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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
00058
Investing Essentials (22): Moving a Traditional 401(k) into a Roth IRA or Taxable Account When Roth Is Unavailable
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Investing Essentials (22): Moving a Traditional 401(k) into a Roth IRA or Taxable Account When Roth Is Unavailable
A 2018 model compares an employer plan offering only a Traditional 401(k) with a Roth IRA plus a taxable investment account, including contribution limits, RMDs, income tax, capital gains tax, and low turnover.
8:07
00057
Financial investment instructions (21) US residents should transfer traditional IRA 401(k) to Roth retirement accounts in batches every year. The funds that are not transferred will be 1 3 less. Must pay attention to
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Financial investment instructions (21) US residents should transfer traditional IRA 401(k) to Roth retirement accounts in batches every year. The funds that are not transferred will be 1 3 less. Must pay attention to
A 2018 tax model compares keeping assets in a Traditional IRA with converting portions to Roth over several years, including income tax, RMDs, taxable accounts, capital gains tax, and Social Security timing.
11:43
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Investing Essentials (20): Roth vs. Traditional 401(k) and IRA Accounts for U.S. Residents
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Investing Essentials (20): Roth vs. Traditional 401(k) and IRA Accounts for U.S. Residents
A 2018 comparison of U.S. Roth 401(k) and Roth IRA accounts with traditional 401(k)s and IRAs models contribution taxes, retirement withdrawals, income and capital-gains taxes, RMDs, and backdoor Roth conversions.
12:47
00054
Investing Essentials (19): Long-Term Holding, Market Volatility, Fintech Growth, and Asset Risk
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Investing Essentials (19): Long-Term Holding, Market Volatility, Fintech Growth, and Asset Risk
An investment Q&A covers stock-selection risks in long holding periods, market volatility, business value, fintech at Apple Pay, Square, and PayPal, and leverage, location, and cash-flow risks in REITs and property.
30:03
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Investing Essentials (18): Q&A on Buying Opportunities, Bubbles, Selling, and Retirement Readiness
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Investing Essentials (18): Q&A on Buying Opportunities, Bubbles, Selling, and Retirement Readiness
An investment Q&A covers trading costs, short-term charts versus business value, whether markets are expensive, the limits of bubble forecasts, retirement reserves, real rates, severe inflation, and unusual financing.
36:14
00059
Investment Newsletter (9) Global Financial Trends U.S. technology companies report dazzling earnings The U.S. stock market will continue to grow
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Investment Newsletter (9) Global Financial Trends U.S. technology companies report dazzling earnings The U.S. stock market will continue to grow
The August 2018 market review covers U.S. markets, tax changes, repatriated capital, Alibaba Cloud, Square, cloud storage, Apple wearables, PayPal services, trade execution, and business analysis.
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Investing Essentials (17) Do you have enough money for retirement?
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Investing Essentials (17) Do you have enough money for retirement?
A retirement-sustainability exercise combines annual spending, assumed investment returns, retirement age, longevity, and shared household costs to compare growing principal, depletion, and safety buffers.
20:39
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Investing Essentials (16) How to Plan for Retirement
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Investing Essentials (16) How to Plan for Retirement
A retirement calculator uses age, income, savings, retirement date, life expectancy, annual spending, and assumed returns to compare early retirement, delayed saving, longevity risk, and larger safety margins.
12:03
00052
Investment Newsletter (8) Investment Newsletter Good financial results, the Internet business model has just begun, and the market has just started to rise! Don’t believe the market’s ghost stories! Invest bravely, hold for the long term, and do not operate
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Investment Newsletter (8) Investment Newsletter Good financial results, the Internet business model has just begun, and the market has just started to rise! Don’t believe the market’s ghost stories! Invest bravely, hold for the long term, and do not operate
The July 2018 update examines digital business models at Amazon, Facebook, PayPal, Apple Pay, and Square, along with trade-war headlines, housing, position sizing, fund comparisons, and options risk.
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