Sentences with phrase «affluent investors»

The increasing use of incentive stock options has also created a growing segment of affluent investors with unique risk management needs.

Usually perceived as unregulated, risky investment vehicles for the most affluent investors, the truth is a little more complicated.

We believe that affluent investors need and deserve tailored solutions.

Another way affluent investors smooth out their tax hit is to use their losses and gains in the stock market strategically.

If you're interested in attracting affluent investors, mission - driven marketing gives you a big advantage.

But our view is that affluent investors don't want that.

We asked affluent investors whether they understand what a fiduciary is.

Even the most sophisticated and affluent investors lost big chunks of their fortunes.

A probate attorney can offer a free report to affluent investors on the five ways to protect your wealth in the new economy.

A few primary areas of concern contributed to the modest stock market expectations of affluent investors.

Another way affluent investors can smooth out their tax hit is to use their losses and gains in the stock market strategically.

Bellwether Investment Management is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary «Disciplined Dividend Growth» Investment Process.

While sophisticated, affluent investors like the typical MoneySense reader are well aware of the benefits of exchange - traded funds (ETFs), they're still relatively unknown to most Canadian investors, according to a study being released today by the BMO Wealth Institute.

Bellwether Investment Management is a multiboutique investment manager dedicated to serving affluent investors

Just 11 percent of Mass Affluent investors consider themselves «very knowledgeable» about financial products and investments.

Once - comfortable middle class and affluent investors who had sunk their life savings into railroad stocks were financially - ruined after the bubble popped.

And while it's true that more affluent investors, defined as those earning more than $ 250,000 / year, are closer to their retirement income goals than others, even among this group, there was still a sizable gap.

But the strategy can get complicated if, like many affluent investors, you already have pre-tax money in traditional IRAs.

The rest of affluent investors diverge in near - equal percentages: those who think the stock market will be flat in 2015 (16 percent) represent roughly the same portion of this demographic as those who are very bullish (17 percent), expecting the market to be up 10 percent to 15 percent in 2015.

Having had considerable year's investment experience collectively, Bellwether's partners understand the complexities faced by affluent investors and the absolute need for a «Tailored Solutions» approach to managing their investments.

Here's a look at how President Trump's estate tax proposal may affect affluent investors.

The latest J.D. Power investor study found that nearly half of «emerging affluent investors» are likely to walk away from their current wealth management firm.

Affluent investors think international markets, particularly emerging markets, will show growth, but are not allocating investment dollars to them.

there is far too much focus on creating «one size fits all» products versus crafting investment solutions specifically for affluent investors.

«The record levels of households reflect the significantly higher values of all asset classes post-recession,» Spectrem Group president George Walper, Jr., said in a press release, «and the recent record level of the United States markets following the presidential election has added demonstrably to the asset level of most affluent investors.»

Bellwether is Canada's first multi-boutique investment manager, dedicated to serving affluent investors.

While the size of Canada's Banks does provide the security that investors are looking for, they may not provide the level of service and tailored solutions that affluent investors need and deserve.

Similarly, Mass Affluent investors are more likely than their Millionaire and UHNW counterparts to consider themselves «not very knowledgeable» about financial products and investments, 28 percent vs. 17 percent of Millionaires and just 8 percent of UHNW investors.

Fidelity is marketing this style of UMA to affluent investors who are looking for «a single diversified portfolio that can be personalized to meet their individual needs while at the same time optimizing risk management and after - tax returns.»

Moving away from the conventional mix of stocks, bonds and cash, many affluent investors and their advisers are turning to alternative investments — like managed futures and hedged mutual funds — that are liquid but behave differently from the rest of the investment pack.

My latest venture, Personal Capital, provides financial advice to affluent investors.

Too often, affluent investors are given «cookie cutter» products in an attempt to meet their distinct needs.

Bellwether is a multi-boutique investment manager dedicated to serving affluent investors.

After eighteen months and a significant capital investment in research, and development, Bellwether launched a series of investment solutions based on our «Disciplined Dividend Growth» investment process for affluent investors.

Bellwether Investment Management Inc. is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary «Disciplined Dividend Growth» Investment Process.

The clients we serve are affluent investors, predominately across North America, though we have some international clients.

After we help people understand what's wrong in the industry, we turn to how we've addressed it — by going back to what the affluent investor wants, which at its root is capital protection.

Affluent investors are jumping off the sidelines and home prices are getting a lift.

«The record levels of households reflect the significantly higher values of all asset classes post-recession, and the recent record level of the United States markets following the presidential election has added demonstrably to the asset level of most affluent investors,» said George Walper, Jr., President of Spectrem Group.

Some affluent investors like Chad even set up family trusts and then loan the trusts money, explains Tony Maiorino, vice-president and head of RBC Wealth Management Services.

«So an affluent investor has no problem paying a $ 20,000 fee if it means saving millions.»

A growing chorus of fixed income advisors are warning that the so - called SALT deductions passed by Congress are likely to blunt the appeal of certain types of municipal bond funds for affluent investors.

For many mass - affluent investors, advisor Staley believes the new tax revisions will prove beneficial since standard deduction totals are being doubled.

To narrow down the top five Power Markets to Watch for Buyers and Sellers, as well as other key trends for affluent investors, the Coldwell Banker Global Luxury program collaborated with The Institute for Luxury Home Marketing to analyze the top 5 percent and 10 percent of active and sold listings in 2017.

Affluent investors, private direct lenders, and underwriters in the hard money space are all very fickle and paranoid, especially in the wake of the Great Recession.