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Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Mike

Gwinnett Studio

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel — Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

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Aging in Place

September 18, 2014 by Mike

Gwinnett Studio

Aging in Place

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Victoria Collier, Mindy Posey, Garol Orr

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Garol Orr/101 Mobility

101 Mobility is a national mobility equipment and solution company with over 93 locations and growing. They are a locally owned and operated office serving north Atlanta and northern suburbs from Snellville to Marietta and beyond. They sell, rent and service mobility and accessibility equipment.

Mindy Posey/At Home Personal Care

At Home Personal Care is a state licensed and insured provider of quality personal care assistance serving metro Atlanta for over 15 years. In operating this family-owned business, they take great pride in meticulous involvement and personal touch with every care recipient’s needs. Having served over 1,600 clients, they have earned the reputation for quality in providing senior care and services. Providing personal care and companionship in the most dignified and compassionate manner is an integral part of what they do. They strive to offer great flexibility at the most competitive rates without compromising services.

Today’s Senior Salute Moment: Navy veteran Max Sarfaty for successfully Aging in Place.

Kent Gregoire with Symphony Advantage and Myra Cisse with Certification Consultants

September 17, 2014 by Mike

Silver Lining in the Cloud

Kent Gregoire with Symphony Advantage and Myra Cisse with Certification Consultants

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Kent Gregoire, Myra Cisse, Nikole Toptas

Kent Gregoire/Symphony Advantage

At Symphony, they provide leadership development and advice to CEOs in the complexities of business ownership from expansion to exit. Through exploration, they identify unknown questions and help clients see hidden potential. Symphony. Orchestrating Business.

Myra Cisse/Certification Consultants

Certification Consultants is a small consulting firm specializing in certifications for Women, Minority and Veteran business owners. They offer turnkey solutions to help their clients get certified. They specialize in 8(a); Women/Minority Business Enterprise; Veteran/Service- Disabled Veteran; and Woman- Owned Small Business certification preparation services. Not only do they certify businesses, but they provide our clients – once certified – with the resources they need to quickly reach their end goal… a government or corporate contract.

Reverse Mortgages and Paying for Home Health Care

September 12, 2014 by Mike

Gwinnett Studio

Reverse Mortgages and Paying for Home Health Care

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Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Dan Wolbe/Liberty Home Equity Solutions

One of the nation’s largest reverse mortgage companies. Liberty uses licensed local representatives to help seniors understand the potential benefit in unlocking their home’s equity. They discuss financial security for those that want to stay in their homes and the many ways reverse mortgage can improve their lives.

Nancy Bour/Synergy HomeCare of Metro Atlanta

When trusting someone to care for you or your loved one, it is important to have confidence in their passion to serve and their care giving skills. At Synergy HomeCare, they can help you to find the care you need as you age, recover from illness, or seek assistance during a difficult time. Let them take your worries away so that you can relax and enjoy quality time with your parent, your child, your friend, etc. They want you to have peace of mind and feel physically, mentally, and emotionally relieved. You are not alone and they can make caring for a loved one a pleasure.

Senior Salute Moment: Today’s senior Salute Moment recognizes Edwin Garner for living all of his days in the place he so fondly calls home.

Eric Reid with the Eric G. Reid Company, Vlad Rusz with Sterling Rose Consulting Corp, and Missey Cunningham & Sulianna Chandler with RD Direct

September 11, 2014 by Mike

Gwinnett Business Radio

Eric Reid with the Eric G. Reid Company, Vlad Rusz with Sterling Rose Consulting Corp, and Missey Cunningham & Sulianna Chandler with RD Direct

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Mike Sammond, Sulianna Chandler, Missey Cunningham, Eric G. Reid, Vlad Rusz, Steven Julian — Mike Sammond, Sulianna Chandler, Missey Cunningham, Eric Reid, Vlad Rusz, Steven Julian

Eric Reid/The Eric G. Reid Company

A coach is a word that means ‘come alongside’. Come alongside and share together, teach, listen and lead. The Eric G. Reid Company Coaching/Training involves the ability to understand you: to live where you live, think how you think, and understand your perspective. From this benchmark, he will place another perspective on top of yours, stretching and growing you to gently see a different way. As a certified John Maxwell coach, he can see what you are going through and things you are going to go through. Coaching is foreseeing, paving the way, coming alongside and adding value to you.

Vlad Rusz/Sterling Rose Consulting

Sterling Rose Consulting Corp is a Georgia based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, accounting, bookkeeping, financial analysis, operations, investor pitch deck creation, immigration visa business plan creation, and business consulting. Their staff has over 25 years of successful entrepreneurial experience. In addition, the CEO of the company has launched and run three successful businesses that currently range in age from 2 to 7 years old with net revenues ranging from over $150,000 to over $4.0 million.

Sterling Rose Consulting Corp prides itself on providing quality, investor ready documentation. The company takes it even one step farther and it makes sure the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting Corp services both start-ups and established firms.

