Category Archives: Financial Advisor

Agora Financial: In Pursuit of Greatness

Protecting and growing your wealth is something that we all should strive to do. Being able to live a comfortable life after retirement can be a daunting task, especially if you haven’t invested wisely. There are numerous options to invest your hard-earned capital, but all aren’t created equal. If you’re looking for a better way of investing, then there is one company that can handle all of your needs. Agora Financial is by far one of the best investment firms in the business. This firm provides you with a ton of investment business material such as online publications, free newsletters, brochures, seminars, books and documentaries.

One of the best benefits of service is that you don’t have to be a professional to benefit from the valuable services. Agora Financial has a myriad of investment strategies that can handle your goals and interests. Investment Banker and Attorney James Rickards has laid out a successful plan of educational material and guidance. The possibilities here are nearly endless as consumers will receive the benefits of:

  • Income-Boosting Strategies
  • Nest Egg Advice
  • Ability To Earn Maximum Profits Via Precious Metals
  • Preview of Companies That Are Primed For Rapid Growth
  • And many more

The proven wealth-building strategies come from a distinguished team of commentators and financial analysts. Agora Financial has been an innovator of this subject for two decades. The experience is here, the know-how is here and the expertise is here. What more could you ever ask for. Consumers/investors will never have to go at it alone thanks to this valiant team of experts. This company is accomplished, and it has earned public recognition from prominent publications and media sources. This includes USA Today, FOX Business, MSN Money, The Economist, Market Watch, CNBC and CNN Money.

David Giertz Explains Why Financial Advisers Should Talk about Social Security

Updated August 15th, 2017:

David Giertz has been the subject of a new article about retirement planning, but it’s a little different than you might expect. Instead of the typical negative slant about saving money, and living more frugally, David makes the point that you can still live your best life. You just have to be careful, and intelligent about your financial planning. Something Mr. Giertz covers in depth for

Updated July 1st, 2017:

David Giertz had some sound advice on what his fellow Ohioans can do to invest in themselves earlier than they might think.  If you don’t want to spend your entire life working, and you like the prospect of an earlier retirement without the fear of outliving your money, it’s worth reading David’s insight.

David Giertz is the President of Nationwide Financial Distributors. He has over 31 years experience as a financial adviser, and is registered with FINRA as a broker.

In a 2014 interview with Veronica Dagher, a columnist for the Wall Street Journal Wealth Adviser, David Giertz stressed the importance of financial advisers speaking to their clients about social security. He discussed a survey that Nationwide Retirement Institute initiated with consumers of retirement age and within ten years of retirement. The results of the survey showed that most financial advisers were not speaking to their clients about social security. He said it’s important for financial advisers to talk to clients about social security from a retention perspective, because four out of five consumers in the survey stated that they would change advisers if their adviser didn’t discuss social security.

David Giertz explained that some advisers might avoid the topic because social security is a very complex issue and can be hard to understand. However, social security can play a big part in a client’s retirement plan, totaling up to forty percent of a client’s income. The client’s social security income should be included in the retirement planning process at If a client starts collecting social security too early, the person could lose up to $12,000 per year.

The survey also showed that many consumers have misunderstandings about how social security works. By discussing this issue on, financial advisers can prevent clients from losing money in their retirement.

David Giertz’s firm, Nationwide Financial Distributors, sells life insurance and annuities, offers investment advisory services, and is a mutual fund underwriter.

Investment Choices With Returns

Warren Buffet has been known of his awareness to the many mediocre and expensive funds that shortchange most investors. This has seen him commit to low cost and simple investments whose returns are expected on the long-term basis.

Mr. Warren Buffett uses the bottom-top approach while investing, where he carefully analyzes companies’ durable portfolio.

According to Timothy Armour, industries as well as consumers should be cautious of different product labels. This should be due to the intra-industry active and passive argument that is unbecoming to the investors. Per his view, mutual funds are known to give poor returns in the long run mostly because of issues such as management fee imposition as well as excessive trading. On top of this, there is a high volatility risk and opportunity cost of passive index investments, which are mostly understated.

Armour is the chairman of Capital Group Companies. He has an investment experience of close to three decades, all with Capital Group. He previously worked at Capital as an equity investment analyst. Armour holds a bachelor’s degree in economics from Middlebury College, and he is based in Los Angeles.

Armour argues that the market sell-off that happened in September was due to the retarded growth of the U.S. economy, as per the investors’ expectations. He thinks that the Fed will still need to go raise rates, as near-zero interest rates led to investors taking undue risk.

