Investment – Page 3

Money Is Like Fruit: How to Keep Yours Ripe for the Future

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.

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Applying How to Maximize Your Money’s Potential:

Money Is not Math, and Math Is not Money

Money behaves more like a piece of fruit than mathematics.

Math is perfect. 1 + 1 will equal 2 . . . Forever. But one dollar today plus one dollar a year from today will never equal two dollars because of taxes and inflation. Money erodes over time. It’s just not about money eroding from today to your retirement years but for the rest of your life. Money erodes over time in the form of:

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Should You Retire at Age 50? The Pros & Cons of Retiring Early

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 on
Retiring Early:

Most people in the US will retire at or around age 65. For some however, that day can’t come soon enough. Retiring at age 50 has become a popular goal for ambitious savers who want to embark on a second career or embrace an adventurous lifestyle. If you’re thinking about retiring at the age of 50, review these pros and cons to consider if you’re mentally and financially prepared for the coming decades.

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3 Steps to Protecting Your Money After an IPO

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 How to Protect Your Money After an IPO:

If you were fortunate enough to own stock in a private company that has recently gone through an initial public offering (IPO), you’re experiencing an enormous opportunity to grow your wealth. But knowing the right moves to make in this event can be difficult.

Here are three important steps to take when navigating an IPO to achieve an outcome that maximizes your portfolio:

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The 4 Most Common 401(k) Rollover Mistakes and What to Do

Available for Interviews: Don Garman

What Don Garman can say in an interview on
401(k) Rollover Mistakes and What to Do:

Rolling over a 401(k) is a task millions of American’s are faced with every year. Whether this is your first or fourth, it’s important to remember that the choices you make in this situation are irreversible so you should be confident with your plan.

These are the 4 most common mistakes investors make when rolling over their 401(k) and what you should do instead.

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Worried About Higher Taxes Under Biden? How to Adjust Your Investment Strategy Now

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 Adjust Your Investment Strategy:

Investors are worried that capital gains taxes will increase under Biden for at least some investors. Currently, that is those making over $1 million but could very well expand to others as well. What can you do to prepare?

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5 Smart Things You Can Do With the Money You Saved During Covid

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:

With vacations on hold, commuting costs down, and home-cooking on the rise, many US households are finding themselves with a handful of cash. Here are the smart things to do with the money you are saving during the pandemic.

1. Pay down debt

Any financial advisor will tell you that high interest debt is the one of the first things you should get off your back. This will have a positive effect on your credit score and free up funds for investing in other areas of your life.

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5 Shortcuts to a Successful Financial Future

Available for Interviews: Don Garman

What Don Garman can say in an interview:

1. Maximize your retirement plan contributions. Investors looking to set themselves up for a rewarding retirement are wise to maximize the use of tax-advantaged savings vehicles. For 2021 the IRS will let you contribute $19,500 to a 401(k) plan, $6,000 to an IRA, and an additional $1,000 to an IRA if you are over the age of 50. If you can’t contribute the max, find out what your employer’s match is and contribute at least that amount, to take advantage of the “free money.”

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You Could Be Missing a Huge Opportunity in Your HSA

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
HSA Accounts:

As a financial planner, I see people make two main mistakes with HSA accounts and I see them frequently:

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5 Principles (and the Real Secret) to Accumulating Wealth

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 Wealth-building:

Wealthy individuals invariably have great stories to tell about how they grew their business or what they have been able to contribute to their community. However they generally leave out the more mundane means of their success: a sound financial plan. By paying attention to some key principles, investors can leverage their assets most effectively for a successful financial future. These are the five principles to wealth-building:

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Is Cryptocurrency a Good Hedge in Your Portfolio?

Available for Interviews: Don Garman

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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