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“The economy is not at all correlated to the markets. It is one of the best fictions of the culture. The culture believes that the economy drives the market and thus is predictive. Wrong. This is one reason why we invest in companies not countries.” |
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Time For Choosing:
You’re either an investor or a speculator |
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In this month’s edition Nick suggests a practical redefinition of investing versus speculating (we are the former). |
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MICHAEL'S ARTICLE OF THE MONTH |
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Cash-Value vs Term Life Insurance |
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In this article I share what I've learned after being a financial advisor for 35 years and also helping families with life insurance.
You'll learn what insurance agents won’t tell you, and which of the two types of life insurance is best for your family. |
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The Millionaire Next Door by Thomas Stanley
The Surprising Secrets of America's Wealthy. One of the best books I've ever read on personal financial success.
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Scoring points beyond stocks: From basketball to investing strategies |
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Youtube - 29 January 2025 - 33 minutes |
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Ever wondered if a stock picker can take on Michael Jordan in a pickup game? Find out in this episode as Mike Gitlin speaks with Capital Group portfolio manager Martin Jacobs about this chance encounter, along with his investment insights.
Hear Martin share the importance of concentrated portfolios and being an eternal student. Be sure to listen to the end to hear what he considers as his investment edge. |
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16 January 2025
34 minutes
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New York to Tokyo: Investing insights from a global nomad |
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How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international trends shaping the market and why companies need to constantly reinvent themselves. Gerald shares his views on demographic trends, what high interest rates could mean for companies and why a signed Pelé ball sits on his shelf. If you want insights on long-term investing and international markets, this episode is for you. |
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A 'rollover' refers to which of the following? |
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- Contributions made by an employee to a group retirement plan.
- A transfer from one Qualified Retirement Account (ie, IRA) to another similar type account.
- Taxation of funds withdrawn from a modified endownment policy.
- Transfer of funds from an annuity to another annuity.
- Transfer of cash-value from a life insurance policy to an annuity.
- Transfer of an annuity to cash-value from a life insurance policy.
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Answer = #2.
A transfer from one Qualified Retirement Account (ie, 401k, IRA) to another similar type account.
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MONEY MEMES AND A LITTLE HUMOR |
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Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal. Series 6, 26, 63, 65, Life
Since 1989 I’ve been helping families make smart choices about building a guaranteed income during retirement.
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Retirement Planning • IRAs • 401k's • Rollovers • Mutual Funds • Variable Annuities • College Planning • Term Life Insurance • Living Trusts |
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