Latest Nevada Financial Management Industry Feature
Investment Strategies: A Look at Today’s Market
By Pat Evans
Originally published: https://www.nevadabusiness.com/2019/08/investment-strategies-a-look-at-todays-market/
While every investor should have their own financial goals and strategies to achieve those goals, 2019 is proving to be a solid year for most of those goals. Investment advisors are quick to recommend investors meet with advisors to best analyze their long-term and short-term financial goals and build those strategies, but that advice doesn’t change the general rules of investment and the condition of the current economy.
“Our most recent discussions ‘We’ve had a great run-up, we’re at all-time highs in the stock market,’ and the general thought in our shops is there is an upside,” said Robert Glaser, vice president and senior director at BNY Mellon Wealth Management. “We still believe the economy is on good ground, but the reality is there won’t be the same growth in the second part as the first part of the year as it continues to be choppy and volatile.” [Read the full story.]
Recent Nevada Financial Management Industry Features
How About Now? Exit Planning
Business owners have an exit strategy issue. There’s a consensus among exit planning professionals that their clients often don’t think about their plans until it’s too late. [Read More]
Industry Focus: CPAs
An asset to any business, CPAs and accountants have a multitude of challenges when it comes to staying on top of new laws and advising their clients. Recently, executives representing this industry met at the Las Vegas office of City National Bank to talk about the changes they’ve seen recently and what is on the horizon. [Read More]
Wealth Management: Setting and Obtaining Financial Goals
Short and long-term financial goals for CEOs, other executives and business owners might include buying a home, putting their children through college, retiring at a certain age or leaving a legacy, perhaps their business, to their heirs. [Read More]
Financial Services: The Business of Smarter Lending
If money makes the world go round then, well, the world is rotating a bit more creakily than it used to. Financing for the Nevada business community, or any business community in the U.S., still isn’t what it was before the economy took a turn for the worse. [Read More]
Nevada Financial Management Industry Resources
Nevada Financial Institutions Division: Mission to maintain a financial institutions system for the citizens of Nevada that is safe and sound, protects consumers and defends the overall public interest, and promotes economic development through the efficient, effective and equitable licensing, examination and supervision of depository, fiduciary, and non-depository financial institutions.
Association of International Wealth Management: A non-profit association established to encourage, promote and strengthen global education in the private banking industry and to set a globally recognised standard for the qualification of private banking professionals.
National Association of Active Investment Managers: A non-profit association of registered investment advisors who provide active money management services to their clients.
Investments & Wealth Institute: A professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.