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16 results for “investing”
and we went to the Merrill Lynch branch, and it had the big ticker videos going around. It was a different era. There was no Internet. There was no free access to information, And we sat down with her advisor and he took us through this brown leather
8:08 / 9:21
from transcript8:08 – 9:21
...investing involves risk of loss. See complete disclosures at public.com/disclosures. Being a small business owner isn't just a career. It's a calling. Chase for business knows how much heart and effort go into building something of your own. That's w
32:56 / 34:06
from transcript32:56 – 34:06
is they don't mark mark to market daily, but they're not risk free. So in your opinion, how should investors probably set those expectations, say, around, I don't know, volatility, draw downs, and even performance reporting in these private markets?
23:45 / 25:04
from transcript23:45 – 25:04
people always say stuff like, well, yeah, but with a bond, I'm gonna get my money back or something. Or you're like, well, but that money's not gonna be worth half of what it was worth ten years. Anyway, that's a good one, but I don't think people un
29:21 / 30:22
from transcript29:21 – 30:22
...is an investing platform that offers access to stocks, options, bonds, and crypto, and they've also integrated AI with tools that can assist investors in building customized portfolios. One of these tools is called generated assets. It allows you to
16:23 / 17:35
from transcript16:23 – 17:35
I think, again, you know, the temptation is when something looks really hot, you wanna chase it, whether you've really thought through whether it makes sense in the overall portfolio or not, or when there's risk in the market, the temptation is to he
22:50 / 24:25
from transcript22:50 – 24:25
And as you mentioned, can go down quick, and we're recording this in mid March where things are starting to get a little jiggy after many years of rocking equity returns, but I thought both of those are so thoughtful ways to think about markets. Well
3:49 / 5:03
from transcript3:49 – 5:03
...investing in all these future cash flows, like, it should that should be great. It should be, in their mind, a a super healthy correction is what that should be. The idea that it's embedded in the correction is what makes it better for the long run.
26:51 / 28:08
from transcript26:51 – 28:08
...investing in private companies. They would learn more.
58:16 / 59:31
from transcript58:16 – 59:31
like, a complete package for people as opposed to just saying, hey, we're gonna invest in this stock or this mutual fund or whatever. And I feel like that the place we're at right now is that pivotal moment where we're we really do need more savvy fi
24:36 / 25:46
from transcript24:36 – 25:46
in working with the traditional planner that they had in the past. And some people think, well, I'm intimidated by the financial planning process, so I don't even wanna deal with it. That's not necessarily a good answer either depending on your circu
23:56 / 25:05
from transcript23:56 – 25:05
We are huge believers that it is incredibly difficult to market time, and so don't try and do it. Have those strategic targets and buy the dips and sell the rallies. Although this sounds a little contradictory, we're also believers that at times ther
23:14 / 24:18
from transcript23:14 – 24:18
...investing. Risks include principal loss and the use of derivatives, which could increase risks and volatility. Monthly income is not guaranteed. Prepare by BlackRock Investments, LLC.
42:45 / 42:56
from transcript42:45 – 42:56
...All investing involves risk of loss. See complete disclosures at public.com/disclosures. One of the things that you hear a lot when people characterize the economy today of 2025 is that a lot of it is riding on people's wealth. People talk about, you
23:13 / 24:22
from transcript23:13 – 24:22
And so we need to give people the ability, and we need to think about all the follow on and trickle effects of creating a set of laws, a set of policies that basically incentivize almost all of your net worth to go into a single asset, your home. And
55:22 / 56:31
from transcript55:22 – 56:31
...platform that offers access to stocks, options, bonds, and crypto. And they've also integrated AI with tools that can assist investors in building customized portfolios. One of these tools is called generated assets. It allows you to turn your ideas
25:19 / 26:41
from transcript25:19 – 26:41
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