Podcasts about securities

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  • 1,372PODCASTS
  • 8,762EPISODES
  • 28mAVG DURATION
  • 3DAILY NEW EPISODES
  • May 20, 2022LATEST
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Best podcasts about securities

Show all podcasts related to securities

Latest podcast episodes about securities

Advisory Opinions
Making Sense of the Depp v. Heard Trial

Advisory Opinions

Play Episode Listen Later May 20, 2022 63:40


At long last, David and Sarah address the biggest issue in America today--the state of the Johnny Depp/Amber Heard defamation trial. They also talk about Ted Cruz's Supreme Court win, ask whether the Fifth Circuit destroyed the Securities and Exchange Commission, discuss an interesting case against Alaska Airlines, and end with a bit of legal/political potpourri. Show Notes:-Axios: “America more interested in Depp-Heard trial than abortion”-Patel v. Garland-Federal Election Comm'n v. Ted Cruz-Jarkesy v. SEC

Business Innovators Radio
Interview with Wornel and Kellen Simpson, Financial Professionals with Wornel Simpson and Associates

Business Innovators Radio

Play Episode Listen Later May 19, 2022 19:08


Wornel Simpson and Kellen Simpson are among the nation's leading investment and insurance industry professionals with over 4 decades of experience. They exhibit a unique approach to ascertaining 21st-century economic and generational trends and opportunities.Wornel Simpson and Associates was established in 1983 as a financial management firm. In 2018, J. Clyde Management (jclydemgmt.com) was created to help develop the innovative ideas of entities seeking next-level business advice and direction.Focusing on family and lifestyle advisory, impact investing, estate planning, family governance, philanthropy management, succession planning, cash management, spending strategies, contract negotiations, marketing, content creation and brand development- Kellen and Wornel are committed to delivering responsible results through responsible actions.Wornel Simpson (B.A.- Political Science, University of California, Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63, and 65 registrations. He is registered in the states of CA, AZ, CO, FL, GA, ILL, IND, KS, MD, NV, NY, NC, VA, and WA. Wornel is life-licensed in CA, NV, FL, and WA. Kellen Simpson (B.A.- Communications Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.Learn more at: http://www.wornelsimpson.com/Securities and investment advisory services are offered through FSC SECURITIES CORPORATION (FSC), a member of FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products, or services referenced here are independent of FSC. Insurance is offered through Wornel Simpson.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Wornel and Kellen Simpson, Financial Professionals with Wornel Simpson and Associates

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later May 19, 2022 19:08


Wornel Simpson and Kellen Simpson are among the nation's leading investment and insurance industry professionals with over 4 decades of experience. They exhibit a unique approach to ascertaining 21st-century economic and generational trends and opportunities.Wornel Simpson and Associates was established in 1983 as a financial management firm. In 2018, J. Clyde Management (jclydemgmt.com) was created to help develop the innovative ideas of entities seeking next-level business advice and direction.Focusing on family and lifestyle advisory, impact investing, estate planning, family governance, philanthropy management, succession planning, cash management, spending strategies, contract negotiations, marketing, content creation and brand development- Kellen and Wornel are committed to delivering responsible results through responsible actions.Wornel Simpson (B.A.- Political Science, University of California, Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63, and 65 registrations. He is registered in the states of CA, AZ, CO, FL, GA, ILL, IND, KS, MD, NV, NY, NC, VA, and WA. Wornel is life-licensed in CA, NV, FL, and WA. Kellen Simpson (B.A.- Communications Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.Learn more at: http://www.wornelsimpson.com/Securities and investment advisory services are offered through FSC SECURITIES CORPORATION (FSC), a member of FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products, or services referenced here are independent of FSC. Insurance is offered through Wornel Simpson.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates

Oral Arguments for the Court of Appeals for the Second Circuit
Securities and Exchange Commis v. Rio Tinto PLC

Oral Arguments for the Court of Appeals for the Second Circuit

Play Episode Listen Later May 19, 2022 56:32


Securities and Exchange Commis v. Rio Tinto PLC

Dolphin Financial Radio
Inflation in Retirement

Dolphin Financial Radio

Play Episode Listen Later May 19, 2022


Inflation impacts everyone and seemingly every financial plan. Does your retirement plan factor inflation? In this show we talk about how inflation has a major impact on those in retirement. We also discuss specific strategies and tips for dealing with inflation when you are retired.

Let's Talk Future™
Special Edition: The Great Global Reset – Have We Hit Bottom Yet?

Let's Talk Future™

Play Episode Listen Later May 18, 2022 20:58


We are pleased to introduce a special edition episode of the Let's Talk Future™ podcast. In this episode, “The Great Global Reset – Have We Hit Bottom Yet?," Doron Barness, Senior Managing Director and Global Head of Equity Trading and Distribution, and Jane Ross, Managing Director of Investment Banking discuss the current global reset in financial assets, and explore the question: how do we identify a bottom?   Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing.  The prospectus contains this and other information.  You may obtain a prospectus from your Oppenheimer Financial Advisor.  Please read it carefully before investing.  Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC  4746522.1

What Dewey Do
WDD S2 E18 (#60): Casinos, Cannabis, and Charity: The Incredible True Story of Tom Celani

