Property market and stock market cycles over the last 30 years, repetitive patterns -- How to see what will happen next, How to profit safely in any market
The document discusses strategies used by wealthy individuals ("millionaires") that could also benefit the reader. It outlines five key strategies: 1) Give away more money through donations. 2) Establish your own business. 3) Borrow money strategically for investments rather than consumer purchases. 4) Live frugally within your means. 5) Prioritize investing in assets that generate income over time like real estate and stocks. The document encourages the reader to emulate the financial habits of millionaires to potentially build wealth.
We have discussed how stock market really works, with details how to set up brokerage account, tax obligations, spread when buying also enter and exit strategy.
Business angels are affluent individual investors who provide capital to startup businesses in exchange for ownership equity or convertible debt. They typically seek high-growth ventures with proprietary technologies, experienced founders, and potential for high returns of 3-5x their investment over 5 years through an exit event like acquisition or IPO. Angels negotiate investments by assessing the venture's valuation based on financial projections and market comparables, then structure terms like preferred stock, liquidation preferences, and board seats to mitigate risk. Convertible notes that defer valuation negotiations are also common for early-stage angel deals.
Jason Hartman's Ten Commandments of Successful InvestingJason Hartman
The document discusses 10 principles for creating wealth in today's economy:
1. Educate yourself on investments and have a professional team including an investment counselor.
2. Maintain control over your investments and be wary of relinquishing control to others.
3. Use prudent financial planning techniques considering your investment goals, risk tolerance, and time horizon.
4. Diversify your investments and do not gamble.
Understanding stock market basics is essential to trading success. Whether you're a new trader or need a refresher, understanding the stock market is key.
This document provides secrets to achieving financial independence according to Michael Woloshin. It discusses that most of what people learn about money growing up is incorrect. The true secret to increasing net worth is to spend less than you make. It also emphasizes that income is not the same as wealth and that you need surplus funds to invest in order to take advantage of investment opportunities. Additionally, it notes that grades in school do not correlate with future wealth and that taxes are an important consideration, as asset placement can significantly impact tax liability and ultimate wealth. The document aims to provide guidance on achieving financial independence.
The Ultimate Investor Pitch Deck TemplateCrowdfunder
Great startups don’t fund themselves. Raising money from investors requires a great pitch, even for experienced founders with significant traction in their startup.
There’s a formula for pitching your startup that has helped startup founders raise millions.
In short, this formula involves crafting a larger story / narrative, while speaking directly to what investors are looking for and need to know about you, your company, your market, and your plan.
The document discusses strategies used by wealthy individuals ("millionaires") that could also benefit the reader. It outlines five key strategies: 1) Give away more money through donations. 2) Establish your own business. 3) Borrow money strategically for investments rather than consumer purchases. 4) Live frugally within your means. 5) Prioritize investing in assets that generate income over time like real estate and stocks. The document encourages the reader to emulate the financial habits of millionaires to potentially build wealth.
We have discussed how stock market really works, with details how to set up brokerage account, tax obligations, spread when buying also enter and exit strategy.
Business angels are affluent individual investors who provide capital to startup businesses in exchange for ownership equity or convertible debt. They typically seek high-growth ventures with proprietary technologies, experienced founders, and potential for high returns of 3-5x their investment over 5 years through an exit event like acquisition or IPO. Angels negotiate investments by assessing the venture's valuation based on financial projections and market comparables, then structure terms like preferred stock, liquidation preferences, and board seats to mitigate risk. Convertible notes that defer valuation negotiations are also common for early-stage angel deals.
Jason Hartman's Ten Commandments of Successful InvestingJason Hartman
The document discusses 10 principles for creating wealth in today's economy:
1. Educate yourself on investments and have a professional team including an investment counselor.
2. Maintain control over your investments and be wary of relinquishing control to others.
3. Use prudent financial planning techniques considering your investment goals, risk tolerance, and time horizon.
4. Diversify your investments and do not gamble.
Understanding stock market basics is essential to trading success. Whether you're a new trader or need a refresher, understanding the stock market is key.
