I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

@Pamela.jess.245

15 күн бұрын

True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.

@carssimplified2195

15 күн бұрын

It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.

@PatrickFitzgerald-cx6io

15 күн бұрын

My partner’s been considering going the same route, could you share more info please on the advisor that guides you?

@carssimplified2195

15 күн бұрын

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

@PatrickFitzgerald-cx6io

15 күн бұрын

Interesting. I am on her site doing my due diligence. She seems proficient. I wrote her an email and scheduled a phone call.

Risk management should always come first, the reason many traders lose money is not simply due to inexperience or a lack of knowledge of the market, but because of poor risk management

@EricMoore158

5 ай бұрын

Right, but then proper risk management doesn't guarantee profitable trading. If you want to acquire better trading results emphasize more on trading when liquidity is present. Nevertheless you need to be able to analyze good market entries and exit

@ThomasJeff066

5 ай бұрын

Losses are necessary, as long as they are associated with a technique to help you learn from them

@MargaretGeoffrey

5 ай бұрын

Identifying good market entries and exit has been a very troubling for me. What does it take to analyze good market entries and exit like you mentioned???

@EricMoore158

5 ай бұрын

Substantially it takes assistance from an expert to perceive good market entries, demand and supply zone. I don't even worry about market entries and exit since I trade with trading Expert. She runs the risk management and research while I get good earnings through her strategies

@SteveDaniel152

5 ай бұрын

Risk management is one of the most, if not the most, principal component to always look out for

Currently the market seemed tougher on boomers. I on the other hand am use to buying and holding assets which seemed to be obsolete in the current market, plus inflation is catching up with my portfolio. I am close to my retirement and it worries me.

@EthanRaynolds

13 күн бұрын

You shouldn't blindly jump on every opportunity in the market. Aim to obtain adequate understanding of the potential factor that contributes to your financial growth.

@HarperScott-pk6uk

13 күн бұрын

It all depend on how long you are willing to hold on for, stock will likely tank up. But making serious gain will not be problem if you are or working with a pro.

@WilliamsJones-jx1ce

13 күн бұрын

I work with a brokerage expert who helps me through this tensed and pressured market. Its been over 10months under his expertise and I have accumulated over $600k from all my holdings. His advance knowledge in wealth management and tax planning has really optimized my finances and security. My retirement is looking glowy.

@AmeliaClerk

13 күн бұрын

An experienced brokerage expert should first seek to understand the financial values and goals of clients before providing innovation solutions that aligns with those goals.

@WilliamsJones-jx1ce

13 күн бұрын

Yeah..that's correct. The expert I am working with had to enquire into my financial objectives and also my risk tolerance before providing strategies for me. He also provide me with investment opportunities. He is in-the-know on market trends, tax laws and financial regulations. That gives me much confidence.

I thank myself for never giving up even when it was very hard I kept pushing through until I made it out. My advice is that If you do your own investing, have you ever thought whether you should turn things over to a financial advisor? If you have significant assets, you have probably felt anxiety when making choices with your money. Perhaps you sensed that you might make better investing decisions if you knew just a little more and could invest without emotion. If this is the case, consulting a financial advisor makes perfect sense.

@michaelfranklin.

8 ай бұрын

You’re right! Working with a financial advisor will genuinely set you up for success in life. I’m delighted I was able to hire a financial advisor named John Desmond Heppolette, earlier this year. Because while others were grumbling about the downturn in the markets due to the state of the economy, I was busy learning from him and eventually made over seven figures in the first quarter alone.

@andymarion

8 ай бұрын

John Desmond Heppolette has been a significant step in my financial life journey, providing valuable knowledge, actionable advice, and motivational content. His supportive community has boosted my confidence, work engagement and has inspired me to strive for excellence. His assistance is a secret weapon for great financial growth, and his online presence is a must-see for anyone looking to improve their financial situation.

@williamculligan

8 ай бұрын

John Desmond Heppolette, really seem to know this stuff. I found his web-page when I made a google search of his full names, read through his resume, educational background, qualifications and it was really impressive. I left him a note and booked a call session with him..

@Barbara0015

8 ай бұрын

Absolutely! A financial advisor can help you create a tailored investment plan that aligns with your unique financial situation and goals.

