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Common mistakes in financial planning and investment
 
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Watch complete news story of Money guru for getting detailed updates about the queries in financial planning, investments etc! Zee Business is one of the leading and fastest growing Hindi business news channels in India. The channel has revolutionized business news by its innovative programming and path-breaking strategy of making business news a 24/7 activity as it is not just limited to the stock market. This has made Zee Business your channel to wealth and profit. Besides updated hourly news bulletins, there is a lot to watch out for, whether it be stock market related detailed information, investments, mutual funds, corporate, real estate, travel or leisure. The channel has the most diverse programming portfolio which has positioned it as a channel of choice amongst viewers. By speaking a language of the masses, Zee Business is today the most preferred for business news. Some of the popular shows of Zee Business are: Share Bazar, Mandi Live, Aap Ka Bazar, First Trade, Big Debate etc.
Views: 66600 ZeeBusiness
Financial Planning (Part 1) - Hindi
 
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This video is about basic financial planning and how to do simple calculations to put a financial number to our goal. Once the amount and time for goal are known, then it is very easy to achieve seemingly big goals by taking very small but regular steps in the correct direction. A very big mistake which small investors do is invest in life insurance policies or gold or real estate. This video also compares the historic returns of all these various avenues (in Indian context) over the long term. Please write your comments and feedback so that we can incorporate that in our future videos. For more information on our trainings, please call Shailesh on 8600043130. Thank you for watching.
Investment Planning Vs Financial Planning
 
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People do get confused with Investment planning (IP) and financial planning (FP). Personal financial planning is a comprehensive report of your personal finance which includes Cash Flow analysis, investment analysis & Review, Risk profiling and risk management solutions, Goals, Estate planning, Tax planning and much more... Do visit our website www.wealthtraits.com to know more and avail our services!
The 4 Most Important Financial Metrics
 
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Financial metrics are the key numbers that you can focus on in financial statements. There are three financial statements, the balance sheet, the income statement and the cash flow that we like to look at to find important metrics. http://bit.ly/2xOCmRl Were going to look at some of the most important financial metrics that you as investors can use to evaluate a company. The first important number we look at on the balance sheet is liquidity. Can the company you’re looking at really cover everything that they need to cover in the next year? Or have they somehow overloaded themselves with short term debt and obligations that they could really run out of cash in the next year? In order to evaluate this, we want to look at the current ratio. Essentially it is a measure of working capital. It compares the current assets, which are assets that can be turned into cash in the next year, with current liabilities, which are obligations that have to be paid in the next year. What you want to look for when evaluating a company is a 2:1 ratio of liquidity to debt. Some companies are very well run that have a lower ratios than that, because they are controlling their cash very well, or they are in an industry that isn’t growing fast so they don’t need as much liquidity. These companies work their capital down so they don’t need as much cash on hand all the time and they can give that money to their shareholders. You will know that these companies are very well run because, they are really big companies. Most companies, particularly smaller companies need at least a 2:1 ratio between current assets and current liabilities. That’s a great measure of liquidity. We call that the liquidity metric. To sign-up for my Transformational Investing Webinar, visit: http://bit.ly/2xOCmRl _____________ Learn more: Subscribe to my channel for free stuff, tips and more! YouTube: http://budurl.com/kacp Facebook: https://www.facebook.com/rule1investing Twitter: https://twitter.com/Rule1_Investing Google+: + PhilTownRule1Investing Pinterest: http://www.pinterest.com/rule1investing LinkedIn: https://www.linkedin.com/company/rule... Blog: http://budurl.com/9elj Podcast: http://bit.ly/1KYuWb4 _____________ finance metrics, key metrics, financial ratios, learn to invest, investing, trading, free cash flow, growth rate, key financial metrics, key financial ratios, top financial metrics,
Financial Planning basics - Certified Financial Planner(CFP)
 
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This video covers financial planning basics. Learn the basics of financial planning. Learn the fundamentals of financial planning and know the basic concepts in financial planning process. This is part of our video lecture series on (CFP) Certified Financial Planner. For more such helpful videos on CFP subscribe to our Channel. To know more kindly go on this link- https://ufaber.com/course/become-a-certified-financial-planner-cfp You can also visit us on our website – www.ufaber.com
Views: 73574 uFaber
16. Portfolio Management
 
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MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 393918 MIT OpenCourseWare
LP formulation - Investment/Finance Problem
 
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A Linear Programming formulation of an Investment/Portfolio selection Problem: No single investment alternative should account for more than 40% of budget. Amount invested in Gold and Real Estate combined must be at least twice that invested in Petroleum. The risk associated with Stocks should not exceed twice the risk associated with Real Estate. Investment in real estate should exceed investment in Stocks by no more than $1M. Average risk factor should be no more than 5.
Views: 9844 Joshua Emmanuel
The 4 Best Investment Ideas You Can Make (for 2018)
 
