Advance Report

Radio Show

This week’s NetWorth Radio program features a two part report designed to advance investment skills with a deeper understanding of global capital flows.

Year to Date 2016 Mergers and Acquisitions

What do the largest buyouts tell us about the financial markets in 2016?
How does compression in interest rates impact corporate strategies?
Why are the equity indexes overpriced relative to investor return targets? What does it mean for investment strategy?

spy indu rty

Courtesy of Bloomberg L.P.

What do tax driven inversions tell us about the future of the equity markets?

Global Growth!

Which countries are in recession and why?
Which regions have the strongest growth rates?
What are the implications for oil and the US Dollar?
Is there a strategy that can capitalize on recovering emerging market countries

Featured Research Solutions:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.

*Credit Market Update from Nuveen

*Family Wealth Workshop

Networth Radio provides unique guidance designed to educate investors and improve decision making. Investors who find themselves overly pessimistic or overly optimistic are guided through common sense fact based research.
We look forward to Summer Planning Season and helping to coordinate your future success.

Tax planning updates: The summer is an ideal time to meet with your CPA. Completing extension filings and a preliminary 2016 return before the October rush can result in a more proactive process while CPA offices tend to have extra band width.

Vital Fiduciary Obligations that You May Already Have!

Trustee Boot Camp With Alex Tollen!
What You Must Do as an Executor or Trustee.
Get on the Trustee Boot Camp List: Call 214-720-4400 Now for Ongoing Education on your Fiduciary Responsibilities.
What Happens when someone passes away:
1) The Probate Process
2) Executor – roles, responsibilities and fiduciary duty
3) What to do with real estate
4) Processing the distributions
Joint accounts, POA and trustee of trusts
1) To Joint account or to not Joint account: pitfalls and
risks of being a joint owner
2) POA is a better way to go for bank and brokerage
accounts
3) My parents have a trust and I am the successor trustee, now what?
a. Fiduciary responsibilities
b. It’s their money until its not
Inheritance
1) The “Windfall” Trap
2) How money works, compounding and total return
3) The importance of cash flow
4) Making the money last
5) Building an income base with the portfolio
6) Your budget
7) Teaching the next generation
Your advisory team:
Wealth Manager
Attorney
CPA
Real Estate Professional

Click here for the Family Wealth Management Workshop!

Recommendation: Send the link to your Parents and Heirs TODAY.

Start the process of updating your investment plan today.