This document provides secrets to achieving financial independence according to Michael Woloshin. It discusses that most of what people learn about money growing up is incorrect. The true secret to increasing net worth is to spend less than you make. It also emphasizes that income is not the same as wealth and that you need surplus funds to invest in order to take advantage of investment opportunities. Additionally, it notes that grades in school do not correlate with future wealth and that taxes are an important consideration, as asset placement can significantly impact tax liability and ultimate wealth. The document aims to provide guidance on achieving financial independence.
The Ultimate Investor Pitch Deck TemplateCrowdfunder
Great startups don’t fund themselves. Raising money from investors requires a great pitch, even for experienced founders with significant traction in their startup.
There’s a formula for pitching your startup that has helped startup founders raise millions.
In short, this formula involves crafting a larger story / narrative, while speaking directly to what investors are looking for and need to know about you, your company, your market, and your plan.
This document summarizes Martin Bodocky's presentation at the Vienna Value Investing Meetup #3. The presentation aimed to create a value investing hub in Vienna by sharing ideas and doing research together. Martin discussed what value investing is, some fundamentals like focusing on a company's intrinsic value and applying a margin of safety. He also provided some tips for becoming a value investor like detaching from daily market noise and discussing ideas only with trusted investors. The next meetups were announced for April and May to continue the discussion.
The document discusses various options for harvesting or exiting a successful business venture, including capitalizing on growth through an initial public offering, management buyout, merger or acquisition, or outright sale. It also emphasizes the importance of renewing the entrepreneurial system by reinvesting in new companies and community activities. Finally, it provides seven points of advice for entrepreneurial success, stressing the importance of passion, competitiveness, teaching others, managing cash flow, and viewing entrepreneurship as a human rather than just financial process.
Aliquot Capital is a fee-based financial advisory firm located in Batavia, Illinois that offers independent investment management services as an alternative to expensive mutual funds and other complex financial products. Led by CEO Michael George, Aliquot Capital provides fully customized portfolios based on thorough client research and analysis of economic trends. In contrast to mutual fund sellers who prioritize commissions, Aliquot Capital only earns fees when clients realize investment gains so its interests are directly aligned with client success.
Jim Mellon sees reality sinking in for the beloved FANG stocks like Facebook, as Facebook's stock price dropped sharply recently. While Amazon reported strong results, its valuation of 90 times forward earnings is still very high. The US market remains expensive overall and faces headwinds from Fed tightening and a slowing economy. Mellon remains pessimistic about the US market this year and next. Brexit negotiations continue to be a mess, and Italy's debt problems have not gone away and could trigger banking problems in Europe if Italy leaves the euro. Investors should watch developments in Italy closely.
This document provides an overview of Australian venture capital from the perspective of Craig Blair and Dominic Reardon. It discusses the history of VC in Australia, the current state of the ecosystem, how AirTree Ventures evaluates investments, and advice for founders. Key points include: the Australian VC market is growing but was historically weak; AirTree has achieved strong returns across two funds; they evaluate companies on criteria like team, product market fit, growth and cash burn; and recommend founders focus on metrics and securing the right investors.
Craig Blair is a co-founder and partner at AirTree Ventures which invests in world-class Australian entrepreneurs building the iconic companies of tomorrow. With over 15 years experience running 2 of Australia’s most successful tech investment funds with partner Daniel Petre and backing businesses such as eBay, Beamly and Ninemsn, Craig is keen to share his insights on how to get a VC's attention. This presentation includes:
- The Start Up journey - what you can expect
- The key steps to approaching a VC
- What to do (and what not to do) when pitching to your business
- How to avoid the pre/post money traps
- How to choose your funding partner (remember VCs and investors are an employee you can't fire!)
A Founders Guide to Australian Venture Capital - Craig Blair, AirTree VenturesAirTree Ventures
Craig Blair, co-founder of two VC Funds and founder of many start-ups shares his insights on the US VC and Aus VC ecosystem and what it means for founders
This summary provides an overview of top performing hedge funds from a June 18, 2016 Barrons article and Dutch hedge funds from a March 2016 assessment.