What Dewey Do

Play Episode Listen Later May 18, 2022 63:04


We're not sure there's enough room in this description to list all of Tom Celani's accomplishments, accolades, and titles. He helped bring the Detroit Lions back to Detroit. He opened the first legal cannabis operation in Michigan. He was at the forefront of the Native American casino boom of the 80's. As an entrepreneur, philanthropist, wine maker, and business leader, Tom Celani has cracked the code to becoming healthy, wealthy and wise. And, this week, he sits down with Dewey D. Steffen to share his experiences and insight on this very inspiring episode of What Dewey Do? From taking over his father's company at 26 to giving back to the community he holds dear, Tom's story is a must-watch and listen for anyone who's looking to live their best life. Check it out! Thanks for listening! Please like, rate, subscribe, and share! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC. Learn more at www.greatlakeswealth.us

Money Making Sense
How NOT to be a victim of affinity and romance scams

Money Making Sense

Play Episode Listen Later May 18, 2022 29:03


Did you recently meet someone new online, either through social media or a dating sight?  Francswai Grayson, the communication outreach manager with the Utah Division of Securities, says if they ask you for money -- DON'T give them any. Susan Speirs, the CEO of Utah Association of CPA's, says you also need to be wary of those in positions of trust, if they try to get you to invest in a business oportunity or say they can "guarantee" a certain return on investment. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. See omnystudio.com/listener for privacy information.

Kay Properties Podcast
Kay Properties Matt McFarland and Jason Salmon on the Flexibility of DSTs

Kay Properties Podcast

Play Episode Listen Later May 18, 2022 31:32


Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the Delaware Statutory Trust (DST) investment process.   Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.   The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence, and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments   In this week's episode, Vice President Matt McFarland and Senior Vice President Jason Salmon talk about the flexible nature of the DST with its rules and guidelines and how that flexibility works with diversifying portfolios for more passive investments gains.   Key Takeaways: [1:00] Risks and disclosures. [4:15] About Kay Properties & Investments. [4:55] Matt introduces Jason and today's topic. [7:15] How do DSTs play into the 1031 exchange when it comes to identification based on the rules of the exchange? How is it different from a traditional purchase? [9:10] There are three rules of identification: the three-property rule, the two hundred percent rule and the ninety five percent rule. Jason explains each of them. [10:05] Through 1031, your proceeds must go through a qualified intermediary. Jason explains how the flexibility of DSTs can be useful here. [12:00] Matt adds that since DSTs are pre-packaged investment properties, it can alleviate a lot of closing risks that can come with a 1031 exchange. He explains how. [16:05] DST offers to diversify in a lot of ways but because of that, it is a matter of collaboration to know the best investment for each and everyone. [16:20] Matt gives three examples of how an individual can utilize a DST for their 1031 exchange. First is by using it as a primary exchange option. [18:05] The second example is about covering an exchange. [19:00] Number three is using it as a back-up ID. [24:15] When it comes to diversifying a portfolio, how do investors take advantage of the DSTs flexibility? [25:05] What does diversification mean? Jason shares what it implies. [26:34] With the DST structure, you are building your own diversified portfolio. Jason explains how they can help investors with that. [27:30] Diversification can span in many different aspects. Matt summarizes what these aspects are.   Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team   About Kay Properties and www.kpi1031.com    Securities offered through FNEX Capital member FINRA, SIPC. Potential returns and appreciation are never guaranteed and loss of principal is possible.  Please speak with your CPA and attorney for tax and legal advice.

Let's Talk Future™
Travel is Back: Trends and Investment Opportunities

Let's Talk Future™

Play Episode Listen Later May 17, 2022 17:06


In this episode, "Travel is Back: Trends and Investment Opportunities," Joan Khoury, Managing Director and Chief Marketing Officer, talks with Roopak Pati, Managing Director and Head of Travel Technology Investment Banking about the travel status in the endemic environment. While we may have the green light to explore the world, we still face headwinds: inflation, geopolitical uncertainties, and the lingering effects of the pandemic. Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC  4734344.1

THRIVE For[e]ward
Ep 94: How Women Can Impact the Future through Generational Wealth

THRIVE For[e]ward

Play Episode Listen Later May 17, 2022 19:04


In today's episode, we are going to talk about some buzz topics. A topic all over social media. People are talking about this topic of generational wealth, and what does it actually mean? How can women actually hold the keys to impacting our future? We are the change makers! I'm not sure about you, but I am totally okay with rocking that super person cape on my back if it means that I can make an impact, not only for myself but for my family and the future of this world. So let's tune in together and if you know, another fantastic empowered woman or you're a man ready to support the badass women around you then tune in to today's episode, because as we know, women might lead in the change making space, but we also need our male counterparts to be right alongside us. So what does this buzz of generational wealth actually mean? Enjoy!Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

The OMFIF Podcast
Regulating cryptoassets: balancing innovation and financial stability

The OMFIF Podcast

Play Episode Listen Later May 17, 2022 32:33


On this podcast, Philip Middleton speaks to Ashley Alder on regulating cryptoassets. This clip was taken from our global DMI symposium which you can view here. Ashley Alder is the Chief Executive Officer of the Securities and Futures Commission (SFC). Ashley started his career as a lawyer in London in 1984. He came to Hong Kong in 1989 with the international law firm Herbert Smith, practicing corporate and business law. He was Executive Director of Corporate Finance at the SFC from 2001 to 2004, before returning to Herbert Smith, later as head of the firm's Asia Region. He rejoined the SFC in 2011. Ashley was appointed by the Chief Executive of Hong Kong as a Justice of the Peace in 2014 and is a Fellow of The Hong Kong Institute of Bankers. He is currently the Vice Chairman of the Board of the International Organization of Securities Commissions (IOSCO) and the Chairman of the IOSCO Asia Pacific Regional Committee. Ashley attained his Bachelor of Laws degree from the University of London in 1982 and graduated from the University of Cambridge with a Master of Laws degree in 1983.

