Timothy Sumer

Mineral & Financial Investments Ltd (AIM:MAFL) chief executive Jacques Vaillancourt speaks to Thomas Warner from Proactive about the latest news from the Lagoa Salgada Project in Portugal, the recent investment in Luca Mining as well as the performance of Mineral & Financial overall. The company announced the results earlier this week of its initial NI 43-101 Feasibility Study for the Lagoa Salgada VMS Project, based upon an updated Mineral Reserves and Resources Estimate. Vaillancourt gives his take on the study, saying that although the study showed slightly lower results than anticipated, the measured reserve component still demonstrated a "robust" NPV of $147 million. The study also revealed that the all-in sustaining cost for the first five years would be approximately 59 cents per pound of zinc equivalent, with an annual cash flow of $56 million for the same period. Vaillancourt says that while inflation has affected the upfront capex for the proj...

Greencoat UK Wind PLC (LSE:UKW) investment co-manager Stephen Lilly visits the Proactive London studio to speak with Thomas Warner after the renewable infrastructure fund published half year results for the period to 30 June 2023 that revealed a first-half year-on-year dividend hike of 13.5%. Lilly gives a brief overview of how Greencoat has been performing recently, highlighting the £204 million of net cash generated over the six months, backed by 2.1 terawatt hours of production, with net asset value remaining largely flat. Lilly attributed the results to various factors, including future power prices, inflation, and the value of assets acquired by the business. He emphasised that he believes concerns regarding the fund's debt position and inflation are unfounded, as the company's stability and return on investment remained strong. He also highlights the importance of understanding the combination of dividends and reinvestment in achieving a healthy return, an...

If you are in need of expert investment advice, look no further. At Preferred Retirement Options, Inc., we are the leading investment firm in Idaho Falls, and we have been serving our surrounding areas for over 20 years. We have the expertise in managing investments for small businesses, as well as individual accounts. We use diversification and academic theory from Nobel Prize winners to get our clients the best return for the lowest amount of risk. 401k's, Simple IRA's 403B's and Roth IRA's are just a few of the accounts we specialize in. We also help our clients get protected with life and disability insurance. Rely on us for large firm results with small firm personal attention. Call Preferred Retirement Options, Inc. today or visit us online and let us help you invest! Visit our profile page to learn more! ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Ac...

In this episode, the ReSolve team welcomes Roni Israelov, Chief Investment Officer and President of NDVR, to discuss advanced portfolio strategies for optimizing tax efficiency, credit exposure, and cash flow objectives. We explore a wide range of topics, including: • Roni's background and experience in asset management, including his time at AQR Capital Management and Lehman Brothers • The importance of portfolio construction and implementation in achieving investment goals • The challenges and opportunities in managing custom lifestyle-protected growth portfolios • The role of research and model building in informing and optimizing investment strategies • The impact of transaction costs and factor decay profiles on portfolio performance • The benefits and risks of incorporating short-term signals within long-term investment models, and using short-term models to adjust overall trading • Lessons learned from building and managing option strategies focused on harves...

(818) 708-6888 info@earn4u.com If you’ve become the beneficiary of an IRA or other retirement account , it’s important to know your options. You can take the money out in one lump sum. This requires opening an account called an Inherited IRA in your name for correct IRS reporting. That lump sum may be taxable depending on whether the original contributions were pre- or post-tax. Or you can open an Inherited IRA and leave it alone to grow tax deferred. You can't make additional contributions and must start taking Required Minimum Distributions based on when the deceased would have turned 73. You must also liquidate the account in ten years. With this option, you can name your own beneficiary to pass it on. If your spouse left you the account, you’re allowed to roll those assets into your own retirement account and follow your account’s distribution rules. You could also disclaim the account, or not accept it. The assets can then pass on to alternate beneficiaries. If you ...

Visit AllGen's 401k Rollover Page - **EVERYTHING you need to know: In this episode of AllGen's #MoneyMinute, Jason discusses how to do a simple 401K rollover into an IRA. This is only Part 1 for #simplerollovers, if you've got a non-simple rollover for a Roth 401k - watch our Part 2 video here! Be sure to subscribe and click the bell to get notified when there are new videos! Emotions shouldn't be a driving factor in making investments, now or ever. Make sure you #askyouradvisor about what they're doing to handle the current #marketvolatility. Share your thoughts with us by writing them in the comment section below. #COVID19 #coronavirus #401krollover #financialplanners #financialadvisors #fiduciary #riafirm #fiduciaryadvisor #IRArollover #newemployer #AllGenFamily #investing -------------- Please watch and feel free to share our other #MoneyMinute videos here: Subscribe to the AllGen Financial channel! - For more information, visit Connec...

David has a large investment in IRAs. He's concerned that he may need to convert some of these funds into a Roth IRA to avoid a tax penalty. Wes discusses the pros and cons of the Roth conversion strategy. Original airdate: March 11, 2018 - Hour 2, Call 2. Wes Moss is the host of MONEY MATTERS – the country’s longest-running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Send me your questions directly at (contact box in top right corner) You Can Retire Sooner Than You Think Money Matters with Wes Moss podcast or on Apple Podcasts Twitter: Facebook: Check out my website for more financial tools and articles: Please note, this information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will b...

You have questions, Tom has answers! Send us topics and questions at or email us at asktom@talkmoneywithtom.com Visit Our Website: To book an introductory meeting with Tom: **CORRECTION: For traditional IRAs, if the deceased IRA owner did not fulfill their RMD prior to their date of death, each beneficiary must take a portion of the RMD equal to their inherited share of the IRA by December 31st of the IRA owner’s year of death. Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California. DISCLAIMER: The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Tom Vaughan and Retirement...

In this video, you'll learn two ways to use Advisor Tools to compare funds in an IRA rollover recommendation. The first option is to use the 'Compare Funds' feature in Advisor Tools research to compare performance, risk factors, cost structure and other factors. The second option is to use Portfolio Reporting to compare current to recommended portfolios, including portfolio-level weighted expenses, risk metrics and more. You'll also learn how to easily save, export and print comparison reports for your records. To Learn More: ZacksPro - Advisor Tools - Research System - Quant Lab - Excel Link - Follow us at: LinkedIn - Twitter - ___________________ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No ...