HCR Wealth Advisors Helps You Put the Best Investment Strategy in Place

It is not easy to plan your finances in today’s date when there are hundreds of investment options available starting from equity to bonds and from fixed deposits to a number of unit-linked plans. Whether you are planning to get a considerably sized chunk of money when you are growing old or looking to build a pension fund or want to save for the college fund for your children, some professional financial advice may be needed.

It is what HCR Wealth Advisors can provide you with. It is a wealth management firm trusted by hundreds of clients and was established in the year 1988. The company has so far provided financial planning services to hundreds of its clients in the past three decades. The client retention rate of HCR Wealth Advisors is high, and it is primarily because the company develops long-lasting relationship and bond with the clients.

HCR Wealth Advisors works to ensure that its clients are able to achieve their financial objectives through the advice that they provide to them. For a person who may not have the financial background to manage their finance and investments can be really difficult, but with the help of a financial advisory firm such as HCR Wealth Advisors, it is very much possible. HCR Wealth Advisors has experienced financial professionals working on board to ensure that the clients are able to get friendly and financial and investment planning service that they can rely on. The company considers different financial parameters before chalking out an investment strategy that is personalized to fit the financial requirement and profile of the client.

According to Gazette Day, HCR Wealth Advisors works hard to keep their clients happy by ensuring that their investments are safe. Since the financial market, if very volatile, one has to ensure that their hard-earned money is being invested wisely. HCR Wealth Advisors can help make that decision easier for its clients because they do the research and analysis for their clients and help them develop a financial strategy that can help them achieve their financial goals.

HCR Wealth Advisors is not affiliated with this website.

Jim Toner Reveals Some Tactics He Shares With Business Owners

Jim Toner has been a real estate investor for many years. His success in this field led to him crafting the Creating Wealth 101 System which he has taught around the country. He is also an entrepreneur who has taught business owners how to find much more success by using his methods. He is also a philanthropist who has donated to many causes both local and national in scope.

He recently revealed five tactics that professionals use to make more money. He says it all starts with the philosophy that money you keep and don’t have to pay out to anyone is just as good as any check someone could write you. He calls this “Phantom Income”. An example Jim Toner uses is facing a $10,000 tax bill. If you could use a high level strategy to erase that tax bill what would be really great.

According to Jim Toner, everyone needs to know their tax exposure. He says that when his real estate investment business really started to take off he brought in a very good accountant who knew the ins and outs of the federal tax code like the back of his hand. Once he started getting too big this accountant said that he felt out of his league and directed Jim Toner to another accountant. The new accountant looked over his past few years of taxes and found numerous legal ways to save thousands of dollars.

Entrepreneur Jim Toner also recommends to business owners that they raise their prices. A lot of business owners don’t want to charge what premium products and services really are worth. He says that is just leaving money on the table and not a good way of running a business.

Jim Toner highly recommends outsourcing to business owners. He says that it’s a great idea to get people on your team who can fill in your gaps of knowledge and skills. This leads to great efficiency and the business is run in a more cost effective manner. In his own real estate business he said he spent all of his time looking for deals. He let others handle the other details because finding deals was his specialty. Check out this video documentary involving Jim Toner and John Mulry.

Read Toner’s secret to financial freedom: https://thenewsversion.com/2018/06/jim-toner-shares-secrets-financial-freedom/

The Truth about Matt Badiali’s Freedom Checks The Truth about Matt Badiali’s Freedom Checks

The Truth about Matt Badiali’s Freedom Checks

Freedom checks were established by Matt in 2016 when he stumbled across these investments when working for a renowned financial expert. He worked on a project that allowed him to travel across the world and meet with chief executives of mining and oil companies to be conversant with the latest discoveries, trends, and technologies.

Freedom checks are cash payments that are made to every shareholder of the publicly trades partnerships under the United States state 26. This is not a federal program but a tax-free investment opportunity for everyone. Statute 26-F is a federal law that enables over 550 energy-related companies to send monthly or quarterly checks to investors. These companies are known as master limited partnerships, and they play different roles in the oil and natural gas industries. Learn more about Freedom Checks at dailyreckoning.com.

The MLPs or Master partnerships mainly operate in the production, processing, transportation, and storage of oil and gas. They carry explorations for new gas and oil wells, transport, and refine oil gas from major oil fields in the United States. These firms need to pay out about 90% of their income to their investors. These payouts are what Matt refers to as checks. The monthly and quarterly payments from these MLPs are known as distributions, and they are similar to the customary stock dividends.

