Category Archives: Financial Advice

Home / Financial Advice
13 Posts

HCR Wealth Advisors is a financial services firm based in Los Angeles, California. The firm specializes in providing individual financial advice and wealth management for individuals. Over the years, the firm has proven that its main focus is on its clients. The firm looks to establish lifelong relationships with its clients through in-depth communication and regular investment education. These things have proven to help clients cope with unexpected financial situations. HCR Wealth Advisors also offers clients security and confidentiality, so their privacy is always protected. Over the last 25 years, HCR Wealth Advisors has provided personalized financial advice. As a result, many clients have been with the firm for over ten years.

One of the things that makes HCR Wealth Advisors unique is that it aims to work for the client. This means that each advisor finds a financial plan that works best for the client. An advisor will work closely with a client to prepare and organize a comprehensive set of wealth management solutions. Clients will be sure to get all of the accommodation they need in order to reach their unique financial goals.

According to Brightscope, clients who work with HCR Wealth Advisors will benefit from advisors who are there to provide advice, not sell them anything. They can also invest their funds in whatever best suits their needs rather than proprietary investment products. HCR Wealth Advisors does not accept commissions from financial services companies that offer mutual funds or from money managers of proprietary products. Those who work with HCR Wealth Advisors (@HcrWealth) will also not have to worry about getting financial advice that has a conflict of interest with their own strategy for investing. All of the accounts that clients have with this firm are held in a SIPC insured institution.

Continue reading: https://www.holdingschannel.com/13f/hcr-wealth-advisors-top-holdings/

HCR Wealth Advisors is not affiliated with this website

Randall Nardone started the group in 1998 together with his co-founders. Fortress Investment Group deals with real estate and vehicle lending facilities. It has grown over the years to become one of the leading investment group in the New York economy. Having started as a private equity firm to such great heights, it has surely withstood the market laws. In the year 2007, it specified an initial public offering (IPO) becoming the first large-scale private firm to go public. Recently, Fortress Investment Group became a leading global investment management firm. It shields over 43 billion dollars with approximately 1,750 investors in private equity, permanent capital cars, and hedge funds. Its employees’ ranging from 900 in numbers and the number is increasing by the day. Fortress Investment’s main guideline involves putting in high risks for high returns.

The group’s main central framework lies in five different areas of skillset. Asset-based investment, operation management, corporate mergers and acquisitions, capital markets, and sector-specific knowledge of companies and firms are among the frameworks. In asset-based investments, they entail private equity and credit funds whereby there is a wide array of assets. They in turn create long-term cash flow to Fortress Investment Group. Commodities that bring in such revenue include real estate, capital to start businesses, and financial vehicles. The firm initializes funds to its customers who seek to own such long-term assets. The group is privileged to have the technical expertise in pricing, financing, owning, and running of physical and financial assets. In the operation management franchise, Fortress Investment Group has advanced and useful skill sets that excerpt facts on the ground.

As a result, this has led to an increase in the fan base, which in turn has led to the rise of the company over the years. The firm has developed an instinct in the mergers and acquisitions. The company has worked with several companies in merging them to other related firms. Its merger with Asia’s Softbank is an excellent example of such acquisitions the company has had within the last two decades. The firm’s employees manage relations on a wide scale of corporate executive members, management professionals, consumers, and other corporate stakeholders. Concerning capital markets, the firm is a skilled artisan on mobilizing funds through financial policies like debt and equity markets. Its expertise regarding financial institutions is prime. Having its employees possess an appreciative stand in financial markets on a worldwide spectrum.

Talos Energy is a non-governmental oil and gas company located in Houston, TX. The company’s main business is offshore oil exploration and production. Talos Energy attaches great value to asset optimization. The company carries out its business in Gulf Coast and its environs as well as the Gulf of Mexico. Over the years, the company has gathered experience in the mining of fuel along the Gulf region.Before founding Talos Energy in 2012, the founders had built and sold Phoenix Exploration Co. as well as Gryphon Exploration Co. These companies were first built in the Gulf of Mexico, and they proved to be a success. Exercising control over most of their production has enabled Talos Energy to use leading practices in all aspects of their operations. This is intended to bring the following:

  • Enhance output performance on completion and work on projects.
  • Improve hydrocarbon recovery with specialized drilling and completion techniques.
  • Enhance Talos Energy’s commitment to health, safety and environmental compliance in their work.

