Category: Finance

Activam Group Founder and Managing Director, Robert Talevski

Posted on by Gilda Gunderson

Multi-Asset Portfolio Manager Robert Talevski leverages nearly 30 years of experience to unlock financial success. As Founder and Managing Director of Activam Group, a Melbourne-based firm, he orchestrates a holistic value proposition.

He championed innovative investment approaches at Brightstone Capital Advisors, and managed multi-billion dollar portfolios at Australia’s largest corporate superannuation fund. He also refined his expertise internationally as an Investment Consultant at renowned institutions like INVESCO, IMS and Threadneedle Investments.

Experience

Robert is a seasoned Multi-Asset Portfolio Manager and Asset Consultant with nearly 30 years of experience. He manages multi-billion dollar portfolios at Activam Group and has honed his skills internationally as an Investment Consultant advising clients with assets exceeding $50 billion. Prior to establishing Activam, he held positions at renowned financial institutions such as INVESCO, IMS and Threadneedle Investments. Beyond investments, he actively champions Autism related charities reflecting his commitment to impactful social responsibility. He holds a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment.

Despite being pressured to drop or withdraw the case, Talevski steadfastly held on to her belief that Gorgi had been wronged. The Supreme Court’s selection of the case was “incredibly unusual,” Twinamatsiko says, because the justices typically take such cases only when a lower court decision is egregiously wrong or there’s a conflict between circuit courts. But in this case, the justices were taking on a decades-long crusade by conservative forces to cut back on social safety net programs.

Education

Before establishing Activam, Robert championed innovative investment approaches at Brightstone Capital Advisors and managed multi-billion dollar portfolios at Australia’s largest corporate superannuation fund. He also honed his skills as an international Investment Consultant, advising clients with assets totaling over $50 billion. This included roles at prestigious firms such as INVESCO, IMS, and Threadneedle Investments.

Rob’s unique education gives him a perspective that few constitutional scholars possess. He created and hosted Montana’s first statewide commercial radio talk show, became one of the state’s most famous political activists, led several successful ballot-issue campaigns (including one of the biggest petition-referendum drives in history), and was an adjunct professor teaching Constitutional Law, Advanced Constitutional History, and Legal Research.

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Interests

As Founder and Managing Director of Activam Group, Robert Talevski orchestrates the firm’s holistic value proposition. His responsibilities include asset allocation strategy, investment manager recommendations, and the portfolio construction process. He also addresses client queries regarding investment-related matters.

Robert champions Autism-related charities and causes as part of his commitment to impactful social responsibility. He holds a Bachelor of Business (Accounting & Law) from Victoria University and a Graduate Diploma in Applied Finance & Investment.

Investors are faced with many choices when it comes to managed accounts. In this thought piece, multi-asset portfolio manager Robert Talevski explores the differences between bespoke and off-the-shelf solutions. He also shares his insights on how investors can maximise the potential benefits of a managed account, such as diversification and cost savings. Find out more.

Community

Robert is a lifelong member of the local Democratic Party and sells health insurance, an odd profession for someone who stumped on Sanders’ Medicare for All platform. He believes access to health care should be simpler and fairer than it is currently.

In 2016, Gorgi Talevski started losing his ability to communicate, and the staff at VCR began claiming that this was a normal progression of dementia. His daughter suspected, and confirmed with outside physicians, that VCR was chemically restraining him with six powerful psychotropic medications. After his family filed a complaint with the Department, a department administrative law judge nullified VCR’s attempt to transfer him to a facility 90 minutes away, but the home refused to readmit him.

Susie stepped forward to represent her father in a federal civil rights lawsuit, and ultimately prevailed in the Supreme Court of the United States, 7-2. It’s an outcome that, in the year leading up to the ruling, not a single expert had expected.

The Role of Gold in a Diversified Investment Strategy

Posted on by Gilda Gunderson

Gold is a precious metal that bridges old and new, myth and science. It is an excellent diversifier for your portfolio, and it offers a variety of investment methods. These include physical bullion, Exchange-traded funds (ETFs), and mutual funds. Also, you can invest in stocks of companies that mine gold or license the rights to extract it at a mining site.

Physical gold

If inflation is making your savings less valuable, you can increase your purchasing power by investing in physical gold. This precious metal is used for many purposes, including jewelry, dentistry, aerospace, medicine and investment. It is also a popular asset for diversifying a portfolio. However, incorporating gold into your investments requires a combination of knowledge and strategy. Click on how to invest in gold for more info.

