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Investing Essentials (26) How to switch from traditional IRA to Roth IRA online on Charles Schwab
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Investing Essentials (26) How to switch from traditional IRA to Roth IRA online on Charles Schwab
The video demonstrates a Traditional IRA to Roth IRA conversion at Charles Schwab: finding the form, selecting both accounts, choosing full or partial conversion, entering share quantities, and reviewing tax withholding.
7:56
00079
Investment Newsletter (14) The best investment opportunities are in the United States. Market decline is the best learning opportunity CLEC Investment
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Investment Newsletter (14) The best investment opportunities are in the United States. Market decline is the best learning opportunity CLEC Investment
A discussion of market rebounds, cash allocation, long-term risk, U.S. funds and technology companies, digital payments, retirement saving, and investment discipline.
49:37
00073
Investing Essentials (25) Retirement Expense Risk Control
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Investing Essentials (25) Retirement Expense Risk Control
The lesson covers retirement-spending risk through cash reserves, bear-market expenses, stock allocation, taxes from selling, dividend reinvestment, fixed-dollar and percentage withdrawals, and 3% versus 4% scenarios.
44:46
00074
Investment Newsletter (13) When bouncing at high altitude, the rope cannot be broken. In the market, you cannot go bankrupt. You must understand risk control. CLEC Investment
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Investment Newsletter (13) When bouncing at high altitude, the rope cannot be broken. In the market, you cannot go bankrupt. You must understand risk control. CLEC Investment
The December 2018 review covers sharp declines and rebounds, cash reserves, company research, short-term U.S. Treasury bills, Apple services, wearables, the App Store, Amazon, Square, and autonomous vehicles.
1:02:35
00067
Investing Essentials (25) What to do when the stock market crashes? The answer is, nothing needs to be done
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Investing Essentials (25) What to do when the stock market crashes? The answer is, nothing needs to be done
The lesson discusses responses to a market crash, U.S. year-end tax planning, realized gains and losses, buying SPY near a historical peak, retirement withdrawals, cash flow, asset allocation, and index investing.
21:25
00065
Achieving Financial Independence | CLEC
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Achieving Financial Independence | CLEC
This financial-freedom class introduces retirement planning, buy-and-hold investing, housing, inflation, the Rule of 72, compounding, management fees, SPY, ETFs, mutual funds, 401(k) plans, and IRAs.
50:01
00064
Investing Essentials (24) Identify bubbles and survive corrections
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Investing Essentials (24) Identify bubbles and survive corrections
Using the 2018 U.S. market, the lesson distinguishes corrections from bubbles through the yield curve, inflation, real rates, corporate fundamentals, tight credit, leverage, mass speculation, and market tops.
56:55
00068
Investment Newsletter (12) The market bullish upward trend remains unchanged. Investors should ignore short-term market noise, buy bravely, hold steadily, and don’t worry
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Investment Newsletter (12) The market bullish upward trend remains unchanged. Investors should ignore short-term market noise, buy bravely, hold steadily, and don’t worry
The November 2018 review covers long-term SPY timing, volatility, Apple services, Square lending, data privacy, banks, Apple Music, mobile payments, e-commerce, Amazon smart homes, and interest rates.
36:36
00062
Market Analysis (3) Market fluctuations are not scary, inner fear is your enemy
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Market Analysis (3) Market fluctuations are not scary, inner fear is your enemy
Recorded during the October 2018 market volatility, the video discusses investor fear, holding periods, historical return ranges, Nasdaq corrections, and the different short-term risks of SPY, QQQ, and individual stocks.
18:48
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Investing Essentials (23) Steady investment. Those who have money do not need to take risks, while those who have no money cannot afford to take risks.
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Investing Essentials (23) Steady investment. Those who have money do not need to take risks, while those who have no money cannot afford to take risks.
The lesson presents SPY and QQQ as a core before gradual stock research, then uses business expansion, an Apple drawdown, historical S&P returns, monthly saving, retirement spending, and fund share classes.
32:48
00063
Investment Newsletter (11) recommends investing in the US index, as the risk of individual stocks is relatively high. The U.S. economy and businesses continue to grow. The bullish trend in U.S. stocks remains unchanged.
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Investment Newsletter (11) recommends investing in the US index, as the risk of individual stocks is relatively high. The U.S. economy and businesses continue to grow. The bullish trend in U.S. stocks remains unchanged.
The October 2018 market review covers the U.S. correction and long-term index data, then examines Amazon smart homes and advertising, Apple services, Square's merchant ecosystem, and AWS growth.
47:05
00060
Investment Newsletter (10) Global Financial Trends U.S. companies continue to develop new online business models and continue to grow. The bullish upward trend in the U.S. stock market remains unchanged.
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Investment Newsletter (10) Global Financial Trends U.S. companies continue to develop new online business models and continue to grow. The bullish upward trend in the U.S. stock market remains unchanged.
The September 2018 review covers U.S. employment, inflation, rates, Square Cash App, iOS 12 Group FaceTime, Amazon advertising, smart homes and stores, bubble psychology, global cycles, and fund performance.
1:34:34