In November 2017, Stone Energy Corporation announced that they would be merging with Talos Energy. The board of directors of both companies verified the transaction of all assists to form a premier off-shore exploration and drilling company, Talos Energy Inc. According to the Chief Executive Officer of Stone Energy Corporation, the company has continuously put efforts in an attempt of adding value to the investors’ contributions. That was through selectively engaging in deep-sea drilling to create the potential for good cash flows.

Recently, Stone Corporation explored Mt. Providence Well and The Derbio Well. That will supposedly improve the valuation results of the next financial year.Timothy Duncan, the Chief Executive Officer of Talos Energy, affirms that the idea of a reverse merger works perfectly for them. One of the advantages is the pool of talented persons that they can get into Talos Energy. The alliance also enables them to use a structure that makes public equity markets more accessible. The Stone Energy Corporation’s shares will be exchanged directly for the Talos Energy’s shares.

The principal of Fortress Investment Group is responsible for making sure people understand all the things they can use to get better in different situations. Peter Briger is the principal and knows how he can make things easier on those who are in the business. He also knows what will happen to him if he makes the right choices. He plans to continue pushing forward and making sure people see everything he can do for the company. It’s his way of promoting a positive experience that gives him the ability to keep pushing forward. While he knows how to help people with these options, he also knows what it means to give them the options they need.

There are times when Fortress Investment Group must push forward to help all their clients. Peter Briger knew this when he started working for the company. In fact, it’s one of the reasons he started working with Fortress Investment Group. He saw them as a great company dedicated to the experiences they had to make their clients happier and that lined up with all his goals. No matter what Peter Briger did, he felt confident he could continue helping everyone with the experiences they had. It was his way of making things better and giving people everything they needed. For Peter Briger to do this, he had to prepare to make positive choices. He knew it would take a lot of work, but it would be helpful in the end.

Peter Briger spent a lot of time learning about everything he needed to do and everything that would make sense. As long as Peter Briger knew how to help people, the experience paid off. It was his goal to always give back and make the community a better place. Fortress Investment Group is better because of all the hard work Peter Briger put into it.There are other people Peter Briger works with that also help him. He didn’t get to the top of the billionaire list by doing it all on his own. When he needs help, he isn’t afraid to ask for it. He spends his time showing people things get better and showing them how everything changes based on the experiences they have. Peter Briger makes a goal and sticks to it. He wants to show people how that goal will work and how things will get better no matter what they’re doing.

learn more about him : http://petebriger.com/

Creating wealth over a period is not easy as there is a lot of research and calculation involved. Many people invest randomly with or without accurate knowledge of whether it would provide the returns they are looking for. Some of these investments end up not as expected, and people lose a lot of money. There is a way on how people should invest their money to achieve their financial objectives. Getting professional help is sometimes necessary to ensure that you do not invest in sluggish investment tools and options that are bound to be doomed later on.

In these times of economic uncertainty, it is essential that you stay aware of what is going on in the financial markets. The best source of economic updates and financial markets is the print and digital publications of Agora Financial. It is a publishing firm that was established in the year 1984 and is headquartered in Baltimore, Maryland. The company aims at helping the people know what is going on in the financial market so that they can make crucial investment decisions with ease. Agora Financial is one of the most reliable publishing houses in the United States and has over a million subscribers.

The company aims at providing financial information that the readers can trust. The publications of Agora Financial are meant to help people understand how the financial markets work and what can they do to achieve their financial goals without hassles. The speculations made by the experts at Agora Financial have proven to be highly useful for the readers, and they have been able to avoid significant losses. In the past, Agora Financial has made some significant market predictions that have saved the people from significant financial losses and even helped them build considerable investments that are fruitful. Agora Financial continues to help common people achieve their financial goals through strategic and reliable economic advice.

Source of the article : https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapid=28628851

Jed McCaleb says that in the very near future blockchain will be a part of all major banking institutions. He makes this prediction as a revered programmer and blockchain industry.

