Category Archives: Investor

David Giertz Says Plan Now for Retirement

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David L. Giertz is an avid writer, blogger, and financial interview guest who talks about many different financial platforms, politics, and many other topics. He heads the Nationwide Financial Distributors company. Mr. Giertz is the President of the company’s distribution and sales division, which offers annuities, life insurance, mutual funds, and retirement packages. Mr. Giertz carries an MBA from the University of Miami School of Business, plus he attended the Millikin University. He is a registered Broker with the accredited association called Financial Industry Regulatory Authority.

Mr. David Giertz has many opinions that have panned out, especially in the financial sector, which is why when he speaks, people listen. He was interviewed recently on the subject of social security and the generation who will be retiring in the next 10 or so years. Based on a Nationwide Financial survey for people 50 and older, he stated that the survey respondents are not properly planning for their retirement years. The survey showed that people will have no retirement plan or social security as part of their investment future because financial advisors are not talking to their clients about what retirement plans retirees should have in place.

According to David Giertz, financial advisors really do not have an understanding of the social security handbook which contains over 2,000 rules, meaning it is complicated. Those individuals who are already retired and those approaching retirement do not fully understand about social security and taxes. Many experts believe that advisors are slacked due to lower income clients and clients in a tax bracket that have already retired.

David Giertz reported that people approaching retirement believe that they still have plenty of time before they think or plan for retirement investments. But according to David, people who are planning for retirement investments are better off than those who do not. David Giertz is a wizard in financial advisements with 30 years of experience. He also wants advisors to step up and begin to talk to their clients of all ages, but especially aged 50 about investing for their future and to help them meet their client’s investment interests.

January 22, 2018

Felipe Montoro Jens: An Infrastructure Expert

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Through the years, Brazil transformed into one of the best destinations on the planet. They managed to create a strong economy through trade and tourism, centered in their largest cities like Rio de Janeiro and Sao Paolo. However, Brazil lacks some basic infrastructure like airports and seaports, and the government has tapped the assistance of the private corporations and businesses to help them out. In Brazil, there is an existing system wherein the government can ask the private corporations and businesses for help to build their projects. It is called PPI, and it is considered by some as a win-win situation for both parties. Through PPI, the government can spend less money in building their projects, and the private sector can gain additional income through fees that will be given to the projects once they are built.

Felipe Montoro Jens is one of the few Brazilian citizens who is being consulted by the government for their expertise. In the case of Felipe Montoro Jens, he is being consulted by the government of Brazil because of his knowledge in infrastructure and city building. He flew back to his home country after the government asked him for his help regarding the projects that are going to start in 2018. One of these [projects is the creation of a water concessions that will be used for the benefit of the public. Felipe Montoro Jens stated that the nation should have enough funding before they consider building the water concession system, and he also asked the government if they will be putting the burden back to the people once the project ends. He stated that a water concessions system would be beneficial to the public, and they must build it, but the burden should not be passed to the public.

Felipe Montoro Jens is known for his brilliant opinions about the matters regarding the Brazilian government and his projects. He always flies back to his motherland whenever his help is needed, and it helps the government push through their projects that will benefit everyone.

January 19, 2018

George Soros Gives Back to the Community through Financial Giving

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According to the Open Society Foundations, George Soros gave a cash donation of $18 billion to the organization in 2017 to help in the running of the foundations’ agendas around the globe. This has seen the Open Society Foundations fight for many people around the globe who lacks the freedom of expression and fair justice systems. The foundations have also been able to meet the school fees requirements for many students enrolled in their programs who can’t afford college fees but shows promising academic performances. The donation has also been used to fight for individuals facing various discriminations globally. Overall, George Soros has helped various vulnerable members of the community. Majority of them include sex workers, drug users, and disaster-hit individuals.

George Soros Philanthropy Journey

The Hungarian-born George Soros hasn’t had an easy run. He was lucky to survive the terrible Nazi Occupation Massacre which claimed the lives of over 500,000 Jews. Since then, Soros swore to help the suffering members of the society. He left Budapest for London in 1947 and did a number of odd jobs to pay for his college education at the London School of Economics. After graduation, he moved to the US and entered into the Hedge Fund industry. He created his first hedge fund organization in 1970, and used some of the gains to establish the Open Society Foundations. The group offers charity to over 100 countries around the globe. In 1979, Mr. Soros was involved in the provision of scholarship programs to black South Africans. This was during the Apartheid Era and a majority of the students got to study despite the tension. In the 1980s, George Soros decided to give back to his native society. He funded academic projects that saw a number of Hungarians moving to the West.

Following the disruption of the Berlin Wall, George Soros founded the Central European University to promote critical thinking among the youth. After the Cold War, he managed to expand his philanthropy works into Latin America, Asia, and the United States.Other beneficiaries from George Soros soft side of financial giving include Global Witness, the Institute for New Economic Thinking, the European Council on Foreign Relations, and the International Crisis Group. In looking at Soros’s philanthropy works, one thing is clear about his legacy: his commitment and dedication to fighting the most challenging issues in the world are unquestionable. George has always insisted on the importance of handling all situations that appear difficult. According to him, all hard situations can be made light if handled with collective care and love. He believes in the spirit of providing opportunities to all through financial giving.


Overall, George Soros contributions to the Open Society Foundations amount to more than $30 billion since its founding. The $18 billion given by George in 2017 to the foundations highlights the epitome of his generosity, and will to help the less privileged. Mr. Soros continues to touch and change lives globally. He is an established investor with a soft side; a trait rarely found.

