poplatků, jde tam nastavit pravidelný příkaz.“Ve srovnání s podílovými fondy jsou ETF mnohem levnější. Celková nákladovost těchto fondů (TER) se pohybuje v desetinách procenta. „U těch nejrozšířenějších ETF je pod 0,1 %, jsou to ultralevné investiční nástroje. Některé mají i poplatek za správu, jiné zase fixní poplatek za nákup od nuly až po 10 dolarů,“ připomíná Anna Píchová.Pokud po třicet let investujete tisícovku měsíčně do fondu s poplatkem ve výši 0,1 %, připraví vás jen tento poplatek o necelých 23 tisíc z výnosu. Pokud byste ale zvolili fond s TER 2 %, přijdete o 375 tisíc korun. Šestnáctkrát tolik. ETF fondy doporučuje Píchová nakupovat v původní měně raději než v korunách. „Vím, za jaký kurs to kupuju. A myslím, že koruna tu za 20 až 30 let bude méně pravděpodobnější než euro a dolar.“Poslechněte si celou epizodu. Ve vatě. Podcast novinářky Markéty Bidrmanové. Poslechněte si konkrétní rady investorů a odborníků na téma investic, inflace, úvěrů a hypoték. Finanční „kápézetka“ pro všechny, kterým nejsou peníze ukradené. Vychází každý čtvrtek. Poslouchejte na Seznam Zprávách, Podcasty.cz nebo ve všech podcastových aplikacích. V podcastu vysvětlujeme základní finanční pojmy a principy, nejde ale o investiční poradenství. O čem byste chtěli poslouchat příště? Co máme zlepšit? A co naopak určitě neměnit? Vaše připomínky, tipy i výtky uvítáme na adrese email@example.com.
Neste vídeo respondo uma série de perguntas recebidas pelo meu Instagram no dia 07 de setembro de 2023. As perguntas são escolhidas previamente, mas respondidas na hora e sem nenhuma preparação. Portanto, desculpem qualquer resposta não tão completa assim. Introdução (00:13) Aviso importante (01:06) O Brasil tem salvação? (02:18) “Ficar e lutar” ou “sair e tentar”? (03:14) Independência ou morte ou independência é morte? (04:04) O que achou das falas de Haddad e Lira na XP Expert? (05:08) “O povo merece o governo que tem”. O que acha? (06:47) Por que historicamente há baixo desemprego antes de crises econômicas? Tem relação? (07:57) Hipoteticamente, um Brasil monárquico seria mais estável e com um plano de futuro claro? (08:53) Valeria a pena pagar imposto caso os serviços públicos funcionassem 100% na prática? (09:40) O que você achou das falas do Boris Johnson na Expert? (12:13) Dolarizar a economia da Argentina sem ajustas as contas públicas resolve? (14:47) Crise imobiliária da China irá fazer arrefecer a bolha na Europa? (15:53) O que você achou do 7 de setembro, uma imagem vale mais que mil narrativas? (17:21) Aumento do petróleo essa semana, será que a Petrobrás aguenta muito mais? (18:31) O que falta para o 7 de setembro ter o mesmo nível de engajamento que um 4 de julho? (22:09) Fortalecendo a moeda, ceteris paribus, isto é, deixando-a forte, o Brasil deslancha? (23:02) Sente algum “orgulho” por ser brasileiro? (25:00) Milei pode ser uma pedra no sapato de Lula na tentativa de poder totalitário da esquerda no Mercosul? (25:31) Poderia falar sobre o porquê você trabalha com economia? (27:08) A república falho no Brasil? (27:15) Qual o personagem mais importante para a história brasileira? (27:59) Nunca deixamos de ser colônia apenas trocamos Portugal pela metrópole de Brasília, um quinto era pouco. (28:32) Lembrei do seu vídeo sobre o 4 de julho, diferença muito grande entre Brasil e EUA. Gostaria que comentasse sobre o porquê de no Brasil até o passado ser incerto. (29:15) O Banco Central poderia usar apenas o compulsório para controle do M1, abrindo mão da taxa de juros? (30:29) China e Arabia Saudita vendem Treasuries. Necessidade de caixa ou manipular curva americana? (32:47) Fale sobre o Cartalismo em contraste à visão de Menger (36:22) Na sua opinião, quais foram as maiores invenções/descobertas dos últimos 20 anos? (36:50) Déficit cada dia maior, EUA com juros alto, até onde o Banco Central vai conseguir abaixar os juros? (37:54) Robin Brooks disse que dolarização da Argentina machucaria os exportadores. O que acha? (38:45) 123 Milhas era um esquema ponzi? (40:15) EUA em pleno emprego, inflação em redução, nada alarmante, por que Biden tem 70% de rejeição? (40:46) Novo risco do momento, não atingir a meta fiscal recém aprovada? (42:00) Do seu gráfico no último vídeo SP500 x ouro, você compraria mais ações ou mais ouro hoje? (42:57) Joga vídeo game com seus filhos? Ou joga algo? (43:35) Desisti, pelas vias legais não mudaremos nada, aparelharam tudo. Só uma guerra civil resolve. (44:12) Qual a diferença entre investir no exterior via corretora americana e brasileira? (45:05) Tenho menos de 2 anos produzindo conteúdo financeiro, poderia dar alguma dica? (45:27) Trump ou De Santis? (46:38) Quais os sinais de que um bom conselho de investimento é realmente um bom conselho? (47:07) Encerramento
This week, we work to define evidence-based investing, and explain some of the potential benefits of using this strategy. In part one of this two-part episode, our own Tom Romano, Head of Strategic Relationships and Product Development, is joined by Dr. John B. McDermott, Executive Director of Investments, for a historical retrospective on this fastidious investment approach. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ You can also find us on LinkedIn, Facebook, YouTube, and Instagram. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice.