 

McCaleb was the founder of the world’s very first bitcoin exchange platform. Originally, Mt. Gox was merely a marketplace for players of Magic The Gathering: Online to trade their digital cards. Jed McCaleb made a company changing decision when he switch Mt. Gox’s focus to bitcoin.

 

Another one of McCaleb’s innovations to the tech world was eDonkey, a filesharing platform that used decentralized technology to deliver files to its users.

 

With this expertise in bitcoin, Stellar, and other decentralized technology, Jed McCaleb is the perfect person to predict the future of blockchain. During a recent interview he spoke his mind when he said he believes blockchain is the future of banking.

 

While others may believe blockchain is destined to be a success in other industries, McCaleb is holding his ground. “In the next 10 years I wouldn’t be surprised if all equity isn’t tokenized.” he said in reference to the growth that blockchain will undergo in the near future. He is referring to not just financial institutions but also things like the stock market.

 

Securrency, a different blockchain company, is already using the technology to create the possibility of allowing investors to purchase stocks with bitcoin.

 

Stellar has taken a different approach to blockchain. Stellar is bringing banking services to countries all over the world that don’t have access to basic financial options. Thanks to Stellar, countries in Europe and Asia are now able to participate in basic banking services and even make international transactions. Stellar is creating change in the world.

 

Stellar’s currency, lumens, was one of the top 10 biggest currencies at the end of 2017 by market capitalization. Stellar is also suffering from the recent crypto crash. Stellar’s currency is down to about 21 cents.

With numerous demands on money and time, it becomes easy for an individual to get lost in the daily activities especially when it is common sense to invest in long-term, investment schemes. That is where the right insight from a professional financial advisor makes a big difference. At Agora Financial, the team is equipped with the knowledge to offer the right advice regarding investment. The company has been thriving on this aspect for decades.

Foundation

Bill Bonner founded Agora Financial in 1979. He is an experienced financial writer. Bill has authored Empire of Debt in addition to Financial Reckoning Day. Under his leadership, Agora Financial has become a leading financial advisor in Maryland. The company produces books and publications made for investors who aspire to predict market conditions before investing their resources in various businesses. Some of the publications come in the form of conferences, books, and commentaries.

Services

Agora Financial creates a personalized plan for clients and their families. The plan is designed to assist clients in achieving their financial objectives in life. Agora Financial will suggest practical solutions meant to help clients grow while protecting their wealth at the same time.

Events

From 1999, Agora Financial has hosted the yearly Agora Financial Investment Symposium. The event is usually held in Vancouver. Being the largest event for the company, it is attended by financial experts. Experienced speakers also flock the event to offer speeches regarding wise investment. Some of the past speakers include Doug Casey and Nassim Nicholas Taleb. Every year, the symposium is dubbed ‘A Tale of Two Americas.’

Growth in Competition

Throughout history, Agora Financial has consistently, beaten most of the media’s financial teams. Readers have testified that the company is well aware of the current tech bubble, the housing situations and the available credit facilities in finance. Agora Financial handles a broad spectrum of accounts in finance.

Overview

The Agora is Agora Financial’s parent company. It moved to Mount Vernon in 1994. Until now, the company has expanded its operations to include thousands of clients in the area. The management converted multiple mansions into office space. Bill Bonner contributed to the modernization of Agora Financial by maintaining its opulence and charming environment.

Additional Information

To understand the market conditions before investing, you need an experienced financial advisor who can predict the future of the stock market. Agora Financial provides you with newsletters and editorials for guidance. The company invests in modern communications platforms for user’s best understanding.

At 52 years of age, David Giertz has an experience of 30 years in his finance career. During his career he has served as the senior Vice president of Nationwide Financial distribution and Sales Nationwide Life Insurance Company since April 2013. Additionally, he has also served as the president of Financial Distributors since March 2013. Due to his financial expertise on SoundCloud.com he has also served as Director, senior vice president and president in many organizations.

