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Fundstrat Global Advisors Tom Lee at CNBC Financial Advisor Summit 2023 

CNBC Events
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Catch him again at this week's Financial Advisor Summit!
Register at: bit.ly/44LP6UJ
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#cnbc #financialadvisor #investing

Опубликовано:

 

20 май 2024

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Комментарии : 104   
@Aarrenrhonda3
@Aarrenrhonda3 18 дней назад
Which approaches are most effective for safeguarding my portfolio? I'm worried about my $450,000 stock portfolio since I've heard that a downturn will ruin the financial system.
@Peterl4290
@Peterl4290 18 дней назад
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
@larrypaul-cw9nk
@larrypaul-cw9nk 18 дней назад
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
@sabastinenoah
@sabastinenoah 18 дней назад
I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.
@larrypaul-cw9nk
@larrypaul-cw9nk 18 дней назад
Her name is “TERRI ANNETTE MOORE” can't divulge much. Most likely, the internet should have her basic info, you can research if you like
@sabastinenoah
@sabastinenoah 18 дней назад
I find this informative, curiously explored her on the web, spotted her consulting page, and was able to schedule a call session with her, she shows quite a great deal of expertise from her resume.. very much appreciated
@soniajames-tn4mp
@soniajames-tn4mp Месяц назад
Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.
@bonner-qv3mi
@bonner-qv3mi Месяц назад
I completely agree with you! My first 100k took a long time and wasn't that special to be honest with you. Once I hit 300K that is the game changer in my opinion. At this point my money is basically making me a pretty good yearly salary. When I go to sleep at night I know my money is making decent money with the help of my FA..
@rapp-in1mz
@rapp-in1mz Месяц назад
Nice. People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
@soniajames-tn4mp
@soniajames-tn4mp Месяц назад
I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.
@bonner-qv3mi
@bonner-qv3mi Месяц назад
"Angela Lynn Schilling" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment..!!
@soniajames-tn4mp
@soniajames-tn4mp Месяц назад
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip"'
@Daniel-ss7ri
@Daniel-ss7ri Месяц назад
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
@Valentine-sd2fb
@Valentine-sd2fb Месяц назад
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
@Janise-pg8yr
@Janise-pg8yr Месяц назад
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
@user-ql1hu3fr4f
@user-ql1hu3fr4f Месяц назад
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
@Janise-pg8yr
@Janise-pg8yr Месяц назад
Just research the name Angela Lynn Shilling. You’d find necessary details to work with a correspondence to set up an appointment.
@user-ql1hu3fr4f
@user-ql1hu3fr4f Месяц назад
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
@user-qk9ro8rp8t
@user-qk9ro8rp8t Месяц назад
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get 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.
@Lourd-Bab
@Lourd-Bab Месяц назад
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@user-qk9ro8rp8t
@user-qk9ro8rp8t Месяц назад
@@Lourd-Bab However, if you do not have access to a professional like JUDITH ANN PEACE, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments
@Lourd-Bab
@Lourd-Bab Месяц назад
@@user-qk9ro8rp8t Oh please I’d love that. Thanks!
@user-qk9ro8rp8t
@user-qk9ro8rp8t Месяц назад
@@Lourd-Bab Judith Ann peace is her name
@user-qk9ro8rp8t
@user-qk9ro8rp8t Месяц назад
Lookup with her name on the webpage.
@gaetanguimond1911
@gaetanguimond1911 Месяц назад
I like this journalist past with her questions. It is inviting for the guess to give his knowledge.
@micw8422
@micw8422 Месяц назад
Title is 2023 summit
@rickeygreentrades
@rickeygreentrades Месяц назад
this is from 2023, idk why they posted it again
@Chryeon
@Chryeon Месяц назад
😂😂😂
@midwestcannabis
@midwestcannabis Месяц назад
Party On with My 'Ol Pal Tom Lee! 🥳🥳🥳🥳🥳✌️
@dg6887
@dg6887 Месяц назад
Tom the best
@q9r8s7t6u5v4w3x2y1z0
@q9r8s7t6u5v4w3x2y1z0 Месяц назад
He's not the best. He was wrong in 2021
@samalan8214
@samalan8214 Месяц назад
This is actually from 2023, it looks like.. they are talking about two more rate hikes!
@LaurenPhina
@LaurenPhina 16 дней назад
I wasn't financial free until my 40’s and I’m still in my 40’s, bought my third house already, earn on a monthly through passive income, and got 4 out of 5 goals, just hope it encourages someone's that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing in the financial market is a grand choice I made.
@EbelynkaFrattesi
@EbelynkaFrattesi 16 дней назад
yeah investment is the key to sustaining your financial longevity but venturing into any legitimate Investment without a proper guidance of an expert can lead to a great loss too
@cobain-qh2yr
@cobain-qh2yr 16 дней назад
