UF Student Investment Club的动态

We all need this reminder ? What can happen vs. what will happen Are 2?? wildly different outcomes Grateful to get to learn more about investor fears & how advisors can lead clients with confidence at last week at Dimensional Fund Advisors This was my favorite slide shared. And while this is incredibly applicable to advisors clients, it's also relevant to the rest of us too. It's easy to wonder and worry about all the things that could go wrong. It hard to intentionally focus your attention to all that could go right. (While also having a reasonable backup plan should things hit the fan). As a worry-wart in recovery, this slide hit me right in the feels. ?? Can anyone else relate?! Thanks for letting me tag along Carl Richards for a thought-provoking presentation.

Join us on this informative webinar for a market update and discussion on fixed income. Jeffrey Weston, from Tortuga Wealth Management, will be moderating and we have two amazing panelists, Sejal Penkar and Timothy Wei from Capitol Group. Tune in at 12pm PST this Friday. Simply hit the 'Webinar Live' link below. #incomestrategies #marketupdate #tortugawealth #economy #capitalgroup #stockmarket #finance #investments #wealthpreservation

Back from vacation and trying to catch-up! This week's KMOX | Audacy Total Information AM business segment was on what will be getting done with extreme wealth in the next few years, specifically intra-generational wealth transfers among couples (when the first spouse dies) and the possibility of private equity opportunities in NFL teams. The range of things you can do with tens to hundreds of millions of dollars just keeps growing! ?https://lnkd.in/gy-yXFa7

Please meet Dax and Lindsay, two of Stearns Financial Group's Wealth Advisors and Partners. In this episode, they will each discuss how they have gotten to their current positions. Please click below to learn more. Lindsay - https://lnkd.in/e4Yx_QsX Dax - https://lnkd.in/ee8NEhT2 #StearnsFinancialGroup #lindsaybrock #daxdixson #the lowdown #financebasics

Altman's Z-score helps to find out the stability of the company. we can analyse the company that they survived long term or not by using this formula. Thankyou parth sir who helps me to make this model on a beautiful way Parth Verma and The Valuation School . #ITC #financialmodel

Popcorn Finance Part 1 : Beta As an aspiring finance professional and a movie enthusiast, I find it fascinating to see how the world of movies intersects with finance. In this edition of Popcorn Finance we will understand what Beta means through the lens of a film "The Wolf Of Wall Street". In "The Wolf of Wall Street," Jordan Belfort builds his brokerage firm, Stratton Oakmont, into a powerhouse of Wall Street through aggressive sales tactics and risky investments. The character of Jordan Belfort exemplifies high beta. Beta, in finance, measures the volatility of a stock or portfolio in relation to the overall market. A beta greater than 1 indicates that the stock or portfolio is more volatile than the market, while a beta less than 1 suggests lower volatility. In the context of the movie, Jordan Belfort's actions and investments can be likened to a high-beta stock. His bold and risky decisions lead to extreme highs and lows in his firm's performance, mirroring the volatility associated with high-beta investments. While high-beta investments can offer the potential for high returns, they also come with increased risk. Similarly, Jordan Belfort's high-beta approach to running his brokerage firm leads to both extraordinary success and eventual downfall due to its heightened susceptibility to market fluctuations and regulatory scrutiny. #PopcornFinance #MovieFinance #BetaExplained #TheWolfOfWallStreet #FinanceMovies #InvestmentInsights #FinanceAndFilm #HighBeta #RiskAndReward #MovieMagicFinance

?? New one-minute video alert! ?? Matthew Kempton, MBA, CFA shares the wisdom of Warren Buffett from the Berkshire Hathaway AGM - but his favourite takeaway might not be what you'd expect! #InvestmentInsights #WarrenBuffett #LifeLessons

? US Investors are really very fast in deal making ? : They start the deal with valuation discussion first & then everything else post that This is the most common trait I have found over the years interacting with them #greatlearnings

Happy Golfer's Day! At Morgan Stanley, we appreciate the precision and foresight golf teaches us. It's a reminder that, just like in golf, strategic planning and a clear focus are key to navigating financial markets successfully. Whether you're aiming for the green or your financial goals, we're here to help you make those critical shots with confidence. Let's drive towards your financial objectives together. #GolfersDay #FinancialPlanning #MorganStanley

???? For More Guidance on Money Markets ??