It is important to diversify your portfolio with different gold investment options and to avoid speculating in volatile markets. Also, remember that storage, insurance and management fees will eat into your returns. Additionally, if you invest in physical gold, you may be exposed to counterparty risk since it’s not in your control. This risk can erode the value of your investment. Investors who prefer a paper gold investment should consider Gold Exchange Traded Funds (ETFs). They track the price of gold but don’t hold physical metals.

Exchange-traded funds (ETFs)

Gold ETFs and mutual funds are the easiest ways for investors to get exposure to the precious metal. These investments are based on the current price of gold, and they are less volatile than physical bullion. However, they have their own risks, including high fees and storage costs. For larger investors, there are also options for buying and selling futures contracts, which give you the right (but not the obligation) to buy or sell gold at a certain price for a specified period of time.

Another option is to invest in the companies that mine and produce gold. This allows you to profit from a rising gold price while diversifying your portfolio. In addition, some companies offer gold certificates, which are notes that prove ownership of a certain amount of the metal.

Mutual funds

Many investors turn to gold to hedge against economic turmoil, but it’s important to weigh the benefits and risks of this investment. The best way to invest in physical gold is by buying bullion or coins. These investments are easy to purchase and sell, and they offer a low-cost entry into the market. However, they can be a riskier alternative to stocks because they are leveraged and can move up and down more quickly than the overall market.

Investors also have the option to buy a mutual fund that invests in gold-related assets, such as stocks in gold mining companies. These funds offer a lower level of risk than owning physical gold and can diversify your portfolio. However, they do have management fees and expenses.

Stocks in gold mining companies

Investing in gold stocks can be a way to diversify your portfolio, but it’s important to research these companies carefully. Gold mining companies often operate in a high-risk industry, and their stock prices may react to factors outside of the price of gold. These stocks also tend to be more volatile than the underlying metal, and they can be difficult to sell at any time.

ETFs and mutual funds that hold gold can provide greater sector diversification and lower risk than individual gold mining stocks. They may also offer more liquidity than physical bullion and be easier to purchase (although most advisors recommend limiting your exposure to 10% of your total portfolio). For the adventurous investor, there are even options for trading gold futures and options, though these are considered speculative investments.

Gold certificates

Gold certificates are paper assets that are backed by a specified amount of gold. They were once circulated as currency but are now traded on the market like stocks, allowing investors to avoid transportation and storage costs.

Gold mining companies also offer ways to invest in gold without owning physical metals. These funds track the price of gold and carry some risk, but they can also yield dividends.

However, it is important to note that gold certificates are often unallocated and therefore subject to the same risk as stock certificates of a bankrupt company. They also do not provide a convenient way to monitor one’s investment. Instead, a more efficient way to invest in precious metals is by buying bars and coins. They are also more liquid and have lower bid-ask spreads.

How to Create a Diversified Investment Portfolio: A Step-by-Step Guide

Posted on by Gilda Gunderson

Investing is the trade of resources (like money or credit) for assets that can produce future benefits. These benefits can be in the form of monetary gains or other advantages, like income or appreciation.

There are many ways to start investing, including using your 401(k) and investing in low-cost mutual funds and ETFs. The key is to be consistent. Check out where to invest for more information.

What is an investment?

Investing your money can be a useful way to reach your financial goals. The key is to choose the right investments for your needs and risk tolerance. Low-risk investments typically offer modest returns and a low chance of losing your funds, while higher-risk assets can have greater gains but may also see significant losses.

Unlike savings, which are liquid and can be turned into cash immediately, investments often have liquidity restrictions and a lock-in period. This can be helpful if you need to access your funds quickly for an emergency or unforeseen circumstances.

You can invest your money in a variety of ways, including stocks, bonds, real estate, and a range of other assets. Investing can help you meet your short- and long-term financial goals, from financing home renovations to saving for retirement. There are several types of investments that can help you achieve your goals, including index funds and mutual funds. They can be an excellent option for beginners and offer a lower level of risk and a good return on your investment.

Types of investments

Many investment types are available, ranging from low-risk options like money markets and CDs to stocks, bonds, and alternative investments. The best type of investment for you will depend on your goals and risk tolerance. Investing differs from saving in that it involves taking on the implicit risk that the projects you invest in may not produce profits or gains as expected. It is also different from speculation, which is based on betting on short-term price fluctuations.

