Category: Financial Advice
During an interview with Veronica Dagher, a columnist from WSJ in 2014, David Giertz says that financial advisers have been getting it all wrong when it comes to social security. Instead of consulting with their clients, most financial advisers have always gone ahead and made financial decisions on their own thus affecting the financial well-being of many retirees.
Social security is one of the most important investments funds and when invested well can help better the life of a retiree at https://vimeo.com/davidgiertz. This fund according to financial advisers is meant to help sustain the livelihood of an individual after retirement and not fund it. Mr. Giertz notes that in order to ensure that this situation is attained; employees ought to engage with their financial advisers on the best possible investment plan to engage in. According to research conducted by the National Financial Retirement Institute, Mr David Giertz notes at 900 employees aged 50 years and above were never at one point in time consulted about the financial opportunities they would have love to take with their social security funds.
According to Giertz it’s important for financial advisers to consult their clients if they want to retain their services on moneytips.com. Most of the financial insights shared by Giertz is a reflection of the 2700 rules from his handwork, which if properly put to action will ensure that social security funds helps retirees live a better life after employment.
Mr. David Giertz is currently the President at Nationwide Financial Distributors Inc. Giertz is a graduate of Millikin University where he attained a degree in BA. He also holds a Masters in Business Administration from the University of Miami.
David Giertz enjoys over 20 years’ experience in the industry having started his career at Skokie Federal Savings in 1988. With an established career, Giertz is the right person to help you handle your social security investments on soundcloud.com.
Equities First Holdings is a specialist in providing efficient alternative lending solutions. This is for businesses as well as high-net-worth individuals who are looking for non-purpose capital.
They have a global reach. Their focus is on securities based lending.
Equities First United has been in operation for 15 years. They have managed over 700 transactions till date. The company has nine offices spread across the globe.
The firm is hyper-focused. Hence they are operating on a deal-by-deal basis. The firm is offering investors a tailored transaction that is designed to their specific requirements. Hence it empowers them to access funding in a quick and efficient manner.
There is a simple five step transaction process. It is simple, transparent as well as secure.
The first step in this Equities First Holdings process will be to contact them with details regarding the proposed collateral. This would also include the amount of funding that will be required.
This will determine if an Equities First Holdings solution will be right for you. The loan terms will be determined. Then a loan-to-value (LTV) ratio along with a fixed interest rate will be calculated.
Once all the terms are agreeable, the Equities First Holdings Agreement will be signed. The agreed upon collateral will be transferred now to an Equities First Holdings custodian account.
Equities First Holdings is funding loans by using a delivery-versus-payment method. Hence the collateral along with the loan proceeds will be transferred into holding accounts in a simultaneous manner.
All through the duration of this financing period, only the agreed upon interest payments will be made. Once the financing period concludes, the pledged collateral gets returned in full. This will be done after repayment of the principal funding has been done.
This simplicity and transparency of the dealings have earned Equities First Holdings a good reputation in the industry and contact this company.
Under Jeffry Schneider’s leadership, Ascendant Capital has developed quickly during the past five years with workers increasing from two to over thirty employees. During the time, Schneider and his group have raised almost $1billion in the place of various managers. The company operates with over fifty broker-dealers, countless family offices & 250 investment advisors. The raised capital has been utilized in purchasing auto dealerships, real estate and tech companies among others. Whilst the development is great, Schneider and his group have no plans of stopping and their focus is ready for the future. In this year, they are anticipating to contribute over $50 millions every month.
Schneider has the belief that option investments are a key way in diversifying holdings and minimizing volatility by viewing the situation of the market currently. The markets encountered huge growth in recent years, and the rate is expected to increase in days to come. For instance, by observing the smartest pools of cash, the allocation to option investments stands at levels that are greater compared with those of RIA’s. In general, the client portfolios are under allocation to option investment.
The culture of Ascendant Capital plays a key part in the organization’s success. The environment motivates if not relying upon the sense of trust and open dialogue between team members. It is that kind of transparency that Schneider takes pride in and extends externally too. His company has got a structure of interests and conducts its fiduciary accountability towards the investors the upper most priority.
Jeffry Schneider started Ascendant Capital LLC. and within his capacity, he has assisted in raising billions of dollars besides making the company to grow with over thirty workers presently. Schneider has a huge experience in the option investments space. Before, he worked with Smith Barney, Merrill Lynch, and Alex Brown. Apart from helping Ascendant Capital grow, Schneider is dedicated to assisting the less fortunate and operates closely with several other charitable companies including Wonders & Worries, Cherokee Home for Children and the Gazelle Foundation. Currently, Schneider dwells in Austin, Texas area and studied his degree from the University of Massachusetts, Amherst.
Richard Blair is a renowned sole owner of wealth solutions incorporation. Wealth solution is an investment advisory firm that is registered. The company falls under the service sector and offers a variety of services ranging from the planning of finances, management of wealth and planning of retirement.
A belief that Richard deeply dwells in is that the only way to achieve success in the property management is only through collaboration. Observations that have come up as seen among clients involved in the administration of assets is that each and every client has personal and special investment goals; therefore such clients seek advice from sources which are trustworthy and offer custom made solutions.
In regards to financial planning, it is wise to assist clients in building either long-term or short-term goals that will relate to their targets in their life. Only through this, can the value of their assets and liabilities as well as their positions financially. While also paying attention to the client’s goals and objectives, it is also good to look at the retirement plans of the customer.
Planning for retirement is also part of the services offered by Wealth Solutions, and it is best to start thinking about retirement planning at an early age. Most of the clients who have had a chance to work with Richard Blair, have been able to gain some significant assets, but still planning for retirement has proved to be a headache for many. A good retirement plan is right, as you may be able to maintain the lifestyle that you were used to.
Richard Blair has been in the financial advising industry for many years and has been able to accumulate 24 years’ experience. As a financial investment advisor, Richard is paid for offering advice on securities involved within finances.
Also, Richard has registrations of Certified Financial Planner and an Investment Advisor, and such certification gives him an authority of the provision of financial advice. Challenges are part of the job, but only by embracing challenges can only be at a better position of offering help and guidance to others.
Only by trying to analyze the situation, can you be able to settle on whether to take part in short-term or long-term goals. As a result, it is wise to seek advice from professionals who have experience in the sector of investments. Such a person is Richard Dwayne Blair, the head of the Incorporation known as Wealth Solutions.