Comments by "Richie Sullivan" (@Theodorebarba) on "Azul" channel.

  1. I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.
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  2. Insightful... I curiously looked up her name on the internet and I found her site, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
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  3. Thank you for sharing, I must say, Stacy appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call
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  4. I just curiously looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
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  5. Hey, this caught my interest. I worry that I have a couple more months before retirement, can you share more info?
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  6. this is superb! Is there a problem sharing details of your financial advisor ? I have my money in a Roth, and I am trying to diversify my investment for better growth
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  7. bravo! I've worked in real estate for over 25 years and have neglected a major stock portfolio, but I need a different plan now... mind if I look up the professional guiding you please?
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  8. this is superb! Is there a problem sharing details of your financial advisor ? I have my money in a Roth, and I am trying to diversify my investment for better growth
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  9. Insightful... I curiously looked up her name on the internet and I found her site, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
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  10. this is huge! mind if I look up the advisr that guides you please? only invest in my 401k through my employer for now, but enthused about diversifying my investments for a prosperous financial future
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  11. Do you mind sharing info on the advisor who assisted you?
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  12. Nice info, i appreciate your concern this will help a lot especially to the young bitcoin investors who have no or lesser knowledge on how bitcoin market works.
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  13. I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
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  14. Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?
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  15. That's an intriguing outcome. How can I contact your Asset manager?
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  16. Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
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  17. The increasing prices have impacted my plan to retire at 62, work part-time, and save for the future. I'm concerned about whether those who navigated the 2008 financial crisis had an easier time than I am currently experiencing. The combination of stock market volatility and a decrease in income is causing anxiety about whether I'll have sufficient funds for retirement.
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  18. At a point like this, when the pressure is already on you to retire, it’s best recommended you seek the services of an advisor, as this allows you make smarter investing decisions.
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  19. Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?
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  20. Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.
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  21. I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
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  22. I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
    1
  23. Insightful... I curiously looked up her name on the internet and I found her site, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
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  24. as most investing-related questions, the answer is, it depends.. my best suggestion is to consider advisory management
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  25. I completely agree; I am in my mid 40s, approaching retirement, and have approximately over 2million dollars in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, the Fin-advisor can only be neglected, not rejected. Just do your due diligence to identify a fiduciary one.
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  26. I've experimented with a few over the past years, but I've stuck with ‘’Ainsley Julian Borel” for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
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  27. this is superb! Is there a problem sharing details of your financial advisor ? I have my money in a Roth, and I am trying to diversify my investment for better growth
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  28. Thanks for sharing, I just liquidated some of my funds to invest in the stock market, I will need every help I can get.
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  29. She appears to be well-educated and well-read. I just ran a Google search for her name and came across her website; thank you for sharing.
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  30. I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
    1
  31. Your fiduciary seems highly competent. May I ask if you are still working with the same fiduciary, and if so, what's the best way to get their attention.
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  32. Do you mind sharing info on the advisor who assisted you?
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