Last updated: 4 Nov 24 01:33:34 (UTC)
Michael's Client Newsletter #152, November 2024
Greetings Valued Clients, welcome to my November Client Newsletter #152 for the goal-focused, long-term, equity investor.
By the way, if you know people who might benefit from the sort of advice I provide I would certainly appreciate an introduction. Thank you again for being my client.
Nick Murray’s November Client’s Corner
Where Are The Crashes Of Yesteryear
-
Every month Nick Murray publishes a brief client newsletter for the Lifetime Equity Investor. I hope you find it as valuable as I do.
-
Click the title/image above or open the attached PDF.
-
Nick’s previous Client’s Corners are here.
Financial Tip of the Month
Variable Annuity Tip #3
Podcast of the Month
Retail-investing success: Anne-Marie Peterson on the power of culture
Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities among retail companies, including Home Depot, Costco and Starbucks. Learn why she believes a strong company culture is crucial to retail success. Don’t miss this engaging discussion. Subscribe for more expert interviews and insights.
Video Interview of the Month
How the generative AI revolution might affect long-term investing
How will generative AI create value for consumers? A few areas are emerging, notes investment analyst Brad Barrett. In this episode of the Capital Ideas podcast, he shares with host Mike Gitlin how customers may soon benefit from digital advertising, agentic chatbots and creative tools.
Financial Book of the Month
Stop Acting Rich
By Thomas Stanley.
How the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite.
Money Memes and a Little Humor
P.S Did you find value in this newsletter? Don’t keep it a secret! Feel free to forward this email to your friends.
Resources
- My Client Website
- My Philosophy, Financial Checklist & Service Model
- Nick Murray’s 20 Investment Epiphanies
- What the Experts Say about Long-Term Equity Investing
- What the Experts Say about American Funds
- What is Dollar Cost Averaging?
- What the Experts Say about Using Variable Annuities for a Guaranteed Income
- Retirement Presentation
- Term Life Insurance Presentation
- Living Trust Presentation
- Previous Client Newsletters
- Subscribe to my Client Newsletter
- Capital Group Podcasts
- Capital Group Articles
- Capital Group Youtube videos
- American Funds Client Log-In
- Jackson Variable Annuity Client Log-In
About Me
Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal
Series 6, 26, 63, 65, Life
Since 1989 I’ve tried to build my business by offering a second opinion to those who may need investment advice. As a result, my business now comes almost exclusively via introductions from existing clients. So, if you’re approached by a friend who may have questions about investing, please let them know that I will find the time to listen, and I’ll do my best to help.
- [email protected]
- 714.602.3192
- Schedule a call with me
- ClientFirst.pro
- LinkedIn
Securities offered through Innovation Partners, LLC. Member FINRA/SIPC
Nick Murray’s November Client’s Corner
Where Are The Crashes Of Yesteryear
-
Every month Nick Murray publishes a brief client newsletter for the Lifetime Equity Investor. I hope you find it as valuable as I do.
-
Click the title/image above or open the attached PDF.
-
Nick’s previous Client’s Corners are here.
Financial Tip of the Month
Variable Annuity Tip #3
Podcast of the Month
Retail-investing success: Anne-Marie Peterson on the power of culture
Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities among retail companies, including Home Depot, Costco and Starbucks. Learn why she believes a strong company culture is crucial to retail success. Don’t miss this engaging discussion. Subscribe for more expert interviews and insights.
Video Interview of the Month
How the generative AI revolution might affect long-term investing
How will generative AI create value for consumers? A few areas are emerging, notes investment analyst Brad Barrett. In this episode of the Capital Ideas podcast, he shares with host Mike Gitlin how customers may soon benefit from digital advertising, agentic chatbots and creative tools.
Financial Book of the Month
Stop Acting Rich
By Thomas Stanley.
How the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite.
Money Memes and a Little Humor
P.S Did you find value in this newsletter? Don’t keep it a secret! Feel free to forward this email to your friends.
Resources
- My Client Website
- My Philosophy, Financial Checklist & Service Model
- Nick Murray’s 20 Investment Epiphanies
- What the Experts Say about Long-Term Equity Investing
- What the Experts Say about American Funds
- What is Dollar Cost Averaging?
