Category Archives: Investing

Reverse Mortgage

 

In episode 5 of Your Wealth Curve, I had the pleasure of sitting down with Darryn Silver-Murdoch, a reverse mortgage specialist and certified senior advisor, to discuss the facts about reverse mortgage and how it can be a useful tool in your retirement plan. With over 10 years’ experience in the reverse mortgage field, Darryn helps us dispel the myths about reverse mortgages and explains  who should consider this kind of lending and how it can be used to help you achieve your retirement goals.

Darryn comes to the reverse mortgage field with a unique perspective. After working as a financial futures and U.S. treasuries trader on Wall Street for 10 years, she decided that this kind of lifestyle was not what she envisioned for herself and had the desire to do something where she could be of service to people. Continue reading

Active Investing

Active Management in Your Portfolio

In this episode of Your Wealth Curve I sit down with Andrew Hanlon of Hanlon Investment Management to talk about active, or tactical, asset management as part of the investor’s portfolio. Hanlon, located in Egg Harbor Township, N.J., was founded in 1999 and currently manages about $4.4 billion of assets. Andy’s brother Sean Hanlon, after working in the investment industry since 1982, started to see a need for professional money management to serve the investing public, which prompted him to make a change in his career and start Hanlon in the late 90s. Andy joined Hanlon in sales after working in the market as a trader on the exchange floor.

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Passive Investing

Passive Strategy in Your Portfolio

Recently, I had the pleasure of meeting with Patrick A. Sweeny, co-founder and principal of Symmetry Partners, LLC based in Glastonbury, CT. An investent advisory firm registered with the Securities and Exchange Commission, Symmetry offers strategically allocated, broadly diversified portfolios for the clients of independent financial advisors across the country.

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