The Sidley Podcast
What Fund Managers and Investors Should Know About the SEC's Bold New Regulatory Agenda

The Sidley Podcast

Play Episode Listen Later May 16, 2022 32:50


Private fund managers and investors are on high alert as the U.S. Securities and Exchange Commission (SEC) proposes an aggressive new regulatory agenda. Its new draft rules have been described as a “sea change” and are intended to enhance regulation and protect investors in private funds. But do those investors need or want this protection? What are the broader policy issues? And what should fund managers and investors plan for? Join host and Sidley partner, Sam Gandhi, as he speaks with two of the firm's thought leaders on these subjects — Elizabeth Shea Fries and Stephen Cohen.Liz is the managing partner of Sidley's Boston office, global co-leader of the Investment Funds practice, and a member of the firm's Executive Committee. She advises clients on a broad range of transactions, business and investment structures, and regulatory matters.  Steve is the global practice leader of the firm's Regulatory and Enforcement group and a member of Sidley's Executive Committee. He advises clients on governmental and internal investigations, enforcement-related litigation, whistleblower complaints, cyber breaches, and regulatory and compliance issues, including those that involve private fund managers. 

Ironsides Macroeconomics 'It's Never Different This Time'
Audio: A Liquidity, not a Credit, Cycle

Ironsides Macroeconomics 'It's Never Different This Time'

Play Episode Listen Later May 16, 2022 14:07


Today’s audio recap focuses on our May 14 note, A Liquidity, not a Credit, CycleBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappThis institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the author’s current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.© 2022 Ironsides Macroeconomics LLC. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe

Kay Properties Podcast
Kay Properties Matt McFarland and Alex Madden on the Advantages and Disadvantages of Debt

Kay Properties Podcast

Play Episode Listen Later May 16, 2022 27:46


Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the Delaware Statutory Trust (DST) investment process.   Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.   The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence, and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments   In this week's episode, Vice President Matt McFarland and Vice President Alex Madden dive into the importance of debt, how it works, and what are their advantages and potential risks in a 1031 exchange. Debt can be used as a powerful tool, but it is not without its risks.   Key Takeaways: [0:45] Risks and disclosures. [3:25] About Kay Properties & Investments. [4:10] Matt introduces Alex and today's topic. [5:00] How does debt work from a 1031 exchange? What are their advantages and potential risks? [6:25] Why is debt important in a 1031 exchange? Alex explains and describes the process of replacing debt. [7:15] When you sell a property and you intend to do a 1031 exchange, the regulations state you must purchase equal or greater value from what you sold. Alex shares some examples. [9:15] How does debt replacement work when it comes to investing in a DST? [10:10] DST investors do not need to provide financial information. Alex explains how they are not personally liable for their non-recourse loans. [12:45] Matt adds that the DST is going to be acquired by the DST sponsor company prior to it being offered.  [14:40] What are some of the advantages and disadvantages when it comes to taking on debt in a DST? Alex shares what things investors should be aware of.  [15:50] Some investors like to have debt to be potentially more streamlined from a tax perspective. [17:45] Debt comes with risk and DSTs are no exemption. Alex shares what risks could look like in the DST structure. [19:55] Taking on more debt is not always the right decision especially when you're moving into retirement. Alex explains further why. [21:50] Debt is not bad but it's important to understand the risk that is involved. [23:45] Matt also adds another advantage with DST which is flexibility. He shares further why so.   Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team   About Kay Properties and www.kpi1031.com    Securities offered through FNEX Capital member FINRA, SIPC. Potential returns and appreciation are never guaranteed and loss of principal is possible.  Please speak with your CPA and attorney for tax and legal advice.

Jones Financial Talk
Leaving a Legacy

Jones Financial Talk

Play Episode Listen Later May 15, 2022


Legacy planning is important because you don't want to leave your loved ones in a bad situation. In this episode we look at tips and strategies to get a solid legacy plan in place.

Financially Fit Radio
Tips for Investing in a Volatile Market

Financially Fit Radio

Play Episode Listen Later May 15, 2022


Markets are extremely volatile right now, so in this episode we discuss some tips for investing during turbulent times.

Retirement Keys
Dealing with Market Volatility

Retirement Keys

Play Episode Listen Later May 15, 2022


The markets are extremely volatile and in this episode we talk about ways to help deal with that.

Retire At Peace
What to do during market volatility

Retire At Peace

Play Episode Listen Later May 14, 2022


During this episode, we'll examine some of the ways that Roth IRAs may be a good fit for certain financial strategies.

Road to Retirement
Inflation and Your Finances

Road to Retirement

Play Episode Listen Later May 14, 2022


How can you protect your finances from rising inflation? In this episode we talk about strategies to help during times of rising inflation.

Becker's Dental + DSO Review Podcast
Dentsply Sirona under investigation for securities fraud claim

Becker's Dental + DSO Review Podcast

Play Episode Listen Later May 13, 2022 1:58


Riz Hatton shares the latest news on the dental industry.

