About Mark Rose

Engaging Female Clients

Gold Markets – Pros Weigh In

Global Politics, Commodities Markets and the Ukraine – a special one hour New York Markets Live

George Milling-Stanley, gold market veteran and consultant to Central Banks

George Milling-Stanley

Miguel Perez-Santalla, Vice President of BullionVault, compiled an All-Star cast to discuss global politics and its impact on commodities markets.  Recent events in the Ukraine have made this an urgent topic.

The special one hour show, available on-demand at BlogTalkRadio, features Andrew Hecht, author of “How to Make Money with Commodities” and an active commodities trader; Dennis Gartman, author of the popular newsletter “The Gartman Letter” and an active professional trader; George Milling-Stanley, gold market veteran and consultant to Central Banks; William O’Neill, commodities veteran, analyst and partner at Logic Advisors.

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tastytrade and dough Disrupting Financial Media

Kristi Ross, president of financial media network tastytrade, discusses how her company is targeting younger crowds through a free mobile app, dough, which allows users to get news and information and to make trades on the go.  See How technology is connecting younger investors to the markets in Blue Sky Innovation.

Practice Makeover – Delegating

InvestmentNewsI love the InvestmentNewsPractice Makeover” video series, sponsored by Oppenheimer Funds.  In episode two of “Practice Makeover,” expert adviser coaches brainstorm and form an action plan for Trent Bradshaw to help solve his firm’s numerous time management problems.

Trent Bradshaw, CFP® was born and raised in Salisbury, North Carolina. Trent was a 1995 cum laude graduate of Catawba College. He has been in the financial industry since 2000 and founded Bradshaw Financial Planning, Inc. in 2006. He “enjoys his work and knows he can make a difference. He is passionate about helping people improve their financial lives.”


Want to be a Video Star?

YouTubeProving that anything can be interesting if it’s well presented Bill Winterberg at FPPad comes out with his latest video report on technology for advisors (video below). Talk about a niche subject. Bill delivers this line with a straight face: “Next up. A fascinating case study from a large RIA about its search for a robust electronic document management solution.”

But … as it happens, I was wondering about why my Microsoft SkyDrive has become the Microsoft OneDrive and what it all means.  Bill clears it up, sort of, although I never trust where Microsoft may actually be leading me.

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The Role of Gold in a Portfolio According to Graves

John Graves, ChFC, CLU, an independent financial advisorJohn Graves is the founder of The Renaissance Group, independent financial planners and Registered Investment Advisors in Ventura, CA. He is also the author of The 7% Solution: You Can Afford a Comfortable Retirement.

Appearing on the New York Markets Live show, Graves explains how he believes gold should comprise 5-8% of a typical portfolio. Because “nobody can predict the future…and if there is a catastrophic event and the stock market dives gold will go through the roof. Gold is the ultimate portfolio insurance tool. I don’t know if things will be wonderful or horrible. If things go horrible I know that gold will increase significantly in value.”

Don’t Trust 60/40 Portfolio, Blumenthal on theStreet

Steve Blumenthal, CEO, CMG Capital Management Group on theStreet talking about an alternative to the traditional 60/40 stock-bond portfolioSteve Blumenthal, CEO of CMG Capital Management Group, talked to Gregg Greenberg at theStreet in New York yesterday (video below). The market is  overvalued by 20% after last year’s rally and bond yields remain at record lows, so the traditional 60/40 stock/bond split is not optimal, says Blumenthal, portfolio manager for the CMG Global Equity Fund. Blumenthal says a better way to allocate assets is 33% in stocks, 33% bonds and the final 34% in a tactical trading portfolio. His most recent tactical trades are going long the SPY and TLT exchange traded funds, as well as the Pro Shares Ultra Short Yen ETF.

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Will SEC Crack Down on Tweeting Advisors

Is the SEC cracking down on Tweeting advisers InfluenceAdvisorAdvisors – think before you Tweet! The SEC and the general public is watching. That’s the overall advice in this Should Advisers Be Afraid to Tweet segment from Wall Street Journal Wealth Adviser.

“It seems like the SEC is cracking down on some Tweeting advisors,” Veronica Dagher asks Matthias Rieker, columnist, WSJ Wealth Adviser.

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Inside ETF News

etf.comInside ETFs is the world’s largest ETF Conference. It’s going on now, until tomorrow, in Hollywood, Florida. Generally, it sounds like a love fest within an industry that is exploding. The ETF revolution is just getting started. It’s a 1.7 trillion industry now, set to grow to to 15.5 trillion.  Tax advantages of ETFs are superior to mutual funds due to structure. People tend to pile out of mutual funds in December and into ETFs that same month. It’s a tax-driven strategy to avoid year end mutual funds tax distributions.

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Advisors Mad Rush into Social Media

Bill Winterberg FPPadBill Winterberg at FPPad is a media marvel. He does a weekly video show called “Bits & Bytes” that actually makes technology for advisors sound interesting, almost fun. He has a robust YouTube channel with reviews and interviews with advisors and providers. His videos are sharp and fun, with lots of breaks, occasional music and visuals.  And he’s comfortable being an occasional goofball – a promo for a tie-a-month club leads his latest “Bits & Bytes” episode – The Top Technology Financial Trends for 2014

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