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The market has gone berserk! irrespective of experience level, everyone needs a sort of coach at some point to thrive forward.

True, A lot of folks downplay the role of professionals until being burnt by their own emotions. I remember couple of summers back after my lengthy financial setback, I needed a good boost to help my business stay afloat hence I researched for licensed advisors and came across someone of due diligence who helped a lot to grow my reserve notwithstanding inflation to over half a million dollars.

How may I contact your licensed advisor as my portfolio is dwindling?

‘’Aileen Gertrude Tippy’’ 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.

Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes.

@@Elliot-Ivan That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well

@@YinusaSaheed My advisor is VICTORIA CARMEN SANTAELLA;

You can look her up online

@@Elliot-Ivan The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?

Nr. 1

Be greedy when others are fearfull

With $300K cash, invest in recession-resistant stocks from sectors like healthcare, utilities, consumer staples, and technology. Blue-chip, dividend-paying stocks with strong balance sheets are ideal. Consulting a financial advisor can refine your strategy.

Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

Thats right

thanks for watching

My pleasure!!

Glad you enjoyed it

No problem

yes

true

maybe

We use asset allocation to balance risk and potential returns for our clients.

Asset allocation and risk tolerance are key components of a comprehensive wealth plan.

Risk tolerance is a critical factor in determining the optimal asset allocation. A well-thought-out strategy and discipline are vital for long-term success

My CFA's program emphasizes the importance of discipline and a well-thought-out strategy in investment decision-making

Hiring a CFA really helped me with investing and setting me up for retirement.

:)

thanks for watching

sure