The Barrons article lists the top 20 hedge funds by 3-year compound annual growth rate, led by Parametrica Global Master Ltd at 29.94%. The funds are headquartered globally in locations like Hong Kong, London, Florida, and New York.
The Dutch hedge fund assessment evaluates the most active Dutch funds. Over 3 years, Saemor Europe Funds, Nuveen Tradewinds Global Funds, and HiQ Fundamental Value Fund averaged returns of 10-15%. Over 5 and 10 years, the best performers were Man A
StockTakers continues our charity to small investors of our proprietary information, because we can, and prove it! Patience and slow trading, relaxed even, our risk averse method wins over the longer term. These public portfolios run by our methods prove you can keep your capital safe, liquid and make exceptional AlphaSmart gains as we do prove, because we can, and so, you can too!
The document provides 10 tips for organizations to help them trade successfully during tough economic times. The tips include: planning for sustainability; diversifying income sources; assessing financial health through cash flow, profitability, and solvency analyses; ensuring strong governance; pursuing joint working and collaboration; developing assets; understanding customers; making effective use of staff and volunteers; ensuring relevant marketing; and maintaining calm and focus. The document outlines specific actions nonprofits can take under each tip to weather financial challenges posed by the economic downturn.
As any experienced founder will tell you, developing a well-connected, high quality board of directors is critical to any young company’s success.
Come learn about what a board of directors can do for your startup. Our distinguished panel will discuss how compiling a list of trusted advisors and having a board of directors even at an early stage can attract investors, increase the speed of growth, and improve the odds of success!
Simple Asset Allocation, Wealth Building Strategies - Build Wealth Quicklydaddycat08
The document discusses various strategies for building wealth, including investing in paper assets like stocks, bonds, and mutual funds. It notes that wealth is built through longevity and persistence, not luck. Real estate investing is another option, with buying distressed properties, fixing them up, and reselling for a profit being one way to build wealth quickly using leverage, though market fluctuations must be considered. Diversifying investments across asset types and geographies is recommended for building wealth over time.
The document discusses startup investment and valuation. It provides definitions of startups from various sources and examples of angel investors' motivations for investing in startups. It also outlines several common valuation methods for startups, including discounted cash flow analysis, comparable transactions analysis, and qualitative scorecard approaches. The document promotes a startup investment platform called Startcelerate that aims to help large companies build dealflows and invest in European startups to access new opportunities and talent.
The document discusses fundraising from the perspective of a Silicon Valley investor. It outlines some key points about the fundraising process in Silicon Valley including that it typically takes 6 months on average to raise funds, but deals can close in weeks. It also notes that international companies may have an easier time raising funds outside of Silicon Valley given the abundance of opportunities there. The document provides tips for startups seeking funding such as focusing on identifying investors who have backed similar companies and developing relationships before seeking money. It also outlines some typical deal terms and structures used in Silicon Valley investments.
This document provides information about an investment strategy that focuses on identifying high-quality companies trading at reasonable prices. It discusses analyzing companies' competitive advantages, management quality, financials and risks. Key aspects of the strategy include:
- Focusing on companies with durable competitive advantages, favorable industry outlooks, and high-caliber management.
- Conducting thorough fundamental analysis to deeply understand a company's business economics.
- Creating a concentrated portfolio of strong, predictable companies acquired at a sensible price.
Pitch deck FundedByMe for equity crowdfunding. March 2014 Daniel Daboczy
Following on the success of 2013 - when FundedByMe raised more than €4.2 million for European entrepreneurs from its rapidly-growing membership base, which recently crossed 32,000 – FundedByMe confirmed that one of Wired UK’s top 100 European startups has launched also Asia. The company has opened up an office in Singapore, adding to the existing country list that includes Finland, Denmark, Norway, Spain, Italy and Germany.
The presentation is showing Mint It vision for future of self-directed investors in stock market. Please join our early adopters list via www.mintit.eu.
