Natalia Ivanova, Financial Advisor & CEO at NewGen Wealth Creation

Natalia Ivanova, Financial Advisor & CEO at NewGen Wealth Creation 🫵🏼 Dreams into 🫵🏼 Goals and Reality
Book a Call 📲👇🏼
www.nwcwealth.com/book-a-call MSSB is not responsible for content posted by third-parties.

© 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

27/08/2026

The U.S.–Canada trade relationship just became a lot more complicated. 🇺🇸🇨🇦

Trade talks broke down, the U.S. began collecting an additional 50% duty on roughly $20–28 billion of Canadian goods, and Canada has announced retaliatory tariffs beginning September 8.

The affected categories span dairy, steel, agriculture, manufacturing, furniture, clothing, electronics and more.

Why does this matter beyond the companies directly affected?

Because tariffs can move through the economy in several ways:

Import costs → business expenses → pricing decisions → consumer demand → corporate margins → inflation → economic growth.

And the impact can vary dramatically by industry.

For investors, some of the most important indicators to watch over the coming weeks are the Canadian dollar, cross-border trade activity, the North American auto supply chain, corporate earnings and whether negotiations resume.

There is still time for the situation to change before Canada’s September 8 retaliation date.

The bigger economic question: Is this a temporary negotiating tactic, or the beginning of a more permanent shift in North American trade?

24/08/2026

And, this was before we started on ways to make her investment portfolio more tax- and cost-efficient.

That’s the difference between tax preparation and tax strategy.

⌛️Tax preparation looks at what already happened.
⏳Tax strategy looks at what you can do before it happens.

If you’ve built a successful business but still feel like you’re paying more in taxes than you should, it may be time for a second set of eyes.

You worked hard to build your business. Your tax strategy and your investments should work just as hard.

Strategies and tax benefits depend on your individual circumstances and should be reviewed with your tax and financial professionals.

01/07/2026

These lyrics 🔥

My dreams have always seemed too big to a lot of people. I’ve heard, “That’s impossible,” “Be realistic,” “It will never work.” Thankfully, there were also a few people who kept saying, “Dream bigger.” Those voices mattered more than they probably realized.

Looking back, I’m proud of how far I’ve come, not because everything was easy, but because I kept going when so many people couldn’t see what I saw.

One thing I’ve learned, share your dreams with fewer people. Not everyone is meant to understand your vision, and not everyone will protect your energy. The less time you spend explaining yourself, the more time you have to build.

Let your actions speak. Let your results make the noise. 🤍

23/06/2026

“But ChatGPT said...”

I hear this phrase more and more these days.

If you’re researching a financial topic with AI, start a fresh chat and provide as much relevant context as possible.

AI can misinterpret information just like a human can, especially when details are missing or assumptions are made.

The quality of the answer depends heavily on the quality of the question and the context provided.

AI is an incredible tool, but it’s not a substitute for understanding your unique situation.

19/06/2026

Had to jump on this trend. 😅

The funny part? My doctor recently told me that, in their experience, the average immigrant often has a much higher threshold for risk and uncertainty than the average person. When you’ve rebuilt your life from scratch, learned a new language, navigated visas, and lived with years of uncertainty, things that feel overwhelming to others can feel like just another Tuesday.

In some ways, it’s a gift. Your tolerance for risk—not just with investing, but in life—is aggressive as hell. You get comfortable making decisions without guarantees because you’ve had to.

But it also comes with a cost. Just because you’re resilient to stress doesn’t mean your body isn’t carrying it. You can function under pressure and still be affected by it.

The more I work with different people, the more I notice it. Our life experiences shape the way we see risk, opportunity, and uncertainty. And for many immigrants, resilience isn’t a personality trait—it’s a survival skill.

Red card IMMEDIATELY!!
17/06/2026

Red card IMMEDIATELY!!

16/06/2026

The market keeps climbing, but very few seem to believe it. This week was less about fundamentals and more about rotation. Al headlines pressured software, the SpaceX IPO pulled liquidity from mega-cap stocks, and political headlines kept investors on edge.

Ironically, that’s often when opportunities appear. When capital rushes into one trade, something else gets left behind.

As always, investing isn’t just about finding the next winner. It’s about recognizing when quality assets are temporarily mispriced.

15/06/2026

For months, investors have obsessed over tariffs, inflation, and the Fed. But one geopolitical headline could reshape all three.

If a U.S.-Iran agreement keeps the Strait of Hormuz open and pushes oil lower, it could take pressure off inflation and give markets a major tailwind.

Sometimes the biggest market move starts far outside Wall Street.

10/06/2026

Yes! Passive investors are actually in one of the toughest positions right now.

Most retail investors assume that diversification shields them from mega-cap listings. But the structural mechanics of index tracking tell a completely different story. Under the current framework, passive index funds are taking on massive hidden risk with absolutely zero reward. 📊📉

Here is the exact reality of how this structural imbalance impacts your portfolio:

❌🚀No Growth: Because SpaceX’s S-1 filing shows it is currently loss-making due to massive AI and data center capital expenditures, it does not meet the S&P 500’s strict profitability requirements. The index won’t buy it on day one, meaning passive holders get zero upside from its listing-day growth. ❌🚀

💧The Liquidity Drain: To absorb an unprecedented $75 Billion capital raise, institutional asset managers have to source liquidity immediately. They do this by selling off their heavy-weight winners—liquidating massive blocks of Apple, Nvidia, and Microsoft to free up cash. 💸🏬 Funds that own index positions will drop these even faster.

⚙️Because those top tech components dictate over 30% of the entire S&P 500 index, intense institutional selling in those specific names will mechanically drag the entire index downward. 📉⚓

Some index funds will be forced to add SpaceX writhing first 10-15 days.

The final equation for a passive index holder? You inherit all of the systemic downside risk, but you are structurally locked out of the growth benefits. ⚖️🛑

01/06/2026

Where does the money flow next?

Large-cap tech is firmly in the driver’s seat, and premium names like Nvidia, Microsoft, and Meta still possess massive fundamental runways. I expect the rally to sustain itself through an inevitable flight to quality as the summer infrastructure catalysts kick in. 🏗️🚀

When the macro data is this constructive, “hope” isn’t a strategy—positioning is.

If your portfolio layout is still built for yesterday’s market structure, you are missing the velocity of this expansion.

Address

Bandipora

Telephone

+17547361556

Website

Alerts

Be the first to know and let us send you an email when Natalia Ivanova, Financial Advisor & CEO at NewGen Wealth Creation posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category