Category Archives: Financial Advisor

Paul Mampilly – Financial Advisor to Your Rescue

Achieving success with your investments is not easy these days as the market is saturated with a wide range of investment and financial products. People who have money to invest are looking for ways to ensure that they do not suffer losses and the best way to ensure that is to take advice from a renowned financial expert such as Paul Mampilly. He is one of the most sought-after financial analysts in the US financial industry and comes with years of experience. In his career, Paul has worked for different banking and financial organizations and helped improve their performance and revenue. In the last few years, Paul has been working as a senior editor for the leading financial publishing house, Banyan Hill Publishing.

Visit on his facebook to learn more about his platforms.

Paul Mampilly wants to guide main street Americans to financial success, and he lays down a list of stock recommendations in the financial newsletters he has introduced, including True Momentum, Profits Unlimited, and Million Dollar Club. Paul focuses mainly on the mid-range stocks as these are the stocks that come with high return prospects. People who want to ensure that their money doesn’t go down the drain due to bad investment choices, subscribing to the above-mentioned newsletters by Paul Mampilly would come in handy in providing you the information and knowledge needed to make the right investment choices. His tips are also easy to use and can be easily understood, allowing people to benefit from it.

Paul has been featured on many leading financial networks for the kind of success he has achieved with his investments. He has also won the Templeton Foundation Award, which showcases his strengths as an investor and his knowledge of how to put money at the right place to achieve investment objectives in the long-term. Paul Mampilly is using his skills to help people with little knowledge of investments to grow their wealth. It often happens that most people do not have time to continue reading different investment plans and often is out of opportunities. Paul Mampilly wants people to be aware of what is going on around them so that they can invest their money wisely.


Paul Mampilly Reveals Two Of The Biggest Changes That Have Taken Place In The Stock Investing World

Paul Mampilly has been able to reach many people through his collaboration with Banyan Hill Publishing in recent years. As the editor of Profits Unlimited, he educates his readers about upcoming investment opportunities in the stock market. He also likes to warn his readers when he sees trouble brewing in the market and has been able to save lots of money for many people. Paul Mampilly received his MBA while attending Fordham University, and he was able to secure a job with Bankers Trust after this. He started out his professional career as an assistant portfolio manager but quickly moved up to work with ING and Deutsche Bank. Kinetics Asset Management decided to hire Mampilly on after this, and he helped to grow the firm’s hedge fund into one worth $25 billion.

He soon began to grow weary of earning money for people who already had plenty of it and decided to leave Wall Street. Today, Paul Mampilly writes for an audience of more than 90,000 people who are subscribers to his financial newsletter. He now focuses on keeping track of all of the happenings in the stock market for regular, everyday people. He has admitted in recent interviews that he spends a lot of his time reading and that he spends a lot of the rest of his time tracking stocks. Paul Mampilly has noticed that computers have really changed the stock market. When he was managing a successful hedge fund, humans were the ones doing most of the trading.

Today, trading robots and artificial intelligence is doing most of the trading, and this puts regular investors at a disadvantage. He has admitted that this has altered the market because most investors are using some kind of software or computer program to help them out. Paul Mampilly has also noticed that ETFs have replaced the function of mutual funds. They have very low fees associated with them and offer investors good passive investment opportunities. The flipside of this is that ETFs have made it more difficult to track what stock managers are doing. Mampilly advice investors to be aware of the fact that many companies are now able to focus on growth versus profits, and this is continuing to change the game. Click here.

Igor Cornelsen: The Career Background of an Investment Advisor

Brazilian Igor Cornelsen is a very respected investment advisor born in 1947, October 4, in Curitiba. He commenced with joining the Federal University of Parana, an engineering school back in 1965. After 2 good years, Mr. Igor Cornelsen made a fateful resolution to commence studying economics. He graduated and got his first job as an investment banker in 1970.

At the time, most engineers used to work at investment banks due to their ability to use sliding rules to work out compound interest rates, computers and calculator were not as advanced and widely used as now. Mr. Igor Cornelsen worked extremely hard with passion and he succeeded to make his name big in his field. He moved to work in Rio, it was a huge gap for the determined man who yearned for success and with no time he was promoted in 1974 to become a member of Multibanco’s board of directors. After 2 good years, Mr. Igor Cornelsen became the CEO of Multibanco.

Unfortunately, the investment banker left Multibanco after the Bank of America acquired it in 1978. He moved to work with Unibanco, a heavyweight investment bank based in Brazil until 1985. Mr. Igor then moved to work with a Merchant Bank situated in London, Libra Bank PLC. The investment banker was extremely excited for the huge opportunity that paid him in dollars. He kept on doing his best in his field and he represented his country, Brazil, as he was among the London workmates that moved to Standard Chartered Merchant Bank. After 7 good years, he left the bank, but he is still a successful investment manager.

Mr. Igor Cornelsen disclosed that his idea of being an investment adviser was a consequence of his extensive experience in his field. At first, he managed funds for banks in the stock market back in 1971 and he has achieved a lot since then. The successful man shared that he does not have a unique strategy that enables him to expand his business. What he does is to keenly find out those assets that depreciated for quite a while. Igor Cornelsen is in love with Reuters news web service for they enable him to be productive by offering no bias reports.

Matt Badiali Launches a Newsletter to Share his Knowledge

The finance expert studied at Penn State University where he specialized in earth sciences. He later joined another institution where advanced his education by pursuing a master’s degree in geology. At the University of Carolina, he obtained a Ph.D. Matt Badiali was introduced into the finance sector by one of his friends at the time who thought that his business skills and experience as a geologist would help many average investors. After some years, he had helped many people through offering some investment tips. Some of his clients who followed his investment advice have achieved good returns on investments including triple-digit profits.

Last year, he launched a popular newsletter known as Real Wealth Strategist at Banyan Hill publishing. The platform gives some insights into the natural resource markets. Unlike most sectors in the economy, the natural resource markets are often cyclical and involve a lot of speculation. According to Matt, the Real Wealth Strategist will help his clients to understand the science behind the market and hence making informed decisions. He recently predicted that there would be significant changes in the energy sector. Matt Badiali is of the opinion that electricity will change the current situation where fossils fuels are the main sources of energy in the economy. The investment expert Matt Badiali, revealed that the only challenge for scientists in efforts to use electricity as their main sources of energy was the lack of a battery that could store enough power to sustain a city.

Matt Badiali saw his father struggle to make his business succeed and that has made him more passionate in helping his clients to grow their small ventures and not to go through what his father went through. He has helped investors to yield higher investment returns in energy and metals. Due to the nature of his work, Mr. Badiali has traveled to many countries around the globe including Peru, Iraq, and Haiti to evaluate mines and oil projects and to come up with valuable investment insights. He wakes up very early in the morning where he takes his children to school and watches the latest news to see the developments in the business world.

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.