Missey Cunningham & Sulianna Chandler/RD Direct

RD Direct helps companies find ways to increases efficiencies through service price reductions and network analysis. They make sure their clients have the best prices on the market and the best products that suit the clients needs. Their customers see immediate results and are positioned with the right technologies to support flexibility and future growth.

CYBER SECURITY FOR SMALL BUSINESS: Jeff Brown with CompliancePoint

September 10, 2014 by Mike

On the Money

CYBER SECURITY FOR SMALL BUSINESS: Jeff Brown with CompliancePoint

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Jeff Brown with CompliancePoint joins Joe Moss to discuss cyber security and how small businesses can protect themselves from computer hacking.

Jeff Brown/CompliancePoint Inc.

Is your information security working as designed? Do you understand the risks to your business if there were a data breach? No matter what your business, failure to comply with relevant legislation or to fully protect confidential data or payment card information can have a devastating impact.

CompliancePoint’s Information Security Compliance Practice is uniquely positioned to enable you to meet your compliance and information security goals.

Securing your company’s information assets involves more than technology. It requires a deep understanding of the risks involved in and the security processes and procedures that should be implemented.

Their consultants have years of experience in all aspects of information security and hold some of the most prestigious certifications and designations. They have worked with organizations of all sizes including many Fortune 50 companies and global industry leaders.

CompliancePoint’s consulting services can help your company meet its compliance, security design and assessment requirements.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Making a Successful Move

September 5, 2014 by Mike

Gwinnett Studio

Making a Successful Move

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Lane Tharp, Victoria Collier, Tina Sensing

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Lane Tharp/Coldwell Banker

Lane Tharp is a Seniors Real Estate Specialist with Coldwell Banker Residential Brokerage. Since 1998, Lane Tharp of has been working with active seniors and families of older seniors who are needing to make a move from their family home. Active seniors are looking to downsize to a home with fewer responsibilities and sometimes nearer children and grandchildren. Adult children of older seniors are needing to move their parents to a home that better suits their needs.

Tina Sensing/Sensing Transitions

Sensing Transitions is a full-service senior move manager and estate liquidation company in metro Atlanta. They offer a variety of services including space planning, downsizing, packing, move supervision, unpacking and new home set-up, and estate liquidations. They also hold estate sales in their warehouse in Roswell for those folks who only need to sell portions of their estate. Their number one goal is to make their clients move and home liquidation as stress-free as possible!

Today’s Senior Salute Moment: Laura Fisher for her successful transition from her home to a senior living community.

Jessica Cork with YKK Corp. of America, Yoshi Domoto with JapanFest, and Sachi Nakato with Nakato Japanese Restaurant

September 4, 2014 by Mike

Gwinnett Business Radio

Jessica Cork with YKK Corp. of America, Yoshi Domoto with JapanFest, and Sachi Nakato with Nakato Japanese Restaurant

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Mike Sammond, Jessica Cork, Yoshi Domoto, Sachi Nakato, Steven Julien — Mike Sammond, Jessica Cork, Yoshi Domoto, Sachi Nakato, Steven Julian

Jessica Cork/YKK Corp. of America

Located in Marietta, Georgia, YKK Corporation of America is the western hemisphere parent of YKK Corporation’s North and Central America Group. Geographically, this Group consists of 12 dynamic operating companies spread across five time zones covering Canada, the U.S., Mexico, the Caribbean, Central America and Colombia, South America. YKK first entered the United States as a zipper distributor in 1960, set up a sales office in Atlanta in 1970, and in 1972 purchased 54 acres in Macon, one of the first Japanese companies to set up operations in Georgia. YKK now employs more than 1,200 Georgians in 3.5 million square feet of manufacturing and office space in Macon, Dublin, Marietta and Austell.

Yoshi Domoto/JapanFest & JASG

JapanFest Weekend, the largest Japanese festival in the Southeast, will be held September 20-21, 2014 at the Gwinnett Convention Center from 10am to 6pm on Saturday and 10am to 5pm on Sunday. Japan is the number one foreign investor in Georgia and JapanFest celebrates the special economic and cultural bond Japan and Georgia share together.

Sachi Nakato/Nakato Japanese Restaurant

Nakato is the longest running Japanese Restaurant in Atlanta. Nakato is third generation family owned and operated, and has been serving Atlanta since 1972.

Second Wind Dreams: Changing the Perception of Aging

August 29, 2014 by Mike

Gwinnett Studio

Second Wind Dreams: Changing the Perception of Aging

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Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guest:

PK Beville/Second Wind Dreams

Second Wind Dreams is an international, nonprofit organization founded in 1997. This organization is changing the perception of aging through the fulfillment of dreams and educational programs including its flagship program, The Virtual Dementia Tour. The Atlanta-based organization has fulfilled more than 10,000 dreams with help from its sponsors: Senior Helpers, Caesars Foundation, Alzheimer’s Foundation of America, and UK-based Training 2 Care. For more information, visit www.secondwind.org.