David Giertz is a financial advisor having passed the required four exams and currently works for Nationwide Investment Service Corporation. He is a registered broker and offers his services to the organizations involved in selling and buying of securities such as bonds, shares and debentures. He engages with firms that are registered as security dealers and can trade on behave of these firms or on his own account. David seems to conduct all his businesses in a professional manner and has not had any disclosures to the body that regularizes financial advisors. Disclosures involves telling of any issues that may prevent proper performance of the financial advisors. According to yolasite.com, the issues raised under the disclosure section include customer complaints, personal interests, and professional conduct among other issues.

David Giertz speaks about people’s misconception about social security and states that the issue results in less income or unanticipated taxes to the retirees. In this case he advises people to have a retirement plan that will maximize the benefits that people get from social security. The plan involves an activity that generates income to ensure that people secure their livelihoods after retirement. He emphasizes that social security is a sensitive issue and that people should handle it with care to avoid disappointments when they retire. David Giertz further emphasizes that people should not rely on just what they get as social security but should have a way of making the best out of what they get.

Learn more about David Giertz: http://www.cnbc.com/2016/06/29/these-big-mistakes-will-result-in-smaller-social-security-checks.html

There is a thing with rich people and giving back to the society. When a person has achieved his dreams, the only thing left is to help the less privileged in the society. While this may not apply to all rich men, Keith Mann has dedicated himself to the life of giving when he is not in business. For this reason, he recently took another step in helping the brilliant, bright and poor students acquire a four-year college education. He recently launched a scholarship program that will be referred to as the Keith and Keely Mann Scholarship for Professional Achievement. He launched this scholarship together with his wife, Keely.

Keith Mann has been involved in other philanthropic activities in the past. For instance, he stood with the NYPD when they were attacked by the public by sending them lunch several times. He sent the lunch two times as he knew that people tend to forget one act of kindness. His brother in law happens to be a police officer at the department. During this act, Keith Mann asked the public to stand with the police as they face a lot of challenges while trying to protect them from the bad people.

The scholarship that Keith Mann established will be accomplished with the help of an institution called the Uncommon Schools. The requirements of this scholarship require the needy student to write an essay detailing how they will benefit from the scholarship. In return, the successful student will receive a grant of $5,000 that will be used to cover the tuition expenses. Keith Mann has been in the executive search industry since the early 2000s. For this period, he has managed to master every trick there is to learn in the industry. Keith Mann says that he brings his ideas to life by finding a need and looking for ways to fulfill the need.

In each year, he has to deal with over 200 clients from all over the world and attend to different problems. One thing that has enabled him to succeed in the industry is the use of technology into his business. He says that this helps him stay ahead of the competitors.

Equities First Holdings is one of the companies which work towards the development of stock-based loans as one of the most innovative strategies to counter the effects of the harsh economic crisis. For the enterprise, they have worked to see the traction of the stock-based loans during the harsh economic conditions. During this time, banks have their lending capabilities cut down. Moreover, they also have made specific entities which have their increment of interest rates to have their clients scared away from the loan application process. However, we must understand that the banks are doing their sole duty to protect the world from the crisis. While we may enjoy the rainfall, we must always be prepared for the drought season. For this reason, the cut down the lending capabilities to help mitigate the effects of the economic crisis.

For borrowers who fail to comply with the credit-based rules during an economic crisis, they must seek ways of meeting their needs using the stock-based loans. Stock based loans are better because they provide a hedge between the loan and the lender. This is because they often work to develop higher relationships between the interest rates which allow the borrower to enjoy the proceeds of the loans.

There are many characteristics associated with the stock-based loans. As a matter of fact, they are characterized by low-interest rates. For this reason, they help the borrower make the most out of the loan. The stock-based loans also have a non-purpose feature that lets the borrower secure the fast working capital without stating the intended use of the loan. For this reason, you will always get a better place to make the most out of the loan. They are also characterized by the non-recourse feature that lets the borrowers disengage their lending from the borrower to make good use of the loans. For this reason, you can walk away from the loan without having any obligation to the lender.

Al Christy, the Founder and President of Equities First Holdings, has seen that many people have no clear distinction between the stock-based loans and margin loans. While they use stocks as collateral, they are never the same.

Visit http://www.equitiesfirst.com/team for more information.