Some shareholders can receive about $160,000 quarterly. The impressive returns offered by the Freedom checks have been highlighted by Reuters and Motley Fool. MLPs and their shareholders do not pay any Federal income tax. However, investors usually pay a minimum tax on their capital gains whenever they sell their shares. With these policies in place, Americans can now invest in the energy sector.

Freedom is a clever marketing technique that gets you to purchase a subscription service. You will only make real money when you invest in the MLPs. However, the process of investing is not as simple as just entering your address and name on a website form. With a membership to the Real Wealth Strategist newsletter by Matt Badiali, you will get useful investing information. The report explains on the five MLPs that Matt recommends people to invest in plus a lot of other information to help you make money from freedom checks. Visit: https://www.stockgumshoe.com/reviews/real-wealth-strategist/what-are-those-freedom-checks-being-teased-by-matt-badiali/

 

 

Victoria Doramus – The Experienced Market Trend Analyst

Victoria Doramus is an experienced market trend analyst who understand the global market and consumer retail. Her include the fields of fashion, design and lifestyle products. She has a proven ability to identify new trend which will impact specific markets with her proven experiences in writing, editing and reporting on global market trends.

She worked as freelancer, covering a career as a ghost writer for four different books without cover credit. She also worked as a Art Direction & Trend Consultant for J.Crew & Stila Cosmetics Collaboration in 2010 where she developed visual materials for the Holliday 2010, Summer 2010, Spring 2011 and Summer 2011.

Victoria Doramus (@iamvictorialynn) held 4 different jobs which helped shape her career. Starting from 2006 – 2007, she was an Assistant Media Planner for Mindshare where she helped the company work within a planing budget to negotiate with media vendors and build client print media plans.

From May 2007 to June 2010, she worked as a Youth Market Trend Analyst for the Creative Artists Agency, The Intelligence Group in LA. There she researched, pitched and wrote articles for Trendcentral and for The Cassandra Report. During her tenure, she produced trend segments for the national television shows “The View and “Good Morning America.”

Between August 2010 and December 2011, Victoria Doramus worked as a Lifestyle Trend Editor for Trendra. She was recruited by a former boss to help head the West Coast launch efforts for Tendra.

After that,  according to Crunchbase.com, she rose to being a personal assistant to TV/Film Director Peter Berg where her duties included running personal errands, managed property and household inventory and coordinated domestic staff. She helped maintain the property prior to the clients arrival and interacted with outside vendors, partner organizations, building tenants and building staff.

Additional Info: visualcv.com/victoriadoramus

Heather Russell – The Legal Expert

Heather Russell, with 20 years of global experience in financial services, is currently working with TransUnion as the Chief Legal Officer and Executive Vice President. Heather Russell will be serving on the Executive committee as well as reporting to the President and CEO of TransUnion. Heather Russell will be responsible for consumer privacy functions, legal, corporate governance and compliance, and government relations.

Heather Russell attended the College of William and Mary and attained a Bachelor of Arts degree in English and Biology. Heather has also attended American University, Washington College of Law and attained a Doctor of Law degree. Heather has received an award for ‘Ready to Rise-Next Generation of Female General Counsel’, and an award for ‘Women in Business Law In-House Award’.

Heather has worked for the Chief Judge of the Eastern District of Virginia, the Honorable Claude M. Hilton as a Law Clerk. Heather has also worked for Bank of America as an Associate General Counsel. Heather also worked for Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates as a Counsel.

In an article from Bloomberg.com, it says that Heather went on to work for BNY Mellon as the Global Chief Regulatory Counsel. Heather also worked for Fifth Third Bank as an Executive Vice President. Heather also worked with Buckley Sandler LLP and was a Partner.

Heather is definitely a good fit for her new role with TransUnion. She brings a lot of experience into the role and is very excited about it. Heather Russell will be replacing John Blenke who will be retiring soon.

Heather Russell | LinkedIn

Hussain Sajwani; Venturing into Real Estate through Entrepreneurial Networks

Formal entrepreneurial networks are essential associations of businesses. All too often, associations organized in a company or different types of enterprises form the formal networking system. With that in mind, a new business professional is always in a position to gain legitimacy by creating entrepreneurial networks with already established business owners. That is where Hussain Sajwani comes in.