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It's THAT time... Happy New Year party people 🎉🎉. If you've got money to invest in 2018 but no idea where to put it? This video is for you... yes, YOU. I'm sharing my 4 best investment ideas with you as we ring in 2018. ▶︎ #1 - INVEST IN THE STOCK MARKET While everybody may say to invest in the stock market... the reality is, a lot of people do not even do it. Do you? ▶︎ What is "dollar cost averaging"?? And how is it going to calm your fears with the ups and downs of the stock market? ▶︎ Where do I think you should invest? #FreeAdvice *** HERE ARE MY FAVORITE PLATFORMS TO START INVESTING *** ✅ Betterment - Best company if you don't want to choose the investments. They do all the pickin' for you! https://www.goodfinancialcents.com/resources/betterment-youtube-roth-ira-millionaire.php ✅ Ally Financial - Pick stocks, ETFs, Mutual Funds, etc with the help of their tollfree number! https://www.goodfinancialcents.com/resources/ally-youtube-best-investments-2018.php ✅ TD Ameritrade - The best online broker for online stock trading, long-term investing, and retirement planning. https://www.goodfinancialcents.com/resources/tdameritrade-youtube-best-investments-2018.php ✅ Etrade - You're in full control of your financial future with them. They have the information, the analysis, and the online investing & trading tools you need. Have at it. https://www.goodfinancialcents.com/resources/etrade-youtube-best-investments-2018.php ▶︎ Individual Stocks? STAND BACK, YO! ✋ ▶︎ #2 - INVEST IN PEER TO PEER LENDING Do I sound like a broken record yet? I'm always talking about peer to peer lending and the benefits. A few peer to peer lending providers I like include: ✅ Lending Club - It's a place where borrowers and lenders alike can connect and make magic happen. https://www.goodfinancialcents.com/resources/lendingclub-youtube-best-investments-2018.php ▶︎ #3 - INVEST IN REAL ESTATE This is the part where I lost my butt investing and I'm really hoping I can save you from making the same mistakes I've made. ▶︎ Without being a landlord... there are other ways to invest in real estate - check it out! ▶︎ What is Fundrise? And why am I recommending it as part of your investment strategy? GET THE DETAILS ➡ ✅🏘 https://www.goodfinancialcents.com/resources/fundrise-youtube-best-investments-2018.php ▶︎ #4 - INVEST IN YOURSELF Surprised that I'm calling that a real kind of investment? Whether it is reading more or taking an online course on a site like Udemy or Skillshare, investing in yourself is the best thing you can do in 2018. ▶︎ What course I paid $3,500 for to learn something... CRAZY? No way! ▶︎ Bitcoin? My thoughts are all here... and here's WHY I'm not investing in it, yet. ★☆★ Want More Good Financial Cents? ★☆★ 💻 Check out my blog here: https://www.goodfinancialcents.com/ Listen to my podcast here: 🎙 https://itunes.apple.com/us/podcast/good-financial-cents-podcast-investing-building-wealth/id775107294?mt=2 Pick up my best selling book, Soldier of Finance, here: 📗 http://amzn.to/2xOH78V Connect with me on Twitter: https://twitter.com/jjeffrose My most favorite inspiration T-shirt line, Compete Every Day: 👕 https://www.goodfinancialcents.com/compete
Views: 460577 Jeff Rose
Cashflow (Ep. 15) - Investment Markets, Stock Analysis, Financial Planning, and Robert Smith
 
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CASHFLOW with Andika "Ace Ca$h" Powell, CPA https://www.instagram.com/andikapowell/ https://www.facebook.com/pandpcpa/ Listen on Google Play: https://tinyurl.com/cashflowgoogleplay Listen on Itunes: https://tinyurl.com/cashflowitunes Episode 15 This week we discuss investing in public markets, like the bond and stock markets. We talk about stock analysis and how to make an investment plan. We also discuss the career of investment extraordinaire and black billionaire, Robert Smith. DM to be a guest, we are looking for entrepreneurs and go getters New episodes EVERY WEEK, Tuesday 8am Go to my YouTube channel and SUBSCRIBE https://tinyurl.com/y89yzpeo Special thanks to my producer @wolvarinesolidx and my business partner @pettesbaby Andika Powell, CPA is the CEO of P&P CPA, based in Detroit. Our firm specializes in accounting, tax, and consulting for small business and individuals. Please visit our company website http://pandpcpa.com/
Views: 3 Andika Powell
Financial Planning 101 Introduction | Financial Management | Personal Finance Money Management
 
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How do you make your life better? get more control? protect your family? Create a personal financial plan. Start here! We all want to know how we are going, and what we can do do improve our money management and personal finance. The main reason for planning is to get things done faster and to avoid problems. Examples of plans include things as simple as a shopping list to more complex plans like a building construction plan. Think of a Financial Plan as a faster way to your "financially better " place. This is an overview of 7 keystones of a personal financial plan. 1.Your spending /personal budget 2. Building a cash safety net / emergency funding / afe money management 3. Importance of Buying a home 4. Protecting your family and assets/ insurance plans 5. Putting plans in place to safeguard your family in case of (premature) death 6. Saving for retirement 7. Understanding how investment and risk go together. So you can see how they all fit together.
Views: 286352 Small Business Works
Warren Buffett: Investment Advice & Strategy - #MentorMeWarren
 
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He's the chairman, CEO and largest shareholder of Berkshire Hathaway. He's the most successful investor in the world. He's consistently ranked among the world's wealthiest people. (He has an estimated net worth of US$66.4 billion) MentorMe Warren. .:;$ JOIN MY #BELIEVE NEWSLETTER $;:. This is the best way to have entrepreneur gold delivered to your inbox, and to be inspired, encouraged and supported in your business. Join #BelieveNation and feel the love. http://www.evancarmichael.com/newsletter/ .:SOURCES:. 1. https://youtu.be/Mh1G1DiJ1oI?t=7m39s 2. https://youtu.be/t69G17HCl4Y 3. https://youtu.be/S98O2gFBEPo?t=10m50s 4. https://youtu.be/S98O2gFBEPo?t=54s 5. https://youtu.be/cSU3y0N60XU?t=28m21s 6. https://youtu.be/gUAtVyWS_4Y?t=1m54s .: WHAT IS #BTA? :. Why do people keep ending comments with #BTA?: https://www.youtube.com/watch?v=BsY8bmTUVP8 .: SUBSCRIBE TO MY CHANNEL :. If you want to do great things you need to have a great environment. Create one by subbing and watching daily. http://www.youtube.com/subscription_center?add_user=Modelingthemasters .: CAPTION THIS VIDEO :. If you loved this video, help people in other countries enjoy it too by making captions for it. Spread the love and impact. https://www.youtube.com/timedtext_video?v=d0XKtUXgpOw .: CONNECT WITH ME :.Leave a comment on this video and it'll get to me. Or you can connect with me on different social platforms too: Twitter: https://twitter.com/evancarmichael Facebook: https://www.facebook.com/EvanCarmichaelcom Google+: https://plus.google.com/108469771690394737405/posts Website: http://www.evancarmichael.com .: MORE ABOUT ME PERSONALLY :. About: http://www.evancarmichael.com/about/ Coaching: http://www.evancarmichael.com/movement/ Speaking: http://www.evancarmichael.com/speaking/ Gear: http://evancarmichael.com/gear .: VIDEO SCHEDULE :. Top 10 Rules for Success - Weekdays at 8pm EST: https://www.youtube.com/playlist?list=PLiZj-Ik9MmM0VWRGYCfuUCdyhKfU733WX #Entspresso - Weekdays at 7am EST : https://www.youtube.com/playlist?list=PLiZj-Ik9MmM0-kQSSs3Ua5wExlz1HwRRs #BelieveLife - Sundays at 7am EST: https://www.youtube.com/playlist?list=PLiZj-Ik9MmM207_RQCOPAwZdKYXQ4cqjV #EvansBook - Saturdays at 8pm EST: https://www.youtube.com/playlist?list=PLiZj-Ik9MmM1tNSh0CjOsqIg1fw7bAPt4 Life with Evan - Sundays at 8pm EST: https://www.youtube.com/playlist?list=PLiZj-Ik9MmM19tzfHH_VJOnghbfdRPZjS Thank you for watching - I really appreciated it :) Cheers, Evan #Believe
Views: 864652 Evan Carmichael
Financial Investment Advice Toronto Financial Planner Ontario Canada
 