He also agrees with Trump that interest rates had been declining much, to an extent of hitting the bottom. He thinks that Trump will end the “new normal” era of sluggish economic growth and subdued interest rates in the country. Recently, Timothy was quoted saying that the company had plans to co-design investment solutions with Samsung to fulfill the savings, retirement and insurance-linked needs of the Korean investors. This will give Capital Group a better position in the Korean Market.

A Different Type of Banking offered by Martin Lustgarten

Investment banking is a type of banking that is majorly there to raise capital. They majorly work twit other entities such as corporations, governments, as well as individuals. Investment banking is usually done by banks that try to offer the most appropriate advice concerning investments where clients intend to put their money. Investment banks also facilitate mergers and even acquisitions, sell securities, underwrite debts, carry out reorganizations and broker trade for investors.

Many leading investment banks have partnered with larger banks. When firms want to issues bonds or stocks they would use investment banks as intermediaries between investors and a company. So as to maximize, Investment banks would help in pricing. They also assist the clients in trying and complying with regulatory issues.

The structure used in investment banking is very different as compared to other banking types and therefore sets the investment banking apart. The organizational structure is also unique as compared to the banking types. One of the positions in the investment bank that makes the bank different is the investment banker. This position plays a very key role in almost every bank operations.

Martin Lustgarten is an investment banker who is based in Florida. He is the founder of this investment banking firm. He thus works with small businesses and even individuals to help them attain their financial objectives. Small companies that would need money for expansion would often seek assistance from Martin Lustgarten. Martins Lustgarten would then help the companies receive the funding that they need usually using referral partners. Therefore, Lustgarten has helped a large number of companies to get the funding that they need so that they can grow and also become more successful.

Apart from working with small businesses, Martin has also specialized in working closely with individuals. There are usually many individuals who often are looking for wise ways to save for retirement and grow their wealth. Therefore, most of them often from Martin to assist them to reach their goals. Lustgarten helps the individuals by giving them advice on how to plan their finances and allocate their assets. He also does research on some investment so that he can give the options to his clients. With help from Martins expertise, many people have been able to establish financial security.

Martin Lustgarten Understands the Investment Banking Process

There are a variety of banking types in the banking industry. One of the most interesting and unique is investment banking. The banking industry provides banking services that give a wide array of banking services and options to customers who need banking to help with financial needs both personally and business related. While all of the banking types are different in many important aspects, most of the banking types have several aspects in common.

However, investment banking is vastly different than almost all other banking types. Investment banking is vastly different in structure, foundation, and operations in relation to other banking types. One of the main reasons why investment banking is very different than other banking types is because the banking services provided by investment banks are far different than the typical banking services most people require on a regular basis.

Investment banks provide banking services that usually involve significant amounts of cash or loans that go well into the six or seven figures. Many of the banking services involve business related matters such as mergers, acquisitions and securing financing. With the type of banking services provided by investment banks, the structure of investment banks is far different than most banking types.

Investment banks are structured with three main areas. Each area provides specific types of banking services. Each area contains banking services that fit under the type of banking services offered under the particular area. Beyond the structure of investment banks, another major difference between investment banks and other banking types is the investment banker position. This position is responsible for many duties within an investment bank.

One of the most well known investment bankers in the investment banking sector is Martin Lustgarten. With many years of experience and a proven track record for delivering outstanding service to clients, Martin Lustgarten has an excellent reputation in banking industry.

Martin Lustgarten is the founder and CEO of Lustgarten Martin, which is an investment banking firm. As the CEO of the firm, Martin Lustgarten manages the day-to-day business operations for the firm. In addition, he plays a major role in attracting, securing, and maintaining clients for the firm.

Why the Legacy of Stephen Murray is Entangled with that of CCMP Capital

The gap created in the private equity sector by Stephen Murray still lingers more than a year after his demise. Murray had dedicated about 16 years of his life to CCMP Capital. Until date, he is highly acknowledged for spearheading the creation of CCMP Capital as well as its growth and development. Before his death, Murray had led the New York City-based Private equity company into raising about $3.5 billion for a new fund. Both Murray and Chairperson Greg Brenneman were the only two CCMP’s executives recognized on SEC filings for CCMP Capital’s new fund.

Stephen Murray is one man who had witnessed the different transformations experienced by CCMP Capital’s predecessor companies or firms as a result of mergers and acquisitions. Murray’s career in 1989 after joining MH Equity Corporation, which comprised of an integration of its leveraged finance unit with Manufacturers Hanover’s private equity section.

