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September 2020

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Retirement Planning Strategies During a Recession

30th September 2020
Mark Fricks founded MasterPlan Retirement Consultants 11 years ago. He built the company after a realisation that the industry has gotten it backwards. Most financial advisers, agents and brokers sell products (mutual funds, stocks and bonds, ETFs, annuities, life insurance, etc.) and instead of pouncing on a client with a product as soon as they walk in the door, there first needs to be a plan, a blueprint, or as he likes to call it - a “retirement roadmap”. Would you build a house without a blueprint? Would you go out and purchase doors and windows without first knowing how they will fit into your perceived home?
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Investment Portfolio Strategies During a Crisis

30th September 2020
We speak with Colleen Gillam–Judd, an investment adviser with Servus Wealth Strategies in Red Deer Alberta. Colleen started her career as an investment adviser 13 years ago and has been a Certified Financial Planner for 10 years. Servus Wealth Strategies is a cooperative credit union in Canada that focuses on holistic financial planning and Colleen’s role within the company is to create and implement a fully integrated financial plan, which includes all aspects of the client’s investment management.
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Why Do Tech Stocks Outperform?

30th September 2020
Tech has dominated markets through 2020. Despite the global economy being shuttered by the coronavirus, the key tech stocks, FAANG, have led a stock market recovery, outperforming every established sector. These names are representative of why tech has been able to stage such massive gains in the face of a looming downturn.
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The Death of the Wallet

30th September 2020
How combining payments, reward cards and ID will help you bin your wallet forever.
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How Can Investment Firms Navigate the Upcoming EU Capital Requirements?

30th September 2020
Many firms may have only just finished implementing MiFID II and may be thinking through their daily margins in FX derivatives, however, the road ahead in terms of regulatory requirements, as ever, isn’t smooth sailing.
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Health Spend Mistakes & How to Fix Them

30th September 2020
D2E Health Plans is a consulting firm focusing on Direct to Employer self-funded health plans. Beth Johnson and Deke Lape are the firm principals. Since 2013, D2E has created one of the broadest and most robust direct contract provider networks in the US. The network includes sole community hospitals, regional health systems and leading metropolitan teaching hospital institutions.
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Helping Employees During a Global Pandemic

30th September 2020
For more than two decades, Legal Club has been the proven choice of benefit consultants, HR leaders and employers around the US looking for flexible voluntary benefits solutions to meet the needs of evolving employee populations. To hear about how they’re helping employees during the current COVID-19 pandemic, we speak with the company’s Vice President Donald A. Rowe.
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2020 - A Turning Point for Diversity in the Financial Sector?

30th September 2020
The current debate around diversity and equality is one that the finance industry needs to pay close attention to. There have been significant movements in the debate over the past few weeks, including the Black Lives Matter protests around the world and the UK Government’s recently announced inquiry into ‘all aspects’ of racial inequality.
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Estate Planning Tips for HNWI During a Recession

30th September 2020
To hear about his top Estate Planning tips for high-net-worth individuals (HNWI), Finance Monthly reached out to Tom Rapp - the Founder of Greenberg & Rapp Financial Group and Eagle Rock Wealth Management.
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How CFOs Can Drive Sustainability Transformation

30th September 2020
As corporate sustainability ambitions increase and investors demand increased accountability, companies must rethink the traditional responsibilities and activities of the Chief Financial Officer and broader finance function in light of the urgency of the climate challenge. Jeff Waller, Senior Director, Head of Financing Solutions at ENGIE Impact, outlines the barriers for CFOs and finance teams to be aware of in relation to sustainability transformation and explains how they can align the finance function with the wider organisation to ensure a sustainable future.
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Michael Parry’s 10 Golden Rules to Achieve Success When Negotiating with Suppliers

30th September 2020
Sellers generally quote the price that they want - not the price they will accept. Michael Parry, President of vendor price reduction experts Parry, Murphy and Associates, is here to help us with this. Here are his top 10 tips on successful negotiating with suppliers.
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How Should Pre-Retirees Respond to the Stock Market Selloff?

30th September 2020
Ronald Gelok is the President and Founder of Ronald Gelok & Associates, a registered investment advisory firm serving New York, New Jersey and Florida. Ronald is an active member of the Financial Planning Association with over 20 years of financial services experience. He is also a licensed New Jersey attorney and a member of the Elder Law and Real Property, Probate & Trust sections of the New Jersey State Bar Association.
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