Jake Of All Trades
Recession Proof Your Finances

Jake Of All Trades

Play Episode Listen Later May 12, 2022 31:42


Although Jake and Kirk make no guarantees about the future, one would be wise to recognize a recession is a likely near-term scenario. So what does one do to prepare for a recession? What decisions might change? Jake and Kirk discuss this and more. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.  Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346

Sushant Pradhan Podcast
Episode 50: Sabal Shaha, Managing Director of Garud Securities | Sushant Pradhan Podcast

Sushant Pradhan Podcast

Play Episode Listen Later May 12, 2022 79:57


Mr. Sabal Shaha is the Managing Director of Garud Securities; the largest private security company in Nepal. In this Podcast, Mr. Sabal Shaha shares his knowledge and experiences on starting a company, motivating people, managing a large group, recruiting manpower, growth, opportunities, etc. Mr. Sabal Shaha's Facebook: https://www.facebook.com/sabal.shaha Mr. Sabal Shah's LinkedIn: https://www.linkedin.com/in/sabal-shaha-01031a175/?originalSubdomain=np Garud Securities: https://www.garudsecurities.com.np/

DocWorking: The Whole Physician Podcast
170: Unexpected Factors That Affect Your Application for Life & Disability Insurance with Anjali Singh

DocWorking: The Whole Physician Podcast

Play Episode Listen Later May 12, 2022 14:51


“Carriers want to see an independent party prescribing the medication, not the person that the client is married to.” - Anjali Singh   In episode 170, Dr. Jen Barna welcomes Anjali Singh back to the podcast. Anjali is a Certified Financial Planner and Financial Advisor and a Trusted Resource at DocWorking. Here she tells some real life stories that really exemplify how your personal medical record, including prescription medications and who prescribed them, can affect your application for life and disability insurance.  Anjali tells us a few stories of times a prescription did and did not affect someone's ability to get coverage. We love having Anjali on the podcast to share her expertise and we love learning from the stories she shares with us. Tune in to find out what you need to know long before shopping for a life or disability insurance policy.  Anjali is a Certified Financial Planner and Financial Advisor. She is a Trusted Resource at DocWorking. She specializes in disability, life, malpractice, commercial and workers comp plans. She has been working exclusively with healthcare providers since 2000.   This material contains the current opinions of the author but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N Indian Hill Blvd, Claremont CA, 91711, 909-399-1100. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America(Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Anjali Singh Insurance Services is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0C43235, AR Insurance License Number - 2674089. Find full transcripts of DocWorking: The Whole Physician Podcast episodes on the DocWorking Blog  The past few weeks have been busy at DocWorking! We have been working behind the scenes to add more CME credits to the THRIVE memberships. Now you can get a credit for each small group coaching session as well as for each 1:1 coaching session, so 12 credits/year from monthly small group coaching sessions plus 8 credits for our foundational StressPal course+community coaching. That means there are now up to 32 credits in our THRIVE Platinum subscription! DocWorking empowers physicians and entire health care teams to get on the path to achieving their dreams, both in and outside of work, with programs designed to help you maximize life with minimal time.   Are you a physician who would like to tell your story? Please email Amanda Taran, our producer, at podcast@docworking.com to be considered.   And if you like our podcast and would like to subscribe and leave us a 5 star review, we would be extremely grateful!   We're everywhere you like to get your podcasts! Apple iTunes, Spotify, iHeart Radio, Google, Pandora, Stitcher, PlayerFM, ListenNotes, Amazon, YouTube, Podbean   You can also find us on Instagram, Facebook, LinkedIn and Twitter.    Some links in our blogs and show notes are affiliate links, and purchases made via those links may result in payments to DocWorking. These help toward our production costs. Thank you for supporting DocWorking: The Whole Physician Podcast!   Occasionally, we discuss financial and legal topics. We are not financial or legal professionals. Please consult a licensed professional for financial or legal advice regarding your specific situation.   Podcast produced by: Amanda Taran

ABA Banking Journal Podcast
Understanding the SEC's climate risk disclosure proposal

ABA Banking Journal Podcast

Play Episode Listen Later May 12, 2022 22:11


Public comments for the Securities and Exchange Commission's sweeping climate risk disclosure proposal are due on June 17 — with major implications for banks and their clients. On the latest episode of the ABA Banking Journal Podcast — sponsored by IntraFi Network — ABA experts Mike Gullette and Joe Pigg discuss: The contours of the proposed disclosures and how they would work. Implications for non-public companies, including privately owned banks not registered with the SEC. Safe harbors proposed within the disclosures. The need to avoid unintended consequences from an emerging area of risk practice, particularly when applied to prudential supervision. The potential need for sophisticated modeling and expert consulting services to comply and the need for scalability for smaller SEC registrants. A comment letter writing guide to help bankers write their own comments will be available on aba.com in the coming days.

Dolphin Financial Radio

How much income is needed to be happy? In the past, a major study indicated that $75,000 was the magic number. After that, additional income doesn't move the happiness needle all that much. However, a more recent study suggests otherwise. In this show we talk about this idea of how much income is enough income.

Federal Drive with Tom Temin
SEC proposes return to 30% awards for corporate whistleblowers

Federal Drive with Tom Temin

Play Episode Listen Later May 11, 2022 20:36


The Securities and Exchange Commission recently proposed changes to its program for dealing with corporate whistleblowers. Since the Dodd-Frank banking legislation, whistleblowers receive up to 30% of penalties the SEC collects when they exceed $1 million. The program was trimmed back during the Trump administration. New proposed rules would return the program to its former state. For one view of what should happen next, the Federal Drive with Tom Temin turned to the co-founder and CEO of the banking and markets non-profit advocacy group Better Markets, Dennis Kelleher.

