The Power of Non-Correlating Assets

With so much uncertainty in the markets, having a well-diversified investment portfolio is especially important.

Read article on Kiplinger.

Why You Should Plan To Sell Your Business Now

Smart Insights from Professional Advisers at Kiplinger.
No matter when you actually expect to let go of your business, you need to be prepared for the move.

Read Article

5 Business Exit Strategies You Need to Understand

How well do you understand today’s different business exit strategies? If you haven’t already, start your planning process here.

How the New Fiduciary Ruling Might Save You Thousands in Retirement Savings

Expert insights for smart financial planning from Kiplinger. All investors should benefit from the requirement to have financial advisers act in the best interests of their clients.

Read Article.

Take Advantage of Low Interest Rates Now

Expert Insights for Smart Financial Planning from Kiplinger. Before rates rise, consider refinancing your variable rate loans and taking opportunities to minimize the costs of transferring wealth to family.
Read Article.

You Need an Insurance Audit

Expert Insights for Smart Financial Planning from Kiplinger Many people overpay for inadequate coverage. To find out if you’re among them, don’t ask Flo; ask a financial planner. Read Article.

Partners in Life and Leadership: Meet Shayna and Joshua Levine

What happens when Jewish Detroit meets Jewish Atlanta in Israel? Just ask NEXTGen rock stars, Shayna and Joshua Levine: married 13 years, parents of four, balancing two full-time careers. Partners in community leadership roles; deeply, passionately engaged in Jewish life.

Source: My Jewish Detroit

Where Would The Financial News Media Be Without Panic and Euphoria?

Global equity markets were off to a rough start in 2016 with U.S., Chinese and European markets all suffering significant losses. As usual, the financial media exacerbated the downturn by using words like “panic” which may have resulted in some ordinary investors heading for the exits rather than staying the course. Similarly, ordinary investors shouldn’t react with complete euphoria if record gains were posted rather than a selloff. Either way, it’s important to avoid myopia, stay level headed and think long term. The problem is that this kind of sensible investment advice is too boring for the financial media. It’s far more exciting interviewing two market pundits with polar opposite viewpoints who love to prognosticate about market direction. Much of this advice is a waste of time, but, if followed, could be extremely detrimental to ordinary investors. Ordinary investors should spend more time getting advice on tackling real financial challenges and less time fixated on the day to day gyrations of their investment portfolios.1

Source: The Atlantic

David Post Joins Telemus Capital Launches Los Angeles Office

David is a Telemus Partner in the firm’s Los Angeles office. David has over 30 years of experience advising clients on a wide range of financial and investment matters. In addition to working with clients, David serves as Chair of the Telemus Investment Committee, which has the responsibility of establishing the firm’s investment policy, strategy, and implementation.

Prior to joining Telemus, David was the founder, CEO, and Chief Investment Officer of Concentric Capital LLC, a Los Angeles based investment advisory firm that was acquired by Telemus in February 2014. Prior to founding Concentric, David was a Partner and Portfolio Manager at CSI Capital Management, a San Francisco-based investment management firm that he cofounded in 1983.

Over David’s career he has served high net worth individuals and families as well as large institutional clients.

David is a graduate of the University of California, Berkeley with a BA in Social Sciences. David previously served on a number of corporate boards, both public and private, in addition to serving for eight years on the board of the San Francisco General Hospital Foundation. David is married and has two children and two grandsons. Golf, skiing, cycling, art and architecture are David’s interests away from the office.