Fundstrat Global Advisors Tom Lee at CNBC Financial Advisor Summit 2023

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  • Опубліковано 20 тра 2024
  • Catch him again at this week's Financial Advisor Summit!
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КОМЕНТАРІ • 104

  • @soniajames-tn4mp
    @soniajames-tn4mp Місяць тому +550

    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 Місяць тому

      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 Місяць тому

      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 Місяць тому

      I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.

    • @bonner-qv3mi
      @bonner-qv3mi Місяць тому

      "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 Місяць тому

      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 Місяць тому +254

    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 Місяць тому

      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 Місяць тому

      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 Місяць тому

      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 Місяць тому

      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 Місяць тому

      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 Місяць тому +50

    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 Місяць тому

      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 Місяць тому

      @@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 Місяць тому

      @@user-qk9ro8rp8t Oh please I’d love that. Thanks!

    • @user-qk9ro8rp8t
      @user-qk9ro8rp8t Місяць тому

      @@Lourd-Bab Judith Ann peace is her name

    • @user-qk9ro8rp8t
      @user-qk9ro8rp8t Місяць тому

      Lookup with her name on the webpage.

  • @gaetanguimond1911
    @gaetanguimond1911 Місяць тому +8

    I like this journalist past with her questions. It is inviting for the guess to give his knowledge.

  • @midwestcannabis
    @midwestcannabis 29 днів тому

    Party On with My 'Ol Pal Tom Lee! 🥳🥳🥳🥳🥳✌️

  • @micw8422
    @micw8422 Місяць тому +19

    Title is 2023 summit

    • @rickeygreentrades
      @rickeygreentrades Місяць тому +2

      this is from 2023, idk why they posted it again

    • @Chryeon
      @Chryeon Місяць тому

      😂😂😂

  • @chrischoir3594
    @chrischoir3594 Місяць тому +12

    The Fed doesn't have a Crystal Ball but Tom does lol

    • @geoms6263
      @geoms6263 Місяць тому

      TOM HAVE CRYSTAL BOOLS

  • @samalan8214
    @samalan8214 Місяць тому +5

    This is actually from 2023, it looks like.. they are talking about two more rate hikes!

  • @LaurenPhina
    @LaurenPhina 8 днів тому +8

    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 8 днів тому

      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 8 днів тому

      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 8 днів тому

      wanted to trade, but I got discouraged with the market price fluctuations

    • @DiegoNavarro-jh8dn
      @DiegoNavarro-jh8dn 8 днів тому

      Can you recommend a guide for me?

    • @Miaisabelle-yk6rd
      @Miaisabelle-yk6rd 8 днів тому

      Haven't you heard of Expert Chrissy Barymoer ?He gives excellent guide on the right stock with high dividend

  • @chrischoir3594
    @chrischoir3594 Місяць тому +3

    Tom's 2022 year end S&P target still hasn't been hit he called 5400

    • @nickvin7447
      @nickvin7447 Місяць тому

      Yep, he's still an idiot.

  • @dg6887
    @dg6887 Місяць тому +11

    Tom the best

  • @freestylefranc2653
    @freestylefranc2653 Місяць тому +2

    he is like powell little cheerleader🎉

  • @cessarnieto1361
    @cessarnieto1361 Місяць тому

    I like Tom Lee he always has good predictions. Smart guy as he was creator of Eherium crypto, what do you expect.

  • @kevinfarrell2897
    @kevinfarrell2897 Місяць тому

    This is one year old. Cmon youtube

  • @YesCivic-R
    @YesCivic-R Місяць тому

    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 Місяць тому +3

    Tom Lee the legen ladies and gentlemen!

  • @johnchieze530
    @johnchieze530 Місяць тому

    my january prediction holds that the fed will never lower rates in 2024

  • @PennyPincher60
    @PennyPincher60 Місяць тому

    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.

  • @bolicer5746
    @bolicer5746 Місяць тому +8

    Did Tom shave his eyebrows?

    • @BobBob-ey5br
      @BobBob-ey5br Місяць тому

      Tom is Kinky 🤣😂😭

    • @garrydye2394
      @garrydye2394 Місяць тому

      Tom is really Tamara on the weekends.

  • @nickvin7447
    @nickvin7447 Місяць тому

    Inflation is absolutely not "taking care of itself" Tom.

  • @sillystuff6247
    @sillystuff6247 Місяць тому

    *_2023_*

  • @jlvandat69
    @jlvandat69 Місяць тому +1

    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 Місяць тому +1

      Look at how often he is wrong, and look how much he is still on TV daily.

    • @jlvandat69
      @jlvandat69 Місяць тому

      @@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.

  • @Long_Tail_of_Finance
    @Long_Tail_of_Finance Місяць тому

    he meant to say 5800 for the SPX.

    • @rdpaik
      @rdpaik 8 днів тому

      No. This interview was in mid 2023.

  • @jayhay1237
    @jayhay1237 Місяць тому

    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?

  • @geraldbennett7035
    @geraldbennett7035 Місяць тому

    is this from 2022?

    • @rdpaik
      @rdpaik 8 днів тому

      June 2023

  • @darrenhere5856
    @darrenhere5856 Місяць тому +3

    to get to 4800 ??? WTF

    • @bg5215
      @bg5215 Місяць тому +5

      Pretty sure he meant to say 5800

    • @darrenhere5856
      @darrenhere5856 Місяць тому +1

      @@bg5215 i think it was from early 2023 ?? something strange

    • @rickeygreentrades
      @rickeygreentrades Місяць тому +1

      they're talking about 2 more hikes, this is definitely from last year.

    • @rdpaik
      @rdpaik 8 днів тому +1

      This was from June 2023 predicting the 2nd half of 2023. So he was pretty spot on.

  • @Aarrenrhonda3
    @Aarrenrhonda3 10 днів тому +4

    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 10 днів тому +1

      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 10 днів тому +2

      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 10 днів тому +2

      I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 10 днів тому +2

      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 10 днів тому +1

      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

  • @typhoon320i
    @typhoon320i Місяць тому

    You mean 5800, not 4800.

  • @JerHilDay
    @JerHilDay Місяць тому

    Why is cnbc putting out this OLD Video?

  • @Lisa-jy7bk
    @Lisa-jy7bk Місяць тому

    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 Місяць тому

      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 Місяць тому

      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 Місяць тому

      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 Місяць тому

      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 Місяць тому

      Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.

  • @ivailoruikov5558
    @ivailoruikov5558 Місяць тому

    ✔✔

  • @William14094
    @William14094 Місяць тому

    To get to 4800? What’s he smokin

  • @logosproclamation453
    @logosproclamation453 Місяць тому

    Come on Come on CNBC, who works this channel? Somone Sleeping ar the vwheel. Old videos!

  • @johnyjsl9219
    @johnyjsl9219 Місяць тому

    what happened to Tom's eyebrows ? Did he get brow beaten or something?

  • @BobBob-ey5br
    @BobBob-ey5br Місяць тому

    Does Tom Lee have a Boyfriend?

  • @Joe-nj8py
    @Joe-nj8py Місяць тому

    Tom is solid and Powell will be replaced soon as well as SEC.

  • @mmercato7174
    @mmercato7174 Місяць тому +1

    The Fed wants the Markets to go much Higher !!! SP 6580 ?!