The Wealth Management Advisory is published on behalf of wealth managers and advisers. The periodical covers such topics as marketing to HNW inviduals, communications and wealth management tactics.
“Living on Mars is the Easy Part“ Elon Musk is a billionaire, an inventor, a scientist, a designer, and one of the world’s most innovative minds. He runs two companies that are trying to disrupt major industries that have been doing things the same way for decades. Aerospace with SpaceX, and automobiles with Tesla. Tesla…
Steve Jobs: This all started with George Lucas. He had a problem. Now to describe his problem let me digress a bit. When you make a copy of an audio cassette tape, let’s say, an analog copy of an audio recording, you get noise artifacts – hiss. Right? We’ve all experienced that. Well, the same…
The Average Stock is Overvalued Somewhere Between Tremendously And Enormously By Vitaliy Katsnelson, Investment Management Associates My business is to constantly look for new stocks by running stock screens, endlessly reading (blogs, research, magazines, newspapers), looking at the holdings of respected investors, talking to a large network of investment professionals, attending conferences, scouring through ideas published…
In 1990, Peter Lynch retired as manager of Fidelity Magellan – the nation’s largest stock mutual fund and one of the most successful. In 13 years, he drove Magellan to a twenty-eight hundred percent gain. Quite simply, Lynch has been recognized as one of the greatest money managers ever. He beat the stock market for…
Most high net worth investors make their biggest investment gains through long-term buy-and-hold strategies. They also use credit to strategically build wealth and give greater priority to tax implications than achieving higher returns when making investment decisions. These are among the key findings in the 2016 annual “U.S. Trust Insights on Wealth and Worth” survey.…
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