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During an appearance on Fox Business, Joe Duran, CEO of United Capital, discusses the market and investing. He offers that taxes and interest rates are two top issues that investors sho ...
Fox Business Network features Joe Duran, CEO of United Capital
During an appearance on Fox Business, Joe Duran, CEO of United Capital, discusses the market and investing. He offers that taxes and interest rates are two top issues that investors should consider through the end of the year. Regarding the President’s proposal to end the Bush tax cuts, Duran explains that people should begin to shift away from dividend paying stocks that offer no flexibility. He suggests avoiding utility stocks that have to pay dividends out because these vehicles don’t give investors the ability to buy back stock as an alternative, which is the tax-efficient way to give a payment.
CNBC seeks the financial advice of Chip Cobb, Senior Vice President BMT Management at the Bryn Mawr Trust Company, regarding his investment picks for the current market. He suggests inv ...
CNBC's Worldwide Exchange features Chip Cobb, Senior Vice President BMT Management at Bryn Mawr Trust Company
CNBC seeks the financial advice of Chip Cobb, Senior Vice President BMT Management at the Bryn Mawr Trust Company, regarding his investment picks for the current market. He suggests investing in consumer discretionary, especially companies geared toward an upper middle class clientele.
CNN seeks the financial expertise of Kim Caughey, Vice President and Senior Analyst at Fort Pitt Capital Group, on the future of the economic upswing. She offers that, while we have see ...
CNN's
CNN seeks the financial expertise of Kim Caughey, Vice President and Senior Analyst at Fort Pitt Capital Group, on the future of the economic upswing. She offers that, while we have seen a marked increase in the markets, there is still high volatility and major question marks such as China and the state of the EU.
Fox Business Network seeks the financial expertise of Robert Luna, CEO, Chief Investment Officer of SureVest Capital Management, regarding his top stock picks. He suggests Waste Managem ...
Fox Business Network features Robert Luna, CEO, Chief Investment Officer of SureVest Capital Management
Fox Business Network seeks the financial expertise of Robert Luna, CEO, Chief Investment Officer of SureVest Capital Management, regarding his top stock picks. He suggests Waste Management, Mattel, and Rayonier Inc. as stocks that can provide both income and growth.
Forbes.com seeks the financial advice of Chip Cobb, Senior Vice President BMT Asset Management at Bryn Mawr Trust Company, in an interview discussing how to invest in the current, high- ...
Forbes.com features Chip Cobb, Senior Vice President BMT Asset Management, at the Bryn Mawr Trust Company
Forbes.com seeks the financial advice of Chip Cobb, Senior Vice President BMT Asset Management at Bryn Mawr Trust Company, in an interview discussing how to invest in the current, high-volatility market. He suggests that equities are undervalued and need to be more heavily weighted and that he prefers individual muni-bonds over bond funds.
The New York Times seeks the financial expertise of Paul Simon, Chief Investment Officer at Tactical Allocation Group, on the state and direction of the U.S. economy. He offers that, wh ...
The New York Times features Paul Simon, Chief Investment Officer at the Tactical Allocation Group
The New York Times seeks the financial expertise of Paul Simon, Chief Investment Officer at Tactical Allocation Group, on the state and direction of the U.S. economy. He offers that, while there has been positive growth, people are nervous that the growth is not sustainable.
Fox Business Network highlights the financial expertise of Charlie Smith, Principal and Chief Investment Officer at Fort Pitt Capital Group, regarding possible market trends. He suggest ...
Fox Business Network features Charlie Smith, Principal and Chief Investment Officer of Fort Pitt Capital Group
Fox Business Network highlights the financial expertise of Charlie Smith, Principal and Chief Investment Officer at Fort Pitt Capital Group, regarding possible market trends. He suggests that the market is now highly dependent upon China and their demand for materials and energy. Additionally, he believes we will see the market "coast" for the next quarter or two.
Darren Shuringa, Founder of Yorkville Capital, appears on Bloomberg TV to discuss Master Limited Partnerships (MLPs). Referencing a recent study of the MLP asset-class conducted by York ...
Bloomberg TV features Darren Shuringa, Founder of Yorkville Capital
Darren Shuringa, Founder of Yorkville Capital, appears on Bloomberg TV to discuss Master Limited Partnerships (MLPs). Referencing a recent study of the MLP asset-class conducted by Yorkville Capital, Shuringa offers that investors don't fully understand and are under-invested in commodity-based MLPs.
Carla Fried of Money magazine quotes Jeff Layman, Principal and CIO at BKD Wealth Advisors, in an article about how investors can navigate the bond market to find positive returns. Laym ...
Carla Fried of Money Magazine features the financial expertise of Jeff Layman, Principal and CIO at BKD Wealth Advisors
Carla Fried of Money magazine quotes Jeff Layman, Principal and CIO at BKD Wealth Advisors, in an article about how investors can navigate the bond market to find positive returns. Layman offers that while bonds currently provide a negative rate of return and treasuries are yielding less than stocks, investors should not completely bail on the investment option. “To squeeze out more income, you’ll have to get creative,” Layman says.
Drew Kanaly, Chairman and CEO of Kanaly Trust, appears on CNN to discuss the European crisis and how it is impacting the markets. Given the volatility, Kanaly suggests investors keep co ...