The KV Committee For Disabled Persons was formed in 1988 by concerned citizens to improve the lives of residents with disabilities in the Kennebecasis Valley. The committee strives to remove barriers to transportation, housing, education, recreation, and communication. Some of their achievements include helping to purchase accessible surf chairs, increasing accessible parking and books at the library, and advocating for improvements to transportation services. Going forward, the committee aims to ensure the needs of the disabled community are considered during community growth and expansion.
This document summarizes Martin Bodocky's presentation at the Vienna Value Investing Meetup #3. The presentation aimed to create a value investing hub in Vienna by sharing ideas and doing research together. Martin discussed what value investing is, some fundamentals like focusing on a company's intrinsic value and applying a margin of safety. He also provided some tips for becoming a value investor like detaching from daily market noise and discussing ideas only with trusted investors. The next meetups were announced for April and May to continue the discussion.
The document discusses various options for harvesting or exiting a successful business venture, including capitalizing on growth through an initial public offering, management buyout, merger or acquisition, or outright sale. It also emphasizes the importance of renewing the entrepreneurial system by reinvesting in new companies and community activities. Finally, it provides seven points of advice for entrepreneurial success, stressing the importance of passion, competitiveness, teaching others, managing cash flow, and viewing entrepreneurship as a human rather than just financial process.
Aliquot Capital is a fee-based financial advisory firm located in Batavia, Illinois that offers independent investment management services as an alternative to expensive mutual funds and other complex financial products. Led by CEO Michael George, Aliquot Capital provides fully customized portfolios based on thorough client research and analysis of economic trends. In contrast to mutual fund sellers who prioritize commissions, Aliquot Capital only earns fees when clients realize investment gains so its interests are directly aligned with client success.
Jim Mellon sees reality sinking in for the beloved FANG stocks like Facebook, as Facebook's stock price dropped sharply recently. While Amazon reported strong results, its valuation of 90 times forward earnings is still very high. The US market remains expensive overall and faces headwinds from Fed tightening and a slowing economy. Mellon remains pessimistic about the US market this year and next. Brexit negotiations continue to be a mess, and Italy's debt problems have not gone away and could trigger banking problems in Europe if Italy leaves the euro. Investors should watch developments in Italy closely.
This document provides an overview of Australian venture capital from the perspective of Craig Blair and Dominic Reardon. It discusses the history of VC in Australia, the current state of the ecosystem, how AirTree Ventures evaluates investments, and advice for founders. Key points include: the Australian VC market is growing but was historically weak; AirTree has achieved strong returns across two funds; they evaluate companies on criteria like team, product market fit, growth and cash burn; and recommend founders focus on metrics and securing the right investors.
Craig Blair is a co-founder and partner at AirTree Ventures which invests in world-class Australian entrepreneurs building the iconic companies of tomorrow. With over 15 years experience running 2 of Australia’s most successful tech investment funds with partner Daniel Petre and backing businesses such as eBay, Beamly and Ninemsn, Craig is keen to share his insights on how to get a VC's attention. This presentation includes:
- The Start Up journey - what you can expect
- The key steps to approaching a VC
- What to do (and what not to do) when pitching to your business
- How to avoid the pre/post money traps
- How to choose your funding partner (remember VCs and investors are an employee you can't fire!)
A Founders Guide to Australian Venture Capital - Craig Blair, AirTree VenturesAirTree Ventures
Craig Blair, co-founder of two VC Funds and founder of many start-ups shares his insights on the US VC and Aus VC ecosystem and what it means for founders
This summary provides an overview of top performing hedge funds from a June 18, 2016 Barrons article and Dutch hedge funds from a March 2016 assessment.
The Barrons article lists the top 20 hedge funds by 3-year compound annual growth rate, led by Parametrica Global Master Ltd at 29.94%. The funds are headquartered globally in locations like Hong Kong, London, Florida, and New York.