Transformations Experienced before the Formation of CCMP

In 1991, Chemical Bank acquired Manufacturers Hanover while Chemical Venture Partners and MH Equity merged. Later in 1996, Chemical Bank initiated a merger with Chase Manhattan Corporation. This led to the transformation of Chemical Venture Partners to Chase Capital Partners on After J.P.Morgan had acquired Chase Capital Partners, the name changed to JP Morgan Partners. Murray was appointed as the head of buyout business at the firm in 2005. For a duration, it was one of the top largest private equity firms in the world.

In 2006, Stephen Murray assisted in the inception of CCMP Capital. CCMP Capital is a spinout entity of JP Morgan Chase. Later in 2007, Murray was appointed as CCMP’s chief executive officer to success Jeff Walker. After assuming the CEO role, Murray led the company to greater achievements with about $12 billion in terms of growth capital and leveraged buyout transactions.

Board Membership Positions Held by Murray

Before his death, Murray played not only a significant role in the success of CCMP Capital but also in the success of other organizations. Some of these entities include LHP Hospital Group, Jetro JMDH Holdings, Infogroup Inc., Crestcom International, Strongwood Insurance Holdings, Ollie’s Bargain Outlet, and Octagon Credit Investors among others.

Murray’s Death

On March 13, 2015, Greg Brenneman, who succeeded Murray as CCMP’s CEO and president, divulged information about Murray’s demise. This situation happened after Murray had left the company citing health issues. On behalf of CCMP Capital, Greg expressed sincere condolences to Murray’s family including his wife and sons. He also described Murray as a deal maker and terrific investor who had spent a significant part of his career in private equity.

The Midas Legacy Is The Gold Standard

One of the most important traits in life is being self aware as often as possible. It is important to know what someone is doing right and what someone is doing wrong. When that happens, they are in a position to succeed. Sometimes it requires taking a long hard look at what has worked in the past and what has not worked in the past. When something is working, there are still things that can be improved upon in that situation. It is like taking a great recipe and adding something extra to it to make it even better. When it comes to things that have not worked out, it is important to remember why they did not work out and how they can be corrected and fixed.

The Midas Legacy is the gold standard when it comes to a life that has been lived to the fullest in terms of enjoying all that it has to offer. Life will give people many chances to make the most out of it. However, sometimes people have to see what these things are and really go after it. Thankfully, for them, they have The Midas Legacy, which knows how to help people live a life that is meaningful and successful.

The Midas Legacy is a research services company that focuses on wealth management advisory. A lot of people sometimes are unaware of how to manage their wealth. They think it might last forever and it will never run out for them. However, it does not take long for them to realize that is not always the case. The money will run out and they need to make it last as long as humanely possible. Sometimes, they don’t realize that until it is too late and the time has already passed. The Midas Legacy makes sure people have no regrets when it comes to their life.

They know how to lead people down the right path and make sure everything is in order with their finances. This takes a lot off their plate and makes life a whole lot easier for people. They can simply kick back, relax, and enjoy their retirement years. Many people talk about things they have wanted to do but have never actually done. Now, with the help of the Midas Legacy, they can do those things and live the life they have been wanting for a long time.

Check out Midas Legacy’s CrunchBase to see if any of their services match your needs here:

Get a Wealthier and Happier Life Today

Are you looking for a firm that offers exemplary wealth management and advisory success services? Well, The Midas Legacy is happy to help you find a more comfortable life than what you have ever thought of. The Midas Legacy provides amazing consultancy services to upcoming entrepreneurs, individuals looking forward to better their lives, people wishing to have early retirements, investors and those who desire happiness and peace throughout their lives. The primary goal of this company is to assist customers attain their desired success. The Midas Legacy fulfills its mission by providing necessary capital to individual members who have great vision of changing other people’s lives in fields like finance, real estate, natural health as well as entrepreneurship.

How We Facilitate the Success of Our Clients

The process of turning your great vision to a reality begins immediately after seeking consultancy services from our company. As a client, you are given the Midas code that acts as free guide to give you proper direction as one of the members of The Midas Legacy on With a high number of well-informed experts, clients are well guided on different issues that arise within the business sector. These specialists include successful entrepreneurs, leaders in other important fields, top stock market shareholders as well as bestselling authors. All professionals working for this firm are committed to ensuring each client accomplishes his or her desires of becoming successful.

Read more: Best Business Blueprints

Additionally, this company strives to help individuals develop and shape their lives by teaching several ways to develop different disciplines in life. The experts of The Midas Legacy also go a mile ahead to offer proper suggestions and options that clients can consider in order to make their lives better and greater. This mainly applies when a client has failed severally on a particular option. The experts not only encourage clients but also teach them on the right paths to follow. The Midas Legacy values mentorship programs because they help empower most clients.