Hello, I’m 37 and I am not worth much yet , please help me out. Bought my first house last month and I can't seem to make any other smart investment.
@DiegoNavarro-jh8dn
@DiegoNavarro-jh8dn 16 дней назад
wanted to trade, but I got discouraged with the market price fluctuations
@DiegoNavarro-jh8dn
@DiegoNavarro-jh8dn 16 дней назад
Can you recommend a guide for me?
@Miaisabelle-yk6rd
@Miaisabelle-yk6rd 16 дней назад
Haven't you heard of Expert Chrissy Barymoer ?He gives excellent guide on the right stock with high dividend
@chrischoir3594
@chrischoir3594 Месяц назад
The Fed doesn't have a Crystal Ball but Tom does lol
@geoms6263
@geoms6263 Месяц назад
TOM HAVE CRYSTAL BOOLS
@chrischoir3594
@chrischoir3594 Месяц назад
Tom's 2022 year end S&P target still hasn't been hit he called 5400
@nickvin7447
@nickvin7447 Месяц назад
Yep, he's still an idiot.
@freestylefranc2653
@freestylefranc2653 Месяц назад
he is like powell little cheerleader🎉
@cessarnieto1361
@cessarnieto1361 Месяц назад
I like Tom Lee he always has good predictions. Smart guy as he was creator of Eherium crypto, what do you expect.
@kevinfarrell2897
@kevinfarrell2897 Месяц назад
This is one year old. Cmon youtube
@YesCivic-R
@YesCivic-R Месяц назад
For the next 6 months, slow growth on the lower tier, but bond holders make money, and Gold, super stock too, unusual.
@haze_the_alchemist1123
@haze_the_alchemist1123 Месяц назад
Tom Lee the legen ladies and gentlemen!
@sillystuff6247
@sillystuff6247 Месяц назад
*_2023_*
@bolicer5746
@bolicer5746 Месяц назад
Did Tom shave his eyebrows?
@BobBob-ey5br
@BobBob-ey5br Месяц назад
Tom is Kinky 🤣😂😭
@garrydye2394
@garrydye2394 Месяц назад
Tom is really Tamara on the weekends.
@johnchieze530
@johnchieze530 Месяц назад
my january prediction holds that the fed will never lower rates in 2024
@nickvin7447
@nickvin7447 Месяц назад
Inflation is absolutely not "taking care of itself" Tom.
@Long_Tail_of_Finance
@Long_Tail_of_Finance Месяц назад
he meant to say 5800 for the SPX.
@rdpaik
@rdpaik 16 дней назад
No. This interview was in mid 2023.
@geraldbennett7035
@geraldbennett7035 Месяц назад
is this from 2022?
@rdpaik
@rdpaik 16 дней назад
June 2023
@jlvandat69
@jlvandat69 Месяц назад
Hey Tom, how's those BTC predictions going? Let's see, you guessed $100K by the end of '21, then made the same prognostication for the end of '22, and now you're at $150K by the end of '24, if I recall correctly. Question is, "How many times must you be wrong B4 you stop?"
@nickvin7447
@nickvin7447 Месяц назад
Look at how often he is wrong, and look how much he is still on TV daily.
@jlvandat69
@jlvandat69 Месяц назад
@@nickvin7447 yeah, but then again, CNBC has a lot of fund managers on who have horrible performance, e.g. Woods. Seems like they would select much better analysts in order to ensure their viewers get good info.
@PennyPincher60
@PennyPincher60 Месяц назад
Tom called FANG going up by 50% over the past year. He was wrong as it went up 60% but most of us happily accept this error.
@darrenhere5856
@darrenhere5856 Месяц назад
to get to 4800 ??? WTF
@bg5215
@bg5215 Месяц назад
Pretty sure he meant to say 5800
@darrenhere5856
@darrenhere5856 Месяц назад
@@bg5215 i think it was from early 2023 ?? something strange
@rickeygreentrades
@rickeygreentrades Месяц назад
they're talking about 2 more hikes, this is definitely from last year.
@rdpaik
@rdpaik 16 дней назад
This was from June 2023 predicting the 2nd half of 2023. So he was pretty spot on.
@jayhay1237
@jayhay1237 Месяц назад
The big picture? Monetary policy and fiscal policy are on different wavelengths! Jacking the rate to squeeze the little people has no effect on big spending government politicians?
@typhoon320i
@typhoon320i Месяц назад
You mean 5800, not 4800.
@JerHilDay
@JerHilDay Месяц назад
Why is cnbc putting out this OLD Video?
@ivailoruikov5558
@ivailoruikov5558 Месяц назад
✔✔
@Lisa-jy7bk
@Lisa-jy7bk Месяц назад
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
@Elizabeth-uz7wm
@Elizabeth-uz7wm Месяц назад
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
@Betty-dc5ck
@Betty-dc5ck Месяц назад
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@Helen-tg4tr
@Helen-tg4tr Месяц назад
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
@Betty-dc5ck
@Betty-dc5ck Месяц назад
Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
@Helen-tg4tr
@Helen-tg4tr Месяц назад
Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.
@William14094
@William14094 Месяц назад
To get to 4800? What’s he smokin
@BobBob-ey5br
@BobBob-ey5br Месяц назад
Does Tom Lee have a Boyfriend?
@johnyjsl9219
@johnyjsl9219 Месяц назад
what happened to Tom's eyebrows ? Did he get brow beaten or something?
@logosproclamation453
@logosproclamation453 Месяц назад
Come on Come on CNBC, who works this channel? Somone Sleeping ar the vwheel. Old videos!
@Joe-nj8py
@Joe-nj8py Месяц назад
Tom is solid and Powell will be replaced soon as well as SEC.
@mmercato7174
@mmercato7174 Месяц назад
The Fed wants the Markets to go much Higher !!! SP 6580 ?!
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