After nearly four decades on Wall Street, Liz Ann Sonders reflects on timeless lessons she learned along the way from some all-time investment greats.
Like I initially did a few years ago, I’m reminiscing again about my near-four decades on Wall Street; including sharing timeless lessons from a few investing legends: https://lnkd.in/eZGxqHmr
Vice President | Portfolio Management Director | Financial Advisor with Guerry/Kinney Group at Morgan Stanley
If you have seen a news broadcast or accessed the internet anytime over the last 5 years, you probably understand that uncertainty is inevitable, not only in daily events but especially in the world of investing. The good news is that uncertainty doesn’t have to wreak havoc on your portfolio, or your composure. To learn more about key strategies that successful investors have used to maintain confidence, read my new 'Latest Thoughts' article, "Bull, Bear and Beyond" by clicking the link below. https://lnkd.in/eGHunCpV
Not into investing? You’re not alone! Check out this NYTimes article:
Simplifying investment opportunities and helping others plan for financial goals.
🌐 Dive into the complexities of investing! From jargon to Wall Street’s influence, we explore why it’s both exciting and daunting. Read more in our latest article.
As we enter the new year, I want to take some time to highlight the importance of investing and why YOU should start investing immediately for your financial future. I came across an awesome article published by the Schwab Center for Financial Research (linked below) that demonstrates why investing early and as soon as possible can provide immense benefits for you. Schwab considered five possible investing strategies over a span of 20 years: 1. Peter Perfect - invested at the best possible time each year 2. Ashley Action - invested on the first trading day of each year 3. Matthew Monthly - invested equal proportions every month over the 20 year span (dollar-cost averaging) 4. Rosie Rotten - invested at the worst possible time each year 5. Larry Linger - invested entirely in cash investments (Treasury Bills) The results . . . Attempting to time the market is not only unrealistic but provides negligible advantages over the long-term. Invest early and as soon as possible to give yourself the best chance for a strong financial future. https://lnkd.in/gWR7vBSP
Qualified Financial Adviser | Helping you build a healthier relationship with money so that you can better manage, multiply and enjoy your money guilt-free.
Wondering if the stock market is a safe bet? As a qualified financial adviser, I say yes—when used wisely. Here’s how: 🛠️ Stick to reputable FCA-regulated investing platforms. 📊 Opt for well-diversified funds with a strong performance history. It’s about spreading risk and maximising potential gains. 🎓 Base your decisions on solid research, not rumours or hype. Knowledge is your best defence against volatility. The stock market has been a cornerstone of wealth creation for generations, benefiting countless individuals and institutions. With the right approach, it offers a path to financial freedom. Start smart, stay informed, and watch your investments grow. What is your biggest fear when it comes to investing? ------------------------------------------- 👆🏽DOWNLOAD MY FREE INVESTING TRAINING TO LEARN MORE ABOUT INVESTING IN A SAFE, PROVEN AND SUSTAINABLE WAY 👆🏽
While I like understanding the market and following current events, I couldn't agree more that investing is simply a means to an end, a proven way to achieve meaningful goals that actually have nothing to do with the market: https://lnkd.in/eKXE3uyy
The most reliable path to financial success is a disciplined, long-term investment strategy. By maintaining your investments over time, you benefit from the compounding of returns and the natural resilience of the markets. 📊 It's not about timing the market, it's about time in the market. In fact, if you did try to time the market you'd likely fail. Charles Schwab ran a scenario that compared five different investors. It gave them $2,000 every year for 20 years. It found how much money they would each have at the end: An investor with perfect market timing: $151,391 An investor who immediately invested their money: $135,471 An investor who performed dollar-cost averaging: $134,856 An investor with bad market timing: $121,171 An investor who left their money in cash: $44,438 While the investor with perfect timing did in fact, fair the best, it's highly unlikely to happen. The 2nd best outcome was the investor who immediately invested their money and the second best was the investor who stayed in the market over time and consistently added to their portfolio. What do you think? Questions? Let us know below. #InvestmentStrategy #LongTermGrowth #FinancialPlanning #FoxHillWealthManagement #StayInvested
May 2024 White Paper: The Value in Continuing to Stay on Plan Being a successful investor is hard. Regardless of how the market is performing, investors are constantly bombarded with warnings of bubbles, bear markets and impending doom. In the financial media, some businesses are even incentivized to use such tactics to grab your attention by capitalizing on known investor fears and loss-aversion tendencies. This excessive noise can lead to short-term actions that are often counterproductive to your long-term objectives. https://lnkd.in/eBniQ9cC
We focus on long-term investing for our clients with a financial goal in mind. We don't know where the market will be tomorrow, but we do know that we can invest in certain ways to help our clients achieve their goals. (retirement, new home, education, lifestyle, etc.) #finance #investing #financialplanning #entrepreneur
The most reliable path to financial success is a disciplined, long-term investment strategy. By maintaining your investments over time, you benefit from the compounding of returns and the natural resilience of the markets. 📊 It's not about timing the market, it's about time in the market. In fact, if you did try to time the market you'd likely fail. Charles Schwab ran a scenario that compared five different investors. It gave them $2,000 every year for 20 years. It found how much money they would each have at the end: An investor with perfect market timing: $151,391 An investor who immediately invested their money: $135,471 An investor who performed dollar-cost averaging: $134,856 An investor with bad market timing: $121,171 An investor who left their money in cash: $44,438 While the investor with perfect timing did in fact, fair the best, it's highly unlikely to happen. The 2nd best outcome was the investor who immediately invested their money and the second best was the investor who stayed in the market over time and consistently added to their portfolio. What do you think? Questions? Let us know below. #InvestmentStrategy #LongTermGrowth #FinancialPlanning #FoxHillWealthManagement #StayInvested
Making predictions, remaining humble, and admitting uncertainty are three key themes that Howard Marks touches on in his latest memo. The Oaktree Capital Management co-chairman and co-founder always writes some very thought-provoking memos that have lessons for investing but could easily also become lessons for life. Our summary of his latest memo is in the following link - and I highly recommend the read. Livewire Markets https://lnkd.in/g_9tCQqP
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1moi am a big fan of Liz Ann Sonders. she knows the market really well. I am a pretty good trader but i can't get into my acct. nor can i speak to a stock broker today. i hear it is a tech issue when will it be fixed period