Fundstrat Global Advisors Tom Lee at CNBC Financial Advisor Summit 2023

Sdílet
Vložit
  • čas přidán 20. 05. 2024
  • Catch him again at this week's Financial Advisor Summit!
    Register at: bit.ly/44LP6UJ
    More from the CNBC Events: bit.ly/40ZdNd1
    Subscribe to the CNBC Events Marketing Newsletter here: cnb.cx/3nJqzht
    Follow on X, formerly known as Twitter: / cnbcevents
    Follow on LinkedIn: / cnbcevents
    #cnbc #financialadvisor #investing

Komentáře • 70

  • @soniajames-tn4mp
    @soniajames-tn4mp Před 21 dnem +554

    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 Před 21 dnem

      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 Před 21 dnem

      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 Před 21 dnem

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

    • @bonner-qv3mi
      @bonner-qv3mi Před 21 dnem

      "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 Před 21 dnem

      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 Před 21 dnem +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 Před 21 dnem

      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 Před 21 dnem

      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 Před 21 dnem

      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 Před 21 dnem

      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 Před 21 dnem

      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 Před 16 dny +49

    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 Před 16 dny

      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 Před 16 dny

      @@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 Před 16 dny

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

    • @user-qk9ro8rp8t
      @user-qk9ro8rp8t Před 16 dny

      @@Lourd-Bab Judith Ann peace is her name

    • @user-qk9ro8rp8t
      @user-qk9ro8rp8t Před 16 dny

      Lookup with her name on the webpage.

  • @gaetanguimond1911
    @gaetanguimond1911 Před 26 dny +8

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

  • @micw8422
    @micw8422 Před 26 dny +19

    Title is 2023 summit

  • @midwestcannabis
    @midwestcannabis Před 15 dny

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

  • @chrischoir3594
    @chrischoir3594 Před 26 dny +12

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

  • @samalan8214
    @samalan8214 Před 26 dny +5

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

  • @dg6887
    @dg6887 Před 26 dny +11

    Tom the best

  • @chrischoir3594
    @chrischoir3594 Před 26 dny +3

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

  • @freestylefranc2653
    @freestylefranc2653 Před 26 dny +2

    he is like powell little cheerleader🎉

  • @kevinfarrell2897
    @kevinfarrell2897 Před 24 dny

    This is one year old. Cmon youtube

  • @cessarnieto1361
    @cessarnieto1361 Před 22 dny

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

  • @YesCivic-R
    @YesCivic-R Před 26 dny

    For the next 6 months, slow growth on the lower tier, but bond holders make money, and Gold, super stock too, unusual.

  • @geraldbennett7035
    @geraldbennett7035 Před 25 dny

    is this from 2022?

  • @haze_the_alchemist1123
    @haze_the_alchemist1123 Před 26 dny +3

    Tom Lee the legen ladies and gentlemen!

  • @Long_Tail_of_Finance
    @Long_Tail_of_Finance Před 21 dnem

    he meant to say 5800 for the SPX.

  • @PennyPincher60
    @PennyPincher60 Před 25 dny

    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.

  • @johnchieze530
    @johnchieze530 Před 26 dny

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

  • @bolicer5746
    @bolicer5746 Před 26 dny +8

    Did Tom shave his eyebrows?

  • @sillystuff6247
    @sillystuff6247 Před 25 dny

    *_2023_*

  • @nickvin7447
    @nickvin7447 Před 25 dny

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

  • @darrenhere5856
    @darrenhere5856 Před 26 dny +3

    to get to 4800 ??? WTF

    • @bg5215
      @bg5215 Před 26 dny +4

      Pretty sure he meant to say 5800

    • @darrenhere5856
      @darrenhere5856 Před 26 dny

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

    • @rickeygreentrades
      @rickeygreentrades Před 26 dny

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

  • @JerHilDay
    @JerHilDay Před 21 dnem

    Why is cnbc putting out this OLD Video?

  • @jlvandat69
    @jlvandat69 Před 26 dny +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 Před 25 dny +1

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

    • @jlvandat69
      @jlvandat69 Před 25 dny

      @@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.

  • @typhoon320i
    @typhoon320i Před 25 dny

    You mean 5800, not 4800.

  • @jayhay1237
    @jayhay1237 Před 25 dny

    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?

  • @ivailoruikov5558
    @ivailoruikov5558 Před 25 dny

    ✔✔

  • @Lisa-jy7bk
    @Lisa-jy7bk Před 18 dny

    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 Před 18 dny

      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 Před 18 dny

      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 Před 18 dny

      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 Před 18 dny

      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 Před 18 dny

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

  • @William14094
    @William14094 Před 26 dny

    To get to 4800? What’s he smokin

  • @johnyjsl9219
    @johnyjsl9219 Před 25 dny

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

  • @logosproclamation453
    @logosproclamation453 Před 26 dny

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

  • @BobBob-ey5br
    @BobBob-ey5br Před 26 dny

    Does Tom Lee have a Boyfriend?

  • @Joe-nj8py
    @Joe-nj8py Před 25 dny

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

  • @mmercato7174
    @mmercato7174 Před 26 dny +1

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