19 Burst results for "Investment Professional"

"investment professional" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

07:33 min | 10 months ago

"investment professional" Discussed on Bloomberg Radio New York

"From Bloomberg radio to the explosive growth of private equities in field in part by big Texan large public pension plans which are increasingly vocal about social responsibility you're asking a lot more questions than they used to about how the money is being made and also who's making the money so that raises the question how much are they looking and how much are they concerned about the lack the utter lack we should say of gender equality across the private equity industry Sabrina Wilmer she's been fine this story for quite some time one of our top P. E. reporter is this story a great and Alice's help us understand what you found. I looked at the top ten buyout firms by assets and try to look at the number of women on these buyout teams are actually making investments and what I found is that there are very few women in most of these firms only have one or two women on these teams that are made up of dozens of investment professionals and. Apollo has one home improvement and up and also Carlisle only has fifteen so and what kind of positions are they are they typically and the most senior yeah I looked at the top two senior positions at each arm. and yes so it's basically it only positions where they're investing in writing and buy out to be fair Sabrina and I feel like we need to talk about the Wall Street or financial community overall are they kind of the same as what we see on Wall Street and that investment banks are you the big banks or is it worse well according to pre plan it which did a study earlier this year it was mostly of asset managers I don't think they include thanks in the study in but they compared private equity a hedge funds and venture capital it looks like they have worse representation than even those industries which are known for not having in women and most of the women are an investor relations and marketing positions and financials and so when you talk to them because you talk to these firms all the time like when they set. well they say that they obviously need to improve their numbers and and they're doing the best they can to promote more women and they say it some of them say it's a pipeline issue and they're trying to push the boundaries a little bit more because they pull from you know the typical banks and private equity the power lines are really good already. in the same schools so I I actually interviewed a recruiter from Russell Reynolds heather Hammond who said that she's pushing her clients to look outside of these firms and look at court corporations corporate development roles at Benton companies I where you can apply those skills to private equity investing that Sabrina Wilmer and looking at a really important issue right equality when it comes to private equity firms what's fascinating chases women are specially lacking in running or co managing the buy out businesses which is historically right the heart of president would enter and that's where you make the money totally and that's where you make the money that's where you get the experience these absolutely and that gives you the impetus to go start your own thing and so they talk about the pipeline investors you know has said this is a real problem but they're really not doing anything about it the numbers don't lie exactly well speaking of private equity I did get a chance this week Carol to catch up with Mike air again he's co founder and CEO of Aries capital management this is a friend that's a little bit outside the traditional private equity definition they really focus more on private credit but they have been a big beneficiary of a space where big banks are no longer playing we talked about lots of different things including the global macro environment markets crave certainty and we don't have a lot of it right now and you could look at what's happening in the economy fundamentals in the U. S. economy very strong but a bifurcation between the manufacturing sector and the service sector questions about the health of the consumer relative to the lack of health in the in the manufacturing committee so generally the folks that we talked to are optimistic cautiously balance sheets are strong and healthy revenues are up profits route but I think we're all starting to talk ourselves into a slow down and we're starting to see it a little bit of a shift in sentiment and when you think about sort of the more traditional buyouts phase where do you see the. you Asians and how it is how does that play out to the balance of the year and into twenty twenty so still a lot of capital in the in the private equity markets right so if you look at it there's eight hundred billion dollars of dry powder to be deployed deal flow is still adequate but obviously purchase price multiples are elevated and have been for a very long time I expect that to continue I think the bigger challenge so we're gonna have his private equity since its inception has made its most money by making companies that invest in better for the last ten years through the use of leverage cheap cost of dad and just value you know multiple accretion folks been able to generate very very attractive returns I think those pro cyclical strategies are not going to work going forward so right now valuation still very very stable liquidity still very good but as we get later in the cycle the ability to improve companies operationally Dr cash flow growth is going to be paramount to actually up before when you think about valuations AP you've gotta think about sort of private market versus public market and we have seen that writ large it yells like here in twenty nineteen AS companies have gone public maybe with some disappointing results at least when it comes to valuations I look back and tell the time just last week. how do you sort of square that a a bit give in your work both in the private and the public markets how does that work itself out I think they're two questions in there one is just how the private markets developing relative to the public markets not just in terms of valuation but in terms of capital flight yeah and so part of this this ongoing conversation I think we'll be having for decades is or the private markets because of their structure how they're funded and what we as capital providers can do for private companies is that affecting ultimately the structure of our public markets I think the answer is yes companies are staying private longer the private markets private equity in private credit or be not become more flexible what they can do for private company that's obviously impacting what's going on in the public market so when you look at what's happening the public markets fewer public companies we've ever had higher concentration of market cap in the hands of a very few companies in concentrated sectors and pass investing now at a active investing so when you factor all that in this disconnected it's very interesting because the companies that need to go public or really the very largest for those that have evaluation disconnect so from a private equity standpoint when you look at companies like a peloton for we work we're trained to look at cash flow yeah under writeable sustainable edict and ultimately how that converts the value the public markets at least historically shown a willingness to price in the value of innovation and destruction sometimes detached from the actual cash flow performs the business I think what we're seeing now is a public market push back on funding that innovation it and expressing his as as value that's Michael area getting he's the CEO co founder of Aries capital management a big player in.