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http://www.DeThomasFinancial.com/ De Thomas Financial is a much different type of investment firm than any other you have encountered 905.731.9800. We help Canadians with all different types of Investment Plans here are just a few items we can help and assist you with: investment portfolio Canada investment broker Toronto financial adviser ontario Canadian financial advisers toronto de thomas financial corp investment management Mississauga planning for retirement mutual funds quebec financial planner Toronto Financial Planning Thornhill personal financial planner Toronto Canadian retirement planning pension plan certified financial planner finding a financial planner financial planner Mississauga investment advisor portfolio manager retirement income planning retirement planning Canada investments financial planning and analysis Canada investment financial planning Canada investing Canada Canada RRSP Plans TFSA Toronto Help Canada TFSA Rates http://youtu.be/N_mE2eA_7aY For investment strategy and more visit http://www.DeThomasFinancial.com or call us nationwide at 877.422.9622
Views: 26927 De Thomas Financial
Mod. 6 Lec. 1 - Introduction to the financial analysis of investment projects
 
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I created this video with the YouTube Video Editor (http://www.youtube.com/editor)
Views: 665 Papa CISS
Understanding Financial Ratios
 
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Courses to help you prepare for the CMA Exams Use the code for 50% discount Pass the CMA Exam the first time -Investment decisions https://www.udemy.com/pass-the-cma-exam-2-the-first-time-investment-decisions/?instructorPreviewMode=guest – Code CMA20171 Pass the CMA Exam the first time -Decision analysis https://www.udemy.com/pass-cma-exam-2-the-first-time-decision-analysis/?instructorPreviewMode=guest– Code CMA2017 Pass the CMA Exam the first time -Financial decision making https://www.udemy.com/cma-exam-2-review-financial-decision-making-section-a/?instructorPreviewMode=guest – Code CMA2017 Pass the CMA Exam the first time - Corporate finance https://www.udemy.com/cma-exam-2-study-program-section-b-corporate-finance/?instructorPreviewMode=guest – Code CMA2017 Pass the CMA #1 exam Planning Budgeting & Forecasting https://www.udemy.com/cma-exam1-study-program-section-b-planning-budgeting/?instructorPreviewMode=guest – Code CMA2017 Know how to be successful in writing the CMA Exam #1 MCQ's https://www.udemy.com/certified-management-accounting-exam-hack-part-1/?instructorPreviewMode=guest– Code CMA2017
How To Plan Your Personal Finance Efficiently
 
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Conceptualised by the National Stock Exchange (NSE) in association with CNBC-TV18, 'NSE Fin Wiz' is part of the NSE LIFE. The purpose of NSE LIFE is to improve levels if financial literacy and education to enable, empower and enrich young Indians. As NSE FinWiz travels to Mphasis in Pune for its third season, watch India's finest financial experts Ankur Kapur & Tanvir Alam shed light on basics
Views: 40520 CNBC-TV18
NPV - Net Present Value, IRR - Internal Rate of Return, Payback Period.
 
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Project management topic on Capital budgeting techniques - NPV - Net Present Value, IRR - Internal Rate of Return, Payback Period, Profitability Index or Benefit Cost Ratio.
Views: 392584 pmtycoon
Financial planning in India by Dynamic Investment advisors
 
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http://www.dynamicinvest.co.in Best financial investment adviser- Complete online transaction and monitoring platform At Dynamic investment advisors a team of well qualified and experienced financial planners help clients build a robust financial plan . Existing investment analysis, risk appetite analysis, financial goals calculations, financial portfolio creation are the steps which are undertaken to build a customized portfolio for the clients. Advisory services are provided for all financial products viz. mutual funds, life insurance, motor insurance, medial insurance,child education plan, child marriage plan, retirement plan. pension plan, systematic investment plan(sip),bonds, fixed deposits, etc. We have well integrated online platform for online transactions in mutual funds , online transaction in life insurance and online transaction in general insurance. We provide online investment monitor through our website for updated information on the investments and their performances for our clients. Special team helps NRI clients looking for investment opportunity in India. Providing investment planning and financial planning to it's clients at Faridabad, Gurgaon, Delhi, Noida , thoroughout India.
Views: 362 sandip virmani
Financial Life Advisors - Financial Planning Overview
 
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Financial Life Advisors is a San Antonio, TX financial advisor and financial planning firm that focuses on: retirement planning, tax strategies, investment analysis, estate and gift planning and insurance consulting.
Views: 105 Ben Gurwitz
Financial Planning 1: Investing Your Current Savings
 
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First of the video series on financial planning for young professionals. This session shows how young professionals can invest their current savings. Uses MoneyGeek (www.moneygeek.ca)'s regular membership.
Views: 4074 MoneyGeek
The Alchemy of Finance by George Soros   Full Audiobook
 