Christine Romans of CNN American Morning features the financial expertise of Drew Kanaly, Chairman and CEO of Kanaly Trust
Drew Kanaly, Chairman and CEO of Kanaly Trust, appears on CNN to discuss the European crisis and how it is impacting the markets. Given the volatility, Kanaly suggests investors keep contributing to their 401(k) plans and consider non-correlated investments, such as gold and master limited partnerships. Kanaly also offers his insight on the recent equity selloff caused by a struggling European economy and lack of policy change worldwide.
Jamie Cox, Managing Partner of Harris Financial Group, shares his market expertise with Scarlet Fu of Bloomberg Television. Cox outlines his firm's investment strategies, noting that in ...
Bloomberg Television features Jamie Cox, Managing Partner of Harris Financial Group
Jamie Cox, Managing Partner of Harris Financial Group, shares his market expertise with Scarlet Fu of Bloomberg Television. Cox outlines his firm's investment strategies, noting that investors should buy into technology companies because they "can actually support the yields that are in the marketplace today." He goes on to discuss his current market outlook, explaining, "I certainly think the global recession is being priced-in [...] We're going to be picking up in the U.S."
David Fleisher, President at Firstrust Financial Resources, appears on Bloomberg Television to discuss how to manage the current market volatility. He offers strategies that investors c ...
Deirdre Bolton of Bloomberg Television features the financial expertise of David Fleisher, President at Firstrust Financial Resources
David Fleisher, President at Firstrust Financial Resources, appears on Bloomberg Television to discuss how to manage the current market volatility. He offers strategies that investors can consider, such as opting for a higher degree of liquidity and reviewing asset allocation. In addition, he explains, “Using some type of protection strategy is beneficial, consider vehicles that provide guaranteed minimum income for a percentage of portfolios,” he explains.
Thomas Coyle of The Wall Street Journal quotes Susan Colpitts, Co-Founder and Executive Vice President at Signature, in an article about strategies that advisors should implement when h ...
Thomas Coyle of The Wall Street Journal features the financial expertise of Susan Colpitts, Co-Founder and Executive Vice President at Signature
Thomas Coyle of The Wall Street Journal quotes Susan Colpitts, Co-Founder and Executive Vice President at Signature, in an article about strategies that advisors should implement when helping affluent clients with charitable giving. Colpitts explains that some investors give in to overwhelming requests from charities, instead of directing their donations toward causes that they genuinely care about. She recommends that advisors help clients devise strategic philanthropic plans. “Getting to the heart of a client’s charitable aspirations takes a lot of probing and questioning,” Colpitts says.
Tracy Byrnes of FOX News.com LIVE highlights the market expertise of Peter Maris, Founder and Principal of Resource Financial Group. Maris offers his cautiously optimistic market outloo ...
FOX News.com LIVE features Peter Maris, Founder and Principal of Resource Financial Group
Tracy Byrnes of FOX News.com LIVE highlights the market expertise of Peter Maris, Founder and Principal of Resource Financial Group. Maris offers his cautiously optimistic market outlook, noting that now is a good time for investors to be "tactical." He discusses his firm's investment strategies, explaining, "For investors who are more risk tolerant, we're taking some money from the safe side and buying some large cap stocks and some emerging markets [...] Look for some long-term growth for being opportunistic."
Wayne Copelin, President of Copelin Financial Advisors, appears on Fox Business to discuss how the European debt crisis and the US market uncertainty are impacting investors. Copelin of ...
Cheryl Casone of Fox Business features the financial expertise of Wayne Copelin, President of Copelin Financial Advisors
Wayne Copelin, President of Copelin Financial Advisors, appears on Fox Business to discuss how the European debt crisis and the US market uncertainty are impacting investors. Copelin offers his insight on where consumers may find opportunity and explains that, while he is maintaining a small percentage of gold exposure, “There is a lot of uncertainty in the foreseeable future. There is no particular sector that I would even recommend.”
Jenna Lee of FOX News Channel consults the market expertise of Larry Glazer, Managing Partner of Mayflower Advisors, in a discussion of the current market environment. Glazer comments o ...
FOX News Channel features Larry Glazer, Managing Partner of Mayflower Advisors
Jenna Lee of FOX News Channel consults the market expertise of Larry Glazer, Managing Partner of Mayflower Advisors, in a discussion of the current market environment. Glazer comments on the recent U.S. debt downgrade and how investors are reacting. He encourages investors to be cautiously optimistic, explaining that the downgrade, "may be the beginning of the recovery." Glazer notes, "We've seen rates come down [and] we haven't seen any absence of liquidity."
Joe Duran, CEO and Founding Partner of United Capital, appears on CNN to offer his take on the U.S. credit rating downgrade and what it means for investors. Duran explains that one of ...
Christine Romans of CNN highlights the financial expertise of Joe Duran, CEO and Founding Partner at United Capital
Joe Duran, CEO and Founding Partner of United Capital, appears on CNN to offer his take on the U.S. credit rating downgrade and what it means for investors. Duran explains that one of the worst things people can do at a time like this is to react with their emotions; investors need to step back and think of the long-term implications. He says that rates will be higher under AA+ because a lot of people would rather buy debt from triple-A rated countries. However, Duran asserts that there is no change in the level of risk to us repaying what we owe under a triple-A or AA+ rating.
