Richard Blair is a registered investment advisor who runs his own firm, Wealth Solutions, in Autin, Texas. He helps his clients achieve their financial goals by guiding them with individualized investment plans and wealth preservation strategies. He is a graduate of the University of Houston where he earned his Bachelor’s in Finance and Financial Management Services. He holds a number of financial certifications including CES, RICP, CAS, and CFS.
When advising his clients on their retirement and general investment goals, he uses what he calls a three pillar approach. This first pillar creates a financial roadmap for the client by finding out about their risk tolerance, financial situation, and strengths. Its important to know what a client’s current situation is and what they are trying to achieve in order to truly help them reach their financial goals. For the second pillar, he develops a long-term strategy that has been individualized to the client’s situation based on the results of the first pillar. He also periodically rebalances their portfolio in order to attain maximum performance of it while limiting the downside during market downturns. The third pillar is fulfilling the client’s other financial needs such as life insurance, annuities, and long-term care insurance policies.
Richard Blair has said that he was heavily influenced growing up by both his mother and grandmother who were public school teachers. From them, he developed the desire to educate and help people reach their goals. He enjoys sharing his financial knowledge with his clients and helping them attain a comfortable retirement as well as other financial goals they may have. It was in 1994 that he founded Wealth Solutions and he helps families, individuals, and business owners all around the Austin area.
One of the largest commitments that Richard Blair of Wealth Solutions has given to his clients is to always provide them with objective and unbiased advice that is free of any conflict of interest. It is his career dedication to truly helping his clients that has made him so successful as a financial advisor. He is an expert at rebalancing his client’s portfolios and making them more conservative as the person gets closer to their retirement or other financial goals. In this way he protects them from any sudden market downturn that could delay what they are trying to achieve.
Profits Unlimited is a fast growing newsletter with six thousand subscribers in the investment industry. In 2016, Banyan Hill Publishing signed Paul Mampilly and he started Profits Unlimited to guide Americans into opportunities of profitable investments. Banyan Hill is a publishing house that is independent and specializes in investment newsletters and publishing research.
Profits Unlimited Stock Options
Paul Mampilly’s newsletter consists of eight pages where he recommends new stock to his subscribers on a monthly basis. Paul updates his model portfolio with stocks on a weekly basis and tracks the progress of his investments from the website. The subscribers of Paul use their brokerage accounts to purchase stock. According to his subscribers, this method is the most profitable stock market investment in the industry.
Paul Mampilly Career Background
Paul Mampilly is an investor in America who was previously a hedge fund manager. Paul is the Founder and Senior Editor of Profits Unlimited which is a popular newsletter about investments. In 2016, Mr. Mampilly commenced on Profits Unlimited to search for stocks that shoot higher. Paul has worked on Wall Street and has been featured on Fox Business News, CNBC and Bloomberg TV. Paul has used his experience and skills gained at Wall Street to guide his subscribers into stock options. In 2009,Paul won the investment competition conducted by Templeton Foundation.
Click here to read more about Paul Mampilly.
Mr. Mampilly’s career began at Deutsche Bank as a Research Assistant in 1991. Afterwards, he held the Editor title for Capuchin Group and Managing Director title at Kinetics Asset Management. At Stansberry Research LLC, Mr. Mampilly held the Editor of Professional Speculator title. Mr. Mampilly interest lies in the stock market where he is a master at finding small companies that have innovative products and business models. Mr. Mampilly is a Chartered Financial Analyst(CFA) and holds an MBA from New York city’s Fordham University.
Paul Mampilly has over twenty years of experience in the investment industry. He has worked as a portfolio manager for international banks and an analyst for the healthcare sector. Paul’s clients constitute an impressive list of Swiss private banks, Royal Bank of Scotland, the Templeton Foundation and Sears.
Throughout the 21st century the influential financial expert George Soros has been a name consistently linked to providing the highest possible level of funding for left leaning politicians and causes across the U.S. and the world as a whole. Politico reports the 2016 U.S. Presidential election campaign saw Soros back former Secretary of State Hillary Clinton with an impressive $25 million in campaign donations divided between her own campaign fund and the Super PAC’s and groups backing her bid to keep The White House under Democratic control, according to Politico. For George Soros the return to political donating in the U.S. comes as his Open Society Foundations seeks to develop even stronger links to a number of important charitable groups across more than 100 nations in Africa, Asia, Europe, and North America. Learn more about his profile at Forbes.com.
George Soros is one of the best known philanthropists and political donors in the world who has provided more than $12 billion in funding for a network of charitable groups and political backers who Soros has sourced to push forward a left leaning agenda that reflects his own vision for society. For George Soros the need to play an important role in the future of the U.S. is not limited to backing the political candidates he feels share some of the ideals he has built up over the years, but also seeks to develop close relationships with those who are looking to gain the backing of the well-known Democrat; George Soros is a major source of funding for many and has benefited from an open door policy from Hillary Clinton who was praised by the Hungarian born hedge fund manager who Forbes estimate is worth more than $25 billion. The backing of Clinton came after George Soros admitted he made a mistake in giving his backing to President Barrack Obama during the 2008 election campaign; in response Soros and Clinton renewed their political friendship over recent years as Clinton prepared for the 2016 election and allowed Soros a glimpse into her policy decisions and options as 2015 and 2016 progressed. Read more about George at The New York Times.
One of the main reasons for backing the campaign of Hillary Clinton has been reported as being a result of the disappointment Soros felt when President Obama abandoned many of the more radical principles he had expressed during the 2008 election campaign. Soros had sat out much of the 2008 and 2012 elections as he had become disillusioned with the role of Obama and admitted to his mistake in not backing Clinton. Politico reports Soros had looked to put right the Presidential election backing of Hilary Clinton and poured a large amount of money into the campaign of the former First Lady and the voter rights groups backing the rights of minority groups across the U.S.
David Giertz strongly encourages financial advisers to talk to their clients about social security. The interview of Mr. Giertz revealed that a vast majority of financial advisers are not bringing up Social Security in their planning discussions with clients. The interview also revealed that 80% (or four out of five) of people would change financial advisers if their adviser was not talking about social security.
The Social Security Handbook has around 2700 rules. The handbook is something that is time-consuming to read and comprehend at https://about.me/davidgiertz. He also explained that the rules also have a lot of complexity. It is important for financial advisers to include social security in retirement plans because it can sometimes be up to 40% of an individual’s retirement on angel.co. Also, if people turn on Social Security too early, they can lose around $1,000 a month over time.
David Giertz is a financial adviser who works for Nationwide Investment Services which is based out of Dublin, Ohio. He has over 31 years of experience in financial advising and has numerous registrations/certifications. Some of them include the following: Giertz is registered as a broker with FINRA. Brokers are the sales reps who work with larger brokerage firms. These firms buy and sell securities like stocks, bonds, mutual funds and a few other types of investment products.
Giertz is registered to do business in many different states in the United States. Some of them include Texas, Louisiana, Florida, Georgia and Tennessee on Twitter. Likewise, he conducts business in western states including the Dakota’s, Montana, Wyoming, Washington State, Oregon and several more.