Sabrina Wilmer Bloomberg reporter Alice P. E. Apollo Carlisle eight hundred billion dollars ten years
"investment professional" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

05:50 min | 11 months ago

"investment professional" Discussed on Bloomberg Radio New York

"Investment professional before investing will the markets are certainly reacting to this a manufacturing dated the fell deeper into contraction posing the weakest reading since the end of last recession we have the ten year treasury was trading down now it's up about four thirty seconds here pushing that you'll down to one point six four percent to get the sense of what this means for credit markets rates going forty welcome our good friend IRA Jersey iris chief US rate strategist for Bloomberg intelligence based in the B. I. headquarters in Princeton New Jersey our thanks so much for joining us just give us your sense on how the market is kind of reacting to this manufacturing date and what it may mean for fed officials going forward Hey Paul thanks it a yes clearly this was something that people I think I'd hoped would be turning around on the manufacturing sector has been the weak sector within the U. S. economy and and in fact globally and you know some people have been saying you know the the manufacturing sector's only you know under twenty percent of the US economy right now it's really the consumer that matters but it but the the thing is is that the consumer matters yes but those consumer jobs are being are held by people who work in manufacturing who you work and service sectors that service does manufacturing sector so if you have one large even though it's a even though it's not not the primary source of growth in in the U. S. but when you have one very large sector that's very weak you really have to worry about the knock on effects to to other sectors so I I think for for fed policy this means that easy policy will continue you know and and so the Bloomberg economic seem things that the fed's gonna cut two more times this year I think even if they don't decide to cut in October that they'll still do some some type of of easy monetary policy so for example maybe start expansion of the balance sheet again not as big as quantitative he's. but just you know modest purchases and the market will take that as at least some form of policies in our I think today's a fascinating day in markets because you're seeing the push pull of both weaker demand and slowing growth and the fact that a lot of central banks seem to be running out of ammunition are sort of nearing the end of the rope with what they can or are willing to do and I'm thinking of the bank of Japan and the the fact that they are tearing at some of their bond purchases as they try to preserve some sort of returns hi in their three trillion dollar pension and I'm just trying to figure out how that's going to play out going forward I mean do you think that the US has substantially more ammunition to push lower benchmark deals from here. well we we do because we can certainly get benchmark yields down to zero yet you know that something that actually yet you know that the fed contemplated will whether or not they could do what Europe and Japan is on trying to push policy rates below zero but certainly you have another hundred and fifty basis points or or a hundred and hundred and seventy five basis points or so a potential using that that the fed could do I think part of the question is what is the efficacy of monetary policy in this environment because part of the part of the thing that we've seen in the world where bank balance sheets are constrained because of capital regulations the easing of monetary policy doesn't create money in the same way that it did prior to the implementation of the bow the rules even in in the early nineties so so the question is these long and variable lags that we talk about that monetary policy works and can that work in the same way without help from the fiscal side of things and in the US you know there's going to be political issues trying to get any kind of meaningful fiscal you know fiscal help in order to to slow down and it to to stop any any significant slow down the economy now now that being said you know the US economy souls and not is not in bad shape it's just not in a in the type of robust you you know that kind of it the robust growth that that I think people want but we're also probably not going to get it we have too many other head winds that are going on so so for the rates market that means you're going to continue to have very low interest rates in particular with with with inflation expectations only being one and a half percent so so is it the fact is is that you're gonna have just you know low interest rates for until such time as the economy can turn around kind of on its own without any help from monetary policy at all. just which appears quickly IRA last this time last week we're talking about the repo market in some of the turmoil there can give us an update on what's going on there. so things have calmed down quite a lot you know the the issue that did did the issues that we had with bank balance sheets not being able to expand like I mentioned before really set itself into the repo market you had a couple of a very one off things that it that occurred all at the same time and is is that the federal reserve now has come in and they're going to continue to do overnight purchase agreement operations but now that we're beyond quarter and things really ease in the repo market so funding levels of gone back to where they were prior to that little hick up that we had back back in mid mid September Jersey thank you so much for being with us our Jersey as chief U. S. interest rate strategist for Bloomberg intelligence joining us from the headquarters of that unit in Princeton New Jersey right now we are looking at all three major U. S. indices lower the nasdaq has turned negative negative one tenth of a percent you're seeing as a P. down four tenths of a percent the Dow six tenths of a percent on a huge surprise the Dow is leading the downward trajectory here in the wake of that manufacturing contraction the weakest reading since the aftermath of the financial crisis in the United States so there is a question here how immune is the U. S. the slowdown at what point will the manufacturing contraction bleed into services and how much ammunition to the federal.

