Comments by "Jason Shelton" (@Lewistonwilliams-f5i) on "Michael Bordenaro" channel.

  1. It is difficult to make exact projections for the housing market as it is still unclear how quickly or to what degree the Federal Reserve will reduce inflation and borrowing costs without having a substantial negative impact on demand from consumers for anything from houses to cars.
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  2. A lot of folks downplay the role of advisors 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
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  3. These are the conditions in which life-changing money is made by those who remain calm, patient, and take controlled risks. Volatility goes both ways. The bigger the red candles, the bigger the green ones.
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  4. it’s a personal decision, but according to Forbes, housing activities will remain stagnant for the most part of the year, so maybe hold off a little.
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  5. Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k
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  6. As hard as it may sound you can plan for the recession. If you are working, find extra work and get an Invest--advisor. Protect your deposits by having enough cash in short term fixed income. Then cut your expenses. Minimal insurance, cut utilities.
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  7. Considering the present situation, diversifying by shifting investments from real estate to financial markets or gold is recommended, despite potential future home price drops. Given prevailing mortgage rates and economic uncertainty, this move is prudent, particularly due to stricter mortgage regulations. Seeking advice from a knowledgeable independent financial advisor is advisable for those seeking guidance.
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  8. I completely agree; I am 60 years old, recently retired, and have approximately over 2million dollars in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, the Fin-advisor can only be neglected, not rejected. Just do your due diligence to identify a fiduciary one.
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  9. I definitely share your sentiment about these firms. Finding financial advisors like Jessica Lee Horst who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
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  10. Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
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  11. Varied sources of income is wise and especially living within your means. My net worth is $2M and I can pay my bills with no stress, but I don't live like I have that. I have no complaints.
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  12. Having a mentor is my personal recommendation. It seems like a good bet if you have limited market knowledge, but I'm not sure where you'll find an experienced one.
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  13. A recession as bad it can be, provides good buying opportunities in the markets if you’re careful and it can also create volatility giving great short time buy and sell opportunities too. This is not financial advice but get buying, cash isn’t king at all in this time!
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  14. 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 Jessica Lee Horst for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look—her up.
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  15. Researchers who analyze the historical performance of the stock market suggest that dividends, along with their reinvestment and compounding, have contributed between 30% to 90% of the S&P 500's total returns over time. I intend to allocate $400k across dividend-yielding equities for profit generation, but I am uncertain which ones to invest in.
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  16. A recession as bad it can be, provides good buying opportunities in the markets if you’re careful and it can also create volatility giving great short time buy and sell opportunities too. This is not financial advice but get buying, cash isn’t king at all in this time!
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  17. I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
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  18. Regretting missing out on earlier Bitcoin investments, I kept funds in a HYSA. Now, with $200k to invest, I aim to avoid FOMO and buying at the peak. What's the best approach for a newbie to navigate the market?
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  19. bravo! I appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
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  20. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $124k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.
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  21. I don't think here is the place for personalized investment guidance. However, I suggest consulting with a reliable advisor like Azul to ensure appropriate retirement planning.
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  22. Please can you leave the info of your investment advisor here? I’m in dire need for one
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  23. I think there are advisors that can help you achieve the growth you need. You just have to make some research and get one who fits your fin-goal. YT is not the place!
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  24. Finding financial advisors like Jessica Lee Horst who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
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  25. The increasing prices have impacted my plan to retire at 62, work part-time, and save for the future. I'm concerned about whether those who navigated the 2008 financial crisis had an easier time than I am currently experiencing. The combination of stock market volatility and a decrease in income is causing anxiety about whether I'll have sufficient funds for retirement.
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  26. In my opinion, now is not the moment to rely on hearsay. Every individual, regardless of their level of experience as an investor OR in a financial market, requires guidance at some stage.
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  27. How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
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  28. I believe investors should start with S&P 500/ETFs for a solid foundation, then diversify across asset classes and maintain disciplined, regular investing to minimize risks and maximize growth.
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  29. That's fascinating. How can I contact your Asset-coach as my portfolio is dwindling?
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  30. I don't think here is the place for personalized investment guidance. However, I suggest consulting with a reliable advisor like Azul to ensure appropriate retirement planning.
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  31. My CFA Jessica Lee Horst a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
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  32. I really acknowledge your comment, i have been trading stocks for a while now but i have not been able to make much. how do you achieve this feat?
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  33. 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
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  34. I will be happy getting assistance and glad to get the help of one, but just how can one spot a reputable one?
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  35. How do I reach out to one? my assets have been struggling since 2022 and I’ve been holding on by the skin of my teeth.
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  36. How do I meet this advisor, please? I need assistance investing my divorce settlement because it's now sitting in the bank earning little interest.
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  37. How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings
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  38. gold to me is an inflation hedge for long term, but not quite profitable in the short run. luckily some find solutions in financial advisors
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  39. Your fiduciary seems highly competent. May I ask if you are still working with the same fiduciary, and if so, what's the best way to get their attention.
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  40. I will be happy getting assistance and glad to get the help of one, but just how can one spot a reputable one?
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  41. have you worked with a financial planner ? if yes , how was it? care to share your experience
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  42. This is definitely considerable! Do you think you could suggest any professionals or advisors I can get on the phone with? I'm in dire need of proper portfolio allocation.
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  43. My partner’s been considering going the same route, could you share more info please on the advisor that guides you
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  44. I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
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  45. In my opinion, now is not the moment to rely on hearsay. Every individual, regardless of their level of experience as an investor OR in a financial market, requires guidance at some stage.
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  46. I will be happy getting assistance and glad to get the help of one, but just how can one spot a reputable one?
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  47. This is very insightful. Hope you don't mind me asking you to recommend your CFP
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  48. I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
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  49. With the US dollar losing value to inflation and other currencies gaining traction, uncertainty looms. Yet, many still trust in the Dollar's perceived safety. Worried about my $420,000 retirement savings losing value, I seek alternative security for my money
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  50. Overall, buyers hold a lot of the cards right now, and sellers are having to give out more concessions to close a deal." All the best, buying on sale is actually one of the best ways to invest in stocks, and advisors are ideally suited for such taskRead more
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