It’s always better to have a financial plan. To avoid having to manage your life. Working with a licensed planner and fixed-income strategist in LA. 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

@LeeParkchu

8 ай бұрын

People downplay planner’s role, until they are burnt by their mistakes. That’s why I’ve been working with expert planners like LUCY ROSE CARTER

@LeeParkchu

8 ай бұрын

I wasn’t sure with investing money for a new car, but I’ve made over $58k since 2022 from learning from Lucy and still bought my dream car. Thanks😭

@GibsonJames-gr3on

8 ай бұрын

Is it possible to get in contact with someone like that?

@TheRothschild770

8 ай бұрын

LUCY ROSE CARTER GOOGLE the name

@TheRothschild770

8 ай бұрын

I know Lucy, she is a CFP and I first saw her on the BBC talking about the crypto and real estate. And I just had to look her upon the WEB. I’ve made real good money since.

0:25 the difference between wealth management and asset management. they've been used interchangably but they have distinctions. AM is we manage money on behalf of the individuals - institutions sovereign wealth funds, pension funds. we manage them an ETF, stock, bonds, hedge funds, PE. this is the heart of fiduciary business. Wealth management is that, plus understanding someone's entire balance sheet: mortgage and loan and credit card - their entire life.

@Riz019

3 ай бұрын

Sounds like it should be reversed honestly

An investment said to have an 80% chance of success sounds far more attractive than one with a 20% chance of failure. The mind can't easily recognize that they are the same.

@fragrance4656

Жыл бұрын

Amazing to see another who invest with Mrs Anne Marie, I'm currently on my 5th trade with her and my portfolio has grown tremendously. Her weekly signals are highly profitable

This woman is so classy and knowledgeable and it shows. Some of the things he said there, I had to learn the hard way. For the newbies, if you need any, be it wealth manager, asset manager, Investment advisors, broker or any fancy name they're called, remember to always look out for practical and not necessarily "smart" people. Had a terrible experience with one and it opened my eyes to the realities. Funny thing is barely 2 years into doing the right thing, I am doing well and close to making a million off my investments. Be safe out there guys.

@archiemcdougald5466

Жыл бұрын

...Very sound and realistic. I have been into this sphere for sometime now and though I won't say I have lost a fortune, I have squandered quite a lot... I always seem to follow the wrong crowd... You mentioned using a not so sound professional initially, if its not a problem, can you tell me who the present one is, how you found him/her and how you guys work... I need more details...please I urgently need one...

@Mrcarlson_E

Жыл бұрын

story of my life. wrong people will leave you worse off

@trishawallor

Жыл бұрын

@@archiemcdougald5466 Funny enough, I can honestly relate. Met mine through a colleague at work. I don't know if I am permitted to go into details here, but you could look up "Stephen Joseph Kohlhofer". I'm not so sure he takes on new people right now, but you could try.

@manofsteel7635

Жыл бұрын

@@trishawallor wow I know this smallish man. Once attended a fundraiser he was also in attendance in Vancouver,, Great speaker with a funny accent,, He's in the States though, I doubt he works with non residents,,,

@archiemcdougald5466

Жыл бұрын

@@trishawallor Thank you...

“We help them get average returns while charging them fees that negate the returns”

@clacicle

2 жыл бұрын

Whenever I hear someone in the financial industry say “wealth management”, I often find myself asking, “whose wealth”? Mine or yours?

@carlosdiaz3779

2 жыл бұрын

@@clacicle haha right? I wonder what the allure is for hedge funds and private wealth management, I understand it more for private equity as you get access to non traditional assets

@jeremy0158

2 жыл бұрын

Wealth management and asset management target also individuals with like more than 1 million assets

@witnessthewrath8061

2 жыл бұрын

Guarantee you never had a good wealth manager or you would change your tune very quickly. They’re an essential part of your team if you can find a good one.

@yosmuc

2 жыл бұрын

Its important to keep in mind that many ultra wealthy people would rather pay fees for professional advice. Either because they lack the expertise or are so wealthy they would hardly notice the fees. These services are really for particular clients.

I've never heard it put so succinctly and so well.