Kay Properties Podcast
Kay Properties Matt McFarland and Steve Haskell on Triple Net Lease Properties vs DSTs Part 1

Kay Properties Podcast

Play Episode Listen Later May 11, 2022 27:07


Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the Delaware Statutory Trust (DST) investment process.   Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.   The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence, and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments   In this week's episode, Vice President Matt McFarland and Vice President Steve Haskell circle back on the topic of the difference between triple net lease properties and DSTs. They discuss which option would be relevant for new prospective clients and investors looking to generate passive income.   Key Takeaways: [0:55] Risks and disclosures. [4:10] About Kay Properties & Investments. [4:55] Matt introduces Steve and today's topic. [6:35] Triple Net Lease Properties vs DST. Which is the passive option? [7:25] Triple net is an asset whether it's a DST or not. Steve shares what are the different options based on different types of investors. [8:20] What is a triple net lease property? Matt explains. [9:10] DST is a type of entity that is used to hold titles to a piece(s) of real estate. Both triple net and DST can go together. [10:20] Steve describes some of the triple net lease properties represented in Kay Properties. [12:50] What are the advantages of buying through DST vs triple net? [14:05] Steve talks about a client that he inherited as an example. [15:25] Triple net is great and passive until something goes wrong. Steve expounds on this further. [18:45] Matt adds what other types of tenant profiles can be represented with Kay Properties and their advantages. [20:35] DSTs can provide true access into the institutionalized playing field of investments. [21:40] What are the major benefits of DST vs triple net? [24:30] Kay Properties focuses on posture in the market to mitigate the volatility to weather a potential storm.   Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team   About Kay Properties and www.kpi1031.com    Securities offered through FNEX Capital member FINRA, SIPC. Potential returns and appreciation are never guaranteed and loss of principal is possible.  Please speak with your CPA and attorney for tax and legal advice.

The Aaron Katsman Show
Important financial Aliyah planning tips

The Aaron Katsman Show

Play Episode Listen Later May 11, 2022 8:34


What do you need to do - financially speaking - to plan for a successful aliyah? On today's show, we're going through some of the biggest financial decisions you need to start considering NOW before you pack up your life and make the big move. ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ---------------------------------------------------------------------------------- SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ---------------------------------------------------------------------------------- VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT ME: Email me: aaron@lighthousecapital.co.il ---------------------------------------------------------------------------------- DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Let's Talk Future™
Introducing Pacaso: Forever Changing the Real Estate Industry

Let's Talk Future™

Play Episode Listen Later May 10, 2022 41:37


In this episode, "Introducing Pacaso: Forever Changing the Real Estate Industry," Robin Graham, Managing Director and Head of Oppenheimer's Technology Investment Banking, talks with Austin Allison, CEO & Co-Founder of Pacaso, about this radical new concept in real estate: co-ownership of luxury second homes. Subscribe to listen to the full episode available on all major podcast platforms. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC  4695062.1

Syndication Made Easy with Vinney (Smile) Chopra
Resolve Your Legal Issues in Real Estate Sector

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later May 10, 2022 41:05


Welcome to the Syndication Made Easy with Vinney Chopra show everybody! Today we are with Amy Wan, the founder, and CEO of Bootstrap Legal. Our topic for this conversation is Amy will be sharing her expertise and how to avoid some pretty serious legal troubles through oversights and non-disclosures. Learn the essentials and also hear some great, specific details in the Q&A following the presentation. As you enter a deal, it is vital to know the standard fees that are customary to charge to get compensation. It is essential to hire a syndication attorney to assist with the legal matters of real estate investments. Amy Wan breaks down the fees every realtor and investor should be aware of prior to making and closing deals. A well-known legal expert, Amy reveals the charges sponsors usually advance personally, the three most common ways to structure your investor distributions, and the real estate waterfall method. On the side, she gives away the things you have to take note of before taking money from investors. Topics discussed - 1. Don't pay someone to raise money for you 2. Transaction attorney 3. Enforcement attorney 4. Securities attorney 5. Local real estate attorney 6. SEC investigation 7. Syndications 8. Raising capital 9. Fund of funds 10. Changes from Covid – 19 Vinney agrees with Amy Wan as we all love our privacy, So there is an importance of Privacy Laws. It was a pleasure to interview attorney @AmyWan of BootStrap Legal to discuss Navigating the Securities Law and Capital Fund Raising. It was fun and I learned a lot! Enjoy. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

THRIVE For[e]ward
Ep 93: How Wealth and Motherhood Intersect

THRIVE For[e]ward

Play Episode Listen Later May 10, 2022 17:47


Today it's all about moms and key pieces that women have the tendency to give up or take on that they shouldn't when it comes to their wealth. Motherhood is what we're going to talk about in today's episode. Motherhood when it comes to deciding to stay home and raise the kids, what to do when you decide to return to work, and how to bring your kids into a real conversation about wealth. So if you know a mother, if you are a mother, if you have a community of mothers, whatever fashion that might be, you should be listening to this episode and sharing it with your friends. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Late Confirmation by CoinDesk
SOB: When the Referees Play Favorites (Part 2)