Tracy Byrnes of FOX News.com LIVE highlights the market expertise of Jeff Duncan, founder and CEO of Duncan Financial Management. Duncan offers his current market outlook, commenting on ...
FOX News.com LIVE features Jeff Duncan, Founder and CEO of Duncan Financial Management
Tracy Byrnes of FOX News.com LIVE highlights the market expertise of Jeff Duncan, founder and CEO of Duncan Financial Management. Duncan offers his current market outlook, commenting on gold's steady price increase. He notes that investors are concerned with U.S. treasuries in light of Chairman Bernanke's recent statements and the debt debates. Duncan attributes the increasing demand in gold to the decreasing demand in treasuries.
Larry and Lloyd Glazer, Managing Partners of Mayflower Advisors, share their thoughts on the current market environment with Connell McShane of FOX Business. Larry notes that he is conc ...
FOX Business features Larry and Lloyd Glazer, Managing Partners of Mayflower Advisors
Larry and Lloyd Glazer, Managing Partners of Mayflower Advisors, share their thoughts on the current market environment with Connell McShane of FOX Business. Larry notes that he is concerned about the long-term market. He advises investors to be cautious and buy stocks with stable earnings. Lloyd discusses his cautiously optimistic market outlook, which he explains, "Earnings are improving, corporate balance sheets are strong with lots of cash, and the S&P is now at a level that's below 15 times earnings."
Melissa Lee and Simon Hobbs of CNBC's Squawk on the Street highlight the market expertise of David Loesser, CFP and President of The Estate Planners Group. Loesser provides his insight ...
CNBC's Squawk on the Street features David Loesser, CFP and President of The Estate Planners Group
Melissa Lee and Simon Hobbs of CNBC's Squawk on the Street highlight the market expertise of David Loesser, CFP and President of The Estate Planners Group. Loesser provides his insight on the current market environment. He suggests that investors look to sectors that have defensive characteristics, which will be less vulnerable to the market's volatility. He explains, "In the most recent six weeks, healthcare has stayed on the moving average in spite of what the rest of the market has done."
During an appearance on CNBC, Mark Matson, Founder and CEO of Matson Money, discusses where he believes the market is headed, given the downturns it has seen over the last few weeks. He ...
Larry Kudlow of CNBC interviews Mark Matson, Founder and CEO of Matson Money
During an appearance on CNBC, Mark Matson, Founder and CEO of Matson Money, discusses where he believes the market is headed, given the downturns it has seen over the last few weeks. He explains that now is the perfect opportunity to rebalance your portfolio and buy equities while they are low. He also suggests investors remain internationally diversified and says, “I know we have problems in the U.S. and globally but don’t let that scare you away from being a long-term investor.”
Tyler Vernon, Principal of Biltmore Capital Advisors, shares his thoughts on the current market environment with Larry Kudlow and Amanda Drury of CNBC's The Call. Vernon advises investo ...
CNBC's The Call features Tyler Vernon, Principal of Biltmore Capital Advisors
Tyler Vernon, Principal of Biltmore Capital Advisors, shares his thoughts on the current market environment with Larry Kudlow and Amanda Drury of CNBC's The Call. Vernon advises investors to be careful when selecting their stocks in light of the current "push-pull" market environment. He provides his long-term market outlook, which he explains, "I think longer-term this is going to be a sideways market and strategies like a covered call option [...] needs to be exciting to overall markets."
Ron Lieber of The New York Times interviews Mark Cortazzo, CFP, Senior Partner at MACRO Consulting Group and Founder of Flat Fee Portfolios, in an article describing the advantages that ...
The New York Times features Mark Cortazzo, Senior Partner at MACRO Consulting Group and Founder of Flat Fee Portfolios
Ron Lieber of The New York Times interviews Mark Cortazzo, CFP, Senior Partner at MACRO Consulting Group and Founder of Flat Fee Portfolios, in an article describing the advantages that Flat Fee Portfolios offers investors, such as more investment choices, less conflict of interest and simple pricing. Cortazzo also describes why Flat Fee Portfolios is able to outlast the competition. “Most small advisory firms do not have the staying power to get to critical mass to make this profitable,” he says. “The big financial services firms who could do this would cannibalize their existing business by coming up with model-based solutions with lower costs.”
Making a Fox Business News appearance, Adam Sherman, CEO of Firstrust Financial Resources, provides insight into why Americans are trending toward a later retirement. Sherman highlights ...
Fox Business features Adam Sherman, CEO of Firstrust Financial Resources
Making a Fox Business News appearance, Adam Sherman, CEO of Firstrust Financial Resources, provides insight into why Americans are trending toward a later retirement. Sherman highlights such factors as the steady increase in average life expectancy and the effects of the 2008 economic downturn as reasons why many people are working longer and retiring later. Sherman proceeds to caution that “The traditional portfolio…is no longer adequate. There needs to be downside protection to help avoid the longevity risks as well as future market corrections.” Many individuals rely solely on Social Security and their 401(k) for supporting their retirement, says Sherman, and this is simply not enough to financially sustain most retirees.
During an appearance on Fox Business, Joe Heider, Principal at Rehmann, discusses the future of the European debt market. While many thought Greece had resolved its economic issues a ye ...
