Category: Investment

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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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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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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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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“Outsider Trading”: GameStop Stock and the Social Media Effect

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 on
“Outsider Trading” / Trolling Wall Street:
GamesStop and the Social Media Effect:

How did GameStop stock get driven up,
and is this a sign of things to come?
  • People have heard of insider trading, now we are experiencing a new trend by social media platforms. The new coined phrase is “Outsider Trading.” This type of influence is now in full force using social media platforms which are creating investor hype and trolling Wall Street. There are companies on their way out; GameStop, AMC, Nokia and Bed Bath and Beyond. Changes in our times have caused many businesses to go out of business because of lost revenue.

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Should You Dump Your 401(k)? The Right Retirement Moves for 2021

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 on
The 401(k) and Retirement:

Money magazine’s front page headline asked this same question back in April 2003. The Founder and Pension Consultant of the 401(k) Ted Benna, the man who created the first plan in the 1980’s, was quoted:

“If I were starting from scratch today building the 401(k)’s, I’d frankly blow up the existing structures.”

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The Stock Market is Up. Now What?

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 on
The Current Stock Market:

If you have an old 401 (k) or IRA and experienced market volatility over the past year you may want to prepare yourself so you can capitalize on another dip.

If the markets drop significantly you may want to consider cashing out and paying the early tax penalty.

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4 Common Questions Financial Advisors Field in Shaky Times

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:

When markets get rocky, investors invariably begin to doubt the stability of their portfolios. Investment advisors who have lived through multiple economic expansions and contractions can tell you first hand that these are the most common calls they receive from clients when stocks are perceived to be risky.

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Experts Available Through the Thanksgiving Weekend

Experts Available in These Categories

HEALTH & MEDICINE

Available for TOPICS on COVID Prevention, CDC Protocols, Obesity, Pain Management:
Dr. Tammy Penhollow, DO, specializing in anesthesiology and pain management, and has a passion for regenerative medicine and holistic healing.

Available for TOPICS on Work-Life Integration, Stress Management, Sleep/Rest, Self-Care:
Dr. Saundra Dalton-Smith, MD, board-certified internal medicine physician and work-life Integration Strategist, international speaker, and bestselling author of Sacred Rest: Recover Your Life, Renew Your Energy, Restore Your Sanity.

Available for TOPICS on Public Health/Policy, Healthcare Reform, Skin Cancer:
Dr. Reagan Anderson, DO, specializing in general Dermatology and served in the United States Navy. Author of Universal Death Care: A Solution for Healthcare in the Age of Entitlement, he is passionate about changing healthcare in the U.S.

Available for TOPICS on Weight Loss, Nutrition, Exercise, Women’s Health, Self-Care:
Dr. Mimi Secor, DNP, FNP-BC, FAANP, FAAN, nurse practitioner and fitness & health advocate. Author of Debut a New You: Transforming Your Life at Any Age.

Continue reading “Experts Available Through the Thanksgiving Weekend”