Late Confirmation by CoinDesk

Play Episode Listen Later May 10, 2022 32:15


The power to regulate is the power to delay.This episode is sponsored by Nexo.io.Join “Speaking of Bitcoin” hosts Adam B Levine, Andreas M. Antonopoulos and Stephanie Murphy for a look at the recent U.S. bitcoin futures exchange-traded fund approval that has some in the crypto community increasingly optimistic about its potential to revolutionize finance forever! But should they be? Ever since the first bitcoin (BTC) spot ETF was rejected by regulatory bodies in 2017, investors have had to watch their investments crumble. The prospects for a successful outcome have seemed bleak. So why do we keep talking about these failed products and why does it seem like everyone is clambering aboard with hope once again as if nothing happened the last time around?The show tackles a paradoxical situation where a U.S. Securities and Exchange Commission tasked with investor protection may actually push consumers into riskier vehicles, before shifting gears towards knowledge-power-confounding "Darth Vader" effect and bipartisan legislation aimed at protecting U.S. investors from volatility risks.-Nexo is a secure crypto exchange and crypto lending platform. Buy 40+ hot coins with your bank card in seconds and swap between exclusive pairs for cashback. Earn up to 17% interest on your idle crypto assets and borrow against them for instant liquidity. Simple and secure. Head over to nexo.io and get started now. -This episode featured Stephanie Murphy, Andreas M. Antonopoulos and Adam B. Levine. It featured music by Jared Rubens and Gurty Beats, with editing by Jonas. Art for this episode was provided by Helen Cramer/Unsplash and was modified by Speaking of Bitcoin.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Bid
The 5 megatrend super highways to the future

The Bid

Play Episode Listen Later May 9, 2022 22:54


Megatrends are allowing people to build long term exposure to exponential growth. Jeff Spiegel, US Head of BlackRock Megatrend, International and Sector ETFs and Tanya Chanda, Senior Investment Strategist on the BlackRock Megatrend team, explore how megatrends are being impacted by supply chain disruptions, robot labor and millennial spending. This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable and are not guaranteed as to accuracy or completeness. This material may contain 'forward looking' information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing materialIn Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL). The material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances.In Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2022 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.

EV News Daily - Electric Car Podcast
09 May 2022 | Toyota Says BZ4X “May Not Work” If Charging In Cold Weather