Investment professional three trillion dollar four thirty seconds six four percent twenty percent ten year
"investment professional" Discussed on 106.1 FM WTKK

106.1 FM WTKK

01:40 min | 1 year ago

"investment professional" Discussed on 106.1 FM WTKK

"Roll out each year or you may be able to completely roll it over into an IRA right now but I want you to go into it with your eyes wide open and understand no notice I did not say cash out I said roll over so we're not creating a taxable event at all we're simply moving it because right now what's that ma'am it's just sitting there but money is not working for you so definitely go to Dave Ramsey dot com you can click on the support pressed a program funded investment professional near you really start to talk that through I'm proud of you all with what you've done as far as attacking and paying off not only your home but all the rental properties that's amazing and remember and I have to talk about this because I talk to people all the time that battle to become debt free but do you know how long it takes to go backwards out sixty seconds right all sixty seconds on a car lot or looking at an S. U. V. or doing something crazy consent you're backwards so what we have to do Americans continue to play defense stay aware of the things that you're chasing down that don't ever get caught up in deserve island is dangerous and it typically brings a pain this is the Dave Ramsey show studies show that security.

Dave Ramsey investment professional sixty seconds
Alibaba billionaire buying Brooklyn Nets for record U.S. pro sports price

New Yorker Radio Hour

00:35 sec | 1 year ago

Alibaba billionaire buying Brooklyn Nets for record U.S. pro sports price

"The Brooklyn nets have a new owner Joseph side he is the co founder of the Chinese economists giant Alibaba he announced he's buying the nets for a record two point three five billion dollars as the highest price ever paid for a professional sports team Newsday reporter Jim bomb back says sports teams are increasingly lucrative investment professional sports teams are on a trajectory well off any other industry is like if you would do that hi charges going up and up and up and up and up sign already owns forty nine percent of the nets and will buy the remaining fifty one

Brooklyn Nets Joseph Side Alibaba Jim Bomb Reporter Investment Professional Three Five Billion Dollars Forty Nine Percent
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

