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View Liz Young Thomas’ profile on LinkedIn, a professional community of 1 billion members. Head of Investment Strategy at SoFi · Investment strategy executive and public spokesperson for SoFi.
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- SoFi
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 under-thinking, and more.
- 4 min
- 28.3K
- CNBC Television
May 3, 2023 · 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...
Oct 31, 2023 · Liz Young, SoFi head of investment strategy, joins 'Closing Bell' to discuss her year-end playbook. For access to live and exclusive video from CNBC subscrib...
- 6 min
- 35.5K
- 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
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...
Jan 4, 2024 · Liz Young Thomas is a Registered Representative of SoFi Securities and Investment Advisor Representative of SoFi Wealth. Her ADV 2B is available at www.sofi.com/legal/adv. SOSS24010401
Oct 14, 2021 · Liz Young Thomas is a Registered Representative of SoFi Securities and Investment Advisor Representative of SoFi Wealth. Her ADV 2B is available at www.sofi.com/legal/adv. SOSS21101402
