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
‘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
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
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
Life-Goal Manager to a Select Clientele
The Culov Group at Morgan Stanley works for families of business owners, professionals and other high-net-worth individuals who may lack the time or knowledge to give their finances the
attention they deserve.
“We strive to be everything financial to our clients,” say Amela Culov, Vice President, Financial Advisor, and Emir Culov, First Vice President, Portfolio Manager and Financial Advisor.
“Our clients are successful people with complex …Read More
Preparing Executives to Lead
Through Effective Communication:
Seasoned Coach and Author Shares His Point of View
Professionals working today in the fields of talent development, human resources and executive communications training are working at unprecedented speed, with diverse workforces and international audiences. They are challenged every day to understand and interact within new communication channels and to find ways to do less with more. Successful, change-adept companies are recognizing that they must prepare their leadership teams not for the …Read More
‘Let Our Experience Help You to Maximize Your Retirement Experience’
Howard “Fritz” Haller, CFP® is a “glass half full” kind of financial advisor. He’s optimistic yet realistic, always looking for ways to help his clients retire earlier and better. And he’s the rare advisor who isn’t worried his clients are going to run out of money in retirement. As far as he’s concerned, that’s just a scare tactic.
“I’ve never had it happen,” says Haller, president of H. Haller Financial, in Saugerties, New York. “Not once in 30 years.” …Read More