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Lee Baker - 3 Warren Buffett - 1 Berkshire Hathaway - 1 Christine Benz - 1 Baker - 1 Carolyn McClanahan - 1 Benz - 1 Charles Schwab - 1
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Atlanta Jacksonville , Florida U.S
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Apex Financial - 2 Getty - 1 Berkshire - 1 Fidelity Investments - 1 Morningstar - 1 Apex Financial Services - 1 Investors - 1 Benz - 1

Search resuls for: "Lee Baker"


16 mentions found


☆ This is the easiest way for newbies to start investing, financial experts say
  + stars: | 2024-03-18 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +5 min
For many people, investing is a necessity to grow one's savings and provide financial security in retirement. A 'fabulous, simple solution' for beginnersTarget-date funds, known as TDFs, are the simplest entry point to investing for the long term, according to financial pros. TDFs are based on age: Investors choose a fund based on the year in which they aim to retire. Other 'solid choices' for novice investorsInvestors who want to be a bit more hands-on relative to TDF investors have other simple options, experts said. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ.
Persons: Warren Buffett, Berkshire Hathaway, Christine Benz, Lee Baker, Baker, Carolyn McClanahan, Benz, Charles Schwab, Rowe Price, it's, McClanahan Organizations: Getty, Berkshire, Fidelity Investments, Morningstar, Apex Financial Services, Investors, Benz, Planning Partners, Fidelity, Vanguard Group, BlackRock, Finance, Young Locations: Atlanta, Jacksonville , Florida, U.S
☆ Two financial advisors discuss expectations for September CPI and its impact on the market
  + stars: | 2023-10-12 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo financial advisors discuss expectations for September CPI and its impact on the marketKevin Caron, Senior Portfolio Manager at Washington Crossing Advisors, and Lee Baker, Owner and President of Apex Financial, discuss CPI, stocks, and the impact of rising rates.
Persons: Kevin Caron, Lee Baker Organizations: Crossing Advisors, Apex Financial
☆ Top advisors says people are worried, but they don't need to make major changes to their portfolio
  + stars: | 2023-09-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTop advisors says people are worried, but they don't need to make major changes to their portfolioLee Baker of Apex Financial and Eric Beiley of Steward Partners discuss what may drive the markets in the final few months of the year in this new higher rate environment.
Persons: Lee Baker, Eric Beiley Organizations: Apex Financial, Steward Partners
☆ 3 investing tips as the federal debt ceiling 'X-date' approaches
  + stars: | 2023-05-27 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
Yellow Dog Productions | Getty ImagesPreston Cherry, a certified financial planner and founder and president of Concurrent Financial Planning in Green Bay, Wisconsin, said the debt ceiling has led to "anxiety stacking" among investors with existing financial concerns. While it's tough to predict how the stock market may respond to the coming debt ceiling negotiations, experts have tips for investors. Avoid 'emotional selling'When facing market volatility from events like the Russia-Ukraine war or the debt ceiling standoff, Cherry said it's important to avoid "emotional selling," especially when the market plunges. These events do occur, so we want to help mitigate the emotional and financial effects. "In the grand scheme of things, I think [the debt ceiling] will get worked out," Baker said.
☆ Baker: Stock market volatility has sparked renewed interest in bonds
  + stars: | 2023-05-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBaker: Stock market volatility has sparked renewed interest in bondsLee Baker, Apex Financial Owner and President, discusses alternatives to stocks.
☆ 31% of new crypto buyers influenced by friends. Here’s why that can be 'a horrible idea,' advisor says
  + stars: | 2023-04-28 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +3 min
"I don't imagine friends are talking about when they lost money," said Lee Baker, a certified financial planner and founder of Apex Financial Services in Atlanta. "The sexy sells," added Baker, a member of CNBC's Advisor Council. On one hand, crypto can be an on-ramp to more traditional investing — which is generally a good outcome, Mottola said. There's some evidence of this happening: 36% of new crypto investors said their purchase made them more interested in investing in the stock market, the study found. However, "the friends recommending [crypto], the sources of information on social media, may not be reliable," Mottola said.
☆ Financial experts share their greatest money regrets — all have one thing in common
  + stars: | 2023-04-12 | by ( Jessica Dickler | ) www.cnbc.com   time to read: +6 min
Here, CNBC Financial Advisor Council members share their greatest money mishaps, and what they do differently now. "For my first five years in financial planning, I made the same amount of money." Money mistake: Leasing 'too much' carThianchai Sitthikongsak | Moment | Getty Images"My biggest money mistake was back when I was working at Smith Barney as an early financial advisor," said Winnie Sun, co-founder and managing director of Sun Group Wealth Partners, based in Irvine, California. So, Sun, a member of the CNBC Financial Advisor Council, splurged on her dream car. Money mistake: Unloading inherited stock "My wife had inherited shares of Phillip Morris stock from her father," said Lee Baker, a CFP based in Atlanta.