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New chapter by Soros on the secrets to his success along with a new Preface and Introduction. New Foreword by renowned economist Paul Volcker "An extraordinary inside look into the decision-making process of the most successful money manager of our time. Fantastic." -The Wall Street Journal George Soros is unquestionably one of the most powerful and profitable investors in the world today. Dubbed by Business Week as "the Man who Moves Markets," Soros made a fortune competing with the British pound and remains active today in the global financial community. Now, in this special edition of the classic investment book, The Alchemy of Finance, Soros presents a theoretical and practical account of current financial trends and a new paradigm by which to understand the financial market today. This edition's expanded and revised Introduction details Soros's innovative investment practices along with his views of the world and world order. He also describes a new paradigm for the "theory of reflexivity" which underlies his unique investment strategies. Filled with expert advice and valuable business lessons, The Alchemy of Finance reveals the timeless principles of an investing legend. This special edition will feature a new chapter by Soros on the secrets of his success and a new Foreword by the Honorable Paul Volcker, former Chairman of the Federal Reserve. George Soros (New York, NY) is President of Soros Fund Management and Chief Investment Advisor to Quantum Fund N.V., a $12 billion international investment fund. Besides his numerous ventures in finance, Soros is also extremely active in the worlds of education, culture, and economic aid and development through his Open Society Fund and the Soros Foundation. All rights reserved where they are due.
Views: 245806 Sid t-nash
HOW TO ANALYZE AN INVESTMENT PROPERTY'S ROI (The Real Estate Investment Analysis Worksheet)
 
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Today we are joined by top Denver mortgage professional, Joe Massey, to discuss something he uses while researching an investment property - The Real Estate Investment Analysis Worksheet. This is incredibly useful for real estate investors (including those new to real estate investing) to run the numbers of a potential property to determine important things like annual cash flow, annual rate of return, net operating income and much more. To access this FREE gift, please visit: http://www.investmentanalysisworksheet.com If you are interested in learning more or getting in touch with Joe, please e-mail us! EMAIL: [email protected] SUBJECT: MORTGAGE INCLUDE: Contact Information / Direct Phone Number Don't forget to sign up TODAY for your exclusive one on one consultation at: http://www.FreeCoachingCalendar.com Want more actionable financial tips and tricks like this one? Check out our YouTube channel here https://www.youtube.com/channel/UC45hHuqWfdi7TIZg0RDG9_g Make sure to check out our social channels for more insight and industry news! Facebook - https://www.facebook.com/VIPFinancialEducation/ Twitter - https://twitter.com/VIPFinancialEd LinkedIn - https://www.linkedin.com/in/vipfinancialed/ BBB A+ Rating - https://www.bbb.org/denver/business-reviews/financial-services/vip-enterprises-llc-in-westminster-co-90024254/ Complimentary Services and Products mentioned in our videos are available for a limited time only and are not guaranteed at the viewing of this video. VIP Financial Education provides resources for educational purposes only. Our education is not a substitute for Legal, Tax, or Financial advice and results vary. VIP Financial Education encourages viewers to do their homework before taking any financial action. VIP Enterprises, LLC may from time to time earn commissions by recommending various products, services, and programs.
Views: 9121 VIPFinancialEd
CISI - Investment, Risk and Taxation, Investment Planning
 
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In this 30 minute extract from the Fitch Learning classroom tuituion phase of the Investment, Risk and Taxation course the instructor covers part of the Investment Planning material that will be tested in the CISI examination. Including an introduction to investment planning, asset allocation, investment selection, research, reports and analysis. For information about the courses we offer to help you complete the CISI Investment Advice Diploma, please visit our website https://www.fitchlearning.com/investment-advice-diploma As part of the Fitch Group, Fitch Learning partner with clients to elevate knowledge and skills and enhance conduct. With centres in London, New York, Singapore, Dubai and Hong Kong; we are committed to questioning and understanding client needs across the globe and on the ground locally. Our people advise and build learning solutions to accelerate the achievements of the individual, and the company across the entire employee lifecycle.
Views: 4175 Fitch Learning
JL Collins: "The Simple Path to Wealth" | Talks at Google
 
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Author and financial blogger JL Collins brings his refreshingly unique and approachable take on investing to Google. The author of "The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life", JL offers easy-to-understand, effective tips and resources to understand investing with confidence. In this interview with Googler Rachel Smith, JL Collins discusses money and investing, including: how to think about money and investing to build wealth, how to avoid debt, how to simplify the world of 401(k), 403(b), TSP, IRA and Roth accounts, TRFs (Target Retirement Funds), HSAs (Health Savings Accounts) and RMDs (Required Minimum Distributions). He also talks about what the stock market really is and how it really works, How to invest in a raging bull, or bear, market, and specific investments to implement financial strategies. Learn more at jlcollinsnh.com or get the book here: https://goo.gl/bvWZLq Moderated by Rachel Smith.
Views: 199395 Talks at Google
How to Grow Your Wealth in Times of Economic Crisis: Investing Advice & Personal Finance (2009)
 
