How the Ultra-Wealthy Invest — And What They Expect

Find Lion's Wealth Management at Website: https://lionswealth.com/ Facebook:   / lionswealthmgmt   Twitter / X:   / lionswealthmgmt   LinkedIn:   / lions-wealth-management   👍 Like & Subscribe for more wealth protection tips! 📢 Share this with someone who needs it! 🔔 Subscribe to the channel to stay updated on trends, plans, and informational videos! 📺 Check out our full playlist on investing and portfolio strategy here:    • Wealth & Market Insights   #Investing #WealthManagement #RetirementPlanning #HighNetWorth #FinancialPlanning 💰 How the Ultra-Wealthy Invest — And What They Expect Almost one in five investors with at least twenty-five million dollars expects to earn fourteen percent a year or more, every year, going forward. One of the largest asset managers in the country recently projected roughly four to six percent for U.S. stocks over the next decade. This video is about that gap and what it means for your plan. Drawing on a survey of 350 households worth $25 million or more, plus primary research from the Federal Reserve, we look at where the wealthy actually keep their money, why the home they live in accounts for less than seven percent of their total assets, how they describe their own risk tolerance, and how involved they want to be in the day-to-day. Then we get to three mistakes that even people who are very good with money still make. If you're a business owner, an executive, or a family approaching retirement, the four questions at the end are worth the ten minutes. 📌 CHAPTERS 0:00 – The 14% expectation nobody checks 0:45 – Why I'm the one telling you this 1:25 – Where the wealthy actually keep money 3:20 – Risk tolerance and staying involved 5:05 – What returns they consider acceptable 6:55 – Three mistakes smart people make 8:50 – Four questions to ask this week Disclaimer: Lions Wealth Management Inc. (LWM) is a State of Minnesota Registered Investment Advisory firm helping individuals create retirement strategies using a variety of investment and insurance products to meet their needs and objectives. LWM may only transact advisory business in states where it is registered or exempt or excluded from registration. Content in this video is provided for information purposes only and should not be considered investment or insurance advice and should not be considered a solicitation to buy or sell any of the products mentioned.