Stock vs. Cash Donations with HCR Wealth Advisors

With the Holiday season in full swing and the end of the year only days away, it is time for many clients of HCR Wealth Advisors to look into their final donations for this calendar year. HCR clients have the option to donate their stocks instead of cash this holiday season. These organizations have the option to utilize these assets as they see fit by allowing them to grow or cashing them in, based upon their own needs.

HCR WEALTH ADVISOR

When HCR clients donate stocks to their respective charities and organizations, they may be able to receive their tax deduction as they would for any cash donations. When removing these stocks from the portfolio for a donation, they are also removing a tax liability for future payments, which provided double the benefit for the donating client. Beyond the benefits that donating stock has to the client personally, they are donating much more when they choose stocks. Because they have the potential to continue growing in value, these organizations can invest in these stocks for their own wealth management and the donation become much more valuable than its initial value. When a cash donation is gifted, that is the maximum value that an organization can receive from that single donation. HCR Wealth Advisors can help make the switch for clients and ensure that the donation process is properly administered.

The financial experts at HCR Wealth Advisors want to offer their clients a variety of options that allow them the opportunity to maximize their charitable donations and spread their good fortune as far as it can go. While these charitable acts can alleviate some of the tax burdens, having options to give to these causes can make a difference in how an organization will fare in the future and what their options are based upon what was donated. Make your gift count this holiday season and reach out to your advisor today.

This article is provided for informational purposes only and should not be interpreted as investment advice.

https://l.facebook.com/l.php?u=https%3A%2F%2Ftwitter.com%2Fhcrwealth%3Flang%3Den%26fbclid%3DIwAR062CoUz6KmOW0_pu8FmznKtvBoS6-aOzNoMCbbq5FYAQ1W8MmmO1zpPXg&h=AT0E3CAA3A3Po-v9IGs4ICsyP9llLNtB5G-SzNsueGTap48Ae4evkt7tQKe5F84Mv9aBZ-Y2BGcpA3Qf4rTV2I7Rfo3c7mgugn0WWrN3IzQm7Td1ML_VoktS9KpPcse5s_Vf1A

Jeffrey Stevenson point of View and Career Investment in Media

Contributions to the VeronisSuhler Stevenson (VSS)

Jeffrey Stevenson is a prominent leader and businessman serving at VSS as a managing partner. He is entrusted to provide substantial solutions and ideas to the company to increase logistics. He helps in the management and funds department, ensuring the smooth running of the company. Since 1982, Jeffrey has played a significant role at VeronisSuhler Stevenson as the senior member in the investment committee specializing with the capital and buyout funds.

Jeffrey Stevenson has more than two decades of experience in the investing sector. He advises the clients on private equities providing investment solutions. Before the promotion, Mr. Stevenson served as the executive Vice president in the corporate Finance Department at VSS. He was the founder of this department Stevenson was determined to make significant changes to increase its validity and contributions to the growth and development of the company.

Jeffrey Stevenson has led to significant achievements in the company leading by example and introducing substantial results. Currenly, he is a member of the board, making vital decisions in various departments. The committees include the Access Intelligence, Brand shop, cast and Crew, southern theatres, TMP worldwide, Remedy Health, and ITN Networks. His skills and knowledge are highly appreciated since they are a combination of extensive experience and past outcomes. He is a devoted employee striving to give his best in the company.

Jeffrey Stevenson is a graduate of Rutgers College, where he earned his BA and knowledge to apply various strategies to the business market. Besides his many roles at his current company Mr. Stevenson serves on the SBIA board of governors, Lincoln Center leadership committee, in YPO/WPO board. He shares his intelligence and skills with other people making various contributions.

Changing the Media Environment

Over the years, Mr. Stevenson has taken the initiative to improve the media environment by addressing market trends in the media forum. He is devoted to ensuring there is a significant revolution in the media. His primary focus is on the technology revolution, which Mr. Stevenson believes is the source of media environment change precisely in New York.

According to Jeffrey Stevenson, New York Media and other parts have changed with the mobile user being in control instead of the creator. He points out the need and to review media and the technology influence.

For details: pitchbook.com/profiles/investor/10045-27

Clément Perrette Focuses On Developing Skills To Use In His Work

 

When someone knows the exact career that they want to have, they can focus on attaining skills that will help them find success while taking on that type of a career. Clément Perrette has worked to gain a number of different skills that have helped him in the career that he has. He received a good education to get him set up on the right path to find success in the financial field.