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Personal finance refers to the financial management of which an individual or a family unit is required to make to obtain, budget, save, and spend monetary resources over time, taking into account various financial risks and future life events. Waggoner's book: https://www.amazon.com/gp/product/0470401257/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0470401257&linkCode=as2&tag=tra0c7-20&linkId=bb9be99120033eb875d38cb800fdf547 When planning personal finances the individual would consider the suitability to his or her needs of a range of banking products (checking, savings accounts, credit cards and consumer loans) or investment (stock market, bonds, mutual funds) and insurance (life insurance, health insurance, disability insurance) products or participation and monitoring of individual- or employer-sponsored retirement plans, social security benefits, and income tax management. The key component of personal finance is financial planning, which is a dynamic process that requires regular monitoring and reevaluation. In general, it involves five steps: Assessment: A person's financial situation is assessed by compiling simplified versions of financial statements including balance sheets and income statements. A personal balance sheet lists the values of personal assets (e.g., car, house, clothes, stocks, bank account), along with personal liabilities (e.g., credit card debt, bank loan, mortgage). A personal income statement lists personal income and expenses. Goal setting: Having multiple goals is common, including a mix of short term and long term goals. For example, a long-term goal would be to "retire at age 65 with a personal net worth of $1,000,000," while a short-term goal would be to "save up for a new computer in the next month." Setting financial goals helps to direct financial planning. Goal setting is done with an objective to meet certain financial requirements. Creating a plan: The financial plan details how to accomplish the goals. It could include, for example, reducing unnecessary expenses, increasing the employment income, or investing in the stock market. Execution: Execution of a financial plan often requires discipline and perseverance. Many people obtain assistance from professionals such as accountants, financial planners, investment advisers, and lawyers. Monitoring and reassessment: As time passes, the financial plan must be monitored for possible adjustments or reassessments. Typical goals most adults and young adults have are paying off credit card and/or student loan debt, investing for retirement, investing for college costs for children, paying medical expenses, and planning for passing on their property to their heirs (which is known as estate planning). The six key areas of personal financial planning, as suggested by the Financial Planning Standards Board, are: Financial position: is concerned with understanding the personal resources available by examining net worth and household cash flow. Net worth is a person's balance sheet, calculated by adding up all assets under that person's control, minus all liabilities of the household, at one point in time. Household cash flow totals up all the expected sources of income within a year, minus all expected expenses within the same year. From this analysis, the financial planner can determine to what degree and in what time the personal goals can be accomplished. Adequate protection: the analysis of how to protect a household from unforeseen risks. These risks can be divided into liability, property, death, disability, health and long term care. Some of these risks may be self-insurable, while most will require the purchase of an insurance contract. Determining how much insurance to get, at the most cost effective terms requires knowledge of the market for personal insurance. Business owners, professionals, athletes and entertainers require specialized insurance professionals to adequately protect themselves. Since insurance also enjoys some tax benefits, utilizing insurance investment products may be a critical piece of the overall investment planning. Tax planning: typically the income tax is the single largest expense in a household. Managing taxes is not a question of if you will pay taxes, but when and how much. Government gives many incentives in the form of tax deductions and credits, which can be used to reduce the lifetime tax burden. Most modern governments use a progressive tax. Typically, as one's income grows, a higher marginal rate of tax must be paid. Understanding how to take advantage of the myriad tax breaks when planning one's personal finances can make a significant impact. Investment and accumulation goals: planning how to accumulate enough money for large purchases, and life events is what most people consider to be financial planning. http://en.wikipedia.org/wiki/Personal_finances
Views: 4942 The Film Archives
Retirement Plans: Last Week Tonight with John Oliver (HBO)
 
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Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
Views: 9869124 LastWeekTonight
William Ackman: Everything You Need to Know About Finance and Investing in Under an Hour
 
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William Ackman: Everything You Need to Know About Finance and Investing in Under an Hour. WILLIAM ACKMAN, Activist Investor and Hedge-Fund Manager We all want to be financially stable and enjoy a well-funded retirement, and we don't want to throw out our hard earned money on poor investments. But most of us don't know the first thing about finance and investing. Acclaimed value investor William Ackman teaches you what it takes to finance and grow a successful business and how to make sound investments that will get you to a cash-comfy retirement. The Floating University Originally released September 2011. Additional Lectures: Michio Kaku: The Universe in a Nutshell http://www.youtube.com/watch?v=0NbBjNiw4tk Joel Cohen: An Introduction to Demography (Malthus Miffed: Are People the Problem?) http://www.youtube.com/watch?v=2vr44C_G0-o Steven Pinker: Linguistics as a Window to Understanding the Brain http://www.youtube.com/watch?v=Q-B_ONJIEcE Leon Botstein: Art Now (Aesthetics Across Music, Painting, Architecture, Movies, and More.) http://www.youtube.com/watch?v=j6F-sHhmfrY Tamar Gendler: An Introduction to the Philosophy of Politics and Economics http://www.youtube.com/watch?v=mm8asJxdcds Nicholas Christakis: The Sociological Science Behind Social Networks and Social Influence http://www.youtube.com/watch?v=wadBvDPeE4E Paul Bloom: The Psychology of Everything: What Compassion, Racism, and Sex tell us about Human Nature http://www.youtube.com/watch?v=328wX2x_s5g Saul Levmore: Monopolies as an Introduction to Economics http://www.youtube.com/watch?v=FK2qHyF-8u8 Lawrence Summers: Decoding the DNA of Education in Search of Actual Knowledge http://www.youtube.com/watch?v=C6SY6N1iMcU Douglas Melton: Is Biomedical Research Really Close to Curing Anything? http://www.youtube.com/watch?v=Y95hT-koAC8
Views: 2949497 Big Think
Analysis Paralysis Woodrick Investment Consulting and Financial Planning
 
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Have you every waited until it was too late to pull the trigger? Well, "Analysis Paralysis" can affect hunters - and people saving for retirement. Some people think themselves into a corner... or choose to avoid the issue... and they're potentially making a big mistake by doing nothing. Deciding what to do with your IRA's, 401k's, annuities, life insurance policies, and investments can be tough decisions. So, avoid analysis paralysis and call me. I do business through LPL Financial, the nation's largest independent broker dealer.
5 Tips On Investing For Beginners By Warren Buffett - Warren Buffett Investment Strategy
 
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Warren Buffett is one of the richest people in the world who built his fortune as an investor becoming one of the worlds wealthiest billionaires. Warren Buffett's top recommended book for new investors to read http://amzn.to/2iPM8aw Tips in the video: Tip 1 - Invest in yourself Tip 2 - Get out of cash and get into assets Tip 3 - Invest in income producing assets Tip 4 - Do research on a company before investing Tip 5 - Invest Into Things You Understand Sources: https://www.youtube.com/watch?v=Mh1G1DiJ1oI&feature=youtu.be&t https://www.youtube.com/watch?v=t69G17HCl4Y&feature=youtu.be https://www.youtube.com/watch?v=S98O2gFBEPo&feature=youtu.be&t https://www.youtube.com/watch?v=gUAtVyWS_4Y&feature=youtu.be&t Music: www.bensound.com
Views: 646192 Entrepreneur Advice
Mining Investment -  Project Analysis
 