The Dutch hedge fund assessment evaluates the most active Dutch funds. Over 3 years, Saemor Europe Funds, Nuveen Tradewinds Global Funds, and HiQ Fundamental Value Fund averaged returns of 10-15%. Over 5 and 10 years, the best performers were Man A
StockTakers continues our charity to small investors of our proprietary information, because we can, and prove it! Patience and slow trading, relaxed even, our risk averse method wins over the longer term. These public portfolios run by our methods prove you can keep your capital safe, liquid and make exceptional AlphaSmart gains as we do prove, because we can, and so, you can too!
The document provides 10 tips for organizations to help them trade successfully during tough economic times. The tips include: planning for sustainability; diversifying income sources; assessing financial health through cash flow, profitability, and solvency analyses; ensuring strong governance; pursuing joint working and collaboration; developing assets; understanding customers; making effective use of staff and volunteers; ensuring relevant marketing; and maintaining calm and focus. The document outlines specific actions nonprofits can take under each tip to weather financial challenges posed by the economic downturn.
As any experienced founder will tell you, developing a well-connected, high quality board of directors is critical to any young company’s success.
Come learn about what a board of directors can do for your startup. Our distinguished panel will discuss how compiling a list of trusted advisors and having a board of directors even at an early stage can attract investors, increase the speed of growth, and improve the odds of success!
Simple Asset Allocation, Wealth Building Strategies - Build Wealth Quicklydaddycat08
The document discusses various strategies for building wealth, including investing in paper assets like stocks, bonds, and mutual funds. It notes that wealth is built through longevity and persistence, not luck. Real estate investing is another option, with buying distressed properties, fixing them up, and reselling for a profit being one way to build wealth quickly using leverage, though market fluctuations must be considered. Diversifying investments across asset types and geographies is recommended for building wealth over time.
The document discusses startup investment and valuation. It provides definitions of startups from various sources and examples of angel investors' motivations for investing in startups. It also outlines several common valuation methods for startups, including discounted cash flow analysis, comparable transactions analysis, and qualitative scorecard approaches. The document promotes a startup investment platform called Startcelerate that aims to help large companies build dealflows and invest in European startups to access new opportunities and talent.
The document discusses fundraising from the perspective of a Silicon Valley investor. It outlines some key points about the fundraising process in Silicon Valley including that it typically takes 6 months on average to raise funds, but deals can close in weeks. It also notes that international companies may have an easier time raising funds outside of Silicon Valley given the abundance of opportunities there. The document provides tips for startups seeking funding such as focusing on identifying investors who have backed similar companies and developing relationships before seeking money. It also outlines some typical deal terms and structures used in Silicon Valley investments.
This document provides information about an investment strategy that focuses on identifying high-quality companies trading at reasonable prices. It discusses analyzing companies' competitive advantages, management quality, financials and risks. Key aspects of the strategy include:
- Focusing on companies with durable competitive advantages, favorable industry outlooks, and high-caliber management.
- Conducting thorough fundamental analysis to deeply understand a company's business economics.
- Creating a concentrated portfolio of strong, predictable companies acquired at a sensible price.
Pitch deck FundedByMe for equity crowdfunding. March 2014 Daniel Daboczy
Following on the success of 2013 - when FundedByMe raised more than €4.2 million for European entrepreneurs from its rapidly-growing membership base, which recently crossed 32,000 – FundedByMe confirmed that one of Wired UK’s top 100 European startups has launched also Asia. The company has opened up an office in Singapore, adding to the existing country list that includes Finland, Denmark, Norway, Spain, Italy and Germany.
The presentation is showing Mint It vision for future of self-directed investors in stock market. Please join our early adopters list via www.mintit.eu.
The KV Committee For Disabled Persons was formed in 1988 by concerned citizens to improve the lives of residents with disabilities in the Kennebecasis Valley. The committee strives to remove barriers to transportation, housing, education, recreation, and communication. Some of their achievements include helping to purchase accessible surf chairs, increasing accessible parking and books at the library, and advocating for improvements to transportation services. Going forward, the committee aims to ensure the needs of the disabled community are considered during community growth and expansion.