Cheryl Casone of Fox Business features Joe Heider, Principal at Rehmann
During an appearance on Fox Business, Joe Heider, Principal at Rehmann, discusses the future of the European debt market. While many thought Greece had resolved its economic issues a year ago, Heider explains, “Greece has been an undisciplined economy for decades and it’s unreasonable to expect that they will solve their problems overnight.” He adds that other countries, such as France and Germany, will need to step up and put pressure on Greece to continue reforms.
Mark Haines and Melissa Lee for MSNBC.com consult the market expertise of Jeff Duncan, Founder and CEO of Duncan Financial Management. Duncan comments on the current market environment, ...
MSNBC.com features Jeff Duncan, Founder and CEO of Duncan Financial Management
Mark Haines and Melissa Lee for MSNBC.com consult the market expertise of Jeff Duncan, Founder and CEO of Duncan Financial Management. Duncan comments on the current market environment, noting the falling dollar due to global growth in certain countries. However, he remains cautiously optimistic about the market growth, commenting on how a lot of U.S. goods and services are needed overseas.
Mark Matson, Founder and CEO of Matson Money, appears live in the Fox Business studios to discuss how investors can deal with the deficit and make positive investment choices. He sugges ...
Fox Business features Mark Matson, founder and CEO of Matson Money
Mark Matson, Founder and CEO of Matson Money, appears live in the Fox Business studios to discuss how investors can deal with the deficit and make positive investment choices. He suggests investors not try and time the market, stay long-term oriented and diversify with international and emerging market stocks. “Down-turns are temporary. The market goes up long-term. It will take discipline and perseverance—you should be looking at least ten years into your investment portfolio.”
David Loesser, CFP and President of The Estate Planners Group joins Mark Haines on a live appearance of CNBC's Squawk on the Street. Loesser discusses the current market environment, no ...
CNBC's Squawk on the Street features David Loesser, CFP and President of The Estate Planners Group
David Loesser, CFP and President of The Estate Planners Group joins Mark Haines on a live appearance of CNBC's Squawk on the Street. Loesser discusses the current market environment, noting his positive market outlook. He goes on to provide his firm's favorite commodities for his clients, "We think about what we like in technical [and] we certainly love gold and silver [...] We see an inverse relationship between gold and silver and that makes it more interesting when you can short place the dollar and long the silver."
Joe Duran, CEO and Founding Partner of United Capital, discusses investing in the current market on CNBC. Duran offers that he is seeing people’s approach to investing begin to shift. ...
Larry Kudlow and the hosts of CNBC feature the financial expertise of Joe Duran, CEO and Founding Partner of United Capital
Joe Duran, CEO and Founding Partner of United Capital, discusses investing in the current market on CNBC. Duran offers that he is seeing people’s approach to investing begin to shift. He explains that investors are moving their focus away from protecting assets and more towards seeking opportunity.
Rhea Wessel of The New York Times features the insight of Mark Schlegel, co-founder of Moxy Vote in an article about the role of social media in investor activism. Mark explains Moxy Vo ...
The New York Times features Mark Schlegel, Co-founder of Moxy Vote
Rhea Wessel of The New York Times features the insight of Mark Schlegel, co-founder of Moxy Vote in an article about the role of social media in investor activism. Mark explains Moxy Vote's purpose and its role in corporate boardrooms.
Jennifer Hoyt Cummings of The Wall Street Journal highlights the financial expertise of Rob Hoxton, CEO of Hoxton Financial. Rob outlines the advantages of a universal fiduciary standar ...
The Wall Street Journal features Rob Hoxton, CEO of Hoxton Financial
Jennifer Hoyt Cummings of The Wall Street Journal highlights the financial expertise of Rob Hoxton, CEO of Hoxton Financial. Rob outlines the advantages of a universal fiduciary standard and explains why clients deserve to be a financial advisor’s top priority.
Tyler Vernon, Principal of Biltmore Capital Advisors, shares his outlook on the current market environment with Larry Kudlow and Melissa Francis of CNBC "The Call." Vernon gives his opt ...
CNBC's The Call features Tyler Vernon, Principal of Biltmore Capital Advisors
Tyler Vernon, Principal of Biltmore Capital Advisors, shares his outlook on the current market environment with Larry Kudlow and Melissa Francis of CNBC "The Call." Vernon gives his optimistic market outlook, citing favorable trends in the U.S. economy despite the recent geopolitical concerns. He recommends investors carefully begin to buy stocks because the economy is continuing to do well and stocks are rising.
Ron Weiner, President of RDM Financial Group co-hosts Fox Business' Closing Bell with Liz Claman. Weiner shares his insight on the current market environment, citing the profitable stoc ...
Fox Business' Closing Bell features Ron Weiner, President of RDM Financial Group
Ron Weiner, President of RDM Financial Group co-hosts Fox Business' Closing Bell with Liz Claman. Weiner shares his insight on the current market environment, citing the profitable stocks to invest in despite the recent global events. He goes on to offer advice on how to manage long-term investment strategies on the emerging markets.
Jimmy Lee, CFS and Managing Partner at Strategic Wealth Associates, appears alongside Burt White, CIO at LPL Financial on FOX Business to discuss small cap investments. Lee says, “Sm ...
Fox Business features Jimmy Lee, CFS and Managing Partner at Strategic Wealth Associates
Jimmy Lee, CFS and Managing Partner at Strategic Wealth Associates, appears alongside Burt White, CIO at LPL Financial on FOX Business to discuss small cap investments. Lee says, “Small caps have outperformed large caps historically coming out of a recession.” However, if there is a market correction, he suggests lowering exposure to small cap funds. In addition, Jimmy also feels that oil prices will continue to climb with peak driving season approaching and this may cause a correction in the market.
Cheryl Casone of Fox Business's Countdown to Closing Bell highlights the financial insight of John Lekas, CEO of Leader Capital. Lekas, who appears in-studio, discusses the best tech st ...
Fox Business features John Lekas, CEO of Leader Capital
Cheryl Casone of Fox Business's Countdown to Closing Bell highlights the financial insight of John Lekas, CEO of Leader Capital. Lekas, who appears in-studio, discusses the best tech stocks, as well as the most profitable strategies to combat rising rates.
Mark Haines and Erin Burnett of CNBC’s Squawk on the Street highlight the investment expertise of Chris Hobart, President and CEO of Hobart Financial Group. Hobart offers his top ETF ...
CNBC’s Squawk on the Street features Chris Hobart, President and CEO of Hobart Financial Group
Mark Haines and Erin Burnett of CNBC’s Squawk on the Street highlight the investment expertise of Chris Hobart, President and CEO of Hobart Financial Group. Hobart offers his top ETF picks for the current market environment, noting he selects funds from a broad base in order to best position his clients’ assets. He emphasizes the importance of strategic investing and says, “We don’t want people over-exposed in this type of economy.”
Paul Sullivan of The New York Times features Joe Duran, CEO and founding partner of United Capital, in an article that details the firm’s formation, growth and how they are helping
i ...
The New York Times features Joe Duran, CEO and founding partner of United Capital
Paul Sullivan of The New York Times features Joe Duran, CEO and founding partner of United Capital, in an article that details the firm’s formation, growth and how they are helping
investors take control of their financial lives. The piece highlights how Duran seeks to “revolutionize” his business by having clients of all wealth levels become more involved in their own money management. Historically, investors with more money have been more involved in money management, but Duran thinks this will change adding that, “Individuals know more, and they’re carrying it into our industry.”
Tyler Mathisen, Sue Herera, and Brian Shactman of CNBC’s Power Lunch spotlight the market expertise of Dave Stepherson, Vice President and Portfolio Manager of Hardesty Capital Manage ...
CNBC’s Power Lunch features Dave Stepherson, Vice President and Portfolio Manager of Hardesty Capital Management
Tyler Mathisen, Sue Herera, and Brian Shactman of CNBC’s Power Lunch spotlight the market expertise of Dave Stepherson, Vice President and Portfolio Manager of Hardesty Capital Management. Stepherson discusses the current market environment and comments on predicted stimulus efforts from the Federal Reserve. He provides his optimistic market outlook and notes many companies are continuing to perform well within the current economic environment.
Erin Burnett of CNBC’s Squawk on the Street highlights the market expertise of Mark Tepper, President of Strategic Wealth Partners. He discusses current strengthening of the U.S. doll ...
CNBC’s Squawk on the Street features Mark Tepper, President of Strategic Wealth Partners
Erin Burnett of CNBC’s Squawk on the Street highlights the market expertise of Mark Tepper, President of Strategic Wealth Partners. He discusses current strengthening of the U.S. dollar, emphasizing, “We really do like the prospects of the U.S. dollar strengthening against the Euro, at least over the course of the next 3-6 months.” Tepper goes on to provide his top exchange traded fund picks for investors hoping to capitalize on bullish domestic currency.
Kimberly Foss, CFP, President of Empyrion Wealth Management, discusses today’s economic climate during a Fox Business appearance, which she appeared on as a featured guest during the ...
Fox Business features Kimberly Foss, CFP, President of Empyrion Wealth Management
Kimberly Foss, CFP, President of Empyrion Wealth Management, discusses today’s economic climate during a Fox Business appearance, which she appeared on as a featured guest during the hour-long program. Foss discusses the proposed healthy initiative plan from Wal-Mart. She weighs in on the plan, which aims to provide healthy food at lower prices, and questions whether the plan will achieve growth for the company given such bold price cuts. She also discusses the country’s current housing situation and offers that while rates are still low, buyers seem to be on the fence and ready to buy.
Mark Haines and Simon Hobbs of CNBC’s Squawk on the Street spotlight the market expertise of Dave Stepherson, Vice President and Portfolio Manager at Hardesty Capital Management. Step ...
CNBC's Squawk on the Street features Dave Stepherson, Vice President and Portfolio Manager at Hardesty Capital Management
Mark Haines and Simon Hobbs of CNBC’s Squawk on the Street spotlight the market expertise of Dave Stepherson, Vice President and Portfolio Manager at Hardesty Capital Management. Stepherson provides insight into the current market environment and offers his investment advice to the viewers. He outlines fundamental problems within the bond sector and advises investors to reduce their stake in bonds. Stepherson recommends that investors look into dividend paying stocks, explaining that they are continuing to gain significant appeal.
Dhanya Skariachan of Reuters highlights the investment expertise of Cliff Draughn, President and CIO of Excelsia Investment Advisors. Draughn discusses holiday season retail sales and r ...
Reuters features Cliff Draughn, President of Excelsia Investment Advisors
Dhanya Skariachan of Reuters highlights the investment expertise of Cliff Draughn, President and CIO of Excelsia Investment Advisors. Draughn discusses holiday season retail sales and reacts to Best Buy's apparent overestimation of consumer spending in its stores. Draughn notes the recent economic turmoil prompted uncertainty among retailers surrounding consumer behavior during the holiday season. He highlights the changing consumer sentiment toward big-ticket items, and notes, “The consumer this Christmas may be buying more and boosting a little bit in the retail side.”
USA Today reporter Sandra Block features the financial expertise of Chris Hobart, Founder and CEO of Hobart Financial Group. Hobart discusses Roth IRA conversions and explains, “If yo ...
USA Today features Chris Hobart, Founder and CEO of Hobart Financial Group
USA Today reporter Sandra Block features the financial expertise of Chris Hobart, Founder and CEO of Hobart Financial Group. Hobart discusses Roth IRA conversions and explains, “If you decide to spread out income from the conversion between 2011 and 2012, you will miss the Oct. 15 deadline to re-characterize your Roth.” He notes this could become a problem for investors who find they don’t have the money to fund the tax bill by April 2012.
Erin Burnett of CNBC's Squawk on the Street features the market expertise of Jamie Cox, Managing Partner at Harris Financial Group. Cox outlines his current market outlook and offers hi ...
CNBC's Squawk on the Street features Jamie Cox, Managing Partner at Harris Financial Group
Erin Burnett of CNBC's Squawk on the Street features the market expertise of Jamie Cox, Managing Partner at Harris Financial Group. Cox outlines his current market outlook and offers his top stock picks for the current environment. Cox highlights promise in the energy sector, noting current cooler temperatures in the U.S., worldwide demand fundamentals, and relatively low currencies, among factors contributing to the sector's success. “Energy is definitely the place to be, all the way across the supply chain,” says Cox.
Wayne Copelin, President of Copelin Financial Advisors, appears on Fox Business News to offer his perspective on economic issues facing the United States today. “From January 2009 to ...
Fox Business News features Wayne Copelin, President of Copelin Financial Advisors
Wayne Copelin, President of Copelin Financial Advisors, appears on Fox Business News to offer his perspective on economic issues facing the United States today. “From January 2009 to March 2010, the Fed pumped $1.7 trillion of new money into the economy...That was supposed to drive unemployment down and move the economy – it didn’t work. Now the Government wants to do it again with $600 billion. This reminds me of the definition of insanity – doing the same thing over and expecting different results,” expresses Copelin.
Mark Haines and Simon Hobbs of CNBC feature the market expertise of Bob Phillips, Managing Partner at Spectrum Management Group. Phillips provides his market outlook and his top stock p ...
CNBC’s Squawk on the Street features Bob Phillips, Managing Partner at Spectrum Management Group
Mark Haines and Simon Hobbs of CNBC feature the market expertise of Bob Phillips, Managing Partner at Spectrum Management Group. Phillips provides his market outlook and his top stock picks for the end of the year. He expresses his perspective on equities and says, “Fundamentally, we think stocks are compelling […] when you get down to it, the fundamentals of equities will keep rallying into the New Year.”
Investor's Business Daily features Bob Andres, Chief Investment Strategist of Merion Wealth Partners
Jed Graham of Investor’s Business Daily discusses the rise in Treasury rates and investor’s thoughts on inflation with Bob Andres, Chief Investment Strategist of Merion Wealth Partn ...
Investor's Business Daily features Bob Andres, Chief Investment Strategist of Merion Wealth Partners
Jed Graham of Investor’s Business Daily discusses the rise in Treasury rates and investor’s thoughts on inflation with Bob Andres, Chief Investment Strategist of Merion Wealth Partners. When asked about the possibility of rising inflation, Andres expressed his belief that the Fed would not be successful at sparking an increase. “Rates are going to go back down,” he commented.
Larry Kudlow of CNBC's The Call features the investment expertise of Jamie Cox, Managing Partner at Harris Financial Group. Cox emphasizes the importance of diversification in an invest ...
CNBC's The Call features Jamie Cox, Managing Partner at Harris Financial Group
Larry Kudlow of CNBC's The Call features the investment expertise of Jamie Cox, Managing Partner at Harris Financial Group. Cox emphasizes the importance of diversification in an investor’s portfolio, noting, “Investors need to recognize that diversification is a lot broader than just owning a few things.” He goes on to dismiss the traditional “buy-and-hold” investment strategy and previews likely investor purchasing patterns in reaction to General Motor’s initial public offering.
Tracy Byrnes of FOX Business.com LIVE features the expertise of Cliff Draughn, President of Excelsia Investment Advisors. Draughn addresses the uncertain tax future and pending governme ...
FOX Business.com LIVE features Cliff Draughn, President of Excelsia Investment Advisors
Tracy Byrnes of FOX Business.com LIVE features the expertise of Cliff Draughn, President of Excelsia Investment Advisors. Draughn addresses the uncertain tax future and pending government stimulus action. He comments on the impact government measures and legislative action will have on investors. Draughn goes on to identify areas of opportunity for investors in the current market environment and provide his long-term market outlook.
Paul Sullivan of The New York Times features Susan Colpitts, Executive Vice President and Co-Founder at Signature, in an article about planning for future tax increases and the impact o ...
