Peter Tuchman

That's exactly right.

That's exactly right.

You know what? Today was a bit of a bloodbath. And I, you know me, I rarely will ever say that, but that was a bloodbath, right?

You know what? Today was a bit of a bloodbath. And I, you know me, I rarely will ever say that, but that was a bloodbath, right?

You know what? Today was a bit of a bloodbath. And I, you know me, I rarely will ever say that, but that was a bloodbath, right?

Great to be back, Nicole.

Great to be back, Nicole.

Great to be back, Nicole.

I think anyone that's in a realm where they're investing and they've started to reach a place in their life where, to me, if you have less than $50,000, you should be putting everything in the S&P 500.

I think anyone that's in a realm where they're investing and they've started to reach a place in their life where, to me, if you have less than $50,000, you should be putting everything in the S&P 500.

I think anyone that's in a realm where they're investing and they've started to reach a place in their life where, to me, if you have less than $50,000, you should be putting everything in the S&P 500.

So if you start to get over that amount, definitely over 100,000, that's when it makes sense to reach out to an advisor because the advisor can start to bring different investment options, change your allocation, make it global, add small, add bonds, even add private investments as your account continues to grow, or you can start to

So if you start to get over that amount, definitely over 100,000, that's when it makes sense to reach out to an advisor because the advisor can start to bring different investment options, change your allocation, make it global, add small, add bonds, even add private investments as your account continues to grow, or you can start to

So if you start to get over that amount, definitely over 100,000, that's when it makes sense to reach out to an advisor because the advisor can start to bring different investment options, change your allocation, make it global, add small, add bonds, even add private investments as your account continues to grow, or you can start to

have a chance to outperform the public markets by owning private things like private equity and private lending. And also, it becomes a little more valuable to start to tax manage your investing and just generally your life to try to reduce the tax bill as much as possible. So those are thresholds to think about where it might be time to reach out to an advisor.

have a chance to outperform the public markets by owning private things like private equity and private lending. And also, it becomes a little more valuable to start to tax manage your investing and just generally your life to try to reduce the tax bill as much as possible. So those are thresholds to think about where it might be time to reach out to an advisor.

have a chance to outperform the public markets by owning private things like private equity and private lending. And also, it becomes a little more valuable to start to tax manage your investing and just generally your life to try to reduce the tax bill as much as possible. So those are thresholds to think about where it might be time to reach out to an advisor.

That tends to be, I think, the perfect spot.

That tends to be, I think, the perfect spot.

That tends to be, I think, the perfect spot.