Background Information

Growing up in the Middle East, Mr. Hussain Sajwani dedicated most of his life to running his father’s business. The retail shop was known for storing men’s personal use items, in addition to pencils and other stationery. While at it, Hussain Sajwani learned how to run his father’s business. That way, he would manage it every time Ali Sajwani, his father traveled to China to import more goods. Even though his father mentored him into inheriting the business eventually, he was more interested in pursuing a different course in life.

Education and Work

According to Forbes.com, Hussain Sajwani decided to venture into academics by joining a school of medicine in Baghdad. Well, that did not last because shortly after taking up a few units, he changed his mind and delved into a different course. This time, he went to America and enrolled at Washington University where he studied economics and engineering. It was after graduating from school that Sajwani found and employment opportunity at GASCO Limited, a firm that supplies oil and gas. Although he served as a contracts manager, a high-ranking entry-level job, Sajwani was keen on starting an empire.

The Real Estate Business Flourishes

The first business empire Hussain Sajwani formed was a food catering company that served up to 1,000 clients in a day. Not only did this business benefit people in the industry of hospitality but also Hussain Sajwani since he was now in a position to start another business in real estate. With the birth of DAMAC Properties, the DAMAC owner became a revolutionary real estate entrepreneur that vastly transformed into a billionaire after creating viable entrepreneurial networks with strong business professionals including President Donald Trump, a trendsetter in the world of businesses and investments. Over and above, Hussain Sajwani has been using his position in the market to influence charity by giving to the less fortunate.

Follow this link: https://www.payscale.com/research/AE/Employer=Damac_Group/Salary

HCR Wealth Advisors Gives Insights on Preparing for the “New Retirement”

Apart from officially leaving work, retirement is also characterized by several aspects. The transition from going to work every day and then stopping is not as easy as some people might tend to think. For such reasons, HCR Wealth Advisors has produced a recommendation known as the “New Retirement” to guide people about how they should plan for all aspects of retirement.

The insights provided in this program are based on the fact that a person may suffer from depression, anxiety, frustrations, deteriorating self-esteem and poor health among other issues as a result of a porly-planned retirement. The emotional and physical change that is caused by retirement can cause a person to become stressed and desperate in life. This is because many people send their youth planning for how they will be financially secure when they retire. However, they do not consider how the retirement will affect other parts of their lives.

HCR Wealth Advisors provides information on how a person can come up with a comprehensive retirement plan; one that goes beyond just financial plans to enable a meaningful life at old age. Various things such as personal development, mental and physical well-being, and social relationships must be considered even after a person retires.

HCR Wealth Advisors is a registered investment advisory firm that enables people to make informed choices about their wealth. The firm works under the mantra that life events such as retirement can put a person at financial risk, so they must be planned for accordingly. The financial markets are very unpredictable and, despite a person having created a financial plan, they might find themselves losing everything they worked hard to get.

According to financialservicedirectory.com, the main reason why HCR Wealth Advisors has achieved its success is due to its focus on clients’ needs. The firm works to ensure that clients are satisfied and that long-term relationships are established. Additionally, dealing with finances is a very sensitive subject. Therefore, HCR Wealth Advisors maintains confidentiality with the clients’ information. Effective communication has also been critical in promoting customer satisfaction. The services provided by HCR Wealth Advisors are essential considering that life events can render a person financially insecure. Get in touch with HCR Wealth on Facebook or Twitter.

Further reading: https://www.crunchbase.com/organization/hcr-wealth-advisors

HCR Wealth Advisors is not affiliated with this website.

Jim Toner, the ‘Wolf’ returns from the Wasteland

As a new high school graduate, Jim Toner knew that he wanted to make real money in his life. While working three jobs, he discovered a program to buy and sell property with no money down and no credit, and, best of all, it was legal. He jumped at it, and, within a month, he made several thousand dollars. This success determined the course of his career and came with a new nickname, the “wolf.” Soon the money was rolling in. This was such a remarkable rise that people were soon asking him to teach them how it was done. This developed into a business that coached others to also invest in real estate without money or credit.

Over the years that followed, Jim Toner grew wealthy and famous. He was invited on news programs with other business luminaries and had magazine articles written about his success. By 2008, he achieved his dream, and made enough money for a mansion, a fancy car and was bringing almost a million dollars a year. This was when he chose to expand his operations, a decision that he details in his blog post entitled “Jim Toner is Dead Manifesto,” and was the start of a series of problems that he failed to control. In the end, he lost everything.

What does a real estate mogul do when they have lost everything? In Jim’s case, he rented a car and moved his family to Arizona to start over. He may have lost the money, but he carried with him the lessons he learned and the knowledge he gained. The “wolf” started a new career: he would teach others, not only how to succeed, but also how to recognize the dangers and avoid the pitfalls that had so dearly cost him.

Now Jim Toner writes books. He has written books on how to profit from real estate investment and how to make money in the new economy. His books have been highly acclaimed, and he travels the country to the country giving seminars that teach others how to be successful. He sees himself as a rebel against the system and has started a consulting company called Wolf Business Group, or Send in the Wolves with like-minded individuals. Their clientele is small but select. When he is not engaged in these endeavors, Jim is a prolific business and real estate investment blogger.

Jim has written that whatever happens, you can make it to the top again. He attributes much of his success to reading, listening to podcasts, daily exercise and a steadfast refusal to give up. Once again, with hard work and determination, his future is looking bright.

Get more information about Jim Toner: https://www.score.org/mentors/jim-toner

Mike Baur Says It’s Preferable To Be An Angel Investor Over A Banking Manager In Switzerland

Countries all over Europe are building their own Silicon Valleys, and the financial industry stands to benefit especially with the digitization of money movement. Mike Baur says the digital revolution has presented a new opportunity for financial experts in Switzerland where it is really taking off. His current job as executive chairman of the Swiss Startup Factory is to identify good investments in unused ideas for apps and digital-based businesses. What led to the discovery of wealth to be found in these unusual ideas was his disillusionment with banking and subsequently leaving it. It had a few minor setbacks at first, but Baur says it was well worth the decision.

 

Mike Baur had long thought that Swiss commercial banking would be his entire career. When he first started learning banking in 1991, the promises were great as to how far he could go with it. Baur picked up the basics of large fund management and advising on commercial loans pretty quickly. By his mid 20s he was already promoted to a higher management role, and the executives at UBS where he worked were giving him great recommendations to their clients. Baur was given the ultimate position in 2011 as a managing director at Clariden Leu and their parent bank Credit Suisse, and it looked like he would be coasting to retirement from there.

 

Mike Baur had noticed large changes in banking and finance laws after the housing crisis of 2008 brought in reforms. It became much harder to do business and open new high level accounts than it had before for Baur, but he also started feeling it was time to do something else besides sit at an office desk. So in 2014 Baur raised the capital to start the SSUF and met with former finance executives Max Meister and Oliver Walzer to form the system for accelerating startups. What Baur and Meister usually do is travel and network with college students and potential entrepreneurs to get a feel for whether or not their ideas are viable for the SSUF. If they are, they will be accepted into a 3-month program in which the ideas will be taken through a planning stage and given a chance to reach the action stage. After passing a range of tests and then launching from the SSUF portfolio, Baur helps the entrepreneurs by providing office space free for a few months through the 360 program.

 

Heather Russell’s New Appointment as the Chief Legal Officer at TransUnion

Heather Russell has been hired as the chief legal officer and executive vice president of TransUnion. This appointment was made on the first of May, and she will be assuming the new office on the 4th of June. Heather brings a wealth of legal expertise and experience to the team, having worked for more than two decades in the same sector. She has a lot of experience in consumer financial services, data privacy and security, corporate governance and compliance and also consumer privacy protection. She will be reporting to the CEO of TransUnion, Jim Peck, and will also be serving on the executive committee.

According to wikipedia.org, The CEO sounded very confident about Heather’s competence and added that she would be a great addition to the team. He was certain that her skills would benefit the company as they renewed their efforts to execute their growth strategy and come up with innovative solutions on information, to benefit their consumer and the world at large. He reiterated the TransUnion’s vision, which is to make sure that businesses make more informed decisions and do not compromise the ability of the consumers to look at the information available when trying to make informed purchasing choices.

Heather Russell was previously working as a leader in regulation and implementation of Fintech practices at the Buckley Sandler law firm. Heather Russell holds a JD with honors from the American University’s Washington College of Law. She also has a BA from the college of Will and Mary. She feels that this is the right move for the company and herself because now she gets the chance to test and showcase all her skills as a leader. She comes in to replace John Blenke, who had announced earlier in the year that he was planning to retire. The CEO stated that heather was an asset to have and that she would do excellent in her new position.

Continue reading: https://www.crunchbase.com/person/heather-russell-koenig