3 Tax Tips for Wealthy Investors to Save Big

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
3 Tax Tips for Wealthy Investors:

As a wealthy investor, you can afford expert advice and likely have the essentials of a strong financial plan covered like maxing out your 401k, contributing to an IRA and saving for your children’s college with a 529 plan.

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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.

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Should You Move Your Investments Into an All Cash Position Right Now?

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:

As we enter the final weeks leading up to the U.S. Presidential Election, more people than ever are wondering whether now is the perfect time to move their investment portfolios to an all-cash position. 

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Lessons From the 2008 Financial Crisis That Can Help Us Now 

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 about
Lessons Learned From the 2008 Financial Crisis:

Isn’t it amazing what’s happening in the markets in 2020? How is our country going to deal with all of this? How many times will Americans be okay with losing 30, 50 or even 70 percent of what they’ve made to Wall Street before they finally say enough is enough? Doesn’t it usually happen about every six to eight years? 

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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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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.

Should I go to all cash?

Regardless of their healthy role in balancing the market, recessions and even small downturns inspire fear in investors of all ages. At every indication of an economic slump there is a group of people who, like clockwork, remark that they are about to sell their securities, creating an all cash position. It’s well understood by experts that these individuals believe they can “time the market.” The truth is that there is mountains of evidence showing that investors who stay invested through both bull and bear markets benefit more financially than those who try to exit and enter opportunistically.

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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 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.

 

What Harry Abramhamsen can say in an interview about
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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Are We Headed Toward Another Stock Market Crash?

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. 

 

Talking Points from Harry Abramhamsen on
If We Are Heading Toward a Stock Market Crash:

As we navigate uncharted waters in our modern day pandemic, there is a tremendous financial impact felt in both global markets and by people around the world.

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