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  • Home
  • About Us
  • Services
    • Virtual Family Office
    • Retirement Planning
    • Tax Strategies
    • Estate Planning
    • Life Insurance
    • IRA Solutions
  • Alliances
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    • Podcast
    • White Papers
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    • Investor Education Series
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"Your Money Manual" Podcast
Comments and questions welcomed!

Episode 25: Private Equity's Role in The Household Endowment Model® and What Makes One PE Firm Different From Many Others

6/30/2019

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PictureArthur Levine
You may have read or heard us talk about how private equity is becoming more attractive to high net worth investors looking to protect their portfolios against risk in public markets.  Today we'll revisit the topic of private equity's role in The Household Endowment Model®. Also, our guest will help us to understand how not all private equity firms are alike. Vince welcomes innovative PE veteran, Arthur Levine, Co-founder of Levine Leichtman Capital Partners to discuss how his firm approaches investing and how it manages to set itself apart in the ever-growing private equity industry.

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Episode 24: Intrinsic Value and Replacement Cost: What You Don’t Know May Negatively Impact Your Investment Decisions

6/21/2019

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PictureRobert Ambrosi
Have you or someone you know ever attempted to sell an asset, and it wasn’t worth what you thought—or hoped—it was, so you put off the sale, but the asset continued to decline in value?  Did you get angry and eventually sell the asset at a loss, or did you hold on to the asset with the idea that its value would eventually increase again, but instead continued to decline? 
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On this edition of Your Money Manual, Vince Annable welcomes Robert Ambrosi, Chairman and CEO of ARCTRUST to talk about why investors often hesitate to sell their investments.  He’ll help us all to understand the important concept of intrinsic value as well as some guidelines that his firm uses to help determine the possible future value of an asset prior to making important investment decisions.  In addition, Vince and Mr. Ambrosi will shed some important light on another key concept—replacement cost—and why it should be an important consideration for investors when considering a real estate purchase.

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Episode 23: How to Know if Your Life is Financially Optimized

6/3/2019

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Most people are familiar with the term SEO, or have at least read it in the context of information pertaining to websites. Just as SEO--short for "search engine optimization"--is essential toward helping a business get noticed by potential customers on the internet, financial optimization can be critical toward helping you achieve your financial goals.  However, how exactly are you able to determine whether your life is financially optimized?  Glad you asked!  Vince Annable has devised a pop quiz to help you understand whether you're optimized or not, so sharpen your pencil, and listen intently with your thinking cap firmly on!

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    About the Show

    If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then "Your Money Manual with Vince Annable" is the show for you.  Give us about 15 minutes--we truly hope you learn something!  After all, as we like to say, "When it comes to investing, your money doesn't come with instructions."

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