 

When he was younger, Clément Perrette focused on an education in mathematics. He studied Civil Engineering, Applied Mathematics, and Computer Science while he was in college. He was eventually able to achieve a Master of Finance degree. He was careful to get an education in studies that would help him with the career that he wanted to have.

 

One of the first jobs that Clément Perrette had helped him to gain skills in the customer service and marketing fields. He also learned problem solving while taking on this job, and the job helped him work on his leadership skills. See Related Link for more information.

 

When he got a job at Barclays Capital, he was able to use the experience that he had gained through his previous jobs to help him be successful there. Because of the knowledge and skills that he had; he was promoted while working at Barclays Capital.

 

Even with his focus on his career and on gaining the skills that he needs to be successful in his work, Clément Perrette still takes time for philanthropic ventures. He is someone who is concerned about the planet and the changes that he feels are taking place on the earth. Clement is involved in marine conservation efforts because of the concerns that he has.

 

Visit him on https://programminginsider.com/clement-perrette-talks-big-data-and-the-evolution-of-fixed-income-asset-management/

 

Banking And Investment Industry Consultant Igor Cornelsen

After managing some of the largest banks in Brazil, Igor Cornelsen went on to become an investor who shows those who are new at investing long-term strategies for getting the best returns. Through his business, the Bainbridge Group, which is focused on stock market and commodity trading, and foreign exchange, he works as an expert advisor to a number of businesses, including the Burger King restaurant, a company that has benefited a great deal from his services. One of the things that Igor Cornelsen encourages new investors to put their funds in is countries like Brazil and its largest trading partner, China. Tips that he gives first-time traders for investing in his home country include talking to its local citizens to get information on their business experience, preparing for the strict regulations and high taxes that they might have to deal with, and understanding foreign currency and exchange in order to be aware of which financial transitions are restricted.

Igor Cornelsen also warns traders not to invest in companies that are going through financial struggles, but to instead put their money in damaged or declining stocks, because they are less expensive to buy, and their value increases as the market becomes stable again. After he retired from the banking industry, he had more time to spend on one of his favorite hobbies, playing golf. He started the Bainbridge Group so that he could still be connected to the world of finance as an advisor, while having time to pursue other interests. The Brazilian executive lives in Boca Raton, Florida, but he also has a home in Brazil that he spends half of each year at, and his investment consulting business is headquartered in the Bahamas. He has been featured in several business and finance publications, and has been on websites that are focused solely on the subject of investing.

Boris Ivanov Gazprom: Working Towards Change

Boris Ivanov Gazprom has felt some level of obligation towards various people in his life on different occasions, and it is obligation that makes him realize that his actions are extremely significant. Because so many people are reliant on what decisions he ends up making, he knows that he has to carefully consider the paths that stand before him in their entirety before he makes a move. Because he holds such a sober view of the world around him, people find it easy to sympathize with the whereabouts of Boris Ivanov Gazprom. Few individuals in the world are able to reflect the genuine nature he presents the world with, and even fewer within the business industry can do so.

Follow Boris Ivanov Gazprom on LinkedIn

The population is quite used to the snarky and sly way of the investor, so at first, they were not sure how to deal with someone like him, someone who clearly wanted to change this stereotype. Boris Ivanov Gazprom has been dedicated since the very start with creating his own unique image in the field separate to all the stereotypes that may be associated with this. Perhaps it is the fun he has when he experiences business that makes him want to keep on moving or perhaps it is a sense of obligation.

Either way, Boris Ivanov Gazprom has made progress in investment that, before he started his career, most would not have thought possible in the short amount of time he has been around. Even in this short period, it would seem as though the wisdom he is willing to reflect and present the world with is unparalleled, and he wants to show people that no matter how difficult things get for him, he will always be working to help others. This is where he finds his passion, and as long as he has a say in it, he wants his efforts to be devoted to the upbringing of other people around the world. In this, he finds a true connection with the world around him, and this is something that he is greatly appreciative of. For as long as he is able, Boris Ivanov Gazprom wants to work towards the goal of change.

Check more about Boris Ivanov Gazprom: https://rogtecmagazine.com/closure-interview-boris-ivanov-general-manager-tde-energy-services-ltd/

Colbeck Capital Management: The Company Offering A Range Of Services In Investment Management

Colbeck Capital Management is a company that strives to offer the very best services when it comes to investment management and potential. The company is known for offering an incredibly efficient range of services to companies that are on the lookout for new investment ventures, or those who are in financial conditions that need improvement. The company has been operating within this sector for an extended period of time and has always tried to enforce the very best values when it comes to the investments that they are looking to make. The company has worked with a variety of names in different sectors and has been able to offer their expert advice to clients coming to them from a range of industries. Over the years, Colbeck Capital Management has developed an extensive portfolio of clients and companies who have all been looking for ways in which they can develop their companies and who are looking for potential investment ventures that they can partake in. Through this, Colbeck Capital Management has helped several companies achieve their investment and professional goals and has helped them become notable names within the industries that they are working in.

