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Liz Young is a CFA charterholder and public spokesperson for SoFi, a digital personal finance company. She shares her insights on markets, economy, and investing on her blog, podcasts, and social media.
- 500+
- Head of Investment Strategy at Sofi
- 13K
- Sofi
May 3, 2023 · Learn about Liz Young, the head of investment strategy at SoFi, who shares her investing style, journey, and advice. Find out her favorite sectors, risk tolerance, and how she overcame challenges as a female investor.
- How Do I Start Investing?
- What Is A Good Investing Strategy For beginners?
- What’s The Difference Between Automated and Active Investing?
- What Are Short-Term vs. Long-Term Capital Gains?
- Is Investing Risky?
- The Takeaway
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It’s not about how much you need to invest, Young explained. “The important thing is just getting started.” Investing even a little bit at time can go a long way, she noted. These days, taking a slow but steady approach is easier than ever, Young said. For example, with features like fractional shares, a beginner investor can invest a specific doll...
For those just beginning their investing journey, Young suggested the hub and spoke approach: • The hub is the core or center of your portfolio. This is where you can think about investing in the U.S. stock market or even international equity markets. This could mean investing in an ETF that tracks a broad index like the S&P 500 or the Nasdaq. • Th...
Another hurdle that may keep first-time investors out of the market is understanding the difference between automated and active investing.
Stimulus checks, the rise of meme stocks, and crypto assets have brought a lot of newcomers to the market in the past year. While beginner investors may see some payoff from their strategies, Young took time to clarify capital gains taxand how this can impact investors. While many investors may lament having to pay capital gains, “if you’re paying ...
Young also touched on an important reality all investors must consider: the risk associated with investing. “Risk is the nature of the beast, but also why we do it,” she explained. Meaning: There’s typically a relationship between the amount of risk involved and the potential payoff. There are several different aspects of investment risk, but Young...
Despite having just 30 minutes with SoFi Members for her recent “Ask Me Anything,” Liz Young covered some important ground. She addressed questions and cleared up misconceptions for investors on a range of key topics — including automated investing, understanding capital gains taxes, and risk. Still have questions? Don’t be afraid to ask away. SoFi...
Learn from Liz Young, who leads SoFi's investing strategy, on how to start, balance, and diversify your portfolio. Watch the video or read the highlights from her AMA session with SoFi members.
Feb 13, 2023 · 194. 28K views 1 year ago #CNBCTV #CNBC. Liz Young, head of investment strategy at SoFi, joins 'Squawk Box' to discuss her expectations for the upcoming CPI report, what the market may be...
- 4 min
- 28.3K
- CNBC Television
Liz Young is a financial expert who provides economic and market insights to SoFi's customers and audiences. She has a background in macroeconomic analysis and has spoken at Consensus 2022.
- Female
- Sofi
- New York
- June 9, 2022
Jan 4, 2024 · Liz Young, a SoFi investment strategist, shares her insights on the market outlook for the year after a strong 2023. She discusses the historical trends, the bond market signals, and the Fed's policy challenges.
Jul 13, 2023 · Liz Young, a SoFi investment strategist, analyzes the market trends and challenges of the first half of 2023 and offers her outlook for the second half. She discusses valuations, sentiment, rates, inflation, recession, and AI themes in this article.
