Sponsor Circle

The Sponsor Circle gives FPA members the opportunity to check out additional items of interest from our sponsors!

Events & Webcasts

Presented by: Mary Jo Lafaye, nmls #246222, HECM and Jumbo Reverse Mortgage Specialist
What: Seminar: Using Housing Wealth to Create a More Comfortable Retirement
When: Tuesday, April 25 @ 11:30 AM – 1:00 PM Or Wednesday, May 10 @ 11:30 AM – 1:00 PM
Where: Left Bank Larkspur Brasserie, 507 Magnolia Ave, Larkspur
Cost: FREE – To Register, call Mary Jo Lafaye at 415-259-4979 or email info@MaryJoLafaye.com
Details/Register
For a list of more events, visit Mary Jo’s blog:  62CashFlow.com

Presented by: Homa Rassouli, Reverse Mortgage Specialist, Retirement Funding Solutions
What: 
Webinar:  How to Help Retirees Increase Cash Flow, Reduce Expenses and Add Dollars Back into Their Savings
When:  April 26, 2017, 11:00 AM
Cost: FREE – To register, click here
Contact: Homa Rassouli, 415-717-4618, hrassouli@rfslends.com
Click here to download the flier

Presented by: Mary Jo Lafaye, nmls #246222, HECM and Jumbo Reverse Mortgage Specialist
What: Seminar: Using Housing Wealth to Improve Financial Outcomes in Retirement
When: Tuesday, May 2nd @ 9:30 AM – 11:00 AM
Where: Marin Association of Realtors, 40 Mitchell Blvd, San Rafael, CA
Cost: FREE – To Register, call Mary Jo Lafaye at 415-259-4979, email info@MaryJoLafaye.com or click HERE
Details/Register
For a list of more events, visit Mary Jo’s blog:  62CashFlow.com

Watch for more events and webcasts!  

Articles,  White Papers, Videos & Commentary

RiverNorth Capital Management, LLC – NEW VIDEO: May 2016 Closed-End Fund (CEF) Market Update – Portfolio Manager Steve O’Neill and Senior Portfolio Specialist Allen Webb provide a CEF market update for the month of May 2016. Click here for video

RiverNorth Capital Management, LLC: NEW VIDEO: July 2016 Closed-End Fund (CEF) Market Update – Portfolio Manager Steve O’Neill and Senior Portfolio Specialist Allen Webb provide a CEF market update for the month of July 2016. Click here for video

RiverNorth Capital Management, LLC – NEW VIDEO: Portfolio Specialist Allen Webb talks to Portfolio Manager Philip Bartow about RiverNorth’s take on the marketplace lending (MPL) space. Click here for the video.

Litman Gregory – Quarterly Webinar Replay with Harris Associates’ David Herro Now Available! Litman Gregory Masters International Fund sub-advisor David Herro joined senior research analyst Rajat Jain for a discussion focused on his team’s process for picking highest-conviction names for the portfolio, his perspective on the current and long-term emerging-markets landscape, and opportunities he is seeing as a bottom-up stock picker.

Visit the Interview Replays page here for this and other Litman Gregory Masters Funds replays.

Deutsche Asset Management – Below is the new white paper discussing Deutsche’s 2016 outlook for Global REITs. Click Why REITs White Paper – February 2016.

Voya –  Below are the newly updated links to our white papers that discuss diversification through the addition of an asset class.

*  Private Equity: An Overview of Private Equity Investing (we just launched a registered product with 25K min for accredited investors)  click here
*  Bank Loans: Diversify Your Portfolio with Senior Loans click here
*  Real Estate: The Case for Global Listed Real Estate Securities in a Mixed Asset Portfolio click here
*  Real Estate: The Benefits of Active Management for Real Estate Securities  click here

Also, see the attached link for the Global Perspectives booklet at https://globalperspectives.voya.com (in the middle of the page under “The Monthly Book” click “Download”)

Evercore Wealth Management – Read the latest issue of Independent Thinking including the Strategic Wealth Planning piece: Technology and the Human Touch by Iain Silverthorne. Iain argues that fintech helps make the industry more transparent and that the best advisors will embrace technology while continuing to communicate directly with their clients. Click to read the article from the Summer 2015 issue http://evercorewealthmanagement.com/technology-and-the-human-touch/

RiverNorth Capital Management CEF Basics: What happens to CEF discounts when interest rates rise? What impact do rising interest rates have on closed-end funds? Portfolio Specialist Allen Webb talks with CIO and Portfolio Manager Patrick Galley to get some answers. Click to see the video file http://www.rivernorth.com/videos/cef-basics-cefs-and-rising-interest-rates

Stonecrest Managers Real Estate: Taking a look at the Real in Realty by Christina Gray, Investor Relations Manager, Stonecrest Managers. Click to read the article from the February 2012 The Planner newsletter Real in Realty -Stonecrest Sponsor Spotlight Feb2012 and read more about Stonecrest Managers here http://www.stonecrest.net/