One of the reasons why Colbeck Capital Management has emerged as such a well-regarded name in the investment industry is owing to the contribution made by the professionals working at the firm. The company is known for having an incredibly proficient roster of professional investment advisors and managers who are all well experienced within the field. The professionals working at the company are well aware of the intricacies of investments and the potential routes that clients can take when looking to expand their horizons. Through the work of these professionals, the company has been able to offer nothing short of the very best to clients who come to them. In this manner, Colbeck Capital Management has been able to secure itself as a well-known name in this industry and has grown extensively over the past few years owing to this development. The company would not be where it is if it wasn’t for the hard work and dedication put in by the professionals working at Colbeck Capital Management.

The range of services provided by investment companies is always important because it helps the client understand what are the potential routes that they can take with regards to their own development. Colbeck Capital Management offers a wide range of services that are designed to help companies who are looking to expand and invest in new ventures and newer markets. Through these services, the company aims to help its clients experience the growth that they need to increase their profitability. The company is also known for offering a wide range of services to clients who are in financial trouble and who are seeking some kind of expert opinion to know which direction to move in. The company is known to have helped several well-known names in the past who have been in harder financial situations. With their expert opinion, the company has helped these clients move in a direction that is positive for their growth and development.

The TigerSwan Team Does Its Duties

James Reese Tigerswan

Back in 2008, James Reese co-founded TigerSwan. The private security firm seeks to provide solutions to complex problems and dangerous situations. Private security concerns worry people all over the world. Sometimes, things become so dangerous hiring a team of experts becomes the only solution. With a presence in 50 countries, TigerSwan seeks to provide those solutions.

James Reese does understand the complexities associated with security-related missions. He is a former leader with the elite Delta Force. Upon leaving the service, Reese chose to use his knowledge and experience to enter the private security world. He also assists with training private contractors and current military special operations personnel. Reese also co-founded a tactical training facility located in North Carolina.

James Reese Tigerswan

James Reese learned there are tremendous differences between serving as a Delta Force leader and running a private security firm. In the military, Reese wasn’t concerned with budgeting or marketing. Neither was his team. The former military members who work for TigerSwan do maintain a “mission-centric” approach to their duties. James Reese must stay on top of other aspects of running TigerSwan. The firm isn’t a wing of the military. It is a private company locked into the realities of running a small business.

Thankfully, the assembled team provides the experience necessary to perform required duties expertly and efficiently. Nothing substitute for experience. When a small business has access to experienced professionals, things come with a greater potential to run smoothly. And the former military personnel aren’t the only ones who provide valuable experience. Civilian workers in non-field positions contribute greatly to TigerSwan. James Reese publicly expressed his approval of the full hybrid team that comes together to make TigerSwan work.

Reese mentioned he carries a lot of weight on his shoulders as CEO. The employees put their efforts into making TigerSwan succeed, and they rely on the company for a livelihood. Reese doesn’t want to see the company falter since so many people need it to remain in business. So far, it seems the company maintains the right path for success. Everyone seems to be working well to achieve the same goals.

Read more here https://jamesreesetigerswan.contently.com/

Peter Briger’s Years of Experience with Goldman, Sachs and Asian Finance a Key Influence at Fortress Investment Group

Peter Briger’s Years of Experience with Goldman, Sachs and Asian Finance a Key Influence at Fortress Investment Group

Peter Briger is a principal founder of the Fortress Investment Group, a diversified long-term, risk adjusted investment manager with 1,750 global investors in hedge funds, private equity and investing vehicles. It specializes in management of operations along with industry-specific knowledge, mergers and acquisitions and investing in assets. After two decades, the firm, based in New York, has more than 900 employees and manages assets of more than $43 billion in terms of debt and equity and causal, ground-level factors in close consultation with renowned corporate professionals and stakeholders.

