Aug 29, 2014
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With the U.S. equity markets at record highs and interest rates at record lows, the forward rates of return on capital are, by definition, relatively low. This week’s program highlights forward estimated rates of returns for a wide range of financial assets. Typical of aging bull markets predictions for a possible 20,000 Dow by Wharton’s Jeremy Segel on CNBC during August can be contrasted with David Tice, manager of the Prudent Bear fund’s prediction of a 60% correction. A capital rate based investment selection process brings a common sense approach to selection of investment assets that cuts through the noise of conflicting wild predictions and why “IRR* compression” calls for a shift in strategies.
The Profit Report:
Alex Tollen, Certified Private Wealth Advisor and Director of Equity Trading at McGowanGroup Asset Management, discusses how the big money is using trust planning techniques in the current market. Further, the discussion will reveal one of the most simple and effective trusts for estate planning (the revocable living trust) and how FLP’s, family limited partnerships, are being used as an educational legacy planning tool. For families with royalty interests, this week’s Profit Report is a do not miss summer planning episode.
Director of Client Development and Equity Trading, Certified Private Wealth Advisor®
Alex brings with him over 20 years of experience in the financial services industry. In 2013 he earned the designation of Certified Private Wealth Advisor® delivered by Investment Management Consultants Association (IMCA) at The University of Chicago Booth School of Business. He serves as a client advocate and advanced solutions specialist responsible for outreach and development. Prior to joining McGowan Group Asset Management, he served as Director of Client Relationship Consulting for 1st Global Capital Corp., responsible for client advocacy and creating efficiencies for firms with combined assets over $900 million. Alex has also served as an institutional trader and market maker with specialties in equity market structure and execution of strategic initiatives. Alex holds the Series 7, 24, 55, 63, 65 and the Group One Texas Insurance license.
Featured Investment Intelligence:
- Come down to the Crescent and meet the team that cares.
- Set your legacy planning appointment today: here
- TAX PLANNING: GET THE RECOMMENDED GUIDE AND CALL YOUR CPA TO SET THE APPOINTMENT Tax Planning Strategies for 2014 and Beyond - from Nuveen Investments
*Internal Rates of Return here