Investing can be done independently, with the help of a financial planner, or through automated services such as roboadvisors. The process requires an understanding of the market, emotional intelligence, and a commitment of time. The Internet and new technology have democratized investing, making it possible for anyone to invest in a portfolio of assets that meet their needs and risk tolerance. Investors can diversify their portfolio by choosing between asset classes, including stocks and bonds, as well as more specialized investments such as hedge funds and private equity.

Investing in the stock market

Investing in the stock market involves buying and selling shares of publicly-traded companies. It is a way for investors to share in the profits of companies while building wealth slowly over time. It also allows investors to diversify their holdings and reduce risk by spreading out the money across different stocks.

Before investing, it is important to have a clear understanding of your financial situation and goals. Reviewing your income sources, spending habits and establishing an emergency fund can help you determine how much to invest in stocks without jeopardizing your financial stability.

Beginners should avoid risky stocks and focus on “blue chip” stocks, which are shares of large, established companies with a history of solid performance. It is also important to reassess your risk tolerance regularly. Doing so will ensure that your portfolio remains aligned with your goals and comfort level with volatility. It will also help you stay away from speculating and day trading, which can lead to large losses over the long term.

Investing in real estate

Real estate can be a profitable investment, diversifying your portfolio and providing regular income through rent. It can also increase in value over time, a feature known as appreciation. However, it’s important to consider your level of risk tolerance and personal goals before investing in real estate.

Purchasing your own primary residence is a common way to invest in real estate. You take out a mortgage, make payments and build equity over time. However, it’s important to remember that home prices can fluctuate, and you may not get the price you expect when you sell your property.

Another option is to buy rental properties and lease them out. This requires significant work, especially finding and maintaining tenants. You can also invest in commercial properties such as offices and shopping malls. These properties tend to be less volatile than single-family homes. Passive real estate investment strategies include real estate investment trusts (REITs), crowdfunding platforms and professional fund managers.

How to Make the Most of Backtesting Features on Options Tracking Websites

Posted on by Gilda Gunderson

A good options tracking website will allow you to track your option trades and performance. It should also be flexible and customizable. It should also keep personal information, like your P&L and share volume, private by default, unless you choose to display it.

It will also include powerful charts and visualizations that can relay information 10x faster than data alone. This will save you time and increase your understanding of complex option data.

Tradervue

Tradervue is a trading journal with a social component that allows clients to compare their performance against other traders. It also has a variety of reports and analysis tools to help users understand their trading habits. Its features include a range of charts and a variety of filters that allow users to view their performance on different timeframes and by symbol. It also has a feature that allows users to add tags to their trades to note how they made their decisions and why.

Tradervue is easy to use and has many features that make it a valuable tool for any trader. The interface is designed with trader’s in mind and makes logging trades quick and easy. Its advanced features include import of historical data, a wide variety of reports and charts, and the ability to share your trades with other users. This unique feature can help you learn from the community and improve your trading strategies. Discover more at https://medium.com/@steven.nash_50478/https-www-storeboard-com-wingmantracker1-1a23be26006f.

Thinkorswim

Thinkorswim is a revolutionary trading platform that offers a wealth of features and functionality. It provides a customizable trading interface and tools to help traders process market data and make informed investment decisions. Its paper trading feature lets users practice their strategies without risking real money.

In addition to a robust trading platform, Thinkorswim also offers an extensive library of technical studies and an advanced backtesting tool. Traders can customize their charts and use drawing tools to track trends. In addition, they can set up custom alerts and analyze social media sentiment for individual stocks.

The platform also includes a variety of options statistics, company profiles, and a live news feed from CNBC and the TD Ameritrade Network. However, the platform’s complexity can be intimidating for newcomers, and its fees may not suit all trading accounts. Its customer support is available via phone and email, and the website offers feedback forms for more detailed inquiries.

Schwab

Schwab offers comprehensive trading and investing services for all types of investors. Their fees are competitive and they offer a wide variety of investment choices. They have no account minimums and are accessible online and in their branches. They also offer a number of tools and features for active traders.

Schwab’s integration of thinkorswim, TD Ameritrade’s award-winning platform, makes it a top choice for active traders. The platform has advanced research and screening capabilities and provides extensive options trading tools. Its charting functionality is also more sophisticated than many of its competitors’ offerings.