@ramswaroopmohanty2730

2 жыл бұрын

@@verathom7637 scammer spotted

@jibonray4086

2 жыл бұрын

I. V

@Mary beautifully explained in simple words about Asset and wealth management... 👏👏👏

@AdityaSharma-jz5lx

Жыл бұрын

kzread.info/dash/bejne/f6mmxbWjcsmdkco.html

Wealth Management is Hard core sales

The cave you fear to enter holds the treasure you seek... I was privileged to learn & invest in Forex trade, Binary Options (Digital currencies).... I was amazed by the profit received after the end of my trading sessions it's encouraging.

@HidalgoTanner

6 ай бұрын

It's always better to have a financial plan. Working with a licensed Financial adviser/Manager is a good step to financial stability. The fixed income portion of your portfolio won't simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.

@ZenoKerry

6 ай бұрын

People downplay the role of a FA, until they are burnt by their mistakes. That's why I've been working with a reliable FA/mentor like BEATRICE O Wendy.

@ginalatham2

6 ай бұрын

​​@@ZenoKerryI wasn't sure with investing money for a new car, but I've made over $58k since October 2023 by the help of Beatrice O Wendy and still bought my dream car. Thanks

@aaron32118

6 ай бұрын

​@@ginalatham2Is it possible to get in contact with someone like that?

@ginalatham2

6 ай бұрын

​​@@aaron32118She often interacts on Facebook.

I absolutely love your interviews #David 😃

@AdityaSharma-jz5lx

Жыл бұрын

kzread.info/dash/bejne/f6mmxbWjcsmdkco.html

Dave, thanx a lot for having that lady explain us, where to bring our money ... appreciate !

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.

Why does every video having to do with money attract AT LEAST one commenter touting crypto, and that post gets a minimum of a dozen comments, all of them obviously commercial spam. Are those all clickfarms and chat bots?

@jz4461

2 жыл бұрын

Yes, it's a big issue on YT. Report it each time as unwanted spam.

@myles5158

2 ай бұрын

Yes. Click farms chat bots and scams.

David is the best finance interviewer.

@jdrancho1864

2 жыл бұрын

He's feeding her softball questions.

@maxsmart99

2 жыл бұрын

💯

@arianbehnami1050

Жыл бұрын

Idk. That lady that always interviews Warren Buffet is pretty good too

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. =)

Awesome explanation

How long does an episode last, only 24 min or longer where can I found complete episode

i can smell the wealth and class on this woman xx

@bigboat8329

9 ай бұрын

they paid her 25 mil last year lmao

Very eloquent ..super smart woman….

Wow! Amazing advertisement pitch for JPMorgan Chase.

Great financial advisor

Great interview

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

@donnabrannan1448

11 ай бұрын

@neolHoward Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time.MARTHA ALONSO HARA, a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.

@donnabrannan1448

11 ай бұрын

@neolHoward MARTHA ALONSO HARA

Any web in which we can learn a bit of what she said related to save early? Any article? Book? Thanks in advance!

@jdrancho1864

2 жыл бұрын

Article? Book? Are you effing serious? Yt is full of financial advice videos. You might even say it's overflowing. It's there for the taking, and the best part, it doesn't cost you a penny, or whatever the smallest possible coin is in your country.

@bigboat8329

9 ай бұрын

Sure, but you have to be careful to avoid grifters/scammers on YT. Most people are interested in giving you garbage advice and then trying desperately to sell you their courses. Usually these are trashy trailer-park types of people that rent expensive cars and houses and wear poorly-fitting cheap suits to "flex" and prove that their strategies worked for them, so they're going to work for you!@@jdrancho1864

Wealth Management: Once you have an Asset it begins. Asset Management: One’s an Asset is desired and it’s subsequent acquisition & management.

Good video

Do you notify benificiaries,

Very good explanation.

Asset management also involves retail products, like Blackrock iShares or Charles Schwab funds. What she is talking about is only AM for institutional clients.

asset management focus on asset allocation into different investment instruments. Wealth management focus on overall balance sheet. Managing asset and liabilities.

I have been a banking client of JPM and a private client. Fired them both times. They are not incompetent. They are dishonest.

This woman makes a mindboggling amount of money

Luv it when she says “ to help Ppl “ 😂🎉❤

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. 👀

Memerlukan lebih ramai orang jadi sebarkan video ini lebih banyak

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

We've saved for me for 45 years plus if you want to count historical

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

wowww beautiful contents..... love your channel, subbed ! a fellow creator,,

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

nice

Hay quá

Let the hand rubbing commence!