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Walkthrough of the gold mine investment model. The Excel model puts a financial plan and IRR investment analysis together to evaluate an investment in a mining operation such as a gold mine Link to the model https://goo.gl/QTa6RT
Views: 47 eFinancial Models
Key Startup Financial Terms - Creating The Killer Business Plan
 
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Click here for full course playlist: http://www.youtube.com/playlist?list=PL7x45KHuu46kGtrHZiobtpnkhi8YhfJ6w The foundation of every business, whether seeking funding or simply planning for the future, is to create a killer business plan that slays the competition. Let Kyle Murphy, an Entrepreneurship Lecturer at Pepperdine University, teach you everything you need to know about your business income statements, cash flows, marketing & sales and more. Create a winning pitch deck that will blow prospective investors away, and learn the secrets from entrepreneurs who've been there. For more information and resources, be sure to check out http://www.docstoc.com. There you'll have access to an array of valuable tools to help you start and grow a business. And for additional video courses, check out http://www.docstoc.com/courses.
Views: 25522 docstocTV
Investment and concept of Investment
 
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Meaning of investment and concept of investment (Economic investment , General Investment , Business Investment , Financial investment )
Views: 36212 Commerce Hub
Sensitivity Analysis for Financial Modeling Course | Corporate Finance Institute
 
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Sensitivity Analysis for Financial Modeling Course | Corporate Finance Institute Enroll in the full course to earn a certificate and advance your career: http://courses.corporatefinanceinstitute.com/courses/sensitivity-analysis-financial-modeling This advanced financial modeling course will take a deep dive into sensitivity analysis with focus on practical applications for professionals working in investment banking, equity research, financial planning & analysis (FP&A), and finance functions. Course agenda includes: Introduction Why perform sensitivity analysis? Model integration - Direct and Indirect methods Analyzing results Gravity sort table Tornado charts Presenting results By the end of this course, you will have a thorough grasp of how to build a robust sensitivity analysis system into your financial model. Form and function are both critical to ensure you can handle quick changes and information requests when you're working on a live transaction.
Investment Analysis
 
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(www.sfgplan.com) At Skrobonja Financial Group (a Saint Louis area retirement planning and financial planning company), we work with clients every day just like you who have questions about whether or not their investments are on track with their goals. Now, if you are happy with the service you have been getting from your current financial advisor then this service is probably not for you. (www.sfgplan.com)
Portfolio Management, Investment Plans, Retirement Planning - Best Financial Planning Services India
 
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http://www.righthorizons.com - Portfolio Management, Investment Plans, Retirement Planning - Best Financial Planning Services India. NDTV live discussion with Anil Rego- CEO & Founder of Right Horizons, answers the queries on Financial Planning, Midcap Funds Solutions to improve business. Follow Us on Facebook - https://www.facebook.com/Righthorizonsinvestments Twitter - https://twitter.com/Right_Horizons LinkedIn - https://in.linkedin.com/in/right-horizons-3b8a2240 Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors
Views: 565 righthorizons
What is Personal Financial Planning and its Importance (Gujarati)? - Franklin Templeton India
 
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"Want to learn what is personal financial planning and how it can help you? Keep watching the video to find out how financial planning and analysis can be used to help you to save up for your future goals by investing your savings in appropriate schemes according to your needs and risk appetite in Gujarati. Let’s try to understand what is financial planning and the importance of financial planning. Also learn about ways of managing money in Gujarati. Heard of the saying, “By failing to plan, you’re planning to fail”? It’s true! Everything big in life requires planning and execution. Like financial goals. These major goals definitely need a Plan to become a reality! Even more basic goals, like renovating your house, taking a holiday, and having money ready for emergencies are easier to reach if they’re backed by strong financial planning and analysis. What is financial planning? A personal financial plan is nothing but a step-by-step approach to meet one’s life goals. Why go for a Financial Plan? There are multiple reasons why one should do personal financial planning. For one, parental needs are rising, and kids’ dreams are going to cost money. Lots of it! Because don’t forget inflation…It will only make these goals more expensive as time goes by! Good financial planning and analysis, drawn early and wisely, might have been able to save you from a lot of stress! With a strong financial plan, your savings can be directed into suitable investment vehicles, building a corpus for the important things coming up AND preparing you for the challenges that life will continue to throw at you. The point is that to turn any dreams into reality, one needs to plan for it. And planning well includes all the key elements like: • A financial advisor who understands an investor’s needs and goals and can help plan for it • An assessment of the investor’s personal risk to determine suitable products that will meet goals • An Asset Allocation Plan to channelize your savings into suitable investment options • Savings to support or fund those goals • Execution and monitoring through timely reviews We hope you enjoyed watching this video! Watch more, and we’ll help you learn about different investing concepts. You can also write to us with your feedback ([email protected]) View more such videos in the playlist https://www.youtube.com/playlist?list=PLpDLpRd877mRc85gEKSZsIWs9yAFU5G5Z Official Website:https://www.franklintempletonindia.com/ Facebook:https://www.facebook.com/FranklinTempletonIndia/ LinkedIn: https://www.linkedin.com/company/3676/ Instagram: https://www.instagram.com/ftiindia/?hl=en Twitter: https://twitter.com/ftiindia?lang=en "
Views: 408 TempletonIndia
Financial Management - Lecture 01
 
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finance, financial management, Brigham, CFO, financial decision, corporate finance, business finance, financial economics, financial markets, financial institutions, financial institutions, financial instruments, securities, financial assets, financial system, money markets, capital markets, money-market instruments, capital-market instruments, banking, investments, portfolio management, portfolio theory, security analysis, behavioral finance, personal finance, public finance, proprietorship, partnership, corporation, retained earnings, dividends, profit maximization, wealth, shareholder wealth, market price, share price, value, fundamental value, intrinsic value, true value, discounted value, fundamental value, risk, true risk, perceived risk,
Views: 662443 Krassimir Petrov
1. Introduction, Financial Terms and Concepts
 
