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Ted Bauman is a renowned publisher who has positively transformed financial reporting in the recent times. Ted joined Banyan Hill Publisher back in 2013 where he serves as an editor of the Plan B Club, The Bauman Letter and the Alpha Stock Alert where he specializes in privacy, asset privacy, international migration issues, asset protection and low-risk investment strategies. Currently, Ted Bauman lives in Atlanta, GA together with his family. Unlike other financial editors, Ted is unique since he has interacted with individuals from different cultural affiliation. For instance, he was born in Washington, D.C and grew in Marylands eastern shore and later migrated to South Africa as a young man. It is during his time in South Africa when he enrolled in the University of Cape Town and graduated with a postgraduate degree in Economics and History. It was after his graduation when he started working in South Africa with a non-profit organization where he was directly involved in transforming the lives of the needy in the society. One of the notable achievement in his long 25 years of working in South Africa is managing a fund that empowered the slum dwellers to gain financial empowerment. The fund has helped more than 14 million people from different countries.
Recently, Ted Bauman wrote an article cautioning the investors on how to protect their wealth from the possible financial crash of the market. According to Ted, investors are afraid to invest in stocks since there are a lot of uncertainties that come with the market. Ted has an experience of more than 20 years in the financial milieu, and he believes the current bull market may or may not forever last. In his article, he says that there is a possibility of the 50% of the stock market are likely to rise while the others are likely to plunge to their lowest. However, to overcome the challenge of the investors losing their investment need to follows several principals. One of the critical principle according to Ted Bauman is developing a balanced viewpoint where it advocates for future planning since the stock market is affected by volatility. The other principle is hoping for an increase in long-term interest rates.
In a recent interview with the Wall Street Journal financial firm executive David Giertz addressed social security and the reason why so many financial advisors don’t discuss it with their clients. The main reason he gave is that social security is a very complex issue that includes over 2,700 rules and regulations. Giertz explains on Instagram that financial advisors need to address this issue with their clients if for no other reason than because of two issues. The first issue is that social security makes up to 40% of the average retiree’s income so it’s simply too big of a financial issue to ignore. The second issue is that the results of research his firm, Nationwide Investment Services Corporation, has shown that many clients are willing to switch financial advisors if theirs does not discuss this all important issue.
David Giertz is the President of Nationwide Financials distributor network. He oversees the strategy and distribution of what the company’s product offering are in life insurance, annuities, retirement plans, mutual funds, and specialty markets. The financial products that he oversees are sold through a network of banks, wirehouses, brokers, and dealers.
Read more: These big mistakes will result in smaller Social Security checks
David Giertz has over 30 years of experience in the financial industry and currently lives in the Columbus, Ohio area. In 1986 David Giertz earned his Bachelor’s Degree in Business Administration and Management from Millikin University in Decatur, Illinois. In 2003 he earned his MBA in Business Administration and Management from the School of Business at the University of Miami.
Giertz first joined Nationwide Financial as the President of Financial Institutions Distributors Channel in June 2004. He added the role of overlooking the company’s Wirehouse Distribution Channel in 2009. He has also maintained his role as a financial advisor to his clients where he offers his expertise in evaluating companies and investment products in order to help build his clients wealth.
Learn more about David Giertz: https://soundcloud.com/davidgiertz