How a Change in Leadership Will Affect Wealthy Investors

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

 

What Don Garman can say in an interview:

In an effort to prepare for all outcomes of the November election, investors should be aware of the tax plan proposed by presidential candidate Biden. These changes, if enacted, will have a material effect on estate planning, gifting, and capital gains strategies.

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5 Common Mistakes Investors Make Prior to an Election

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview
on Investments and Elections:
 

History shows that investors are most active during election years. Yes, you want to make adjustments based on the current political environment, of course, but within reason. There’s no evidence suggesting dramatic changes in your portfolio prior to an election will guarantee a favorable outcome.

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Americans Seize Historic Chance to Pass On Wealth Tax-Free

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

The Stretch IRA is no longer an option for people to pass on their wealth. Here’s a strategy which can help you transfer your IRA to your children tax free.
      • First, you want to set up and establish a Trust naming your beneficiaries. 

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Money Decisions During a Divorce

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

      • It is absolutely essential to make sure you have proper legal counsel. All too often people may use a friend who is a lawyer who does not specialize in family law. Make sure you like the lawyer and there is a good sense that this is the right person for the job.  If it doesn’t feel right, do not use the attorney.

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6 Money Myths Parents Pass on to Their Kids

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings, is a Principal and Financial Advisor for Westbilt Financial Group.

What Kathleen Owings Can Say in an Interview:

We need to teach our children the tools to being able to have the kind of  financial future that can support generations to come. This means that we as parents need to learn what we do not know. When we make good decisions with our money, we are being good role models to our children.

We often just keep perpetuating money myths and we need to break the habit of doing so. Here are 6 common ones:

  1. “Pick something you love to do and the money will follow.”  While, sure, we want our children to find their passion, we don’t want them to live in our basement forever.  They have more data available to them than ever on what jobs pay what and what lifestyle they can create around what drives them. Ideally pick something that can give you more of both.
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Financial Fears Surrounding the Global Pandemic: How Should We React?

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings, is a Principal and Financial Advisor for Westbilt Financial Group.

Some Key Talking Points From Kathleen Owings
on Financial Fears Surrounding the Pandemic:

People are closely watching the stock market’s reaction to every twist and turn in the story of our current pandemic crisis. Should people be overly concerned? What should we do? How can we protect our investments?

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3 Reasons Why Donor Advised Funds (DAFS) Can Benefit Philanthropists

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview:

Donor Advised Funds (DAFs) have become the preeminent vehicle for high net worth individuals interested in long-term distribution of their assets to charity. Here are the reasons DAFs are so popular with this demographic.

3 Reasons DAF could work for
High Net Worth Individuals

1–DAFs are the preferred philanthropic vehicle for today’s high net worth individuals and families because they can minimize taxes, accept a wide variety of assets, and reduce administrative friction.

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3 Easy Ways Seniors Can Cut Costs During the Pandemic

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on How Seniors Can Cut Costs:

During the coronavirus pandemic, seniors have the opportunity to continue to save money:

1.Travel

As most are finding they are not able to travel as much due to the travel restrictions, they are able to save those dollars that they would normally spend on expensive trips or cruises around the world. 

This budget-savings measure could potentially last through the fall so the amount saved could be sizable. 

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Everyday Ways To Be A Financial Role Model For Your Child

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on How Parents Can Be a Financial Role Model:

https://www.forbes.com/sites/lizfrazierpeck/2019/08/05/everyday-ways-you-can-be-a-positive-financial-role-model-for-your-child/

Money-Saving Advice for New Grads During Challenging Times

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on Money-Saving Advice for New Grads:

    • Navigating the job market can present its own challenges during a pandemic, but we are also in unique times thanks to technology. Perhaps a new grad is not networking at a job fair in person, but those types of events have moved to a virtual job fair. Look for those same opportunities that you would pursue in-person and see if they have been moved online.

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