About Peter Briger came onboard in 2002 with experience gathered over 15 years at Goldman, Sachs and from significant time involved in Asian finance. Fortress Investment Group made a series of acquisitions between 2006 and 2007, such as RailAmerica, the Canadian Intrawest and Penn National Gaming, and made a high-profile IPO in 2007. This was the first of its kind for a hedge fund, which made a daring move of taking operations into a more public arena. This not only increased exposure but gave the firm more visibility, an attribute other firms, such as the Blackstone and Carlyle groups, found valid enough to follow suit.

Currently, Peter Briger, listed on the Forbes 400, maintains Fortress Credit, managing real estate investment and credit. He is also a principal player in a Japanese purchase of Fortress. He is one of Fortress’s principals along with founders Randal Nardone, also CEO, and Wes Edens, all of whom also serve on the Fortress board of directors. He attended Princeton and earned a master’s degree from the University of Pennsylvania’s Wharton School of Business. He serves on the Princeton University Investment Company board and is actively involved in work for the San Francisco-based Tipping Point for low-income families and the chartered Caliber Schools. Click here.

Paul Mampilly Stock Picks and Investment Recommendations Earning Investors High Returns


Paul Mampilly is an experienced Wall Street Investor who has made a name for himself as a top investment analyst, researcher, and author. Paul Mampilly has an eye for lucrative investment opportunities, and whenever he recommends a stock pick, there is a 90 percent chance of return on investments. Paul has an impeccable investment record, and almost all the stock picks and companies he has recommended to his over 100, 000 followers has come earned them massive profits. Read more with this topic on dailyforexreport.com

Paul Mampilly was among the first investors who believed in Amazon in its early days. Paul, from the very beginning, saw the innovative capabilities of the company even though it was not profitable at that moment. Amazon started as a small online retailer of books. The company financial books were in a bad state, and many false prophets predicted that the company would not last for long. Today Amazon is regarded as one of the most profitable companies not only in the US but globally. Those who listened to his advice on Amazon then are now laughing all the way to the bank.

Paul tremendous success record in the world of investment did not start now. It began a more than a decade ago when he won the Templeton Foundation annual award in 2009. The award is an award that seeks to reward the forward thinkers in areas such as science, religion, and the world of investment among other areas. Mampilly is a forward thinker and in the competition was able to turn a 50 million dollar worth of investment to an 88 million dollar investment. The achievement came as a shocker to many as the competition was held during the most turbulent times of the economy the recession.

Paul Mampilly has again in 2019 made some bold predictions about lucrative business opportunities and judging from history almost all his predictions have turned out to be correct. Some of the business sectors that have huge potential in 2019, according to Mampilly include data companies as big data will increasingly become available, voice search companies and blockchains companies, among others. Blockchain Mampilly says will help enhance personal security and as more people and companies begin to look for safer and secure ways to protect data companies in this sector will become more profitable.

Read: https://getfinancialreviews.com/the-10-million-portfolio/

Serge Belamant`s Journey to Success in Financial Digital Products

Serge Belamant studied computer science and applied mathematics at Witwatersrand University. He is very passionate about the subject, and this prompted him to major in digital financial services. He found it necessary to study information systems via UNISA. His area of expertise is the generation of coded software, which facilitates safe digital financial transactions. His ambitions have seen him through progressive success in his career. Serge Belamant founded Blockchain Technologies, which is one of the leading companies in offering digital banking. He is also the founder of Net1 UEPS Technologies, Inc. which basically oversees how universal payment systems work.

In 1995, Belalmant got into partnership with VISA, and this resulted in the development of the Chip Offline Pre-authorized Card (COPAC). This innovation has been used worldwide for most digital banking services. In 1999, Belamant invented a digital payment system that was meant for payment of grants to the poor in South Africa. The system has been adopted by various countries with different levels of economic development where it has been very useful. Recently, Serge Belamant and his son Philip co-founded Zilch Technologies; a tech firm based in the United Kingdom. This company is focused on providing the young generation with financial services that correspond to the trending lifestyle and also help them manage cash flow wisely. According to Serge Belamant, every innovative idea is feasible.

One is only required to break down the concept into various components and analyze them critically. This helps in determining the success rate of the idea. He also tends to identify the core cause of a problem and design a solution. This eventually turns out to be a source of entrepreneurial idea, which has greatly attributed to his success. The talented entrepreneur feels that a flexible mind, passion, and self-confidence are critical factors that every individual requires to achieve success. As a chess player, Belamant he believes that strategy in entrepreneurship is inevitable. He believes that creativity can be implemented to improve the output of the accounting and legal fields. There are, thus, a lot more of existing opportunities to venture into with the aim of improving digital financial services.

Read full article : https://prabook.com/web/serge.belamant/339415