03:26 min | 1 year ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"I want you to sit down with an investment professional has the heart of a teacher that can guide you. This is somebody that you can look at run some numbers have them. Explain to you kind of where you are versus where you can go, right? Where you want to be? And that's the direction I want you to take positive action leads to positive results. So you want to think of ways are an extra income to be able to attack the debt and get on. Baby step four or sooner or build up your final amount of your emergency fund. So we gotta think different right? So glanced back focus forward. And that's where you start to take steps. Again. Pollock think you you can do this. I've talked to people that are on baby step number one and their sixty two and sixty three. So you're a head of that. So you've got something to be grateful for now we need to take positive action back to another Email. I've got in from rich. He says he's pumped writ says Chris pumped I'm twenty seven and I'm on baby step seven. Okay. My home is paid for with cash. I've been reading as many financial successful principal books as possible. I try to get through ten a year of books, of course, love to hear what inspires you as well. Chris. I'm very curious about your new book, and what will make it distinct from other books on millionaires. Well, rich, let me tell you this number one that you are twenty-seven and on baby step number seven and VIP's for you out there. Maybe we don't talk enough about baby step number seven. But this is the one I mean, this is the one where we're building wealth and we're giving right? We're finding ways to be a blessing and to help other people that's fantastic. And rich proud of you twenty seven years old. But a you have accomplished some things that's great leaders readers people that read you get new information, and you go you push. You learn some things you're able to challenge the way that you think it's a rich. I love that. You're staying inspired. I'm also pumped up about the new book coming out everyday millionaire. How ordinary people built extraordinary wealth and how you can too. That's the title of the book, so rich, I won't encourage you as you asked me, you say, well, what motivates me I'll tell you what motivates me knowing that people out there meet to hear something that I have the ability to tell them, I can share something that I know for a fact like, I'm not speculating, I'm not hoping I'm not wishing this is stuff that I know. And I know people are in that mode. They're stuck they feel like nobody cares. They don't know what direction to turn as rich for me to be able to be that voice that coach to encourage and inspire people. That's what keeps me motivated that. I know when I traveled to a city, go speak got a few trips coming up that when I get there, and I'm talking about money business or leadership. Whatever that is that there's some people in the audience that need to hear something. And so I try to stay in tune to that to make sure that I'm doing that. And so, you know, it's a great opportunity to be able to do that. So that inspires me. What will make my new book? Everyday millionaires different than others that are out there. Well, here's the biggest thing we studied ten thousand millionaires. Right. Just the sheer research size of that is totally totally different than anything else. That's been done out there. So we got a great opportunity to not only get the stats on over ten thousand. But also their stories hear their stories is fantastic. So rich, thank you so much for writing in. And again, if you're out there if you're feeling panicked. If you're feeling pumped I want you to Email me ask it, Chris HOGAN, three sixty.

Chris HOGAN Pollock investment professional principal twenty seven years
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

02:49 min | 2 years ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"Understand your scenario. Vinit mentioned long-term care expenses as well as healthcare. We. No, that's a hot button topic with a lot of questions, their options out there. We just have to get plugged in with an insurance. He'll p to walk through and understand where we are and where we stand what fits. But I think with the healthcare in the long term care side of things, it's important for us to understand it because not only do we can. We have conversation with our parents, but we can also have conversations with our friends. We can enlighten our friends and help them be aware of it so they can have conversations with their parents as well. And then it mentioned toward the end talking about unanticipated expenses. And I was reading the article and I was looking at this not. We already helped people prepare for that that's called having an emergency fund. And when you have an emergency fund set aside when something pops up, you can deal with it. Now there's a difference between an emergency versus an unanticipated expense. I think you know the unanticipated means you didn't think about it or you didn't plan for it didn't mean it wasn't going to happen. And so being aware property taxes, for example, if you've got your home paid off free and clear, you know, property taxes. Going to be do each year. You got to be prepared. You gotta be saving up to be able to write that check. And so those kinds of mindsets in looking at these blind spots, I wanted to mention it to you VIP so we can stay focus and be intentional with it and get things done the right way. Be sure to check out the show notes, DWI linked to the full article, their view to be able to read, but also to be able to share because I think this information we need to help each other with it so we can stay plugged Dan, but we can also stay on track. All right. I'm gonna. Go back to the phones. Have Jeff, Jeff, are you there? Hey, I'm. In a little scenario on my formal and k. the company goes, you vanguard. Okay. Basically what I wanna do is gonna change everything in so my retirement so I can build it up a lot faster. Like I granted aggressive growth income international, how can pick some good stocks, you know, without actually going to broker. Well, okay. So you're talking about doing investing on your own? Yes. Uh-huh. Okay. But after go to vanguard, well, I would say this, Jeff, I think whenever you start to look at investing, it's an it's okay for you to be able to have an understanding of what it is you want to achieve and even maybe the direction you wanna go. But I want to encourage you to make sure you're plugging in with an investment professional that you can bounce ideas off of that you can talk with them because see, it's one of those things that's like dabbling. You know, a friend of mine is a mechanic and that. Got another friend that wants to be a mechanic and his won't to be a mechanic. I'm not interested in taking my vehicle to him. Okay..