November 25, 2017

Houston’s Talos Energy Continues to Grow

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Since about 80 years ago, no company could drill on Mexico’s coast or in their waters. That used to be to control the resources and give them back to the people. However, when there are no more profits, you need to change something. That is exactly what Mexico did recently when they opened up their drilling of oil and gas to foreign investors to pump cash into their dying economy.

Pemex was the be all and end all in Mexican oil for nearly a century because it was the nationalized choice. However, now three firms, two of them foreign to Mexico, will lead the charge to put up a new well and drill off of Tabasco in the Sureste Basin. Experts claim that anywhere from 100 million to 500 million barrels of oil could be resting there. Talos Energy, Premier Oil, and Sierra Oil and Gas won the bidding war in 2015.

Talos Energy is out of Houston. It was founded in 2012 when two hedge fund managers came together with funding to take it on. It was backed with $500 million when it was started. This proved to be a wise move. Soon after starting up, they were able to acquire other assets, such as Helix Energy Solutions for $620 million. Now, they do yearly revenue of up to $500 million already. The company has credited its rapid growth to their innovative strategies for turning assets into cash and giving astounding returns to their investors, who have funds in Phoenix Holdings, which is the owner of Talos.

Talos focuses on the gulf of Mexico and the Mexican coast. They have exploratory teams that research and find the right areas to exploit. They then set up oil rigs and extract the natural resources so they can turn it into the right kind of fuel. Over 16,000 barrels of oil per day are produced by the company. They started with just about 10 employees and have grown to over 100. This growth is in part because of the work culture there. They play hard and work hard. With perks like in house daycare, food, casual days, fun team games, and profit sharing, employees are motivated.

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October 23, 2017

Sky Zone Owner Andrew Rocklage Reaches for the Stars

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Growing up, Andrew Rocklage never imagined that he would one day be the owner of a huge facility where people can jump and bounce to their hearts’ content. Given the way that his education and early career unfolded, it seems especially unlikely that the Boston native would ever be interested in owning an indoor trampoline park. However, life is full of unexpected twists and turns. No one knows that better than Andrew, who was initially drawn into the world of law but who realized that he was happier being his own boss. Learn more about this well-regarded businessman and entrepreneur below.


During his childhood and teenage years, Andrew Rocklage was heavily involved in sports. However, he never let those activities distract him from his studies. Indeed, he was one of those rare kids who could excel both on the field and in the classroom. From an early age, it was clear that Andrew was going places in life. However, no one could say for sure where he would end up. Even as a kid, his tastes and interests were very eclectic. He seemed to be fascinated by just about everything, and that attitude would come very much in handy as he branched out into entrepreneurship.


After excelling throughout secondary school, including his high school years when he took many advanced classes and managed to maintain a very respectable GPA, Andrew Rocklage was ready for the next chapter in his life. He decided to attend university in the area, so he applied to the University of Massachusetts at Amherst and was accepted. There, he majored in sports management and minored in economics. Many people were surprised by how seemingly random the two subjects were, but Andrew had a plan. He loved sports, but he was also intrigued by business. Between the two, he’d find his footing.


As mentioned earlier, life doesn’t always turn out the way that we plan. Although Andrew had seemingly laid the foundation for a career in business or sports management, he felt restless after earning his Bachelor of Science degree, which he received after graduating from UMass’s Isenberg School of Management in 2009. Along the way, he’d interned at a few different places to gain a better understanding of his fields of interest. This included a stint as a PR intern for Major League Lacrosse. Ironically, Andrew’s experiences in the business world during college are largely what convinced him that he needed to follow a different path.


Andrew Rocklage had been intrigued by the law for many years. With a bachelor’s degree under his belt, he applied to and was accepted at Suffolk University Law School, which has an impeccable reputation. The fact that he was admitted reflects the hard work that he put into his undergrad years. Law school was completely different than undergraduate school. The work was far more intense, and Andrew spent much of his time studying. Ultimately, he graduated from the school with a Juris Doctor degree. He was positive that he was ready to embark on a law career when he earned the degree in 2013.


At first, it seemed like Andrew Rocklage was going to fit right into the world of law. He took positions as a legal consultant and as a law clerk before being hired as corporate counsel by EPIRUS Pharmaceuticals. The work was satisfying in the beginning, but Andrew’s curious mind became restless. He was used to being challenged, and he wasn’t being challenged enough in his field. He had also always been a very independent and innovative person, and he found working what is essentially a normal office job to be very stifling.


Once again, Andrew Rocklage decided to try something different. He had increasingly become intrigued by the idea of being his own boss, so he started investigating the opportunities. With his extensive educational credentials and work experience, he felt like he was more than prepared to take the leap into business ownership. However, he either needed to come up with a business plan or find an existing business to take over. When he heard about franchise opportunities with Sky Zone, the popular chain of indoor trampoline parks, he knew that he may have finally found his match.


Ultimately, Andrew Rocklage became the proud owner and operator of the Sky Zone in Tampa Bay, Florida. Indeed, the Boston native finally uprooted himself and relocated to sunny Jupiter, which is just outside of Tampa Bay. The Sky Zone that he owns offers a huge array of attractions, including the popular Freestyle Jump area; the Ultimate Dodgeball area; Skyslam, which combines basketball and trampolines; and Foam Zone, where you can jump and play while surrounded by soft, cushioning foam. Andrew Rocklage’s life looks a lot different now than he had probably predicted even five years ago, but one thing is abundantly clear: At long last, he is happy.

May 30, 2017