Episode 16 – Media Review: A Deep Dive on 3 Articles

April 30, 2024

In this episode of Building Wealthy Habits, Randy, Jeremiah and Laura sit down to each share a media article they found, and share their take on the state of financial media.

In this episode Randy, Jeremiah and Laura come together to discuss articles they have found in the media, ranging from topics about cash reserves potentially entering the stock market, investing in stocks that have seen high returns but may be overvalued, and the importance of diversification and valuation metrics. They warn about fake investment tips using celebrities’ names and pump and dump schemes that aim to lure unsuspecting investors with promises of outsized returns. Throughout, they emphasize doing research, thinking long-term, and being wary of opportunities that sound too good to be true.

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This week on Building Wealthy Habits:

  • 2:26 – The Influence of Cash Reserves on Stock Market Dynamics
  • 7:36 – The “Magnificent Seven” Stocks: Balancing High Returns Against Risks and Overvaluation
  • 12:40 – The Art of Investing: Diversification Strategies and Valuation Indicators
  • 17:46 – The Lure of Celebrity-Endorsed Investment Scams
  • 22:13 – Safeguarding Your Investments: The Critical Role of Due Diligence in Avoiding Scams

Connect with Jeremiah:

  • LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
  • Email: Jeremiah@tricordadvisors.com

Connect with Laura:

  • LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
  • Email: Laura@tricordadvisors.com

Connect with Randy:

  • LinkedIn: https://www.linkedin.com/in/rkbarkley/
  • Email: Randy@tricordadvvisors.com

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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