☆ Baker: First Republic has been a victim of guilt by association but is still an attractive stock
  + stars: | 2023-03-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBaker: First Republic has been a victim of guilt by association but is still an attractive stockApex Financial Owner and President Lee Baker discusses the markets and trading day ahead.
☆ What Signature Bank, Silicon Valley Bank failures mean for consumers and investors
  + stars: | 2023-03-13 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
A customer stands outside of a shuttered Silicon Valley Bank (SVB) headquarters on March 10, 2023 in Santa Clara, California. Justin Sullivan | Getty ImagesAfter two bank failures and dramatic moves from U.S. regulators to protect depositors, financial advisors have a message for consumers: Don't panic. The U.S. government on Sunday approved plans to safeguard depositors and financial institutions affected by the collapse of Silicon Valley Bank on Friday. watch nowWhile futures initially jumped Sunday evening following the announcement from regulators, bank stocks fell as the market opened Monday. Most consumers don't need to worry about depositsLee Baker, a certified financial planner and owner of Apex Financial Services in Atlanta, said most consumers don't need to worry about their bank deposits.
☆ Families get these 3 things wrong about estate planning, advisor says
  + stars: | 2023-03-10 | by ( Jessica Dickler | ) www.cnbc.com   time to read: 1 min
In the wake of the pandemic, there's one topic that's suddenly a lot less taboo, according to Lee Baker, a certified financial planner based in Atlanta. "We get more calls around estate planning." said Baker, founder, owner and president of Apex Financial Services and a member of CNBC's Advisor Council. However, there are three things families are often initially wrong about, Baker noted. They believe "it's a daunting undertaking, it's only for rich people and it costs a ton," he said.
☆ Baker: The bond market has not changed its mind about the odds of a recession
  + stars: | 2023-02-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBaker: The bond market has not changed its mind about the odds of a recessionApex Financial's Lee Baker discusses what to watch in the markets.
☆ 2022 was the worst-ever year for U.S. bonds. How to position your portfolio for 2023
  + stars: | 2023-01-07 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +6 min
Interest rates started 2022 at rock-bottom — where they'd been for the better part of the time since the Great Recession. Bond prices move opposite interest rates — as interest rates rise, bond prices fall. Duration is a measure of a bond's sensitivity to interest rates and is impacted by maturity, among other factors. We can see why long-dated bonds suffered especially big losses in 2022, given interest rates jumped by about 4 percentage points. The traditional dynamics of a 60/40 portfolio — a portfolio barometer for investors, weighted 60% to stocks and 40% to bonds — will likely return, advisors said.
☆ Trump isn't the golden ticket for 2024, but don't count him out, wealth manager says
  + stars: | 2022-12-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrump isn't the golden ticket for 2024, but don't count him out, wealth manager saysPresident of APEX Financial Services, Lee Baker, discusses what Raphael Warnock winning the Georgia Senate runoff election means for legislation in the U.S. and the 2024 presidential election.
☆ Baker: Recent stock rallies do not signal the beginning of a new bull market
  + stars: | 2022-10-18 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBaker: Recent stock rallies do not signal the beginning of a new bull marketLee Baker, Owner and President of Apex Financial, joins Worldwide Exchange to discuss his market outlook and investment strategy.
☆ 'We have to be defensive.' Here are year-end strategies from advisors amid volatility, rate hikes, inflation
  + stars: | 2022-09-27 | by ( Kate Dore | Cfp | Andrew Graham | ) www.cnbc.com   time to read: +3 min
With ongoing stock market volatility, high inflation and interest rate hikes, many wonder if we're heading for a prolonged economic downturn. "I think we have to be defensive," said certified financial planner Ivory Johnson, founder of Delancey Wealth Management in Washington, D.C. While it's impossible to predict exactly what will happen, financial advisors are preparing clients for whatever may be on the horizon. But Johnson has already warned clients about the possibility of more volatility, pointing to the Fed's rate hikes. There may be 'good opportunities'While Baker doesn't suggest major changes, there may be "good opportunities" — such as real estate — amid relatively high inflation due to yield and appreciation, he said.
☆ Baker: Equity markets are going to look a little rough in this rising rate environment
  + stars: | 2022-09-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBaker: Equity markets are going to look a little rough in this rising rate environmentLee Baker of Apex Financial discusses whether the Federal Reserve is at risk of overdoing it by raising rates too high and too fast.
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