This document outlines the different types of sentences for a 2nd grade language arts class: statements, which tell something and end with a period; questions, which ask something and end with a question mark; commands, which tell what to do and end with a period; and exclamations, which express excitement and end with an exclamation point. Examples are provided for each sentence type to illustrate proper punctuation.
The document discusses different types of sentences including simple, compound, complex, and compound-complex sentences. It provides examples of each sentence type and explains the basic elements that make up each type, such as subjects, predicates, and conjunctions. Key characteristics of different sentence structures are outlined.
The document discusses the four types of sentences: interrogative, which ask questions and end in a question mark; imperative, which give commands and end in a period; exclamatory, which express strong feelings and end in an exclamation point; and declarative, which make statements and end in a period. Examples are provided for each sentence type.
Sentence, Parts of a Sentence, Subject and Predicate, Complements, Direct Object, Indirect Object, Predicate Nominative, Predicate Adjective, Basic Sentence Structure
The document discusses the four types of sentences: declarative, exclamatory, interrogative, and imperative. A declarative sentence makes a statement, an exclamatory sentence expresses strong emotions and ends with an exclamation point, an interrogative sentence asks a question and ends with a question mark, and an imperative sentence gives a command. It provides examples of each sentence type and has the reader identify the type of four example sentences. In conclusion, it reviews the four sentence types and explains the difference between a sentence and a fragment.
He was a friendly man most of the time, but he could be really nasty. It was a warm day, yet storm clouds gathered over the distant mountains. Imagine a time when people were not afraid, when life was much simpler, when everyone helped each other: this is a story about that time.
The document provides information about Ameriprise Financial and its services. It discusses Ameriprise Financial's history of helping clients through challenging economic times with a focus on goals and dreams. It also outlines four cornerstones of financial planning: liquidity, investment, protection, and tax planning.
This slide deck is one I made as a part of my investing bootcamp. The focus is on brokers and what elements help an investor choose the right one(s) for them.
REI Wealth Magazine is HERE for FREE!!!
Although there is regularly a charge for this magazine, we are giving you a complimentary sample. Learn from TOP investors from around the country. Want to read more? Go directly to our website: http://budurl.com/q769
An introduction to thematic investing and why it's a good idea to invest in tomorrow's trends today. Insights shared by AtlasTrend on investing in world trends - what is trend investing, why it's a good idea and is it profitable.
Flip Stock Market Intro. for AffiliatesMick Vallee
This document provides information about investing for retirement and a software program called FLIP that aims to help users grow their retirement portfolios through automated stock trading. It notes that traditional methods like saving alone will not generate enough returns to achieve a $1 million retirement portfolio. FLIP software claims to use artificial intelligence and algorithms developed by hedge fund experts to automatically trade stocks and protect users' investments from market downturns. The document promotes FLIP as a way for people to take back control of their personal finances and retire with real wealth through a community and proprietary trading software.
This document provides information about real estate investor workshops being held by Wealth Migrate in Midrand, Durban, and Cape Town on specific dates in May and June 2017. It includes disclaimers about the content shared at the workshops being for informational purposes only and not constituting financial advice. The document then discusses some of the top reasons people attend these workshops, which include learning about different investment options, diversifying assets, and hedging against currency risk. It also covers principles of investing like understanding macroeconomic factors, conducting due diligence on partners and risks, and managing assets. Overall, the document aims to educate attendees on real estate investment strategies and opportunities.
AES International is a multi-award winning international wealth management and employee benefits organisation.
Find out why you should join our movement: https://www.aesinternational.com/
A webinar presented by Santi Burridge, Managing Director of Implemented Portfolios.
Santi covers the following during his presentation:
• What can Australian advisers learn from global trends in financial advice?
• How technology and robo-advice is changing the US market
• Understanding the growth in ETFs and Managed Accounts
• What successful advisers focus on
• What do clients really value?
- The Straits Times Index (STI) fell slightly to 3011.41 from 3027.22 the previous day. DBS Group Holdings saw the largest gain of 0.43% while Jardine Strategic Holdings saw the largest drop of 3.63%.
- Sembcorp Industries announced acquiring a 45% stake in an Indian power company for potential synergies. SP AusNet's euro bond issue was oversubscribed, raising $606 million for the electricity distributor.
- Singapore's property cooling measures have pushed some firms to increase overseas investments, with interests growing in Australia, the UK, and US. The report recommends selling Hongkong Land below $5.85.
Is there an income gap between your current take home pay and the income needed to achieve your desired goals and dreams? Then this may be the opportunity you have been looking for. This is not a get rich quick opportunity.
Sean McGrath of Capital Wealth Management recommends a pragmatic and tactical investment strategy for 2014 that focuses on trend analysis of economic indicators and making monthly adjustments based on market conditions. He advises utilizing exchange-traded funds to add diversification and liquidity. McGrath also believes in learning from past successful investment strategies during periods of rising interest rates and market uncertainty.
In this special report, we help you avoid common (and expensive) rollover mistakes and show you how you can use your 401(k) rollover as an opportunity to help your retirement preparations.
This document provides information about Aegis Wealth Advisors, an independent financial advisory firm. It includes a letter from the president welcoming the reader and encouraging them to schedule a meeting. The document then provides details about the firm, including its mission to help clients optimize, preserve and protect their assets. It lists various informational materials enclosed for the reader, including the firm's profile, investment strategy, a list of "10 Things All Successful Investors Should Know", information on getting a second opinion, and client bill of rights.
This document provides an overview of the Wealth Space organization and its financial products and opportunities. In 3 sentences: Wealth Space is an independent marketing organization that provides business support and financial products like life insurance and annuities. It aims to help people build wealth through strategies like cash flow management and building a long-term asset portfolio. The document promotes becoming a Wealth Space financial professional or agency partner to access training, support, and income potential from sales commissions.
Global Financial Private Capital is an SEC registered investment advisory firm located in Sarasota, Florida. The document discusses behavioral finance and how irrational decisions by investors can influence markets. It provides examples of common biases like loss aversion and analyzes how a missed payment by a Portuguese bank led to fears of a market correction despite Portugal's small size in the global economy. The firm believes corrections are hard to predict but see opportunities to profit when fear and panic cause irrational selling.
Savings and Investing are the foundations of a strong financial future for every individual. You can place a good foundation effectively with the Financial Planning exercise. But many of us find it difficult to put this into practice and are therefore faced with numerous difficulties in achieving financial goals. Most of us find it hard to understand the variety of financial products available in the market. Thus are unable to take informed decisions. This results in delaying or putting of the financial decision which can lead to unfulfilled goals and hurdles.
This presentation helps in understanding the basics of Financial Planning.
California Teachers Association - Role play slidesCTAinvest
This document provides guidance on resisting sales pressure when making investment decisions. It outlines common sales pitches used to push financial products and recommends asking pointed questions to evaluate the claims. Key advice includes not feeling rushed, understanding all fees, checking the qualifications of the advisor, and considering low-cost direct investment options without a sales commission structure. The goal is to make informed financial choices rather than being sold products that may not align with individual needs and goals.
8 questions to ask your financial adviser - From ProAdviserProAdviser
Finding the right financial adviser is important, but unfortunately the industry is complicated, not very transparent and there are quite a few rogue financial advisers out there. To make the search easier, ask your financial adviser these questions to identify if they are good or bad.
Wealth Management For Entrepreneurs (Client Journey)Robert Wilcocks
Wilcocks & Wilcocks provides wealth management services for entrepreneurs through their CLEARER program. The 7-step program includes clear thinking discovery, lifestyle financial planning, evidence based investing, allowance and tax planning, risk management, estate planning, and review. The goal is to help clients plan better, invest better, and live better by gaining clarity on their goals and situation, creating a financial plan, implementing optimized investments, managing risks, and ensuring assets pass smoothly to beneficiaries.
