Category Archives: Financial Advisors

Paul Mampilly Giving Insights To Investors In The Food And Medical Industry

Paul Mampilly is one of the most successful investments advisers in the US and runs Profits Unlimited which is the biggest newsletter in the investment industry. Paul has previously managed multi-million dollar accounts as a hedge fund manager and has won many investment awards.

Paul has a proven track record, and all the investment advice he gives in his newsletters have very high chances of success. Mampilly can see an investment opportunity where no one else can, and according to him there is an amazing opportunity for food companies and precision medicine providers.

According to Mampilly the Millenial generations have now reached adulthood and have no skills of cooking. The reason for their lack of skills is that they were raised at a time when both their parents were working thus relied on food that were cooked elsewhere. The millennial generation based on research has an eating habit where they spend most of their time and money having dinners out more than any other generation. It is estimated that they spend over 50 dollars a week on these dinners. These categories of people are beginning to have kids and face the challenge of cooking and feeding their families. Millennials are currently purchasing foods that have recipes for homemade cooking and are healthy. One thing that investors in this industry must realize is that the millennial generations is highly educated and are aware of the market trends. They also research their food, and during their lifetime they have witnessed a rise in lifestyle diseases such as obesity, diabetes and food allergies. Food delivery companies have been thriving in the food industry not only because they provide convenience but also because they provide a healthy and nutritious meal. For this reason, Mampilly recommends that investors do purchase stocks in this type of companies.

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Another key sector that investors should be keenly interested in investing in is the medical industry and specifically on precision medicine. Precision medicine is a process where a medical doctor uses an individual’s genetic information and medical history to diagnose and treat a medical condition. Precision medicine helps improve the level of accuracy in treatment and diagnosis and allows for personalized treatment. Also using precision medicine a doctor a doctor can match ones symptoms against a large database hence it makes it easier to target an illness. This is an investment opportunity that everyday investor in the medical industry should consider buying.

Paul Mampilly is an American investor and a former hedge fund manager who has for a very long time been offering investment advice to investors in America and globally. Mampilly attended Montclair State University where he pursued a degree in BBA finance and accounting. Mampilly also holds an MBA Finance from Fordham School of Business.

Mampilly in his long, rich career has worked for several financial institutions such as the Swiss Bank, Royal Bank of Scotland and Deutsche Asset Management.

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Vincent Parascandola: The financial leader

Senior Executive Vice President at AXA US, Vincent Parascandola is well known in the financial world. His main focus is recruiting high-value people for top positions, retention and managing of all sales developments and, producing and developing financial professionals.

Mr. Vincent Parascandola graduated with a degree in Bachelor of Science from Pace University. He has more than 20 years’ worth of experience which explains why he was the person chosen to head the AXA Advisors. He has all the right skills that are required to fill up the role.

Vincent’s career started in 1987 as he was working as an agent for Prudential. While there he was prized as the National Rookie of the year. This gesture pushed him to work even harder. In 1990, Vincent went on to join MONY Life Insurance Company. He had different management and regional positions. He worked with MONY until 2004 when he took the next step and joined AXA Advisors. Vincent was the chairperson of the Advantage Group, a unit of AXA Equitable. He was then appointed as the divisional president.

Mr. Parascandola is well known for his leadership skills which have earned him numerous management awards throughout his career. Some of the awards he has received are GAMA’s Career Development and Master Agency Awards. According to pocomuseum.org, he is also a public speaker who is well sought after, having spoken at numerous company and industry conferences, including LIMRA’s distribution conferences and GAMA’s National LAMP Meeting. He was once a president of the Florida chapter of GAMA and is currently a member. He also once chaired LIMRA’s distribution conferences.

AXA Advisors are in business to offer financial services such as global insurance and investment managements operating in the Middle East, Asia-Pacific, Western Europe and North America. The company is also known for having artistic and social philanthropic initiatives whose main objective is to assist research done in bringing an end to human suffering. The AXA research fund was founded in 2008. It supports research that is focused on having a clear understanding of risks that affect the environment and human life, as well as getting solutions to these risks. To learn more about finance, subscribe to Vincent’s Vimeo channel.

David Giertz: Why You Need To Speak To Your Clients about Social Security – Advisers Need To Speak To Their Clients about Social Security

Budgetary customers incline toward the guidance of their investment in myriad ways – principally for taxes, retirement, and estate planning issues on about.me. However, one field where customers truly rely upon their financial consultants is Social Security – particularly, Social Security withdrawal needs. The accessible information exhibits the requirement for good Social Security withdrawal counsel – despite the fact that numerous Americans appear to not to be taking it seriously. Social Security may represent up to 40 percent of the whole income an average worker gets all through retirement 1. How and when to record are probably the most essential money related choices they make in their lifetimes as said by David Giertz, the Distribution and Sales for Nationwide Financial President.

With over 2,700 principles in the Social Security handbook, it is simple to perceive the reason why majority of people aren’t mindful of the options and benefits accessible to them. About three in four Americans say Social Security is their top wellspring of expected retirement wage for out-of-pocket medicinal services costs at https://onmogul.com/david-giertz-70. Of those retirees overviewed, health costs keep more than 25% from their normal retirement. What’s more, the issue is deteriorating. Medicinal services costs for a an average-income healthy couple resigning one year from now where the full retirement age will take up 69 percent of their Social Security benefits on Facebook. Nevertheless, a long time from now it will hop to 98 percent, and in 20 years they would require 127 percent of their Social Security advantages to take care of their human services costs in retirement. Individuals need to examine their Social Security alternatives with a financial counselor in light of the fact that the individuals who don’t optimize their advantages can miss a great opportunity for many dollars of retirement salary.

