Category: Financial Advisement

Is Cryptocurrency a Good Hedge in Your Portfolio?

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:

The recent volatility in global markets has investors asking whether they should have some amount of cryptocurrency in their portfolios to hedge against uncertainty. Crypto, as it’s known, and its underlying infrastructure, Blockchain, have been a hotly debated topic in the past few years and now the global pandemic has investors of every age interested in the potential protection against downside risk in the equity markets.

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Recent Study: COVID Impacts Women’s Finances. Here’s How to Rebuild

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Rebuilding Investments During Volatility: 

      • In addition to the wage gap, data suggests there is also a wealth gap—women do not have as much saved for retirement as their male counterparts.
      • According to a survey released in Jan 2021 from the Nationwide Retirement Institute (https://news.nationwide.com/women-investors-concerns/), COVID-19 has widened this retirement preparedness gap.

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The Shocking Truth… Most Wealthy People Do Have Debt!

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Debt Strategies of the Wealthy:

Wealthy have debt. They just plan and use their money differently.

      • Public opinion puts a lot of emphasis on being debt-free, but interestingly when you look at many wealthy and financially successful people’s balance sheets, they DO have debt, and sometimes lots of it! 
      • The secret to wealth doesn’t lie in being debt-free, but rather in using each dollar to accomplish its most valuable purpose. 

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5 Money Saving Tips for Your Children’s 529 Plan

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
About 529 Plans: 

You might think all 529 plans are the same.
This can be a costly mistake. 

529 Plans are tax-advantaged savings vehicles that allow families to put money away for K-12 and college. Money in the plan will grow tax-free until it is needed for education expenses such as tuition, room and board, computers, and textbooks. Here are five tips you can use to maximize the balance in your children’s account.

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Can You Actually Become a Millionaire on an Average Salary?

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’s not what you make, but what you keep. Start a monthly savings habit.
    • Knowing what you have going out is just as important as what is coming in when it comes to balancing your budget.

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Get the Most From These 3 Retirement Accounts (By Paying Attention to Taxes) 

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
How to Get the Most From Retirement Accounts:

    • Many investors rely heavily on their 401k for their retirement savings, but there are some significant drawbacks to that strategy when it comes to getting the most value out of your money. While investors are conditioned to think about diversifying from an investment perspective, they often don’t think about diversifying from a tax perspective.

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Money: Should You Dial Back Your Financial Risk?

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Managing Your Financial Risk: 

  • 2020 was a wild ride in the markets. I’m talking with investors of two minds right now: One, that the volatility is just too much and they would rather sit out of the market until things calm down; and two, that the market is on such a rise post-election that they have missed the possibility for further gains and shouldn’t invest more cash right now.

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How to Build Wealth Post-Pandemic

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
How to Build Wealth in the New Year: 

Live a More Generous Life and Find Greater Happiness
Using Money Systems
  • The old adage that you need to “live on less than you make” to build wealth is only partially true. Here’s why: It doesn’t take into account happiness or health. Our personal health, the health of our people, and the health of our relationships are a form of wealth too.

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Why Market Volatility Can Be Great for Your Tax Return

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Market Volatility: 

    • Many investors fear volatility, thinking about potential portfolio losses above all else. However, losses can present a great opportunity for investors who also aim to reduce their tax bill.

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Women and Spending: Developing Good Money Mindsets

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
Developing Money Mindsets for Women: 

      • I’ve found that women crave security and in their quest for financial security they often experience guilt about spending money on their “wants.”
      • I teach women to ditch the guilt and to give themselves rewards, when they’ve done good things with their money, as long as they have a plan for funding the purchase.

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