If you are looking for overall improvements in your life, then The Midas Legacy is the place to be. With the right advisory boards, The Midas Legacy has made life simpler for investors since they provide guidelines on proper wealth management. This firm has a good number of experts who deal with different levels of issues raised by clients and this has ensured quality services to clients. One of the impressing facts about this firm is that it has managed to grow tremendously within a short time frame and built a good reputation.

Learn more about The Midas Legacy:

Better wealth and health with The Midas Legacy

Building your wealth and becoming healthy is a goal all people have. Many want to retire as early as possible but don’t have the knowledge and don’t know where to get the advice to begin this process. The Midas Legacy is a special consulting firm that will help you with your financial goals and become healthy.

The Midas Legacy has the people and resources to help make these dreams a reality. They have top experts in their field that will connect with their clients.

A better life with peace and happiness. This is an achievable goal when clients become members of The Midas Legacy. When a client becomes a Member, they will in turn receive a guide called The Midas Code. This is the beginning of the process to get the ball rolling when a client inquires about The Midas Legacy. Top experts include those in the area of real estate, top stock market shareholders, renowned authors, and others. Experts working with The Midas Legacy include Sean Bower, Mark Edwards, and Jim Samson.

Sean Bower is a journalist with many years and great knowledge of how the financial markets drive the economy. He contributes to The Midas Legacy website with information how you can unlock your secrets for managing your wealth.

Jim Samson is a real estate expert, entrepreneur, and trading expert. He contributes his vast knowledge of the real estate business and helps those who wish to invest in real estate.

Mark Edwards is expert in healing with natural cures. He is the one in the organization giant drug companies don’t want you to know about, since he is the one that will give you knowledge on how to heal your body the natural way, and not with expensive prescriptions.

Read more:
Unlock Your Secret


The Midas Legacy is a group that truly gives back to the community by caring for all people. They routinely give generously to charitable organizations like St. Jude’s Children’s Research Hospital, the Give Hope Foundation, the Wounded Warrior Project and many, many more.

Achieving your financial goals and better health through a natural means is the goal of the Midas group. All people want to retire at an early age and enjoy that retirement with better health, naturally. That can be accomplished with the guidance and knowledge of the experts of The Midas Legacy.


George Soros says the Debt-Fueled China’s Economy is Similar to what U.S. Experienced in 2007-08

George Soros success is one that is understood by many people based on the influence of the financial market, American politics, publications, donor and making controversial statements. First, Soros is Jewish-Hungarian ancestry who holds dual citizenship in the United States and Hungary.

Currently, Soros is the founder and chairperson of Open Society Foundation and Soros Fund Management LLC. He is also famous and widely known as the man who broke the Bank of England after making a short sale of $10 billion dollars’ worth of Britain pounds and made an enormous profit of $1 billion on a day remembered as Black Wednesday in 1992 during the UK currency crisis. His massive wealth on has made him one of the 30 richest people in the world.

Soros is also known for making controversial statements that raise eyebrows from other financial analysts, government representatives, politicians, organizational representatives and market regulators. For instance, George Soros recently warned the global investors to be careful about the global market that is currently facing a crisis. He gave evidence with the current economic problems in China saying that the country is struggling to acquire a new growth model, and the devaluation of the currency is affecting the global market negatively.

Soros was the first to express worries about the China’s economy at a time the yuan is sinking and as the government makes a move to shift the economy from manufacturing and investment toward consumption and services. According to Soros, China had a significant adjustment problem which he called a financial crisis that resembles the one in 2008.

Soros has had a successful career in the financial world with his hedge fund gained 20 percent per year between 1969 and 2011 and now has a net worth of $27.3 billion according to Bloomberg. Soros has once again released another statement on China’s economy saying that the debt-fueled economy resembles U.S. back in 2007-08. He has given evidence of various factors such credit growth, banks holding more loans than assets and rising housing prices as some of the factors that are very alike.

Soros has referred to the current China’s economic problems as a crisis that he has already placed a bet for because he is sure China will not escape a hard landing. China’s has also responded bitterly to his claims saying that he has made similar claims before and this time is not an exception. Soros says the crisis will be exaggerated when the banks lend heavily to each other hence creating an additional source of instability and uncertainty. Soros is, however, expressing optimism on the steps taken to stabilize the currency through linking to a basket of international currencies because it would help to minimize the risk of competitive devaluation.
Find out more about George Soros and China on: