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Net-Teams - Bookmark Tag financial advisor
There are 9 articles associated with the tag financial advisor!
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MCIM Methodology Retirement Income Portfolios -Check It Out
The MCIM methodology combines risk minimization, asset allocation, equity trading, investment grade value stock (IGVSI) investing, and base income generation in a methodology that embraces the cyclical nature of markets, interest rates, and economies. MCIM produces Retirement Income Readiness.
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WALL STREET'S DARKEST SECRET: 6.3% TAX FREE INCOME
Special Report: As of Close of Business May 8th, no less than 53 multi-year experienced, Tax Free Income, Closed End Funds (CEFs) were paying 6% or more in federally tax free income to their shareholders. Why hasn't your financial advisor told you about this?
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How To Eliminate Capital Gains Tax
First off I will give a short summary of the Capital Gains Elimination Trust (CGET). Then, I will provide some details about how it works and conclude with a case study as an example of how someone might use this. Summary:The Capital Gains Elimination Trust is better known as a Charitable Remainder Trust. How this works is one would deposit highly appreciated assets into the CGET. The trust sells the assets and pays no capital gains tax. You then get to withdraw an...
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ETFs Unplugged
Is your financial advisor missing a critical piece to the ETF?Exchange-traded funds (ETFs) are great investment tools but most have a flaw that investors and advisors usually miss. Let’s take a look under the hood and introduce some new and innovative ETF products. Essentially, ETFs are nothing more than an index fund that trades like a stock. Because of their simplicity, flexibility, low cost and tax efficiency they are growing fast. Last year the Barclays iShares fa...
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Houlihan Smith Serves as Exclusive Advisor to Grocery Shopping Network on First Round of Financing
Grocery Shopping Network, Inc. (”GSN”) reported today that it has completed it’s series A round of venture capital funding with Houlihan Smith & Company, Inc. (”Houlihan”) acting as exclusive financial advisor. The $7.0 million equity...
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Understanding The Tax Implications Of Life Settlements
Understanding the tax implications of replacing or selling existing life insurance coverage will help shed some light on the options available to financial advisors and policy holders looking to capitalize on the hidden value in their life insurance plans. Policy holders need to know what the tax implications are for coverage payments in advance of death. They need to know whether viatical agreements will be taxed, and they need options when it comes to replacing expensive or...
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Business Debt and Loan Consolidation: Help, Solutions, and Services
There are a lot of businesses that run into financial trouble and turn to financial advisors to help develop a business debt and loan consolidation plan.
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LMK Wealth Management - Our Team - Matthew J Melendy
Matthew J. Melendy is a co-founder of LMK Wealth Management, Managing Director, and Business Development Officer. A recognized individual in the wealth management industry, Matt was most recently a Financial Advisor at Wachovia Securities, one of the largest brokerage firms in the United States.
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7 Common Mistakes of Estate Planning
The most common mistake when it comes to estate planning is not getting around to doing it at all. Make sure that you take the time to plan at least the financial portion of your estate so that you leave your loved ones behind with some amount of security.
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LinkedIn Recommendation:
 AH'NAY SATORI - Owner, SATORI ENTERPRISES, INC. - My experience with Teo was initiated at a professional social event. During this event, I discovered instantly that Teo was very personable with an excellent sense of humor. This foundation set the tone to conduct future business. Having a new subsidiary business, Herbal Enlightenment, I desired to employ Teo's company to administer SEO services. During the duration of this relationship, I found Teo, along with his assistant, to be very innovative and attentive to my business needs. Teo is recommended for his ability to make one feel comfortable in conducting business, along with his creative energy and attention to detail. - January 15, 2011, AH'NAY was Teo's client |
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