In this episode, host Chad Burton provides a market update and discusses estate planning. He explains the importance of having a will, trust, power of attorney, and healthcare directive, and addresses the cost associated with these documents. Additionally, he shares that the S&P 500 has seen a rally with a total return of 18.36% for the year. Timestamps: [00:01:36] Market cap weighted index. [00:05:21] Weaker dollar and international positions. [00:08:22] Inverted yield curve. [00:11:22] Roth 401k and tax breaks. [00:17:06] Roth contributions and tax deductions. [00:19:07] What is an estate plan? [00:25:02] Power of attorney for digital assets. [00:26:09] Incapacity and healthcare directive. [00:30:55] Leaving money for kids. [00:34:06] Fully discretionary trust. [00:36:40] Financially screwing up kids. Email your money question to firstname.lastname@example.org. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
With so many industry segments and broad markets getting crushed today, several questions came in today asking if it was a buying type of day. We will look at all the S&P500 market segments, China data as well as Energy segments. Send in your questions live starting at 2pm PT today! #trading #futures #cryptocurrency #bitcoin #XLF Sign up for a free, 6 video course on Cryptocurrency here: https://www.tradingacademy.com/crypto/ Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin - https://www.facebook.com/TraderMerlin Live Daily Show: - https://www.youtube.com/TraderMerlin Trading Applications used: #TastyWorks, #ThinkOrSwim #CliK, #TradeStation, #TradingView, #Barchart
In this podcast, Chad & Rob, discuss the current earning season and its impact on the market. They note that while reports have been better than expected, there is still an overall earnings decline of the S&P 500. However, the S&P 500 has seen a 14.95% return, indicating a slight pullback from previous levels. The discussion also touches on the importance of comparing the S&P 500 to the Nasdaq. Tune in to gain valuable insights into the financial landscape. [00:02:20] Tech stocks and market performance. [00:04:18] Inverted yield curve. [00:08:51] The order of stock market returns. [00:11:35] Sequence of returns. [00:16:20] Shortcut mentality in wealth management. [00:20:07] Larger portfolios for retirement. [00:21:47] Portfolio design and alternatives. [00:25:07] Evolving retirement plans. [00:29:27] Financial planning in changing times. [00:32:02] Finding a retirement location. [00:36:22] Paying off mortgages vs. investing. [00:38:26] Should I stay retired? Email your money question to email@example.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
There are only 7 stocks holding up the S&P 500. How the airlines and the financial industry lie to you. What good is that financial plan without the planning? Is it ok to get into your principle or should you just live off interest in retirement? Uncle Sam's devious plan with Social Security taxes. How fees could cost you 10 years of retirement money. Don't assume your retirement will work. Do the math.
In this episode, Nathaniel and Tim discussed what the S&P 500 index is, its performance, and does it truly represent the overall stock market. From January 1 to June 20, 2023, the S&P 500 increased 14.3%. That's well above the 10-year and 20-year averages through that same time period of 3.6% and 3%, respectively. "The markets must be doing really well this year then!", you may think. But why are your 401(k)/retirement accounts not doing as well? Did you know that the top 9 companies of this index (Apple, Microsoft, Amazon.com, Nvidia, Tesla, Alphabet, Meta Platforms, Berkshire Hathaway, and UnitedHealth Group) accounted for almost 31% of the market capitalization? And if you exclude these top 9 stocks, the index would be up about 3% in the same time frame, making it a very mediocre year. Nathaniel talked about what drives the 2023 jump, and the volatility of the short-term market.
Discover why energy stocks rebounded and tech stocks pulled back. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 2% or 10% on your money over 30 years, is the difference between it growing to $181,136 or $1,744,940, an increase of over $1.5 million dollars. Your compounding rate, and how well you invest, matters! INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with stock and crypto ticker symbols and percentages to invest -Monthly VIP investing webinars with Linda -Private VIP Facebook group with daily interaction with Linda -Weekly VIP stock market & crypto update emails -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount required Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code "SAVE50" at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO BUY STOCK PRE-IPO? #Ad For Accredited Investors, sign up to receive a $250 credit from Linqto, click here: https://www.linqto.com/signup?r=e9tdhbl49v Need to find out how to get Accredited? Listen to my podcast: https://www.lindapjones.com/how-to-become-an-accredited-investor/ PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR THE WEALTH HEIRESS BOOK Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) WANT MORE FROM LINDA? Check out her program: https://www.lindapjones.com/why-join-the-vip-experience/ Get inspiration from Linda on Instagram: https://www.instagram.com/LindaPJones/ Follow her on Twitter: https://twitter.com/LindaPJones WEALTH MENTORING LIBRARY OF PODCASTS Listen to the full Wealth Mentoring Library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics: https://www.lindapjones.com/podcasts/ Be Wealthy & Smart, is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor™. Learn simple steps that make a big difference to your financial freedom. (Some links are affiliate links. There is no additional cost to you.)
Despite a somewhat lackluster April and May, equities markets ended one of the better first halves of a year in quite some time by the end of June. The Nasdaq, S&P 500, and Dow were up 32.32%, 16.89%, and 4.94% for the year, respectively. It was the Nasdaq's best first half of a year since 1983, primarily due to growth in tech stocks driven by the surge in artificial intelligence. In this first of two parts, we discuss quarterly returns for Q2 2023. Casey Dylan, CIMA®, Consultant, and Tom Romano, Head of Strategic Relationships and Product Development, will provide timely insights and analysis on what happened in markets and economies around the world in the second quarter and what this means for long-term term investors. Click here to watch the full Quarter-in-Perspective on YouTube. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice.