Advance Report

Radio Show

Powerful Interviews

It’s always good when a multi year plan comes together with a success. A long time client came in the office recently and finalized her intended retirement dates. The portfolio had recently crossed the million dollar threshold and with her rollover poised to top $1,250,000.

She turns 70 this year which contains an important planning lesson. Many of our most affluent clients work well past 65, not because they have to, but because they want to.

My father, Pappadean, recently sent a heartfelt email to my brother and I detailing why he still works at age 79: “Not because I have to, because I like helping people.”

Our most prosperous clients certainly spend less than the cash flow they bring in. One important commonality is that they have a passion. Often charitable activity and what we call the avocation phase. Contribution because they have an enthusiastic zeal.

Today’s program is devoted to success in investing and the parallel success in life.

J.P. Morgan Guide to the Markets September 2017
JPMorgan-60
Download (PDF, 2.36MB)

J.P. Morgan Guide to the Markets September 2017
JPMorgan-63
Download (PDF, 2.36MB)

J.P. Morgan Guide to the Markets September 2017
JPMorgan-61
Download (PDF, 2.36MB)

J.P. Morgan Guide to the Markets September 2017
JPMorgan-23
Download (PDF, 2.6MB)

The story of the Dallas Police and Fire Pension Plan. Lessons for investors.

How successful corporations, charities, endowments, and foundations engage the planning process.

NetWorth Radio’s Dallas Business Leadership Series: Spencer McGowan Interviews John Mallios!


MalliosJohn Mallios completed his Doctorate of Jurisprudence from Salmon P. Case, College of Law in 1978. After his successful completion of the Texas Bar Exam, he became a licensed attorney in all State and Federal courts in all districts in the state of Texas in May of 1979.

Mr. Mallios opened his own practice in 1980 and early on in his career he specialized in Criminal and Family Litigation. By 1983, he specialized in, not only Criminal and Family Litigation, but also Business, Probate, and Personal Injury law. Mr. Mallios has been involved in numerous cases against corporate defendants where he has obtained substantial verdicts and/or settlements.

 

 


Featured Research Solutions:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
*WHAT DOES A SHRINKING BALANCE SHEET MEAN?


Start the Process Today! Be sure to indicate what size portfolio sample you would like to see. A link will arrive when we receive your questionnaire.

Start the process of updating your investment plan today.