Investing can feel overwhelming, especially when you don’t know where to start. But Codie Sanchez, founder of the investment and advisory firm Contrarian Thinking, has a simple four-step formula to go from investing your first $1,000 to building real wealth. Find Out: I Got Rich Investing — These Lessons for Beginners Could Lead To $1 Million Net Worth Read Next: 6 Things You Must Do When Your Savings Reach $50,000 According to Sanchez, here are the four stages of successful investing. Stage 1: Start by ...

Over the last few months, we've written about where billionaires live and how the uber-rich spend their money. What about how they invest?A new report from UBS has the answers. This year, the bank conducted its annual survey of billionaire clients on several topics, including where they plan to invest their money for 12-month and five-year periods. Optimism in the near term seems to be highest around two areas in particular compared to 2024: Western Europe and China.Forty percent of respondents said they ...

Hamilton Lane, a US-based asset management firm, is set to distribute all six of its open-ended private-market funds in Taiwan, Bloomberg reported. The company, which manages assets of over $1tn, aims to expand its client base in Taiwan beyond local insurers to include high-net-worth individuals. Working with onshore banks, it will sell its funds to Taiwanese clients, through the sandbox wealth zone in Kaohsiung, along with other cities. This move is said to provide access to local investors to alterna ...

Core Viewpoint - Morgan Stanley has set a price target of $331 for JPMorgan Chase & Co., indicating a potential increase of about 10.16% from its current trading price of $300.47, despite recent challenges faced by the company [2][5]. Financial Performance - JPMorgan's projected expenses for 2026 are expected to reach $105 billion, which is over 4% higher than Wall Street's expectations, raising concerns among investors [3][5]. - The current stock price of JPMorgan is $300.47, reflecting a decrease of 4.68%, with a change of -$14.74 [3]. Stock Resilience - Despite the recent decline, JPMorgan's stock has shown resilience over the past year, with a high of $322.25 and a low of $202.16 [4][5]. - The company's market capitalization is approximately $817.96 billion, indicating its strong position in the financial sector [4][5]. - Today's trading volume for JPMorgan is 15,022,965 shares on the NYSE, highlighting active investor interest [4].

Core Insights - The article emphasizes the importance of simplicity in investment strategies for building wealth and achieving a comfortable retirement [2][4] - Financial experts advocate for a disciplined approach to investing, focusing on low-cost, diversified index funds rather than complex financial products [1][4] Investment Strategy - A simple saving and investing strategy is often the most effective for most Americans, with an emphasis on defining the right kind of simplicity [2] - Consistency and discipline are crucial for wealth building, rather than relying on individual stock picks or market timing [4] - Investors should regularly invest in low-cost, globally diversified index funds and align their portfolio risk with their personal risk tolerance [4] Risk Management - To assess risk tolerance, investors should consider their emotional response to a potential 20% loss in portfolio value [4] - Asset allocation should be based on the investor's time horizon, with adjustments made as they age [5][6] Age-Based Investment Adjustments - Younger investors (in their 30s and 40s) can afford to be more aggressive in their investment strategies, while older investors (in their late 50s and 60s) should focus on capital preservation and income generation [6] - For short-term needs, high-yield accounts are recommended, while U.S. Treasuries are suggested for medium-term savings [6] - Long-term goals should be supported by a diversified portfolio of low-cost index funds, avoiding reactions to market fluctuations [6]

Group 1: Market Overview - U.S. investors are facing challenges including high tech stock valuations, hawkish Federal Reserve commentary, and unpredictable tariff policies from the Trump administration [1] - Despite Nvidia's strong earnings, the market experienced a sell-off, indicating potential volatility ahead [2] - High-quality international stocks have emerged as a refuge from U.S. market fluctuations [2] Group 2: Shinhan Financial Group - Shinhan Financial Group, a South Korean banking conglomerate, has a market cap of $25.5 billion and reported strong growth in interest income and net interest margins in Q3 2025 [3][5] - The company is trading at a Price-to-Earnings (P/E) ratio of 7.94 and a Price-to-Book (P/B) value of 0.5, with a dividend yield exceeding 3% [5] Group 3: POSCO Holdings - POSCO Holdings, valued at $16 billion, is transitioning from traditional steel manufacturing to lithium battery production, which offers higher margins [6][8] - The company has secured deals for lithium extraction in the U.S. and mining operations in Australia and Argentina, yet it trades at 14 times forward earnings and 0.4 times book value [6] Group 4: PLDT Inc. - PLDT Inc., the largest telecommunications company in the Philippines, offers a range of services and has developed the popular PayMaya app, now rebranded as Maya [9] - The stock trades at 7.5 times forward earnings and 1.2 times sales, with a dividend yield over 7%, presenting a potential buying opportunity after a recent drop [11] Group 5: United Microelectronics Corp. - United Microelectronics Corp. is a key player in the semiconductor foundry market, with a market share of 5% and major clients including Texas Instruments and Intel [12][14] - The stock is trading at 14 times forward earnings and 2.4 times sales, below industry averages, and has shown improved earnings performance in Q3 2025 [14]

Core Insights - Blackstone Inc. (BX) is a leading alternative asset management firm with a market cap of $106.5 billion, specializing in various investment strategies including private equity and real estate [1] Performance Overview - BX shares have underperformed the broader market, declining 14.5% over the past year, while the S&P 500 Index has increased by nearly 18.5% [2] - In 2025, BX stock is down 17.2%, contrasting with the SPX's 15.1% rise year-to-date [2] Comparative Analysis - BX's underperformance is less severe compared to the Financial Select Sector SPDR Fund (XLF), which has gained about 13.3% over the past year [3] - The XLF's 8.5% gains year-to-date further highlight BX's struggles [3] Q3 Financial Results - On October 23, BX shares fell over 4% after reporting Q3 results, with an adjusted EPS of $1.52, exceeding Wall Street's expectation of $1.21 [4] - The company's revenue for the quarter was $3.1 billion, down 15.7% year-over-year [4] - Analysts project BX's EPS to grow 14.9% to $5.33 for the current fiscal year ending in December [4] Analyst Ratings - Among 23 analysts covering BX, the consensus rating is a "Moderate Buy," consisting of eight "Strong Buy," two "Moderate Buy," 12 "Holds," and one "Strong Sell" [5] - This rating configuration has improved from two months ago, where seven analysts previously suggested a "Strong Buy" [6] Price Targets - TD Cowen maintained a "Buy" rating on BX, lowering the price target to $205, indicating a potential upside of 43.5% from current levels [6] - The mean price target is $178.76, representing a 25.1% premium to current prices, while the highest price target of $215 suggests an upside potential of 50.5% [6]

I also do want to ask you about the president's new executive order that would potentially allow people to use money in their 401k towards things like crypto, private equity, uh buying homes. What gives how would that work. How quickly could that take effect.So it's super controversial because there have there have been uh roadblocks and guide rails against this for a long long time because the concern is a regular buy and hold investor somebody who is doesn't make a ton of money makes the average amount of ...