Category: Financial Advisement

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”

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. 

Continue reading “Should You Move Your Investments Into an All Cash Position Right Now?”

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? 

Continue reading “Lessons From the 2008 Financial Crisis That Can Help Us Now “

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.

Continue reading “How a Change in Leadership Will Affect Wealthy Investors”

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.

Continue reading “5 Common Mistakes Investors Make Prior to an Election”

Will Taxes Be Higher or Lower in 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:

  • If taxes drop in the future do you have a plan in place to take advantage of lower income tax rates?
  • Most people do have a plan in place and it is called a 401 (k).

Continue reading “Will Taxes Be Higher or Lower in the Future?”

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. 

Continue reading “Americans Seize Historic Chance to Pass On Wealth Tax-Free”

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.

Continue reading “Money Decisions During a Divorce”

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.
    Continue reading “6 Money Myths Parents Pass on to Their Kids”

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?

Continue reading “Financial Fears Surrounding the Global Pandemic: How Should We React?”