Miami Firm Finds the Path for Investors to High-Yield, High Quality and Short Maturity Investments from On-Line Lenders

MIAMI, Nov. 12, 2014 (GLOBE NEWSWIRE) – Ethos Private Wealth, a Miami-based investment advisory firm, announced that it has partnered with on-line lending platforms and industry experts to launch a turnkey marketplace lending strategy for investors seeking high yield through short maturity and non-correlated securities. The Specialty Income Strategy provides all elements investors need to […]

Miami Firm Launches Platform for Banks to Access and Manage Investments With On-Line Lending Partners

MIAMI, Nov. 10, 2014 (GLOBE NEWSWIRE) — Ethos Private Wealth, a Miami-based investment advisory firm, announced that it has partnered with on-line lending platforms and industry executives to launch the Treasury Income Strategy. This turnkey marketplace lending platform is built for banks seeking low duration instruments with attractive yields for their excess treasury cash. The […]

Society investing – Good investments helping other Americans

When you were making investment decisions in the past, you were likely seeking ways to grow, preserve or protect your investments. You may have bought stocks, bonds, mutual funds or ETFs (that ultimately own various types of stocks and bonds for the most part). Have you ever thought of how that investment actually contributes to […]

Lessen your Tax Bite in Retirement

Keep More – Setting Ground Rules for a Tax Smart Retirement Nearly all business owners, high income earners and retirement savers are interested in reducing income taxes. This is understandable as income taxes are generally the highest-rate tax business owners and high income earners will pay during their lifetimes. Part of a successful investment plan […]

Is the 4% Rule right for you?

Planning to retire? How much can you withdraw and still be OK? There’s nothing simple about figuring out what percentage of your nest egg you can safely withdraw each year in retirement. You don’t want to be frugal, but also don’t want to outlive their savings. The “4% rule” may be a possible starting point […]

Here we are… it’s 2014, and I’ve got a New Year’s resolution proposal for the financial service industry: resolve to raise the bar!

If you know me, then you know how strongly I believe that we should raise our standards – whether it’s in the area of impartiality, education, client service or professional competency. We have a huge opportunity to distinguish ourselves by raising a very low bar set by our regulators.  It’s really easy to live up […]