0:00 Intro
0:56 Recapping the Year for the Market's Best Performers
2:28 How to Respond When Your Stocks are Up Significantly
3:59 Topic 1: Debunking "Too High, Too Fast"
13:39 Topic 2: Alternatives if You Can't Stomach Staying Long
16:40 Bonus: Another Income Idea
In speaking with clients over the last few weeks, one theme keeps coming up in discussions. Many of their portfolio stocks have made sharp, quick moves higher, prompting two key questions: "Are these stocks too high, too fast? Should I sell?"
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, do their best to debunk the myth of "too high, too fast". We look at 5 stocks early in the video, 4 of which have seen stock prices increase by more than 100% in 2024 alone.
Noland looks back on his considerable experience as both an advisor and an investor to share wisdom he's learned over the years in how to deal with such fortuitous circumstance. He urges investors to allow the "magic" of their best growth stocks to play in their favor. The takeaway: stocks that move high often have a great chance to continue their strong performance over the years.
We have a keen understanding from working with investors that our optimistic viewpoint doesn't fit with every personality. For those investors, we offer an alternative, diving deeper into our income securities project, which we have been building diligently over the last six months.
For those who make it to the end of the video, we cover one of our favorite income securities, which we wrote up this week.
If you still have cash building up in checking, savings, CDs, or elsewhere on the sidelines, now is the time to consider finding it a new place to grow.
Contact us for some ideas of how you can reallocate those funds more productively. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Brian's Levitate Calendar
Website: https://leftbrainwm.com/
Email Brian at briand@leftbrainwm.com for details.
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