We now have additional portfolios available for our asset management program including new options for Socially Responsible Investing and Income-Based Portfolios. Please contact us for more details.
We have also introduced a Charitable Giving tax-optimization feature available to all clients with assets under our management, which ensures quick, easy and - most importantly - the most tax efficient means to donate appreciated stock to charity in such a way that the client benefits from the maximum possible tax deductions and the donation to the charity is received by the organization in full, without taxes playing any part in the equation.
Long-time clients may have noticed changes in the best available phone number to reach us on as we have experimented with different communication systems. Going forward, the best phone number to contact us on at any time is (646) 286 0290. and clients can send us secure, encrypted and archived texts at (646) 713 2225. Please disregard any other numbers we may have had in the past.
You can now also reach Simon by voice or video directly from your computer. No need to install plug-ins or download or sign up for anything, simply click on the @ANGLIA button on the CONTACT page of our website. This same system can also be used to host scheduled private video conference "meeting rooms" with screen share capability and we can also offer multi-party phone conference calls.
Simon is honored to have been re-appointed to the Board of Directors of the Financial Planning Association of New York for 2018, this time in the position of Director of Strategic Alliances. This will be his third year on the board.
This month's Anglia Advisors Monthly Market Report, a quick-fire monthly review of the world's financial markets over the last 30 days available to all clients and prospective clients, is out now.
Simon will be presenting at Oceanside Library on Financial Planning and Estate Planning on at date to be determined with Desiree Fusco, estate planning attorney and partner at Bondi, Iovino and Fusco. Contact Tony Iovino at Oceanside Library for more details (516) 766 2360.
Simon presented a workshop on overcoming the fear of public speaking at the headquarters of Royal Bank of Canada in Manhattan. While this was a closed session for RBC employees only, I can replicate it for a group of individuals that you may want to put together.
Simon represented the role of the fee-only fiduciary advisor at the Financial Planning Association's Practice Development Day at NYU for prospective financial advisors alongside advisors with different models (commission, fee-based etc.).
Simon was extremely proud to be a speaker at the Financial Planning Association's 15th Annual Financial Fitness Workshop in New York City, presenting on "Index Funds and ETFs", alongside keynote speakers Christine Romans, CNN's Chief Business Correspondent and anchor of "Early Start" and Spencer Jakab, Wall St Journal columnist and bestselling author of "Heads I Win, Tails I Win".
Simon recently completed a three-part series on investing and retirement planning at Oceanside Library, 30 Davison Ave in Oceanside, Long Island.
Simon presented a Lunch And Learn at WeWork at 88 University Place, near Union Square In New York City on "The Five Biggest Mistakes I See People Make With Their Investments".
The presentation will be repeated soon.
Simon presented to macroeconomics undergraduate students at State University of New York, Purchase, NY on the basics of stocks, bonds and investing as well as the behavioral aspects of investment and how best to get started.
Simon spoke at at the New York Public Library on the subject of understanding the differences between exchange traded funds and mutual funds .. "ETFs vs. Mutual Funds"
Simon appeared on an expert panel forum alongside immigration, relocation, translation and accent specialists discussing Topics For Foreign Nationals And Expats at WeWork's new Manhattan location on East 57th St.
Simon spoke recently at the New York Public Library on how to look after an existing portfolio .. "I'm Invested, Now What?"
Simon was a panelist at the IBM Leader To Leader Roundtable at IBM's headquarters in Manhattan, with Priya Malani - founder of Stash Wealth, Mary Ambrecht - Head of Global Wealth Management Operations at Morgan Stanley and Michael Alexander - President of Broadridge Wealth and Capital Markets Solutions talking about fin-tech and its effect upon the next generation of financial advice.
I CAN COME TALK FOR YOU
While I speak regularly in front of larger audiences for organizations like the Financial Planning Association, the State University of New York and the New York Public Library, I am also available for smaller, private audiences on a number of financial planning and foreign national-related topics. Events may be held at and for corporations, colleges and universities, trade/cultural associations, affinity groups, new parent groups, consulates, or at MeetUps and conferences.
Organize a private group of friends, relatives, or clients and arrange a space (and maybe some coffee and donuts!), and I can come and give a presentation.
If your organization, college, or company has a high number of either foreign nationals (who need to be educated about their financial, tax, and legal situations) or a group of younger employees/members (who are hungry to learn how to save and invest effectively in a cost-effective and tax-efficient manner), then let's talk. I’m eager to give informative, educational, "non-salesy" presentations to them.
I have presentations on a number of subjects, including:
GET STARTED .. STOCKS, BONDS AND INVESTING BASICS
THE NUTS AND BOLTS OF STOCKS, BONDS AND INVESTING
OPTIMIZE YOUR RETIREMENT PLAN .. NOW!!
THE FIVE BIGGEST MISTAKES I SEE PEOPLE MAKE WITH THEIR MONEY
THE INVESTING PROCESS .. 3 STEPS TO GETTING STARTED RIGHT
"I'M INVESTED. NOW WHAT?"
THE BIGGEST BEHAVIORAL MISTAKES PEOPLE MAKE WITH THEIR MONEY
MUTUAL FUNDS, INDEX FUNDS AND ETFS... WHAT ARE THE DIFFERENCES AND WHY DO THEY MATTER?
WATCH YOUR BEHAVIOR .. WHY MOST INVESTORS FAIL
WHY START SAVING AT A YOUNG AGE?
401(K)S, 403(B)S... HOW TO OPTIMIZE YOUR WORKPLACE RETIREMENT PLAN
INDEX FUNDS AND ETFs
WHAT NON-CITIZENS NEED TO KNOW ABOUT MANAGING THEIR FINANCES
COLLEGE FUNDING... HOW MUCH DO I NEED AND HOW DO I GET THERE?
FIN-TECH... THE FUTURE OF FINANCIAL ADVICE
PUBLIC SPEAKING, YOU CAN DO IT!