Timothy Sumer

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

Call Us: 833-537-1776 Visit Us: goldandsilvertrust.com Learn how a gold and silver IRA works, the role of a specialized custodian, and the rules and regulations governing precious metals IRAs for a well-rounded investment strategy. Call Us: 833-537-1776 to speak with an expert for a free consultation. Visit Us: goldandsilvertrust.com... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation Gold and silver are two of the most precious metals in the world and have been used as a form of currency for centuries. Many people have invested in gold and silver because of their stability in times of economic uncertainty. One way to invest in these metals is through a gold and silver IRA. Here’s what you need to know about how these IRAs work and why you should consider them. What is a Gold and Silver IRA? A gold and silver IRA is

Call Us: 833-537-1776. Visit Us: goldandsilvertrust.com Find out if you can hold gold and silver in an IRA, learn about the IRS requirements for precious metals, and discover the importance of working with a specialized custodian. Call Us: 833-537-1776 to speak with an expert for a free consultation. Visit Us: goldandsilvertrust.com... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation If you're planning for your retirement, you may be interested in opening an Individual retirement account (IRA) to save up for your golden years. While most people are familiar with the concept of an IRA holding stocks, bonds, and mutual funds, it may come as a surprise to learn that you can also hold gold and silver in an IRA. But is it a good idea? What are the rules and restrictions? Here's what you need to know. First thin

Are you confused about the difference between a 401(k) and an IRA? In this video, we break down the key differences between these two retirement accounts, so you can make informed decisions about your retirement savings.... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA When it comes to saving for retirement, you have a lot of options. Two popular choices are the 401(k) and the IRA. While both these plans offer tax benefits and are a great way to build long-term savings, they do have some key differences. In this article, we'll explore 401(k) vs. IRA: What's the Difference? First, let's start with the basics. A 401(k) is a retirement savings plan that's offered by your employer. The plan allows you to contribute a portion of your pre-tax income to your account, up to certain contribution limits. Your employer may also mak

Get Our FREE Silver IRA Guide - FREE Guide To Diversify Your Retirement With GOLD - Buyer BEWARE Of Dealer Lies Learn To Avoid Them! - FREE Web Conference To Diversify Your Retirement - --- Check Out Some AMAZING FREE Resources! Is the Recession Hurting Your IRA/401(k)? - Is Inflation Eating Your IRA/401(k)? - Get ZERO Gold IRA Fees for Up to 10 Years - Free Gold IRA Company Checklist - --- Looking for an investment option that can help you protect your portfolio against inflation? Look no further than a Silver IRA! In this video, we discuss how investing in physical silver through an Individual retirement account can be a great way for long-term investors to hedge against inflation, diversify their portfolios, and potentially earn high returns. We cover the basics of setting up a Silver IRA, including how to choose a reputable custodian, what types of silver are eligible for investment, and how to determine how much of your portfolio to allocate to this p

Get Our FREE Silver IRA Guide - FREE Guide To Diversify Your Retirement With GOLD - Buyer BEWARE Of Dealer Lies Learn To Avoid Them! - FREE Web Conference To Diversify Your Retirement - --- Check Out Some AMAZING FREE Resources! Is the Recession Hurting Your IRA/401(k)? - Is Inflation Eating Your IRA/401(k)? - Get ZERO Gold IRA Fees for Up to 10 Years - Free Gold IRA Company Checklist - --- Learn how to diversify and protect your retirement portfolio with a Silver IRA. This Ultimate Silver IRA Guide for Beginners covers everything from types of Silver I R A, types of Silver eligible for IRA, storage options, tax implications, and more. This video is perfect for anyone looking to invest in Silver for the first time or for those looking to expand their knowledge of Silver IRA. This video is not intended as financial advice and it's important to consult with a financial advisor before making any investment decisions. #SilverIRA #silver Enjoyed the video?