EV News Daily - Electric Car Podcast

Play Episode Listen Later May 9, 2022 24:35


On the podcast today: ·       Germany's Plugin EV Share Up To 24.3% ·       Toyota Says BZ4X Won't Fast Charge When Cold ·       Spain: Plug-In Car Sales Maintain 10% Share ·       12.5% of New Light-Duty Vehicle Registrations in California were Plug-in Vehicles ·       China set to remain world's largest NEV market, says BMW CFO ·       Toyota to Invest $624 Million to Make EV Parts in India ·       Ford is selling 8 million Rivian shares ·       Ford Might Have Very Bad News for Rivian ·       BMW's Neue Klasse Platform Will Debut On 3 Series-Sized EV In 2025 ·       CarGurus Study Finds Rising Consumer Interest in Electric Vehicles as Gas Prices Spike ·       Bentley Continental GT PHEV spied, shows new step in brand's electrification ·       Cords cut at Tesla charging station in Cincinnati, second time in a week ·       Which New Electric Vehicles Come With Free Charging? Show #1460 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, you trusted source of EV information. It's Monday 9th May, it's Martyn Lee here and I go through every EV story so you don't have to. GERMANY'S PLUGIN EV SHARE UP TO 24.3% Germany, Europe's largest auto market, saw plugin electric vehicles take 24.3% share in April 2022, up from 22.1% YoY. Overall auto volume was down, by over 21% YoY, and over 40% compared to pre-pandemic seasonal norms. April's combined plugin result comprised 12.3% battery electrics (BEVs), and 12.0% plugin hybrids (PHEVs).  Combustion-only powertrains faired worst in terms of volume drop, with diesel sales down almost 30% YoY, and petrol down almost 28%. With current BEV market leader Tesla not having any large scheduled deliveries in April, other marques and models had a chance to shine, with the Fiat 500e coming out on top. The Mercedes EQB stepped up in registered volume by some 5× over the period, seeing a healthy 1,405 units over the February to April period, from 295 previously. The BMW i4 increased 2.7× to 755 units. April BEVs: Fiat 500e, BMW i3, Hyundai Kona, Enyaq, E-Tron, Smart Fortwo, Opel Corsa, ID.4, Zoe, E-208, Merc EQB, Kia Niro EV, Dacia Spring, VW e-Up!, Polestar 2, ID.3, Renault Twingo, Audi Q4 e-tron, IONIQ5 and Kia EV6 Original Source: https://cleantechnica.com/2022/05/06/germanys-plugin-ev-share-up-to-24-3-economic-pressures-mounting/ TOYOTA SAYS BZ4X WON'T FAST CHARGE WHEN COLD From Kyle Conner @ Out of Spec:  "Charging times are estimated based on ideal charging conditions. As temperatures decrease below 50 degrees Fahrenheit, charging time will increase significantly. Drive battery level and condition, charger specifications and DC charging more than twice per day also can negatively affect charging time. DC charging may not work on AWD bz4x when the temperature is below 32 degrees Fahrenheit." That's 5 degrees celsius. Original Source: https://pressroom.toyota.com/five-things-to-know-about-the-all-electric-toyota-bz4x/ SPAIN: PLUG-IN CAR SALES MAINTAIN 10% SHARE - plug-in electric car sales in Spain continue to expand at a fast rate. In April, some 6,365 new plug-in cars were registered (up 41% year-over-year), which is 9% of the total. - The average market share of plug-ins in the recent six months stays above 10%, which is a good foundation for the future. With outstanding conditions for solar electricity generation and unleashed production of BEVs (supported by new battery gigafactory investments in the pipeline), Spain has very high potential for electrification. - Stats for the month:  BEVs: 1,991 (up 36%, at 2.8% market share) PHEVs: 4,374 (up 43%, at 6.2% market share) Total: 6,365 (up 41%, at 9.0% market share) Original Source : https://insideevs.com/news/584466/spain-plugin-car-sales-april-2022/ 12.5% OF NEW LIGHT-DUTY VEHICLE REGISTRATIONS IN CALIFORNIA WERE PLUG-IN VEHICLES - In California, 12.5% of new light-duty vehicle registrations were plug-in electric vehicles (PEV) in 2021, according to the data released by the Department of Energy (DOE) - Next highest were the District of Columbia, Hawaii, Washington, and Oregon, which each had PEV registrations accounting for more than 7% of new registrations. - Additionally, Californians bought roughly 15,000 more EVs during this quarter than last quarter and Q1 of 2022 EV sales are up by 37%, relative to EV sales at this time last year.The market share of electric vehicles in California jumped to 16.32%. Original Source : https://electriccarsreport.com/2022/05/in-2021-12-5-of-new-light-duty-vehicle-registrations-in-california-were-plug-in-vehicles/ CHINA SET TO REMAIN WORLD'S LARGEST NEV MARKET, SAYS BMW CFO - China will continue to be the world's largest new energy vehicle (NEV) market for years to come, said Nicolas Peter, chief financial officer (CFO) and member of the Board of Management of BMW AG, in a recent exclusive interview with Xinhua. - In 2021, NEV sales in China increased by about 170 percent year-on-year. This momentum continued in the first quarter of 2022, when -- despite all the challenges -- the Chinese NEV market posted a 140 percent year-on-year growth. - On Thursday, the company launched the production of BMW i3, tailormade for the Chinese market, at its new plant, dubbed Lydia, in Shenyang, northeast China. Last month, the company also held the world premiere for its all-electric BMW i7 luxury sedan. Original Source : http://www.china.org.cn/business/2022-05/07/content_78204925.htm FORD IS SELLING 8 MILLION RIVIAN SHARES - Ford Motor is selling 8 million of its Rivian Automotive shares, with the insider lockup for the stock of the once high-flying electric vehicle maker set to expire on Sunday, sources told CNBC's David Faber. - The automaker currently owns 102 million shares of Rivian. Ford will be selling the shares through Goldman Sachs, sources said. - Shares of the EV manufacturer have plummeted by more than 50% in the first three months of 2022, reversing course from the fourth quarter, when the company held its stock market debut and saw its value skyrocket. Original Source : https://www.cnbc.com/2022/05/08/ford-is-selling-8-million-rivian-shares-sources-say.html FORD MIGHT HAVE VERY BAD NEWS FOR RIVIAN - Amazon owned 17.74% of Rivian as of Dec. 31 and Ford owned 11.42%, according to documents filed with the Securities and Exchange Commission. - Ford, for its part, posted a net loss of $3.1 billion from January to March. "A net loss of $3.1 billion was primarily attributable to a mark-to-market loss of $5.4 billion on the company's investment in Rivian. Adjusted earnings before interest and taxes were $2.3 billion," Ford said. - Rivian shares have slumped 72.2% this year. The market capitalization at Rivian has shrunk by $66.1 billion, to $25.43 billion from Dec. 31 to May 6. - The R1T is one of the main rivals of the F-150 Lightning, the electric version of the F-150 pickup. Original Source : https://www.thestreet.com/technology/ford-might-have-very-bad-news-for-rivian BMW'S NEUE KLASSE PLATFORM WILL DEBUT ON 3 SERIES-SIZED EV IN 2025 Original Source : https://insideevs.com/news/584413/bmw-neue-klasse-platform-will-debut-3-series-sized-ev-2025/ CARGURUS STUDY FINDS RISING CONSUMER INTEREST IN ELECTRIC VEHICLES AS GAS PRICES SPIKE Original Source : https://finance.yahoo.com/news/cargurus-study-finds-rising-consumer-130000267.html BENTLEY CONTINENTAL GT PHEV SPIED, SHOWS NEW STEP IN BRAND'S ELECTRIFICATION Original Source : https://uk.motor1.com/news/584356/bentley-continental-phev-spy-photos/ CORDS CUT AT TESLA CHARGING STATION IN CINCINNATI, SECOND TIME IN A WEEK Original Source : https://www.fox19.com/2022/05/07/cords-cut-tesla-charging-station-cincinnati-second-time-week/ WHICH NEW ELECTRIC VEHICLES COME WITH FREE CHARGING? 2022 Audi E-Tron GT 2022 Audi E-Tron and Q4 E-Tron 2022 BMW i4 Gran Coupe and iX 2022 Chevrolet Bolt EV and Bolt EUV 2021-22 Ford Mustang Mach-E and 2022 F-150 Lightning 2022 Hyundai Ioniq 5 2022 Hyundai Kona Electric and 2021 Ioniq Electric 2022 Kia EV6 2022 Lucid Air 2022 Mazda MX-30 2022 Mercedes-Benz EQS, 2022 EQB and 2023 EQE   2023 Nissan Ariya 2022 Nissan Leaf 2021-22 Polestar 2 2022 Porsche Taycan and Taycan Cross Turismo 2022 Rivian R1T and R1S 2023 Toyota bZ4X 2022 Volkswagen ID.4         2022 Volvo C40 Recharge and XC40 Recharge · Original Source : https://www.cars.com/articles/which-new-electric-vehicles-come-with-free-charging-449786/ QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM What would you like to see improved in EV charge station design? Email me any feedback to: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/ OCTOPUS ELECTRIC JUICE - MAKING PUBLIC CHARGING SIMPLE WITH ONE CARD, ONE MAP AND ONE APP MILLBROOKCOTTAGES.CO.UK – 5* LUXURY COTTAGES IN DEVON, JUMP IN THE HOT TUB WHILST YOUR EV CHARGES