The New York Times features Susan Colpitts, Executive Vice President and Co-Founder at Signature
Paul Sullivan of The New York Times features Susan Colpitts, Executive Vice President and Co-Founder at Signature, in an article about planning for future tax increases and the impact on philanthropic giving. With a possible increase in income tax brackets, Colpitts explains “delaying big gift contributions until January would allow for a higher charitable deduction. A higher rate means donations would only cost 60 cents to the dollar.”
Kimberly Foss, CFP, president of Empyrion Wealth Management, weighs in on the market movements during a Fox Business appearance. Foss explains that the uncertainty surrounding Bush tax ...
Fox Business features Kimberly Foss, CFP, president of Empyrion Wealth Management
Kimberly Foss, CFP, president of Empyrion Wealth Management, weighs in on the market movements during a Fox Business appearance. Foss explains that the uncertainty surrounding Bush tax cuts is paralyzing the market, small business owners and investors. For her pre-retiree and retiree clients, Foss is utilizing short-term bond funds and globally diversified portfolios.
Sheyna Steiner of Bankrate.com features insight from Kimberly Foss, CFP, president of Empyrion Wealth Management, on utilizing a CD laddering strategy. To help investors "maximize retur ...
Bankrate.com features Kimberly Foss, CFP, President of Empyrion Wealth Management
Sheyna Steiner of Bankrate.com features insight from Kimberly Foss, CFP, president of Empyrion Wealth Management, on utilizing a CD laddering strategy. To help investors "maximize returns and stay above the yield curve and inflation," Foss suggests accompanying a CD ladder with a bond fund. "One might consider putting between 50 and 75 percent of the portfolio in CDs and ladder them out. Then supplementing with a very good high-yield, short-term corporate and Treasury bond fund.”
Catey Hill of SmartMoney features the financial expertise of Mark Byelich, President of M.J. Byelich & Associates. Byelich discusses his use of structured Certificates of Deposit (CDs) ...
SmartMoney features Mark Byelich, President of M.J. Byelich & Associates
Catey Hill of SmartMoney features the financial expertise of Mark Byelich, President of M.J. Byelich & Associates. Byelich discusses his use of structured Certificates of Deposit (CDs) in client portfolios, emphasizing their FDIC coverage aspect which helps protect investments from volatile markets. However, Byelich cautions potential CD investors to be aware of caps set by issuing companies. He explains: “Where the issuing company makes their money is by putting a cap on the upside growth. If an index makes 10 percent they might cap it at 8 percent and keep the spread.”
Nancy Mandell of InvestmentNews features the expertise of Chris Hobart, Founder and CEO of Hobart Financial Group, on how to rearrange retirement portfolios in order to save on taxes. H ...
InvestmentNews features Chris Hobart, Founder and CEO of Hobart Financial Group
Nancy Mandell of InvestmentNews features the expertise of Chris Hobart, Founder and CEO of Hobart Financial Group, on how to rearrange retirement portfolios in order to save on taxes. Hobart explains that he has begun to turn his attention towards capital gains and dividends. In recommending these portfolio staples, Hobart explains, “We still don’t know what changes to anticipate in the tax laws, so right now, our focus is on strategies for what we can anticipate.”
Joe Mont for Newsweek features the retirement planning expertise of Mark Tepper, President at Strategic Wealth Partners. Tepper addresses the common concern of when to elect Social Secu ...
Newsweek features Mark Tepper, President at Strategic Wealth Partners
Joe Mont for Newsweek features the retirement planning expertise of Mark Tepper, President at Strategic Wealth Partners. Tepper addresses the common concern of when to elect Social Security payments. He advises that postponing Social Security payments is not necessarily the best option in retirement planning. He explains, “When people decide to postpone taking Social Security until 66 or 70, they still have to get the income from somewhere. That 'somewhere' is going to be an IRA, 401(k) or whatever retirement assets they have accumulated."
Annie Gasparro of The Wall Street Journal highlights the financial planning expertise of Rob Russell, President of Russell & Company. Russell comments on Roth IRA conversions, detailing ...
The Wall Street Journal features Rob Russell, President of Russell & Company
Annie Gasparro of The Wall Street Journal highlights the financial planning expertise of Rob Russell, President of Russell & Company. Russell comments on Roth IRA conversions, detailing his strategy for presenting conversion plans to clients. He goes on to describe the advantages and disadvantages of converting and who should and should not convert to a Roth IRA.
Maria Bartiromo of CNBC's Closing Bell features the market expertise of Dave Stepherson, Vice President at Hardesty Capital Management. Stepherson discusses the better-than-expected thi ...
CNBC’s Closing Bell features Dave Stepherson, Vice President at Hardesty Capital Management
Maria Bartiromo of CNBC's Closing Bell features the market expertise of Dave Stepherson, Vice President at Hardesty Capital Management. Stepherson discusses the better-than-expected third quarter earnings season results and provides his outlook ahead of the remaining big name earnings releases. He attributes previous quarters’ lowered revenues to cuts in jobs and expenses and notes that the market finds itself at an “inflection point.”
Mike Miliard of The Wall Street Journal showcases Mark Byelich, President of M.J. Byelich & Associates. Byelich shares his portfolio management philosophy with readers and notes, "We ha ...
