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Avier Wealth Advisors
United States
เข้าร่วมเมื่อ 11 มี.ค. 2015
These videos are for illustrative purposes only. Individual situations may vary. Please consult your tax advisor to determine if the scenarios discussed in these videos are right for you.
Information provided in our videos is for educational purposes only and should not be construed as investment advice, and is not a solicitation of advisory services by Avier. Information provided in these videos is from sources we believe to be reliable, but its accuracy cannot be guaranteed.
Avier is not affiliated with any of the companies shown in the videos.
Testimonials on this page are uncompensated. To the best of our knowledge, free of conflict.
Information provided in our videos is for educational purposes only and should not be construed as investment advice, and is not a solicitation of advisory services by Avier. Information provided in these videos is from sources we believe to be reliable, but its accuracy cannot be guaranteed.
Avier is not affiliated with any of the companies shown in the videos.
Testimonials on this page are uncompensated. To the best of our knowledge, free of conflict.
Investing Insights: Learning from the Gartner Hype Cycle
Can the Gartner Hype Cycle help you manage your portfolio? The Hype Cycle visual explains how hype influences expectations before reality sets in. This visual can also be seen as a parallel to stock market behavior.
If you hold a large concentration of stock that’s skyrocketed in value over a relatively short period of time, you may wonder where it falls in the cycle.
In this video, we break down the five phases of the Hype Cycle and discuss how understanding this can help you stay diversified and manage your portfolio for the long term.
=========
⏲️Timestamps
00:00 Introduction
00:12 Managing Your Company Stock
00:29 Gartner Hype Cycle Explained
01:03 Investing Take-Aways from Gartner Hype Cycle
=========
--Innovation Trigger: A new idea emerges and generates excitement.
-- Peak of Inflated Expectations: People’s expectations exceed what might be possible.
-- Trough of Disillusionment: Reality sets in, some problems may occur, and interest drops.
-- Slope of Enlightenment: People gain a better understanding of what is possible and mainstream acceptance begins.
--Plateau of Productivity: The idea is widely adopted and accepted.
===========
FINANCIAL PLANNING RESOURCES
📅 Schedule Time with an Advisor - avieradvisors.com/work-with-avier/
👥 Connect with Alex Krider, MBA, CFP®, EA www.linkedin.com/in/alexanderkrider
💡Learn more at: www.avieradvisors.com
===========
👍LIKE this video? HIT the like button!
🔔SUBSCRIBE to our channel to view more videos @AvierWealthAdvisors
===========
Avier Wealth Advisors
5200 Meadows Road
Lake Oswego, OR 97035
mailto:info@avieradvisors.com
We focus on providing comprehensive financial planning and investment advisory strategies for tech professionals and their families.
===========
Third Party:
Avier Wealth Advisors is not affiliated with any organizations mentioned in this video. There is no guarantee that the information we have provided is accurate. Employees are encouraged to contact their employer should they have any questions regarding their employee benefits.
Taxes: Avier Wealth Advisors does not prepare taxes. The tax ideas presented are meant to demonstrate general concepts rather than precise calculations. We consult with your tax professional for exact calculations.
#gartnerhypecycle #investing #investingtips #financiaplanning
If you hold a large concentration of stock that’s skyrocketed in value over a relatively short period of time, you may wonder where it falls in the cycle.
In this video, we break down the five phases of the Hype Cycle and discuss how understanding this can help you stay diversified and manage your portfolio for the long term.
=========
⏲️Timestamps
00:00 Introduction
00:12 Managing Your Company Stock
00:29 Gartner Hype Cycle Explained
01:03 Investing Take-Aways from Gartner Hype Cycle
=========
--Innovation Trigger: A new idea emerges and generates excitement.
-- Peak of Inflated Expectations: People’s expectations exceed what might be possible.
-- Trough of Disillusionment: Reality sets in, some problems may occur, and interest drops.
-- Slope of Enlightenment: People gain a better understanding of what is possible and mainstream acceptance begins.
--Plateau of Productivity: The idea is widely adopted and accepted.
===========
FINANCIAL PLANNING RESOURCES
📅 Schedule Time with an Advisor - avieradvisors.com/work-with-avier/
👥 Connect with Alex Krider, MBA, CFP®, EA www.linkedin.com/in/alexanderkrider
💡Learn more at: www.avieradvisors.com
===========
👍LIKE this video? HIT the like button!
🔔SUBSCRIBE to our channel to view more videos @AvierWealthAdvisors
===========
Avier Wealth Advisors
5200 Meadows Road
Lake Oswego, OR 97035
mailto:info@avieradvisors.com
We focus on providing comprehensive financial planning and investment advisory strategies for tech professionals and their families.
===========
Third Party:
Avier Wealth Advisors is not affiliated with any organizations mentioned in this video. There is no guarantee that the information we have provided is accurate. Employees are encouraged to contact their employer should they have any questions regarding their employee benefits.
Taxes: Avier Wealth Advisors does not prepare taxes. The tax ideas presented are meant to demonstrate general concepts rather than precise calculations. We consult with your tax professional for exact calculations.
#gartnerhypecycle #investing #investingtips #financiaplanning
มุมมอง: 39
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Microsoft DCP Essentials #1: Defer Your Income- Reduce Your Tax Bill For 2024
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