Jeff Vinit investment professional Dan
Bill Lewis talks about the importance of knowing product-market fit

My Worst Investment Ever Podcast

04:45 min | 2 years ago

Bill Lewis talks about the importance of knowing product-market fit

Bill Lewis Investment Professional United Kingdom United States Noel Andrew Stotz Harvard Business School British Airways Chris Larrea Linaker Senior Financial Analyst Co Founder Founder LOU Tennessee Europe Charlie Optimus
"investment professional" Discussed on WBT Charlotte News Talk

WBT Charlotte News Talk

01:31 min | 2 years ago

"investment professional" Discussed on WBT Charlotte News Talk

"You've, got debt number one is we've. Got to get this car out of, your life okay so I would attack. The car then from there you talked about again set aside taxes attack, in the car you want. To put some toward retirement and some, toward your kid's education pay some toward the house and I. Think putting a dollar amount you can also use some of that to have some fun I don't. Think that that's a problem, at all and see what I'm doing Julie with that approach I'm spreading. This money out so it goes somewhere intentionally and I don't. Accidentally. Let it slide by so What I mean is, this don't park this money in your account because whenever you have money just sitting there. And you don't have it attached to a goal or something there's a name for, it and it's called spent so you all have an opportunity to make some progress in multiple, areas, by following this approach Julie thank you so much for your call appreciate that and speaking of saving for retirement I. Want wanna tell you something summer's here and that means family, vacations backyard grilling and even taking things a little bit. Easier because kids, are out of school but unfortunately for most of us that also means getting a little sloppy. With, our investing goals but if you. Set up your contributions to happen automatically, you don't have to remember you don't. Have to go back and transfer any money you can enjoy your summer, break so here's what I. Want you to do go to Chris, HOGAN three sixty dot com and click on the dream team. Button I want you to find an investment professional in your area that can help guide you and. Help you automate your investing. That way you set yourself up to be able to have success this summer.

Julie investment professional Chris
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

02:02 min | 2 years ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"Changes to that investing structure in many years why i've got a dial in because i sat down and talked to a smartvestor pro and i know exactly what it is i'm trying to accomplish but again it's very important to have that kind of communication and open into dialogue between you and your spouse and you or your investment professional so everybody gets on the same page remember this is a team process so you need the right people involved in the mix another question you can ask them out on track to meet my goals i mean your adviser should be able to see the bigger picture obviously they have experienced they've walked through they know what's going on they know the expectation of what could be coming and so they can guide your little bit i love to reach out and talk to mind when certain things are going on just the bounce ideas off of them just talk it out those questions i have i will write down the questions and as i meet with them quarterly i will call off senate email or quick text it depends on the relationship you have with your investment advisor but the main thing is having contact staying in touch because it just helps to keep dialogue open and the seven thing you could ask them is what's my net worth really understanding where are you looking at the big picture looking at your net worth and any kind of just moments that you may need to make based on what's going on in the market again knowing where you stand right my assets minus my liabilities equal my net worth and so question number eight of eight burning questions what should i be focusing on over the next year see i like that whether you're ahead or behind your investment advisor will be able to kind of guide you on what you need to be thinking about the things you could focus on i call them some blind spots right opportunities for improvement and again i can't look at it all the time like my investment advisor will because that's their job and so you want to get somebody on your team that understands their job and that is really really good at it okay listen to me i'm talking to you it's really.

advisor investment professional senate
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

02:03 min | 2 years ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"Portent for you to be diversified and understand what you're investing in and how it works so again we're talking questions to ask your investment professional so rebalancing your phone as easy thing to do you're investing professional can help you with making those tweaks if that are necessary based on your risk tolerance and what you're looking for okay third question what are the risks of these investments in the short longterm you see only you can determine how much risk you're willing to take with your investments and a great investment adviser will guide you to choose the funds within the category that we talked about earlier so you can be confident about your financial future again we wanna get guidance as we make decisions based on risk tolerance in based on expectations okay fourth one do i have top performing funds in my retirement accounts i mean short term top performers not not the same as a long term average performer what we wanna do is stand how the market is behaving and what's going on in the returns that are happening but sitting down and talking to your investment professional will help you have more of an understanding i mean for example a top performer could mean different things to different funds now you don't wanna compare fund returns between the different types of funds because in a growing market your growth and income funds are not likely to perform as well as your aggressive growth why because these are companies that are growing lot faster but you could compare your wrestle growth funds to other aggressive growth funds now again vip's i'm not telling you that you should be sitting around printing out prospectuses right comparing aggressive growth funds and things of that nature that's why we're gonna find it investment professional that can help us walk through and do these very things next question you could ask do i need to make changes to my individual funds to improve performance and this is a very necessary question to be able to ask because as a long term investor looking at this and understanding what's going on is very important but i can tell you this g once i have a diversified mix i have not made any kind of.