The Wall Street Journal features Mark Byelich, President of M.J. Byelich & Associates
Mike Miliard of The Wall Street Journal showcases Mark Byelich, President of M.J. Byelich & Associates. Byelich shares his portfolio management philosophy with readers and notes, "We have seen a lot of people suffering losses over the last few years, but there are some different ways to protect clients’ principal investments in a down market.” He goes on to detail the strategies he incorporates in clients portfolios to ensure investment security.
Charles Paikert of Registered Rep discusses the expansion opportunities for wealth management sectors with Merion Wealth Partners CIO Bob Andres and CEO Paul Beideman. Addressing how ad ...
Registered Rep features Merion Wealth Partners CIO Bob Andres and CEO Paul Beideman
Charles Paikert of Registered Rep discusses the expansion opportunities for wealth management sectors with Merion Wealth Partners CIO Bob Andres and CEO Paul Beideman. Addressing how advisors can join Merion’s independent investor platform, Beideman says you can join as an affiliate, through a merger with Merion or as a regional launch partner. "We see a real opportunity in the marketplace trying to help independent advisors do an outstanding job meeting the needs of their clients and to be an owner of a successful, growing organization," says Beideman of being a partnership group.
Mark Haines and Erin Burnett of CNBC's Squawk on the Street feature the market expertise of Ron Weiner, President of RDM Financial Group. Ron offers advice for investors on dividend-yie ...
CNBC’s Squawk on the Street features Ron Weiner, President of RDM Financial Group
Mark Haines and Erin Burnett of CNBC's Squawk on the Street feature the market expertise of Ron Weiner, President of RDM Financial Group. Ron offers advice for investors on dividend-yielding stocks. He identifies domestic companies that are selling products and services abroad as smart plays for investors in the current market environment.
Steve Garmhausen of RIABiz.com features Mark Matson, CEO and Founder of Matson Money, for an Advisor Spotlight. Matson offers a glimpse into his investment coaching strategy, the “Mil ...
RIABiz.com features Mark Matson, CEO and Founder of Matson Money
Steve Garmhausen of RIABiz.com features Mark Matson, CEO and Founder of Matson Money, for an Advisor Spotlight. Matson offers a glimpse into his investment coaching strategy, the “Million Dollar Model Program.” He discusses how he got his start in the business, his commitment to advisor training and the importance of staying invested and how he views the financial industries future
growth.
growth.
Mark Haines and Erin Burnett of CNBC's Squawk on the Street feature the insight of John Burns, Founder and CEO of Burns Advisory Group and his outlook on housing investments. “The tro ...
CNBC Squawk on the Street features John Burns, Founder and CEO of Burns Advisory Group
Mark Haines and Erin Burnett of CNBC's Squawk on the Street feature the insight of John Burns, Founder and CEO of Burns Advisory Group and his outlook on housing investments. “The trouble that the housing sector is having is priced in to stocks. When the news is the worst and nothing is expected of stocks typically future returns are at their best...contributing to very positive returns in the future,” explains Burns of investing in the housing market.
Erin Burnett of CNBC's Squawk on the Street spotlights Larry Rosenthal, Founder and President of Financial Planning Service. Rosenthal offers his investment advice and explains that he ...
CNBC Squawk on the Street features Larry Rosenthal, Founder and President of Financial Planning Services
Erin Burnett of CNBC's Squawk on the Street spotlights Larry Rosenthal, Founder and President of Financial Planning Service. Rosenthal offers his investment advice and explains that he focuses on ensuring that his retiree clients maintain steady streams of income from reliable sources, such as high grade corporate bonds and municipal bonds. He also contributes the market sectors in which he favors.
Trang Ho of Investor’s Business Daily discusses using exchange traded funds in endowment style investing with Vern Sumnicht, CEO of iSectors LLC. Sumnicht says, “The advent of ETFs, ...
Investor's Business Daily features Vern Sumnicht, CEO of iSectors
Trang Ho of Investor’s Business Daily discusses using exchange traded funds in endowment style investing with Vern Sumnicht, CEO of iSectors LLC. Sumnicht says, “The advent of ETFs, especially the alternative investment ETFs, changed our approach. We can provide all clients well-diversified portfolios that include private equity, hedge fund strategies and real assets in a liquid form. Most of these alternative investments were previously unavailable to many investors.”
CNBC Street Signs features Cliff Draughn president and CEO of Excelsia Investment Advisors in a conversation about oil demand and its influence on the economy. “I think the dollar, l ...
CNBC's
CNBC Street Signs features Cliff Draughn president and CEO of Excelsia Investment Advisors in a conversation about oil demand and its influence on the economy. “I think the dollar, long-term, is a declining asset,” says Draughn who cites the Bernanke zirp policy, the government deficit, and the ability of people to sell short dollars as three main factors. “I think any technicals you get to the upside are just that, technical trades.”
Michelle Caruso-Cabrera of CNBC'S "Power Lunch" shares the stage with Cliff Draughn, president and CEO of Excelsia Investment Advisors. “Stocks are clearly overvalued,” says Draugh ...
CNBC's
Michelle Caruso-Cabrera of CNBC'S "Power Lunch" shares the stage with Cliff Draughn, president and CEO of Excelsia Investment Advisors. “Stocks are clearly overvalued,” says Draughn, who believes that growth in the housing market will be modest. “We think that backing treasuries here is probably a losing battle because of this period of stagflation,” says Draughn.
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The Gregarious Blog
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