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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5 Shortcuts to a Successful Financial Future

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:

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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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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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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Stop Treating Your Finances Like a Junk Drawer

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
Money Tips for 2021:

  • 401 (k) accounts, IRA’s, investment accounts, various savings, bank accounts, insurance policy’s, Wills and legal documents, auto and home insurance policies are scattered all over the place.

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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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5 Ways to Supplement Your Income in Retirement

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 Supplement Your Income in Retirement
: 

How can we spend our golden years without becoming a burden on our family or enduring multiple moves?

Many people are trying to answer that question. As you’re thinking about retirement, it’s important in today’s world to realize you probably won’t be able to retire solely on Social Security and returns from your investment accounts. 

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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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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.

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