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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.
Liz Young Thomas is a CNBC contributor and a public speaker who develops and delivers economic and market insights for SoFi members. She has a background in finance, marketing, and Spanish, and is a CFA charterholder and a podcast host.
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- SoFi
Liz Young, head of investment strategy at SoFi, talks about the market's reaction to the Fed's rate hike and the upcoming CPI data. Watch the video to hear her views and insights on the economy and investing.
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- 28.3K
- CNBC Television
- 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...
Liz Young Thomas, SoFi's Head of Investing Strategy, answers questions from SoFi Members on how to start, balance, and diversify their portfolios. Learn about automated and active investing, capital gains tax, and investment risk.
May 19, 2023 · Liz Young is the Head of speculation technique at SoFi and overseer of Market Strategy for BNY Mellon Investment Management. Furthermore, she works together intimately with the association’s Chief Economist to create and impart monetary and market points of view to outside audiences.
Liz Young is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management where she formulated and delivered views on macroeconomic themes and their effects on capital markets.
Liz Young is a CFA and a CNBC contributor who develops and delivers economic and market insights for SoFi, a digital personal finance company. She also hosts a podcast called The Important Part: Investing with Liz Young, and has worked at BNY Mellon and other financial firms.
