Greg Carlin

Muni bond investors tend to be “glass half empty” investors, worrying about the downside and not recognizing when opportunity is staring them right in the face. Read more in AB's weekly #municipalbond commentary.

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Is this portfolio commentary, I quickly discuss three items: 1. I take a look at traditional election year patterns for the stock market. 2.I also discuss why I think the probability of a larger conflict has increased from 1.5% to 10% with the passage of the $95 billion package for Ukraine, Israel, and Taiwan. 3. I point out that small capitalization stocks are following a traditional recessionary recovery playbook. https://lnkd.in/eTaXbcaT https://lnkd.in/eR3RPJgV #stockmarket #recession

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Thanks for having me Charles Schwab! Check out Prosperity Capital Advisors to find a tax-smart advisor to help you with proven tax management strategies today!

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We were quoted this week by CNN Underscored—in an article by Kate Stalter, Paul Curcio, and David Tony, "How to invest $1 million: 4 strategies"—regarding how to #invest $1MM. Also quoted in the article were Jacqueline Schadeck, CFP®, AWMA® of Golden Wealth Strategies, R.J. Weiss of The Ways to Wealth, Shinobu Hindert of Investing is Your Superpower, and Marc Lichtenfeld, CMT of The Oxford Club. Definitely consider engaging a multifamily office or financial advisor to help develop your personal financial roadmap based on your assets, liabilities, family needs, and priorities. Also, if you are a qualified investor, you may want to consider investing through a private placement life insurance (#PPLI) or private placement variable annuity (#PPVA) account for estate planning optimization—we can help with that. QUOTED EXCERPTS 1. How to invest $1 million in stocks For a $1 million stock investment in a taxable account, investors should consider a custom stock index with tax-loss harvesting that can mimic an S&P 500 or Russell index while also offering tax benefits, said Michael Ashley Schulman, a chartered financial analyst (CFA) who’s a founding partner and chief investment officer at Running Point Capital Advisors in El Segundo, California. The ability to harvest tax losses, he said, offers investors in these index funds to outperform on an after-tax basis. Custom indexing, he explained, allows an investor to do line-item vetoes on companies or industries they either don’t like or already own in another portfolio. “So if you already own $1 million in Google, you probably don’t need to buy more of it and can choose not to own it within your custom index; this is a feature you can’t do with an exchange-traded fund (ETF),” Schulman said. 2. How to invest $1 million in bonds “People tend to think of stocks as risky and bonds as conservative, but that isn’t always the case,” said Schulman. Stock portfolios can be made less risky based on their components, and bond portfolios, he said, can be more risky based on the underlying securities. 4. How to invest $1 million in alternative assets Investors with $1 million to put to work often consider alternative assets. Some alternatives, such as commodities, can be easily traded using ETFs. Others, such as fine #art, #collectibles or #venturecapital, are held outside of traditional investment portfolios. For investors with $1 million, Schulman said his firm has been focused lately on #privatecredit, meaning private loans between borrowers and non-bank lenders, and #secondary funds, which allow #privateequity investments to be transferred between primary and secondary #investors. “Private credit can offer better yield than bonds, and #secondaries can help you gain access to diversified private equity and venture capital portfolios at a discount and with quicker realizations than primary funds,” he said. ~~ #investing #uhnwi #penguins

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Article featuring my quotes and a link to my blog post regarding how -- or whether -- the results of the upcoming election might affect investors' portfolios.

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Tracking error can be a blunt tool for assessing credit managers. Instead, focus on their excess return during periods of market stress — when plan sponsors need it the most. Important disclosures: https://bit.ly/2JzEDWl .

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Tracking error can be a blunt tool for assessing credit managers. Instead, focus on their excess return during periods of market stress — when plan sponsors need it the most. Important disclosures: https://bit.ly/2JzEDWl .

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Tracking error can be a blunt tool for assessing credit managers. Instead, focus on their excess return during periods of market stress — when plan sponsors need it the most. Important disclosures: https://bit.ly/2JzEDWl .

