Sentences with phrase «wealth strategist at»

Joan Crain, senior director and global family wealth strategist at BNY Mellon Wealth Management, who won the Industry Thought Leader award, noted that many expat workers are surprised to find they owe taxes in the US as well as in their home countries — making them, as she calls it, «accidental Americans.»

«We tell clients that we're indifferent to whether it's passive or active, from a philosophical standpoint,» said certified financial planner Shon Anderson, president and chief wealth strategist at Anderson Financial Strategies.

«The closer you get to the actual succession, the fewer opportunities you have to structure the right sale, to save on taxes, to prepare your employees and yourself,» says Joan Crain, global family wealth strategist at BNY Mellon Wealth Management, based in New York City.

Joan Crain, wealth strategist at BNY Mellon Wealth Management, outlines what you need to know about the Foreign Account Tax Compliance Act (FATCA).

Not exact matches

«Canadian inflation is continuing to rise,» said Colin Cieszynski, chief market strategist at SIA Wealth Management.

«The fact that they stuck with the three rate - hike forecast sends a signal that at this point they're not ready to adopt a potentially more aggressive stance that a number of people have been talking about for next year,» said Craig Bishop, lead strategist for U.S. fixed income at RBC Wealth Management.

Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management, agrees the economy is continuing to do well but said there is a fear that it is actually slowing down.

Now the business strategist's net worth is estimated by Wealth - X to be at least $ 440 million.

Jim Corridore, CFRA Research equity analyst, and David Dietze, Point View Wealth Management president and chief investment strategist, debate whether the airline sector is a good buy at the moment.

«This week investors have been focused on Washington,» said Jeff Kravetz, regional investment strategist at U.S. Bank Wealth Management.

«What the key thing is to realize is the futures market has pretty much supplemented the cash market, and that's where the trading activity is,» said Jerry Lucas, senior strategist at UBS Wealth Management.

David Dietze, chief investment strategist at Point View Wealth Management, nonetheless said «we remain cautious» with stock prices at current levels.

Even net of any currency effects European markets have been a bit disappointing in the last year or so,» said Kevin Gardiner, global investment strategist at Rothschild Wealth Management.

The precedent is not all that frightening, according to data put together by Joseph P. Quinlan, chief market strategist at U.S. Trust, Bank of America Private Wealth Management.

At his fifth annual Big Picture Conference in New York, Ritholtz welcomed his new Ritholtz Wealth Management partner, Brown of Reformed Broker blog fame, to moderate a «View from the Chief Strategist's Chair» panel that focused largely on modern - day media's effects on market volatility.

Before she joined the firm, Samantha worked at Bank of America Merrill Lynch Wealth Management as a multi-asset investment strategist within the Chief Investment Office.

«Ultimately, what we're doing is driving wealth down to the people,» Chris Lehane, the strategist at Airbnb, says.

Falk was joined by Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, and Joseph M. Jennings, Jr., wealth director and senior vice president at PNC Wealth Managwealth director and senior vice president at PNC Wealth ManagWealth Management.

«The high - yield market is pricing in pretty high expectations for credit quality,» says Bob Gorman, portfolio strategist at TD Wealth.

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

In the pursuit of wealth, «don't get hung up on one technique, tool, approach or view,» writes James Montier, global equity strategist at Dresdner Kleinwort Wasserstein in London and author of many papers on the psychology of investing.

Jon Woloshin, strategist at UBS Wealth Management Americas, said the report doesn't mean Vancouver is likely to experience a home price correction like the U.S. housing crisis that contributed to the 2008 - 09 recession.

David Rosenberg, the much - followed chief economist and strategist at the Toronto wealth management firm Gluskin Sheff, also advises a trip to Europe for the currency - conscious Canadian traveller, though he is not as bearish on the European economy as the folks at Friedberg.

Bob Gorman, chief portfolio strategist at TD Wealth, says this rising confidence is helping investors get closer to their ideal goal of investing about a quarter of their income each year to meet their long - term financial goals.

«We don't see too many bubbles out there at the moment, but we think that gold is one,» says Brian Nick, an investment strategist with Barclays Wealth, Americas.

«Parents or the student can borrow to fund education,» said Jim Benedict, CFP, senior wealth strategist and senior vice president at PNC Wealth Managwealth strategist and senior vice president at PNC Wealth ManagWealth Management.