01:00:30
MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Peter Kempthorne, Choongbum Lee, Vasily Strela, Jake Xia In the first lecture of this course, the instructors introduce key terms and concepts related to financial products, markets, and quantitative analysis. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 632521 MIT OpenCourseWare
Formula on Financial Stability Business Training Video by Vivek Bindra (hindi)
 
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In this video, Mr. Vivek Bindra talks about compounding inflation and compounding effect. He stresses upon the need to grow “out of turn” instead of “turn by turn” for extraordinary success. He also makes a complex looking financial model look very simple and gives smart tips for money management and financial stability. To Attend a 4 hour Power Packed “Extreme Motivation & Peak Performance” Seminar of BOUNCE BACK SERIES, Call at +919310144443 or Visit https://bouncebackseries.com/ To attend upcoming LEADERSHIP FUNNEL PROGRAM, Call at +919810544443 or Visit https://vivekbindra.com/upcoming-programs/leadership-funnel-by-vivek-bindra.php Follow our Official Facebook Page at https://facebook.com/DailyMotivationByVivekBindra/ and get updates of recent happenings, events, seminars, blog articles and daily motivation. Mr. Vivek Bindra is the best Leadership Trainer, facilitator, coach and Leadership guru, and a leading Leadership doyen and expert. Mr. Bindra can be contacted for the best Leadership trainings, he is also the best Leadership guide, coach and mentor and a master motivator. Mr. Bindra is a master Leadership strategist and a Leadership manager. Mr. Bindra is a good Leadership expert. Mr. Vivek Bindra is an effective Leadership skills enabler, he trains you on the art of how to have better motivation, develop better Leadership skills, importance of Leadership, why is it good to have motivation, why motivation is important in the workplace, why is it good to have motivation, why improve Leadership skills, Why is motivation important for college students, How to sustain your motivation to study, How to sustain your motivation at work, How to sustain your motivation in college, Leadership Hindi speaker, Leadership Hindi video, Leadership Hindi videos for success, best Leadership Hindi video, corporate speakers, best corporate speakers, famous corporate speakers, business, speakers. Best business speakers, Leadership business speakers, great business speakers, Leadership speakers about life, Leadership speakers about bullying, Leadership speakers for success, Leadership speakers for success in Hindi, Leadership speakers for business, Leadership speakers for college ,students, Leadership speakers for students, Leadership speakers for women, Leadership speakers for teenagers, Leadership speakers for youth, Leadership speakers for life, Leadership speakers athletes, Leadership speakers in India, Leadership speakers in Hindi, Indian Leadership speakers, Indian Leadership speakers in Hindi, top Leadership speakers in India, best Leadership speakers in India, Leadership speakers on leadership, Leadership speakers on life, Leadership speakers of India, Leadership speakers on education, best Leadership speakers of all time, Leadership speakers success, Leadership speakers videos, Leadership speakers women, Leadership Hindi speaker, Leadership Hindi video, Leadership Hindi videos for success, best Leadership Hindi video, corporate speakers, best corporate speakers, famous corporate speakers, business speakers, best business speakers, Leadership business speakers, great business speakers, Leadership speakers about life, Leadership speakers about bullying, Leadership speakers for success, Leadership speakers for success in Hindi, Leadership speakers for business, Leadership speakers for college students, Leadership speakers for students, Leadership speakers for women, Leadership speakers for teenagers, Leadership speakers for youth, Leadership speakers for life, Leadership speakers athletes, Leadership speakers in India, Leadership speakers in Hindi, Indian Leadership speakers, Indian Leadership speakers in Hindi, top Leadership speakers in India, best Leadership speakers in India, Leadership speakers on leadership, Leadership speakers on life, Leadership speakers of India, Leadership speakers on education, best Leadership speakers of all time, Leadership speakers success, Leadership speakers videos, Leadership speakers women, Leadership speech in Hindi, Leadership speech for students, Leadership speech about life, Leadership speech about dreams, Leadership speech confidence, Leadership speech college, Leadership speech coach, Leadership speech education, Leadership speech for success, Leadership speech for success in Hindi, Leadership speech for students in Hindi, Leadership speech for success for students, Leadership speech from movies, Leadership speech guru, Leadership speech in Hindi, Leadership speech in English, Leadership speech in Hindi for success, Leadership speech in Hindi. Why is Leadership important for college students, How to sustain your Leadership to study, How to sustain your Leadership at work, How to sustain your Leadership in college, Leadership Hindi speaker, Leadership Hindi video, Leadership Hindi videos for success, best Leadership Hindi video, corporate speakers, best corporate speakers, famous corporate speakers, business, speakers. Best business speakers.
Investment Analysis and Portfolio Management
 
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http://www.paulcomstockpartners.com/ Paul Comstock Partners - Houston Wealth Management & Financial Services 2 Riverway # 1000, Houston, TX 77056-1949 (713) 977-2694 For over 25 years, Paul Comstock Partners has been providing independent, fee-only financial advice and investment services to individuals, families, foundations, and institutions. The company was listed in the Top 50 Financial Advisors at Forbes in 2008 and 2009.
Views: 619 DenverMBushong
Bitcoin Weekend! XRP ETH LTC TRX Rise! Episode 119 - Cryptocurrency Technical Analysis
 
03:15:32
Multistreaming with https://restream.io/ 🚀 Send a Tip to the Streamer 🚀 (NOTE: MAKE SURE TO ENTER YOUR USERNAME or you will show up as an "Anonymous" donor.) Support the stream with fiat: https://streamelements.com/lordray/tip Tip with cryptocurrency: https://streamlabs.com/pmray23 Join Our Official Discord at: https://discord.gg/kRBDxaj [email protected] Twitter.com/LordRay23 Patreon.com/LordRay 📜 DISCLAIMER Do NOT trade based on what you see in this analysis.TA with Mitch Ray that produced this analysis are not be held responsible for any losses that may occur. You and you alone are responsible for deciding if you are comfortable accepting the risk involved in trading. You should only trade based on your knowledge, experience, and risk as a trader. This information is for educational purpose only. Trading in any market contains a high degree of risk. It is possible and EXTREMELY likely that you will lose some if not all of your initial investment. Mitch Ray, that produced this analysis is not a licensed financial planner or adviser. If you are unsure of anything in the financial market, always seek advice from a licensed financial planner or adviser. Any and ALL content published by TA with Mitch Ray and/or affiliates should be NOT be considered financial advice. Invest at your own risk and as always, do your own research!
Views: 1787 Mitch Ray
San Diego Wealth Management Firm : San Diego Investment Advisors
 