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Our latest #OnInvesting podcast features Kathy Jones discussing corporate bonds and municipal bonds with Collin Martin, CFA and Cooper Howard, CFA ahead of their published midyear outlooks. Take a listen! https://lnkd.in/e7xKJWPi

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Happy to contribute my #charitablegiving thoughts for this article!

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Dear solo advisors age 49+, ❔ When did you stop getting client referrals? Research is telling us that NOT having a clear succession plan is the primary reason clients avoid referring their current advisor. ❔ If you find yourself in this scenario, why haven’t you cashed the big check for 2-3X trailing 12-month gross production from any large, national, roll up firm? I’m guessing it’s because you don’t think your clients would be cared for the same way. ❔ But where does this leave your continuity plan? Compass Ion Advisors is a great place to start a conversation about fit, culture, team, and technology. With robust support and a multi-generational advisor team, your clients will thank you. Your business will too.

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Outperforming the broader equity market is a daunting task, especially during bull markets. Even strategies with superior risk adjusted returns often struggle to keep up. But what if there’s another way? My latest post ‘Leverage Your Way to Better Risk-Adjusted Returns’ offers some insight.

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In Part 2 of our three-part series on bringing order to your investment universe, we looked at Transitions and Taxes, or how to balance sensible tax management with effective investment planning. Today, we’ll wrap our series with additional ways to ease your transition from chaotic to more orderly investing. Some steps are purely practical. Others help you remain calm and confident along the way. We can mix and match them as needed to contribute to your investment success. Read the article here 👉 https://buff.ly/3zplWPl #financialplanning #investing #Denver

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Florida Man (and Woman), Credit Card Chaos, and How To Calculate Retirement Numbers | COT 48 Join Jeff and Ron in this week's episode of the Cents of Things podcast as they discuss some interesting business decisions made by companies like Google and Blockbuster. They also dive into the hilarious world of Florida Man (and now woman) headlines. Additionally, the hosts provide valuable insights into retirement planning, breaking down how to calculate the amount needed for retirement using a simple back-of-the-napkin method.   Don't miss out on this informative and entertaining episode! Stay tuned for: Insights on business decisions made by tech giants like Google and Blockbuster Hilarious Florida Man headlines and stories A step-by-step guide to calculating the amount needed for retirement Tips on financial planning and strategies for a secure retirement Subscribe to the Cents of Things podcast for more weekly updates on business, economics, and fun stories. Don't forget to like, comment, and share your thoughts with us. We appreciate your support!   [00:01:26] Blockbuster rejecting to buy Netflix. [00:07:44] Florida man antics. [00:10:22] Retirement planning strategies.  [00:15:10] Strategies for retirement planning. [00:17:19] Retirement planning and savings goals. CLICK HERE FOR PODCAST - https://lnkd.in/gqQCMwhy   To follow Jeff Kikel: https://lnkd.in/guyC3uch www.freedomdaywealth.com   To Follow Ron Lang: https://lnkd.in/gJvBbyjA www.atlasbuildswealth.com   #centsofthings #podcast #markets #stockmarket #economy #economics #finance #investments #investing #trailingstops #atlaswealth #ronlang #jeffkikel #freedomday #financialplanning #retirementplanning #estateplanning #atlasbuildswealth #marketmanipulation #fedfutures #ratecuts #treasury #treasuries #cfo #ceo #accounting #CPA #benefits #hr #humanresources #aapl #msft #googl #nvda #sp500 #nasdaq100 #taxbrackets #irs #irsgov #tax #taxes #atlaswealth #401k #sep #solo401k #403b #tsp #taxfiling #inflation #cpi #ppi #pce #stockmarket #dowjones #sp500 #sp500index #spy #qqq #financialplanning #estateplanning #trust #estate #gifting #tod #qdro #jtwros #ronlang #atlasbuildswealth

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