Mr. David Giertz, likewise refereed as Dave, has been the Vice President of Nationwide Life Insurance Company and Nationwide Financial Distribution and Sales from April 3, 2013. Mr. Giertz has been President of Nationwide Financial Distributors Inc. since March 2013. Mr. Giertz additionally is the President, Senior Vice President and Director for a few other nationwide organizations.

WSJ Wealth Adviser’s Columnist Interviews David Giertz

David Giertz, President of Nationwide Financial Distributors Inc. has nearly 29 years of expertise as a licensed broker and financial advisor. His career in the investment and banking industry began in 1988 while working for Skokie Federal Savings, Money Securities Corporation, and The Mutual Life Insurance Company of New York. He also worked for Financial Horizons Securities, Citicorp Investment Services, FI/WH, and Nationwide Life Insurance Company. Throughout his career on About.me, he has helped thousands of consumers with financial planning for future retirement, investing, and other services.

In 2014, Mr. David Giertz focused his attention on the importance of financial advisers to discuss social security with their clients; and shares his viewpoint in an WSJ Wealth Adviser interview with Columnist Veronica Dagher. During the interview, David Giertz discussed the necessity of financial planners to talk to their clients about social security. In a study conducted by Nationwide Financial Retirement Institute, 900 consumers the age of 50 or older were surveyed and stated they were not told about social security by their advisor at https://soundcloud.com/davidgiertz. Mr. Giertz said that from the prospective of an advisor, it’s very significant from a retention prospective after the survey revealed that four out of five consumers said they would change advisors if their financial advisor didn’t discuss social security.

The reasoning behind David Giertz assessment about social security counselling is the complexity of its handbook, which has 2700 rules. He says it’s a lot to comprehend and part of it is understanding and confidence around those rules. Advisors need to take interest into the situation, he said, because they are part of the retirement planning process. Giertz also emphasized on the survey finding that retirees who withdrew social security too soon could possibly loss up to $300,000 over a 25-year timeframe. He ended the interview by saying social security must be discussed with clients to optimize their retirement income.

Amicable Stock-Based Loans from the Equities First Holdings

Equities first Holdings based in the United States, Hong Kong, Sydney, Bangkok, and London is the foremost finance shareholder and global lender. ETH is a provider of loans that is well known all over the world from its diverse and international lending and financial solutions. ETH has been in operation for the last fourteen years. Clients from the Equities First Holdings are provided with countless alternative solutions to their financial problems, and this helps them in meeting their capital goals.

ETH is known to specialize in loans based on stocks. There are minimal restrictions associated with this type of loan, the stock-based loans. And thus the money can be used for various reasons. Borrows from the Stock based loans are expected to pay exceptionally low fixed interests rates that go below four percentage. However, the risks associated with all types of loans, with ETH borrowers can undertake transactions and walk away free from commitments.

The EFH whose headquarters are based in Indiana and Indianapolis and established in 2002 has been able to assets worth over forty million dollars.

The ETH has offered extensive benefits to startups exploring alternatives for innovation. The organization helps them in different ways of interchanging with economic climates as well as securing loans for the newly formed business ventures. EFH provides fast cash with minimum approval hassles. Business owners have unlimited choices to acquire loans from EFH with their business stock as their collaterals. Equities First Holding is committed to its prime mission to provide clients with maximum benefits with the least amount of risk possible in their effort to help their customers meet their personal and financial goals. Equities First Holdings depends on guidance from the institutions of trading. The organization counts on integrity as their code.

The amicable loan services from Equities First Holdings as a lender have played a significant role in their consistent growing trend for borrowers using stock as their Loan collaterals for the security of their working capital.

More visit: http://www.equitiesfirst.com/

The International Trust Law Firm, Cone Marshall

Law firms can be found anywhere, but you must hire the right law firm at the right time for your specific needs. Cone Marshall does an amazing job at dealing with a wide array of legal issues. If you have issues with your tax or trust, Cone Marshall can help you out.

Leading Law Firm

Cone Marshall is a leading law firm founded by Geoffrey Cone and Karen Marshall in New Zealand. Cone Marshall is an international trust law and tax law firm. Karen Marshall worked in the law field in London for ten years before founding Cone Marshall. She worked for a Commercial Litigation department in London as well. Since 2006, Geoff Cone and Karen Marshall have been the principal of Cone Marshall. Karen Marshall has a lot of experience dealing with trusts in general.

Experienced Founders

Geoffrey Cone has been giving advice on trust management services since 1980. He has also worked in the international tax and trust planning field for decades. Cone Marshall was created to assist their clients in establishing trusts, companies, partnerships in New Zealand. The firm also provides global tax and wealth planning advice. Mr. Cone has received important recognition in the field of law as well.

Global Reach

This law company is a company with global reach, which means stability and power. These things are important for any legal firm out there. Cone Marshall does not seek any private clients, rather, this company provides services to family advisers, attorneys, private banks, and many other institutions located outside of New Zealand so that they can get aid in planning for their very own clients as well. Your inquiries will be considered confidential. These inquiries will also be protected by a legal professional privilege as well. Cone Marshall has around 50 employees, and it also has private capital.

As you can see, this amazing law firm is here to stay for a long time. Remember that Cone Marshall can help you out if you have problems related to taxes and trusts. The people behind this firm have extensive experience in the fields of law, taxes, and trusts, and you will be in good hands at all times. With experienced founders and an outstanding record of success, Cone Marshall can give you what you need when you need it most. The global business landscape is tougher than ever, but Cone Marshall will help you deal with this quickly and easily.