Ironsides Macroeconomics 'It's Never Different This Time'

Today’s audio recap focuses on our May 7 note, Valuation ComeuppanceIf you are not a subscriber to all of our products, details can be found hereBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappThis institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the author’s current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.© 2022 Ironsides Macroeconomics LLC. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe

Kay Properties Podcast
Kay Properties Matt McFarland and Jason Salmon on The Purpose of DSTs

Kay Properties Podcast

Play Episode Listen Later May 9, 2022 30:07


Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the Delaware Statutory Trust (DST) investment process.   Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate, and more.   The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence, and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments   In this week's episode, Vice President Matt McFarland and Vice President Jason Salmon talk about what is the purpose of a DST and the different motivations behind it. They also talk about the different types of investors they work with and how DSTs could be relevant to you.   Key Takeaways: [1:00] Risks and disclosures. [4:00] About Kay Properties & Investments. [4:45] Matt introduces Alex and today's topic. [6:00] What is the overall purpose of a DST? [8:50] Jason summarizes the major motivations for DSTs. [9:45] Matt also adds that Kay Properties makes institution-size real estate deals accessible to private high network accredited investors. [11:00] How do they define the top priorities of these DSTs and what do they provide to investors? [12:30] Some investors lend towards specific categories of real estate for the purpose of preservation of wealth. Jason expounds on this further. [14:30] Jason also shares about how DST can be used for tax deferrals. [15:30] The predictability of DSTs is also an advantage. Matt shares further. [18:20] Jason shares how the market place of DSTs has evolved in favor for investors in different types of situations. [19:45] Real estate through the DST structure is not so different from other property investments. Jason explains why. [21:10] Who are the typical investors that Kay Properties work with? [23:00] Jason shares what are the requirements to invest with them. Investors they work with are generally passive. [25:15] Other than passive investors, Matt also shares other types of investors they typically work with.   Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team   About Kay Properties and www.kpi1031.com    Securities offered through FNEX Capital member FINRA, SIPC. Potential returns and appreciation are never guaranteed and loss of principal is possible.  Please speak with your CPA and attorney for tax and legal advice.

Corruption Crime & Compliance
Episode 234 -- A Deep Dive into the Stericycle FCPA Enforcement Action

Corruption Crime & Compliance

Play Episode Listen Later May 8, 2022 26:05


The Justice Department ended its FCPA enforcement drought by announcing its first corporate settlement in 2022. In a parallel action, the SEC announced its settlement with Stericycle for $28 million for FCPA violations. The SEC's settlement was its second with a company for 2022 (the first was KT Corp.).Under the settlement, Stericycle resolved investigations being conducted by the Department of Justice, the Securities and Exchange Commission and Brazil. Stericycle agreed to enter into a three-year deferred prosecution agreement and pay more than $84 million. Stericycle will pay $52.5 million in criminal penalties, $28 million to the SEC in civil penalties and disgorgement, and approximately $9.3 million to Brazilian authorities. DOJ agreed credit up to one-third of the criminal penalty against fines the company pays to Brazil authorities.Significantly, the DPA requires Stericycle to obtain an independent compliance monitor for a two-year period and then submit a self-report for the rest of the DPA term. Stericycle is a global waste management company which is headquartered in Illinois. In its factual admission, Stericycle admitted a wide ranging scheme involving payment of bribes to foreign officials in Brazil, Mexico and Argentina. In total, Stericycle paid approximately $10.5 million in bribes to foreign officials in Brazil, Mexico and Argentina to secure business contracts from which Stericycle profited by at least $21.5 million.In this Episode, Michael Volkov reviews the Stericycle FCPA enforcement action.

Financially Fit Radio
Market Update with Special Guest Michael Binger

Financially Fit Radio

Play Episode Listen Later May 8, 2022


Cory welcomes special guest Michael Binger, president of Gradient Investments, to talk about the market, tips and strategies.

Jones Financial Talk
Creating a Retirement Income Plan

Jones Financial Talk

Play Episode Listen Later May 8, 2022


You have to have a financial plan in place for income in retirement. In this episode we look at tips and strategies to help you have a successful and lasting income in retirement.

Let's Talk Bitcoin!
SOB #502 When the Referees Play Favorites (Part 1)

Let's Talk Bitcoin!

Play Episode Listen Later May 7, 2022 24:05


Join "Speaking of Bitcoin" hosts Adam B. Levine, Andreas M. Antonopoulos and Stephanie Murphy for a look at a recent move by the Securities and Exchange Commission (SEC) to "clarify" the responsibilities of publicly traded crypto companies. This episode tackles the new custody rules that aim to solve market volatility. The hosts share their thoughts on how superficial and abetting conversation of custody rules can be used to mask adverse decisions and therefore create conditions for enhanced market volatility. They state their concerns that the hypocritical nature of embellished rules may be bypassed without an explanation if regulators do not favor the results. Credits This episode featured Stephanie Murphy, Andreas M. Antonopoulos and Adam B. Levine. It featured music by Jared Rubens and Gurty Beats, with editing by Jonas. Art for this episode was provided by Helen Cramer/Unsplash and was modified by Speaking of Bitcoin. --- Send in a voice message: https://anchor.fm/originalltb/message