Iceberg of Wealth Management

Описание: In the Iceberg of Wealth Management we dive into the key terminology and concepts to understand before managing your money or hiring a financial advisor.

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Citations:

Financial Advisor Video:    • The 7 Types of Financial Advisors  

401K and IRA Limits https://www.investopedia.com/ask/answ...

Great Wealth Transfer Video:    • The Great Wealth Transfer Explained  

Family Office Video:    • All About Family Offices  

Management Fees Video:    • Fees: How Money Managers Get PAID  

Chapters

0:00 Introduction
1:19 Index Funds
3:38 Financial Advisors
4:12 401(k)
5:30 Emergency Funds
6:27 IRAs
8:26 Diversification
11:19 REITs
13:49 529 Plans
15:07 Active vs. Passive Management
18:30 Fiduciary
20:40 Custodian
21:26 Family Offices
24:10 FIRE
26:30 Bogleheads
26:50 Tax Loss Harvesting
29:00 Management Fees

Disclaimer & Disclosures:

Spearhead Advisors (“Spearhead”) is a registered investment advisor registered in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.

Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this video. Past performance is not indicative of future results.

Anything in this channel is for informational and educational purposes only and is not investment advice. All information contained herein is based upon information available to the public. No representation is made that it is accurate or complete. No mention of a particular security, index, derivative, or other instrument on this channel is an offer to buy or sell or a solicitation of an offer to buy or sell the securities mentioned herein, nor does it constitute an opinion of the suitability and appropriateness of investing in any financial instrument. Please consult your investment advisor and do you own research before making any trading or investment decisions

The opinions in this video are specifically those of Nicholas Pardini, but not necessarily anyone else affiliated with Spearhead Advisors or the firm's general stance.