Schwab has an easy-to-use mobile app that allows you to trade and monitor your portfolio on the go. The app works with Apple’s voice assistant and has industry-standard security. It offers several functions, including depositing checks and setting alerts. It also includes a thinkorswim tab with advanced multi-leg option strategies. It also offers a full suite of banking and brokerage services, including the ability to access your accounts with a Schwab-issued Visa debit card.

Colonial

Colonial is a historic style of home that features a two-story design. It has a square shape with side gable roofs and few decorative features. Colonial homes are popular in areas like Denver and parts of Texas. They offer functionality and durability at a great price point. However, the two-story structure may not be ideal for older homeowners with mobility issues. If you’re interested in buying a colonial-style home, consider Prevu’s Smart Buyer Rebate.

How Accountants Can Assist with Business Growth and Scaling

Posted on by Gilda Gunderson

Accountants perform a number of duties, but their basic job is to keep track of the money that comes in and goes out of a company. They do this for companies, individual clients and government agencies.

They need to have a high level of attention to detail since mistakes in accounting can be costly. They also need to be honest and have integrity. Find out more at how to choose the best accountant in Poland.

Prepare financial records

The duties of an accountant vary greatly depending on the type of financial work they do, but most accountants are responsible for reviewing and preparing a wide range of documents, statements, and reports. They also help clients stay in compliance with tax regulations and minimize their losses and risks.

An accountant’s job involves ensuring that all financial records are kept properly, from daybooks (the record of money paid out to suppliers) to general ledgers, journals, and trial balances. They collect transaction information from a variety of sources, including invoices, bank statements, receipts, payment requests, uncashed checks, credit card statements, and more. They then post journal entries to bring all accounts up-to-date. The sum of debit balances should equal the sum of credit balances, and the general ledger should look mathematically correct.

Once all the accounting records are complete, an accountant will prepare financial statements by combining the information they’ve collected. This step requires the use of accrual accounting, which means that revenue and expense amounts are recorded as they’re received or incurred.

Analyze financial data

Analyzing financial data is a major part of an accountant’s job. This analysis helps investors and tax authorities understand a company’s financial situation and prospects. It also helps business leaders direct strategic decisions and improve the company’s profitability.

The process of analyzing financial data is complex and involves a lot of information. It requires strong attention to detail because any errors could have drastic consequences. Additionally, the analysis process is time-consuming and tedious. To avoid errors and save time, many accountants use accounting automation software.

For example, Patriot’s online accounting software lets users keep track of their income and expenses with ease. It also offers free, USA-based support. Additionally, it connects with other applications like Excel and Google Analytics to streamline workflows and analyze large amounts of data. This makes it a great choice for accountants looking to make the most of their career in the field.

Prepare financial statements

Financial statements are a critical component of bookkeeping practices that communicate a company’s financial status accurately to stakeholders. They include the statement of financial position (balance sheet), the income statement, and the statement of cash flows. These statements provide important insights into a business’s profitability, liquidity, and efficiency. They also help businesses meet regulatory requirements and calculate tax payments.

Once all adjusting entries have been made and a trial balance prepared, preparing financial statements is simply a matter of putting those amounts on properly formatted statements. This step also includes double-checking math, matching records with bank statements and other external documents, and ensuring that all information matches up correctly.

Companies can take advantage of technology to streamline the preparing process, with accounting software or point-of-sale systems capable of maintaining consistent bookkeeping data. This makes it easier to spot errors and inconsistencies. In addition, sophisticated algorithms can flag anomalies that could be indicative of fraudulent activity, speeding up investigation and resolution.

Calculate taxes

A tax expense is the amount that a business or individual owes to the government for taxes on its earnings. It is calculated by multiplying the applicable tax rate by taxable income. Different tax rates and deductions can make this number complex. In addition, the type of entity a business operates as (C corporation, S corporation, partnership, or sole proprietorship) can affect how much tax is owed.

Accountants can use their knowledge of taxes to help clients minimize their tax liabilities by maximizing deductions and taking advantage of tax credits. They also advise companies on implementing workflows that are cost-efficient and compliant with finance and tax regulations.

Accounting and taxation are closely related. However, they are not the same job. While both involve financial calculations, accounting has a wider scope of work that includes creating and analyzing data and preparing financial statements. The skills accountants need to be successful include strong organizational and math skills, and the ability to understand complicated figures.

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