03:38
San Diego Wealth Management Firm : San Diego Investment Advisors - http://www.hokansonassociates.com Hokanson Associates -- the premier San Diego wealth management firm For over 25 years, Hokanson Associates has been one of the top wealth managers for high net worth individuals and their families, as well as one of the most highly-regarded San Diego investment advisors. Our mission is to help our clients achieve their financial goals, secure their families' futures, and fulfill their personal dreams. We invite you to peruse our website, read our newsletters, watch a short video history of our firm, and learn what family wealth management means to us and to our clients. Hokanson Associates is a Registered Investment Advisor and a fee only financial planning firm comprised of a team of experienced San Diego financial advisors and portfolio managers with expertise that spans the key disciplines of both investment management and all areas of financial planning. We seek to set a standard for excellence in San Diego wealth management by fully integrating both of the two key disciplines offered separately by most private wealth management firms. Our portfolio managers average over 25 years of experience and are some of San Diego's top financial advisors who can apply a breadth of investment strategies suited to your financial goals and risk tolerance. You have direct access to our various Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) staff members, all working exclusively for our clients. We offer comprehensive wealth management and financial planning strategies. Whether it's a detailed retirement projection, an estate planning review, an education funding preview, specific tax strategy advice, business succession planning, a life insurance needs analysis, or exploring an outside investment opportunity; we integrate full financial planning with our investment portfolio management -- all for one fee as your independent investment advisors. Located in Solana Beach California, we serve as a convenient Rancho Santa Fe investment portfolio manager for many of our clients, but equally fitting for any San Diego investment management or asset management service needs across the country. We invite you to peruse our website at www.hokansonassociates.com. If the tone and substance of who we are and how we serve our clients resonates with you, we invite you to call us to schedule a get-acquainted meeting. We may be exactly what you have been looking for. San Diego wealth management firm, top wealth managers, San Diego investment advisors. family wealth management,Registered Investment Advisor, fee only financial, planning firm, San Diego financial advisors, portfolio managers, San Diego wealth management, private wealth management firms, San Diego's top financial advisors, Certified Financial Planner, comprehensive wealth management, financial planning, investment portfolio management, independent investment advisors, Rancho Santa Fe investment portfolio manager, San Diego investment management, asset management http://youtu.be/fChdCe5srLQ
Building an Investment Plan
 
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This video is the second of a three part series on helping members make better investment decisions in their Group Retirement Plans.
Views: 2905 Retire Happy
Bitcoin $6,600?! XRP Beyond KANGZZZ! Episode 117 - Cryptocurrency Technical Analysis
 
01:33:05
Multistreaming with https://restream.io/ 🚀 Send a Tip to the Streamer 🚀 (NOTE: MAKE SURE TO ENTER YOUR USERNAME or you will show up as an "Anonymous" donor.) Support the stream with fiat: https://streamelements.com/lordray/tip Tip with cryptocurrency: https://streamlabs.com/pmray23 Join Our Official Discord at: https://discord.gg/kRBDxaj [email protected] Twitter.com/LordRay23 Patreon.com/LordRay 📜 DISCLAIMER Do NOT trade based on what you see in this analysis.TA with Mitch Ray that produced this analysis are not be held responsible for any losses that may occur. You and you alone are responsible for deciding if you are comfortable accepting the risk involved in trading. You should only trade based on your knowledge, experience, and risk as a trader. This information is for educational purpose only. Trading in any market contains a high degree of risk. It is possible and EXTREMELY likely that you will lose some if not all of your initial investment. Mitch Ray, that produced this analysis is not a licensed financial planner or adviser. If you are unsure of anything in the financial market, always seek advice from a licensed financial planner or adviser. Any and ALL content published by TA with Mitch Ray and/or affiliates should be NOT be considered financial advice. Invest at your own risk and as always, do your own research!
Views: 1394 Mitch Ray
A DAY IN THE LIFE OF AN INVESTMENT ANALYST by James Hedden & Tyler Ames
 
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UW Economics alumnus James Hedden and senior undergraduate Tyler Ames conduct an interview to describe James' day-to-day work in investment analysis.
Views: 3168 UW Economics
Meet Keith Kuzera with SVA Plumb Wealth Management
 
00:48
Keith is a Financial Consultant with SVA Plumb Wealth Management, LLC. Keith provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.
Bitcoin Extreme Volatility. XRP Still MOON! Episode 114 - Cryptocurrency Technical Analysis
 
02:36:13
Multistreaming with https://restream.io/ 🚀 Send a Tip to the Streamer 🚀 (NOTE: MAKE SURE TO ENTER YOUR USERNAME or you will show up as an "Anonymous" donor.) Support the stream with fiat: https://streamelements.com/lordray/tip Tip with cryptocurrency: https://streamlabs.com/pmray23 Join Our Official Discord at: https://discord.gg/kRBDxaj [email protected] Twitter.com/LordRay23 Patreon.com/LordRay 📜 DISCLAIMER Do NOT trade based on what you see in this analysis.TA with Mitch Ray that produced this analysis are not be held responsible for any losses that may occur. You and you alone are responsible for deciding if you are comfortable accepting the risk involved in trading. You should only trade based on your knowledge, experience, and risk as a trader. This information is for educational purpose only. Trading in any market contains a high degree of risk. It is possible and EXTREMELY likely that you will lose some if not all of your initial investment. Mitch Ray, that produced this analysis is not a licensed financial planner or adviser. If you are unsure of anything in the financial market, always seek advice from a licensed financial planner or adviser. Any and ALL content published by TA with Mitch Ray and/or affiliates should be NOT be considered financial advice. Invest at your own risk and as always, do your own research!
Views: 1486 Mitch Ray