investment professional
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

02:02 min | 2 years ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"Talking with an investment professional people feel embarrassed about their current investment amount how much they have right now the progress that they've made and a lot of people feel unsure if their financial situation can even improve i mean these are the things that i'm hearing from people all around the country there'd be an honest and i think it's really important for us to acknowledge that you see back when i was coaching people and sitting down with people face to face i walked into a room once and there was a couple of air that was antsy and nervous i mean i talked with them and ask them some questions to get to know more about them and how i could help them you see both of them had wanted to come in and meet with the financial coach going back as far as a few years before they were worried that the mistakes that they had made would be the highlight of the meeting but the thing that put them at ease was me explaining to them about my own financial mistakes the things that i had done wrong in the past i mean seriously vip's don't don't don't don't let at my broad shoulders and strong voice make you think that always had it together with money oh no i've done stupid vip's i'm talking about not just getting a t shirt i got t shirt hat flipflops cousy okay listen i could go on and on but the bottom line is is i'm not the result of my mistakes i'm the result of my knowledge and my effort to turn things around and so for them talking with them helping them to understand that my office was a team office i was on their team it caused them to have a different opinion they were nervous about being judged but the reality is that i was excited to be able to help you see this is the very same scenario that a lot of people feel when it comes to talking to an investment professional an individual like the smartvestor pros that you hear me talking about these are people that have the heart of a teacher because now you start to understand you're in a safe place and you can talk with someone about those questions you've always had in the back of your mind.

investment professional
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

01:56 min | 2 years ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"You know i'd love love love getting questions from you especially from my retired sparred book challenged group on facebook that group is growing constantly and so what i wanted to do say thank you by taking a question from the group here's what i got it's from jackie s she says can someone help us understand why we should pay off our house early our investment professionals telling us something different oh jackie okay a couple of things here why should you pay off the home early well number one it's talking about getting you to financial freedom remember as you go into retirement i want you to bring hope confidence happiness and joy but i don't want you bring any debt with you so for you to attack the mortgage and get that thing paid off that means that payment is one less thing you're going to have to even consider as you start to enjoy your retirement dream the second reason behind it is obviously it's math because now instead of you sending that payment to the mortgage company now what you can do is invest it or use it to chase down your roi q faster and even if you're on track or you already hit your number you can use that money to go to a charity i would much rather you pay off your home and donate the mortgage payment to a charity or cause that you believe in than sending it to the bank or mortgage company and again the third reason would be you and i know whenever you're making a payment you're being charged interest and interest can be over ward or it can be a penalty when you're earning interest you're being rewarded when you're paying interest you're being penalized so i don't want you penalize i want you to enjoy your retirement and enjoy your dream now if you've got an investment professional than a lot of them out there we'll say this not our smartvestor pros but the others they will always talk about being able to duck the interest from your mortgage payment which just blows my mind.

facebook jackie investment professional
"investment professional" Discussed on Unchained

Unchained

01:40 min | 2 years ago

"investment professional" Discussed on Unchained

"Like the word so essentially you can either ask a service like coin base to manage your private keys or you can say i'm gonna hold my private keys and be careful if you hold your private keys as some have learned the hard way on some ways there's no centralized service holding them so if some people prefer it to hold their own private keys the only danger in that is that you could lose them and it's just like losing cash so there's the famous story of guy who i don't know how many hundreds if not thousands of bitcoin he had and basically threw them out in a dumpster with his old computer well when the price of bitcoin started going through the roof it was many millions of dollars last they heard he finally had permission to look through the landfill site but the money is gone this is an england initially right when he lost it wasn't worth as much and he was like oh forget it and then last fall when the prices are going up he he asked for permission but they're working on a lot of custody solutions this is part of the architecture of the plumbing the structure that is being built by different companies and developers right now are secure ways to store this stuff a lot of institutional money on that storage point is yet to come into the space and a lot of people think that will help stability in volatility because a lot of institutional money we've heard is waiting on the sidelines to come in because there's no what we call in law qualified custodian so hedge funds fund managers investment professional professionals under law required to have crypto funds helped by qualified custodian in there just aren't those solutions being built yet but they're in the works now next question.