Welcome to our comprehensive video tutorial on how to operate like the wealthy and safeguard your wealth from inflation, interest rates, and bank closures. If you're looking for expert insights on financial management and wealth building, you've come to the right place. In this tutorial, our experienced instructors will show you how to invest smartly, diversify your portfolio, and shield your assets from economic downturns. You'll also learn how to navigate inflation, interest rates, and bank closures, and protect your wealth in any economic environment. Don't let inflation, interest rates, or bank closures jeopardize your financial wellbeing. Watch this tutorial now and learn how to operate like the wealthy and protect your wealth against these financial challenges. With our expert guidance, you'll be on your way to achieving financial independence and securing a brighter future for yourself and your loved ones. Here is the link for LIVE Class #1! W

If you want to invest in precious metals to safeguard your future, a self-directed gold IRA could be the way to go. With AuGold IRA, you can get expert insights into the latest market trends. Find out more at: ... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation The world is currently experiencing unprecedented geopolitical turmoil, and it is having a significant impact on the global economy. One of the primary factors contributing to this economic instability is the devaluation of the US dollar. As the dollar continues to lose value, many investors are turning to gold IRA investments as a safe-haven asset. A devalued dollar has a significant impact on the global economy because it affects the value of other currencies, as well as the price of commodities like gold. When the dollar falls in value, it means that other cu

Learn about the key elements that make for a successful retirement plan experience for both the plan sponsor and the participants.... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing retirement planning may seem daunting at first, but with proper guidance and knowledge of essential components, it can become an uncomplicated process. Preparing for retirement is a necessity in this day and age, as people are living longer and healthcare costs are rising. Here are the top five retirement plan essentials you need to know to secure your golden years. 1. Start saving early: When it comes to retirement planning , time is your ally, and the earlier you start saving, the better. It is best to begin your retirement savings as soon as you start earning an income. By doing so, you give your investments more time to grow, and

Get Our FREE Silver IRA Guide - FREE Guide To Diversify Your Retirement With GOLD - Buyer BEWARE Of Dealer Lies Learn To Avoid Them! - FREE Web Conference To Diversify Your Retirement - --- Check Out Some AMAZING FREE Resources! Is the Recession Hurting Your IRA/401(k)? - Is Inflation Eating Your IRA/401(k)? - Get ZERO Gold IRA Fees for Up to 10 Years - Free Gold IRA Company Checklist - --- Are you considering rolling over your 401(k) into a Silver IRA? This video provides a comprehensive overview of what you need to know before making the switch. From exploring the benefits of diversifying your retirement portfolio to understanding the potential risks involved, this video covers all the important aspects of rolling over your 401(k) into a Silver IRA. Whether you're a beginner or an experienced investor, this video is a must-watch for anyone looking to make informed decisions about their retirement portfolio. So, sit back, relax, and let us guide you thr

While the rise in prices of goods and services continues this 2022, the more painful part is when you don’t exactly know how to protect yourself from inflation. With my 15 years of experience in the finance industry, I think considering buying assets and diversifying your funds will get you some significant degree of protection from inflation. But while you plan on doing this, make sure to first assess the current state of your finances and be very careful of your debt level. 🤔 What is the best way to protect against inflation? 👍 How do you hedge inflation 2022? 💰 Where do you put cash during inflation? ❓ What assets do well in inflation? 💸 Where to invest in 2022 inflation? ------------------------------------------------------------ NEED EXPERT ADVISE? WE'RE HERE TO HELP: WILL BELL MORTGAGE BROKER 435 Nepean Hwy Frankston, VIC, 3199 0448111046 wbell@belllendingservices.com.au Book a 15-minute no-commitment phone call thru this link: Website: Linktree - Fa

In this video, we'll share six essential tips to help you start investing wisely. From setting clear investment goals to choosing the right investment vehicle, diversifying your portfolio, starting early, staying disciplined, and subscribing to our channel, these tips will guide you towards maximizing your returns and reducing risk. Whether you're new to investing or looking to refine your strategy, this video is a must-watch for anyone seeking to build a strong investment portfolio. 👍 Did you enjoy this video? 👍 Then be sure to subscribe to our channel for more awesome content like this! 🚀 #investing #stocks #bonds #mutualfunds #etfs #diversification #portfoliomanagement #financialplanning #wealthmanagement #retirementplanning #compoundinterest #passiveincome #activeincome #financialliteracy #moneymanagement #personalfinance #investing101 #wealthbuilding #stockmarket #investments #valueinvesting #growthinvesting #longterminvesting #shortterminvesting #stock

