Educating Our Clients Is Empowering
Despite an abundance of financial information available in the media, longtime investors often find themselves owning products and investments that may no longer serve them well. At the same time, important considerations have fallen through the cracks.
“No one knows what they don’t know,” says Salvatore Pitti, CFP®, Senior Vice President, Wealth Advisor and Senior Portfolio Manager with The Pitti Group at Morgan Stanley. “I have found the most successful investors are those who are open to having new conversations and exploring new ideas.” …Read More
Risk Tolerance Is Essential
for Investment Success
“Money is supposed to provide you with a sense of security and comfort. If your investments have caused you to feel stress, your portfolio is invested incorrectly!”
– Robert D. Cohen, Managing Director – Wealth Management, Senior Portfolio Manager, Certified Investment Management Analyst at UBS Financial Services
Cohen is an advisor who provides true customized portfolio management. When it comes to growing and protecting his clients’ wealth, he couldn’t be more serious. …Read More
Experts in Automation Technology Squeeze Every Drop of Efficiency at Oil and Gas Wells
When Bobby Mason and a handful of veterans of the automation and integration solutions industry formed SPOC Automation, Inc. in 2001, the price of oil was near an all-time low, below $20 a barrel. While many people were getting out of the market, Mason and his team recognized the timing was perfect for the groundbreaking product they had developed to improve oilfield production. Today, SPOC Automation is one of the premier players in an industry that’s experiencing a major boom, and North America’s largest independent artificial lift controls and automation manufacturer. …Read More
‘Softer, Gentler’ Wealth Management
If she’s heard it once, she’s heard it a thousand times. “Many of my clients – whether they have a million dollars or 10 million – joke about becoming a bag lady,” says Maura Griffin, CEO and principal of Blue Spark Capital Advisors, a fee-only investment management firm based in Manhattan. “They’re afraid of making bad decisions.”
Griffin’s job, of course, is to help build long-term financial security for her clients so they don’t face that fate. While she serves a wide-ranging clientele, she has a special affinity for women, …Read More
Making a Difference Every Day
How many of us can say we are doing the work we were truly meant to do? Robin Fischer is one of the lucky few. Or perhaps it wasn’t luck at all but a rare combination of talent, passion, focus and commitment that led her to start Action Staffing Solutions and grow it into the unique staffing firm it is today.
“My goal when I started Action Staffing Solutions was to make a difference in someone’s life every day,” she says, “whether that means helping a …Read More
Makes Canary, LLC the Largest
Independent Wellhead Service Company
At age 28, Dan K. Eberhart was hardly a fresh-faced kid in the oil and gas industry. He was the vice president of acquisitions for a global product and service provider for the energy sector. When the Tulane University Law School alumnus’ recommendation to purchase a small wellhead company at the Bakken shale play went unheeded by his boss, he decided the opportunity was too good to pass up. Armed with the courage of his convictions, he left his stable, good-paying job. He found a partner and …Read More
Enterprise Mobility Solutions
Strategic Mobility Group (SMG3) has won numerous awards for helping companies mobilize their workforce to work more efficiently. The firm’s innovative enterprise mobility solutions have gained the respect of many companies and manufacturers in the supply chain and field mobility space.
The enterprise technology firm’s 964 percent growth over the past three years earned two “Fastest Growing Private Companies” designations by Inc. magazine, including making …Read More
What Do Planning for Retirement
and Landing an Aircraft
Have in Common?
The answer is simple: A wrong
move could be disastrous!
Once, Americans were carefree passengers who enjoyed the benefit of a secure pension to provide income in retirement. Today, retirees receive a lump-sum 401(k) distribution and are encouraged to wing it. These pilots have as good a chance of successfully managing their own investments as they do spontaneously landing an airplane.
When a seasoned pilot prepares to land an …Read More
Exciting Games, Spectacular Place Add Up to Great Times
Last July, in a 10-day blowout, Pearl River Resort celebrated its 20th anniversary. Naturally, it was the perfect time to make a big announcement: extreme property makeover!
Th at means this already stellar destination is getting better yet. Pearl River Resort is an excitement center – a complex that includes casino gaming, live entertainment, golf, dining, a water park and lodging. In a clear win for fun-seekers, the business is reinvesting in itself to strengthen its competitiveness, attractiveness and ability to provide a wonderful experience for customers. …Read More
Optimizing the Global Marketing Supply Chain of Fortune 500 Brands
PRINT IS NOT DEAD, at least not for HH Global, a leading global marketing services provider specializing in print management outsourcing, creative production, and digital and data management solutions. The company has found a way to dramatically grow in this fast-paced digital world.
Over the past three years, under the leadership of Mike Perez, Chicago-based Global Managing Director and Americas CEO, HH Global’s U.S. operation has achieved 553 percent growth, …Read More