The document discusses various topics that may be focused on in the next decade, including Society 5.0, Entrepreneur 5.0, Investor 5.0, Property 5.0, and Wealth 5.0. It also discusses the Global Wealth Group, a platform that connects investors with investment opportunities. The Group has performed well with over 7,500 members investing over $600 million. It is raising $5 million for strategic acquisitions and commercial acceleration. The funding will help increase metrics like revenue and valuation as the Group works towards an IPO target of over $100 million.
Vadhavan Port Development _ What to Expect In and Beyond (1).pdfjohnson100mee
The Vadhavan Port Development is poised to be one of the most significant infrastructure projects in India's maritime history. This deep-sea port, located in Maharashtra, promises to transform the region's economic landscape, bolster India's trade capabilities, and generate a plethora of employment opportunities. In this blog, we will delve into the various facets of the Vadhavan Port Development: what to expect in and beyond its completion, and how it stands to influence the future of India's maritime and economic sectors.
Navigating Your Financial Future: Comprehensive Planning with Mike Baumannmikebaumannfinancial
Learn how financial planner Mike Baumann helps individuals and families articulate their financial aspirations and develop tailored plans. This presentation delves into budgeting, investment strategies, retirement planning, tax optimization, and the importance of ongoing plan adjustments.
Monthly Market Risk Update: June 2024 [SlideShare]Commonwealth
Markets rallied in May, with all three major U.S. equity indices up for the month, said Sam Millette, director of fixed income, in his latest Market Risk Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
Heather Elizabeth HamoodHeather Elizabeth Hamoodheatherhamood
Heather Hamood is a Licensed Physician who enjoys playing the Violin in her spare time. In addition to helping people as a Doctor, she loves to share her passion for the violin.
What Lessons Can New Investors Learn from Newman Leech’s Success?Newman Leech
Newman Leech's success in the real estate industry is based on key lessons and principles, offering practical advice for new investors and serving as a blueprint for building a successful career.
“Amidst Tempered Optimism” Main economic trends in May 2024 based on the results of the New Monthly Enterprises Survey, #NRES
On 12 June 2024 the Institute for Economic Research and Policy Consulting (IER) held an online event “Economic Trends from a Business Perspective (May 2024)”.
During the event, the results of the 25-th monthly survey of business executives “Ukrainian Business during the war”, which was conducted in May 2024, were presented.
The field stage of the 25-th wave lasted from May 20 to May 31, 2024. In May, 532 companies were surveyed.
The enterprise managers compared the work results in May 2024 with April, assessed the indicators at the time of the survey (May 2024), and gave forecasts for the next two, three, or six months, depending on the question. In certain issues (where indicated), the work results were compared with the pre-war period (before February 24, 2022).
✅ More survey results in the presentation.
✅ Video presentation: https://youtu.be/4ZvsSKd1MzE
Calculation of compliance cost: Veterinary and sanitary control of aquatic bi...Alexander Belyaev
Calculation of compliance cost in the fishing industry of Russia after extended SCM model (Veterinary and sanitary control of aquatic biological resources (ABR) - Preparation of documents, passing expertise)
5 Compelling Reasons to Invest in Cryptocurrency NowDaniel
In recent years, cryptocurrencies have emerged as more than just a niche fascination; they have become a transformative force in global finance and technology. Initially propelled by the enigmatic Bitcoin, cryptocurrencies have evolved into a diverse ecosystem of digital assets with the potential to reshape how we perceive and interact with money.
1.2 Million SME’s in Australia, half sole traders and half who employ others These employ 3.3 Million people or around 47% of the private sector workforce In the top 10% of households, 41% own their own business. Business assets comprise 21% of the total net worth of millionaires Closely held and family-owned businesses are a major source of wealth but – it can be risky having so much of one's net worth tied up in a single investment it could be tough to sell. planners often encourage their business-owning clients to diversify their other investments.
Give away more (& more will come) Establish your own business (franchise, P/T, etc) Borrow intelligently (for investment & income, not toys) Live within your means (have a personal cashflow plan) Invest (pay yourself first & make investing a priority)