➜Get In Touch With Augusta Precious Metals, Go To: ✅ or call 📱Augusta at: 1-855-470-4636 ➜ Beware of Gold IRA Dealer Lies (Free Gold IRA Guide): ➜ Join Augusta's Free Gold & Silver Web Conference Here: #AugustaPreciousMetals, #GoldIRA, #RetirementInvesting, #preciousmetals Augusta Precious Metals is a leading company in the gold IRA industry, providing exceptional products and services to clients seeking to diversify their retirement portfolios. With a commitment to transparency, honesty, and customer satisfaction, Augusta has become a trusted source for precious metal investing. Augusta Precious Metals, gold IRA, retirement portfolios, diversification, precious metals investing, customer satisfaction, transparency, honesty... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing REVEALED: Best Investment During Inflation Augusta Precious Me

For Exclusive Content on Stocks and Cryptos, please visit our Patreon website: Get up to 12 Free Stocks valued between $34 and $30,600 when you open and fund a new Stock Account: The best way to support our channel is to share this video on your social media to spread awareness. We appreciate the support! For a FREE STOCK on Robinhood: Investing Mistakes to Avoid: Investing Tips for Beginners: Understanding Stocks and Investing: Taxes on Stocks Explained: Common Stock Terms: Dividend Stocks Explained: How to Bet Against Stocks: How to Use Call Options To Make You Passive Income: This is our TurboTax Link for your tax preparation needs: ClearValue Tax and affiliates and related parties do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors bef

FZROX - A great fund that follows the entire stock market and has 0 fees! I also buy this one regularly! FXAIX - The Fidelity S&P 500 fund that follows the entire stock market. Great fund and has been established for a long time. FNCMX - The Fidelity fund that follows the Nasdaq, a tech heavy index. This fund has outperformed the S&P over the past 10 years, but this is no guarantee of the next 10 years. If you want to take on a little more risk, this may be for you. ... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA A Roth IRA is a great way to diversify your portfolio and plan for retirement. But how do you diversify within a Roth IRA? Here are the basics of diversifying in a Roth IRA: 1. Choose the right investments. When diversifying in a Roth IRA, it’s important to choose investments that have different levels of ri

Today on Your Money, Your Wealth® podcast 410 with Joe Anderson, CFP® and Big Al Clopine, CPA, is it better to choose low-cost index funds or to diversify investments, even if it means paying higher fees? What causes mutual fund price fluctuation? Are mid-cap funds necessary in a balanced portfolio? The fellas also talk about real estate funds vs. real estate investment trusts (REITs), and TIAA annuities vs. bonds in a retirement portfolio. Finally, we revisit some investing strategy questions that are still relevant in today’s volatile markets on moving to cash in tough times, analyzing your asset allocation, and rebalancing your retirement portfolio. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: 00:00 - Intro 00:55 - What’s More Important, Diversification or Low Fees? (Matt, VA - voice) 06:20 - What Causes Mutual Fund Price Fluctuation? (Brent, Bennington) 10:07 - Download the Guide to Growing Your Wealth: 10:45 - Are Midcap Funds Necessa

-------------------------------------------------------------- Click the link to access additional information on building your wealth, tax-free! Visit - Setup a personal strategy session with me: Like and Subscribe! Visit me on the web- I have been involved in financial planning for over 36 years. I started out as a high volume stockbroker. After working with millions of dollars I decided there had to be another way for people to earn money in the market without all the risky ups and downs that leave you where you started, or worse. After reading a ton of books I came across a book on the Infinite Banking Concept and it completely changed my life and the way I view investments. Now I focus on building wealth using a tool we developed by leveraging life insurance. This way we can get: Double Digit returns Keep you money safe Keep your money liquid Create substantial passive income Leave a legacy for you family And do it all Tax-Free! I post videos regularly so if y