Why are their so many comments this is a bug..

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

Investing in trust deeds is also a great investment worth considering!

What if your advise is wrong? Then what?

@jamesbrown7885

Жыл бұрын

I would say that's very rare to happen for a bank that's been doing it for a long time

Treasury was recommended after accounting degree confirmation

Nonang has a bank use to answer now.535 Thai baht

Funny that she dances over why the Wealth Management business isn't also a fiduciary business

@bigboat8329

9 ай бұрын

I'm confused so perhaps you may explain it to me: Why doesn't she want to say they're fiduciaries? Doesn't this indicate they'd put their client's interests over their own? Or do they not do that, so she doesn't want to get in trouble for saying it?

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

0:20

I worked in JPM wealth management. Churn and burn.

I was poor but then investing in high stakes really helped you should try too, you should get advise from people

@tonystank586

4 ай бұрын

Oh I see that is very good and possible. Shing chan is who helped me to be better. Contact him at wherever, whenever he is available

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.

Great comedy

Good video. As for me i have made huge profits on my investment since i started trading with Julia David, her trading strategies are top notch.

@henrysimon7213

Жыл бұрын

I'm surprised you know her too, I've been making a lot of profit investing with her for a few month now.

@tessbakker7549

Жыл бұрын

Wow, amazing to see others who trade with Mrs. Julia David, I'm currently on my 5th trade with her and my portfolio has grown tremendously.

@michaelparas1499

Жыл бұрын

I am fascinated by the accuracy of her predictions. One must think she reside in the market lol. Great trades yesterday though

@marklingard7705

Жыл бұрын

Do you mind hooking me up with her, I'm new at this.

@jessstimpert6781

Жыл бұрын

She's on telegrams. with the user name below

Don't forget this company asks it's employees to work 12 hours shifts, 6 days a week. How is this reasonable?

I thought wealth management was just a fancy new word for "stockbroker" now that traditional stockbrokers have been dis-intermediated by online brokerages.

@bigboat8329

9 ай бұрын

WM is an entirely different process. You aren't really involved in brokerages if you're in WM.

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.

Celine Dion after canceling her Vegas shows

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

No Nang Michen Manno

「上記のギフトのいずれかを選択できます」、

basically making the rich richer

@enlilannunaki9064

2 жыл бұрын

Is there something wrong with that? Do you think the “poor” deserve something the “rich” don’t?

@stephenkutney9626

4 ай бұрын

Not by listening to this. This is about making money for the person making you "broker."

Why does she sound like a TV politician a little?

@vladtheimpaler3625

2 жыл бұрын

She has that Nancy Pelosi vibe.

"Learnings"😂

Where is david looking???

@lorenzmuller3542

2 жыл бұрын

Hahaha

@sayoshinakamario

2 жыл бұрын

Looks like he’s napping while she’s answering

A Robot Woman...

now explain the difference between JP Morgan and a criminal syndicate.

@de5913

2 жыл бұрын

Shut up

o c'mon, this is just a paste and tell

Hay quá

Currently the market seemed tougher on boomers. I on the other hand am use to buying and holding assets which seemed to be obsolete in the current market, plus inflation is catching up with my portfolio. I am close to my retirement and it worries me.

@HarperScott-pk6uk

Ай бұрын

You shouldn't blindly jump on every opportunity in the market. To adequately understand the potential factor that contributes to your financial growth, it advisable you seek the tutoring and guidance of a professional.

@LiamThompson-cv9xy

Ай бұрын

It all depend on how long you are willing to hold on for, stock will likely tank up. But making serious gain will not be problem if you are or working with a pro.

@LiamThompson-cv9xy

Ай бұрын

Personally, I work with Jason Herman Pierce, he is a brokerage expert and a Certified Financial Planner. He guides me through this tensed pressured market. Its been over 10months under his expertise and I have accumulated over $600k from all my holdings. My retirement is looking glowy.

@WilliamsJones-jx1ce

Ай бұрын

​​@@LiamThompson-cv9xy How can I get in touch with your advisor? I am in dire need of an expert. My portfolios have been stagnant for a long while. I would love to diversify.

@LiamThompson-cv9xy

Ай бұрын

You just have to Google the name correctly, Jason Herman Pierce. From there you will find all the necessary information you need.

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