england investment professional
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

01:35 min | 2 years ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"So the advantage of putting this roth tag team dwi remember wrestling tag teams back in the day legion of doom the road warriors they were some bad man those tag teams were no joke right because when they came to the ring it was a one two punch right well here's the deal i look at the roth 401k and the roth ira as that roth tag team meaning they are going in and doing battle for you for your dreams and can grow because they each give you an opportunity to experience taxfree growth i get happy every time every time i think of the power of those two things working together i'm just i'm excited you know why 'cause i know even when i sleep my roth is working for me okay question number seven how do i open and maintain a roth ira well listen the best way to open one is through an experience investment professional right that's a smartvestor pros somebody you'll sit down with face the face because they're going to have knowledge and experience to be able to educate you on some investment choices that you make now you can invest in almost anything through your ira but i'm gonna tell you vip's i'm going to recommend mutual funds growth mutual funds because they have a great potential to be able to build wealth over time especially with roth ira's and the tax benefits but you have to pick based on your investing style you have heard me talk about that before your risk tolerance in your style will determine what you invest in but before you meet with your investing pro you're going to have to gather up some information right you're going to have to fill out on.

roth ira investment professional 401k
"investment professional" Discussed on Freedom Fast Lane with Ryan Daniel Moran

Freedom Fast Lane with Ryan Daniel Moran

01:45 min | 2 years ago

"investment professional" Discussed on Freedom Fast Lane with Ryan Daniel Moran

"Yes yes right actually right you should not listen to anyone here on the panel including me none of us had any idea what we're doing this is for entertainment purposes asterix all financial decisions are at your own risk i actually met at your investment professional before making any investment decision right thank you i actually meant to say that before i even started talking like a big deal but for instance you could take a coin like bit connect that you could have got last year for sixteen cents wildcard all right well it also went to four hundred bucks you can take and ten thousand may twenty five million in a year now guys that stuff is all it doesn't happen well it does happen actually regular but my point is you don't really know which one's gonna take so just throw five ten percent in a few ico's in it is guaranteed to quantity i know i know why don't we just start the cap on coin yes just create the capcom coin go through the moon well i'm fortunately for me i have ethics and it really hurts my cash this is an interesting question that has come in what do you think are some of the social and business implications that are going to come from blockchain technology and how can entrepreneurs take advantage of the coming changes who would like that one what they've i'll tell you the real estate certainly with a my lifetime using blockchain you will be able to buy and sell a property in real time.

blockchain technology investment professional five ten percent
"investment professional" Discussed on BizTalk Radio

BizTalk Radio

02:05 min | 2 years ago

"investment professional" Discussed on BizTalk Radio

"A mitchell dot com welcome to the cell about yourself and welcome to the show thanks kevin i appreciate being on the show i'm delighted to be here so i worked as an private equity investment professional for a number of years was kind of having that life lot of travel a lot of moving parts and in the end was directing large fundraising events north of a billion dollars and then the i was starting my own investment business when the global financial crisis hit and basically put the put an end to that i found myself having some time on my hands who decided to get a yoga vacation because i've always been into wellbeing on the side so i did that loved it started to learn more about yoga and got another vacation and i said to myself this information is so valuable about how to take care of your holistic wellbeing and that's kind of my term holistic welby that it should be shared with what i consider my community the business community and i thought to write a book that would allow everyone to learn and not have to go through yoga teacher training awesome that's interesting so talk about why this is so important for people to be aware of this i kind of hit a little bit on it from my own perspective but what do you believe this is so important for people to incorporate decide the wellbeing into one's discipline well as i think about leadership specifically of directed this book this writings towards leaders how we show up in our life and the qualities that we show up with how have directly to do with how we are from welby perspective so i know that people who are successful in their careers have invested in some way or another in themselves there and they know how to to take care of their bodies and their minds even if they're not intentionally doing it and they're they're embodying the qualities that allow.

investment professional billion dollars
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

