We've heard of the 1920s-era "shoe shine boys" trying to give stock tips to the shiny-shoed Wall St. traders. Then there's the Peter Lynch cocktail party, where, when the information hasBrett Ashcroft-Green, CFP® is a CERTIFIED FINANCIAL PLANNER™ , fee-only fiduciary.He has extensive experience working alongside high-net-worth and ultra-high-net-worth families, with a background in private credit and commercial real estate mezzanine financing as a business director at a large family office. His professional ...

Core Insights - The article emphasizes the importance of a well-diversified investment portfolio, recommending a foundation based on a high-quality low-cost S&P 500 fund [1] - It suggests an overweight position in the technology sector for investors who can handle short-term risks, indicating that this sector is in the early stages of a long-term bull market [1] - For dividend income, the article advises considering large oil and gas companies that offer strong dividend yields and growth [1] Investment Strategy - The recommended investment strategy includes a top-down capital allocation approach tailored to individual investor circumstances such as age, risk tolerance, income, and financial goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]

Before the invention of modern refrigeration, natural ice harvesting was one of the world's most significant industries. Ice cut from frozen lakes preserved perishable goods in growing urban centers. It also had medical applications, such as treating high fevers. The arrival of artificial ice productionDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write ab ...

>> WELCOME TO BLOOMBERG ETF IQ. KATIE: LAST WEEK WENT PRETTY WELL. HERE WE ARE.WE HAVE A LOT TO TALK ABOUT. LET'S GET TO THE BIGGEST STORIES RIGHT NOW. $20 TRILLION GLOBAL ETF STOCKS BACK IN THE GREEN BUT BITCOIN BACK IN THE RED FOLLOWING A ROLLER COASTER RIDE AT THE END OF LAST WEEK.SCARLETT: WE WILL CHECK IN WITH BOB MICHELE ON CONCERNS CHINESE BANKS ARE BEING TOLD TO PULL BACK ON THEIR HOLDINGS OF U.S. GOVERNMENT BONDS. KATIE: WE SPEAK TO CHRIS MARANGI ON HIS SPORTS ETF AFTER THE SEATTLE SEAHAWKS DOMINAT ...

Group 1 - The article discusses the importance of understanding market dynamics beyond traditional metrics like P/E ratios, emphasizing the significance of demand and supply in stock valuation [1] - It highlights the author's investment strategy, which is a balanced portfolio of low-cost funds and individual stocks, with a long-term holding perspective of at least 10 years [1] - The author stresses the need to predict human behavior and market sentiment, indicating that these factors often drive stock performance more than fundamental numbers [1] Group 2 - The author is based in Geneva, Switzerland, and holds a Master's Degree in Business, which adds credibility to the insights shared [1] - The article reflects a personal investment philosophy that values ingenuity and curiosity, suggesting that successful investing may require going against prevailing market trends [1]

Core Insights - The article emphasizes the importance of a well-diversified investment portfolio, recommending a foundation based on a high-quality low-cost S&P 500 fund [1] - It suggests an overweight position in the technology sector for investors who can handle short-term risks, indicating that this sector is in the early stages of a long-term bull market [1] - For dividend income, the article advises considering large oil and gas companies that offer strong dividend yields and growth [1] Investment Strategy - The recommended investment strategy includes a top-down capital allocation approach tailored to individual investor circumstances such as age, risk tolerance, income, and financial goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]

Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working in both the U.S. and Asia, with significant time spent in China, and he is fluent in Mandarin Chinese [1] Group 2 - Brett has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Investment Strategy - A well-diversified portfolio should be constructed with a core foundation of a high-quality low-cost S&P 500 fund [1] - For those who can tolerate short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] - Large oil and gas companies that provide strong dividend income and growth are suggested for dividend income [1] Portfolio Management Approach - A top-down capital allocation approach is recommended, tailored to individual investor situations such as age, retirement status, risk tolerance, income, net worth, and goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]

Looking For Reasons To Be Bullish On The S&P 500? Fortunately, There Are More Than A FewI have rebranded to embrace my working-class and public school roots. This is a testament for how successful investing can be life changing.I have worked in Financial Services since 2008. My undergrad was in New York, where I earned a Bachelors in Finance as a scholarship Division 1 athlete (Men's Tennis). After working in NY for three years, I relocated to North Carolina for graduate school (MBA) and now I am fortunate ...

Core Insights - The article emphasizes the importance of a well-diversified investment portfolio, recommending a foundation based on a high-quality low-cost S&P 500 fund [1] - It suggests an overweight position in the technology sector for investors who can handle short-term risks, indicating that this sector is in the early stages of a long-term bull market [1] - For dividend income, the article advises considering large oil and gas companies that offer strong dividend yields and growth [1] Investment Strategy - The recommended investment strategy includes a top-down capital allocation approach tailored to individual investor circumstances such as age, risk tolerance, income, and financial goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]