02:02 min | 2 years ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"And you knew this one was common get professional advice now listen you all have heard me beat this drum many times but especially in this time it is absolutely important for you to pick up that phone and connect with a smartvestor pros right now i'm serious all you have to do is go to chrysogome 360 dot com click on dream team and find one have a conversation have them look at your portfolio look at your 401 k your roth ira or your iras so they can talk with you about where you are and what's going on don't change anything you'd have a conversation furse you see investing is not something that you to do alone see your only limited to your knowledge and your experience when you do that i don't want to do that i wanna calling somebody that has been doing it a long time that you trust to help you reach your dreams don't do this alone even though you've reach out and find a professional i still want you to understand you've got to our own the results you don't try to hand over the responsibility just because we have an investment professional no no no you are in the money you need to stay connected but you can stay connected and still good guidance so let me recap does i knew what through a lot of information edge but there's a lot going on out there today and we got to know the truth you know how we handle things here action point number one look at the big picture action point two to find your strategy action point three match our actions to your goals action point four invest with your style action point five diversification is crucial action point six stay focused on the longterm action point seven don't to flinch and action point number eight get professional advice and some of you may be brand new and you're out there and you're working hard and maybe even during your 401 k and your budgeting and your focus but you have no idea how much you're going to need to be able to live your dream you have no idea what if you're either aren't.

investment professional 401 k
"investment professional" Discussed on Chris Hogan's Retire Inspired

Chris Hogan's Retire Inspired

01:44 min | 2 years ago

"investment professional" Discussed on Chris Hogan's Retire Inspired

"Listeners out there how often should they be meeting with their investment professional is it monthly quarterly annually what what would you suggest i think if you're doing some good planning you need to have a real all the cards on the table sit down hunker down meeting at least once a year with your your spouse in your advisory catalan laying out the game plan ocurr again a good process what you're going to do and then obviously first weeks throughout the year the need to make him the should be in touch with your adviser okay and if someone's new to at an earlier on meeting up quarterly is not a bad idea either not a bad deal and i think on this first if you're just getting started its wise to have two three or four five meetings just to kind of say here's where we are here some questions here some bizarre tales think about something talked about the horizon additional things a what needs clarity on communication is good and this is important so i think it's been some time especially in those early days getting to ways as critical okay and just for people out there listening it's a matter of understanding kind of where you are an understanding your options so you can take those steps and do the things you need to do i jeff let's go to question over to this went says i change jobs and my different retirement plan options have left me with both a traditional ira and a roth ira at which baby step is it appropriate to perform the conversion in keeping in mind taxes paid will delay whatever babies step i'm on so the bottom on is helped me understand when is the right time to convert pretax ira money into post tax ira money is your new link this one of the things i want to dive in on his this whenever you start to talk about conversion reid this is an opportunity for for you to be able to go ahead and pay taxes now to be able to convert it to a roth which whenever you hear roth my listeners low you're talking about tax regrows absorbs a couple of things about my mind here for this scenario.

reid investment professional roth
"investment professional" Discussed on Focus On the Family Daily Broadcast

Focus On the Family Daily Broadcast

01:46 min | 3 years ago

"investment professional" Discussed on Focus On the Family Daily Broadcast

"Overreach fifty you have some extra opportunities to put extra money away so be aware of those are get connected with an investment professional but start to have conversations start to be aware of the things you don't know but the things you need to know a chris in the fifties particularly you can be hit with something he didn't anticipate in that is the care for your your aging parents if this comes out of left field and you haven't prepared for it and maybe your parents haven't prepared for what do you do on the suit top spot guards and i've seen a lot of this i call it the sandwich generation because you've got kids you're trying to launch uh that some boomerang back home and then you have parents that our aging and my heart goes out to people in this situation because as the top spot are you are trying to honor your parents which were called to do in the bible and so it's a matter of really understanding what you can do versus what you can't do i would see if you've got siblings out there that you only to have a family meeting we need to have an understanding of hey what are we going to do for mom and dad if you happen to be just an only child it's a matter of being very clear i would say reach out to a financial coach let's understand the benefits and options that may be available to your parents cannot utilising are they getting their social security or their va benefits if they served in the military and so start to reach out and understand where you are but just be realistic about what you can do and be very clear on what you can and can't do now that's good in how do we connect with our parents about their own financial circumstances okay you come up with a big topic here um you got to remember something our regardless of your age in the eyes of your parents you will always be there child through and it's one of those things where i think it's the spirit in which we approach it.

investment professional social security