- What the Experts Say about Using Variable Annuities for a Guaranteed Income
- Retirement Presentation
- Term Life Insurance Presentation
- Living Trust Presentation
- Previous Client Newsletters
- Subscribe to my Client Newsletter
- Capital Group Podcasts
- Capital Group Articles
- Capital Group Youtube videos
- American Funds Client Log-In
- Jackson Variable Annuity Client Log-In
About Me
Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal
Series 6, 26, 63, 65, Life
Since 1989 I’ve tried to build my business by offering a second opinion to those who may need investment advice. As a result, my business now comes almost exclusively via introductions from existing clients. So, if you’re approached by a friend who may have questions about investing, please let them know that I will find the time to listen, and I’ll do my best to help.
- [email protected]
- 714.602.3192
- Schedule a call with me
- ClientFirst.pro
- LinkedIn
Securities offered through Innovation Partners, LLC. Member FINRA/SIPC
Financial Tip of the Month
Variable Annuity Tip #3
Podcast of the Month
Retail-investing success: Anne-Marie Peterson on the power of culture
Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities among retail companies, including Home Depot, Costco and Starbucks. Learn why she believes a strong company culture is crucial to retail success. Don’t miss this engaging discussion. Subscribe for more expert interviews and insights.
Video Interview of the Month
How the generative AI revolution might affect long-term investing
How will generative AI create value for consumers? A few areas are emerging, notes investment analyst Brad Barrett. In this episode of the Capital Ideas podcast, he shares with host Mike Gitlin how customers may soon benefit from digital advertising, agentic chatbots and creative tools.
Financial Book of the Month
Stop Acting Rich
By Thomas Stanley.
How the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite.
Money Memes and a Little Humor
P.S Did you find value in this newsletter? Don’t keep it a secret! Feel free to forward this email to your friends.
Resources
- My Client Website
- My Philosophy, Financial Checklist & Service Model
- Nick Murray’s 20 Investment Epiphanies
- What the Experts Say about Long-Term Equity Investing
- What the Experts Say about American Funds
- What is Dollar Cost Averaging?
- What the Experts Say about Using Variable Annuities for a Guaranteed Income
- Retirement Presentation
- Term Life Insurance Presentation
- Living Trust Presentation
- Previous Client Newsletters
- Subscribe to my Client Newsletter
- Capital Group Podcasts
- Capital Group Articles
- Capital Group Youtube videos
- American Funds Client Log-In
- Jackson Variable Annuity Client Log-In
About Me
Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal
Series 6, 26, 63, 65, Life
Since 1989 I’ve tried to build my business by offering a second opinion to those who may need investment advice. As a result, my business now comes almost exclusively via introductions from existing clients. So, if you’re approached by a friend who may have questions about investing, please let them know that I will find the time to listen, and I’ll do my best to help.
- [email protected]
- 714.602.3192
- Schedule a call with me
- ClientFirst.pro
- LinkedIn
Securities offered through Innovation Partners, LLC. Member FINRA/SIPC
Podcast of the Month
Retail-investing success: Anne-Marie Peterson on the power of culture
Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities among retail companies, including Home Depot, Costco and Starbucks. Learn why she believes a strong company culture is crucial to retail success. Don’t miss this engaging discussion. Subscribe for more expert interviews and insights.
Video Interview of the Month
How the generative AI revolution might affect long-term investing
How will generative AI create value for consumers? A few areas are emerging, notes investment analyst Brad Barrett. In this episode of the Capital Ideas podcast, he shares with host Mike Gitlin how customers may soon benefit from digital advertising, agentic chatbots and creative tools.
Financial Book of the Month
Stop Acting Rich
By Thomas Stanley.
How the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite.
Money Memes and a Little Humor
P.S Did you find value in this newsletter? Don’t keep it a secret! Feel free to forward this email to your friends.
Resources
- My Client Website
- My Philosophy, Financial Checklist & Service Model
- Nick Murray’s 20 Investment Epiphanies
- What the Experts Say about Long-Term Equity Investing
- What the Experts Say about American Funds
- What is Dollar Cost Averaging?
- What the Experts Say about Using Variable Annuities for a Guaranteed Income
- Retirement Presentation
- Term Life Insurance Presentation
- Living Trust Presentation
- Previous Client Newsletters
- Subscribe to my Client Newsletter
- Capital Group Podcasts
- Capital Group Articles
- Capital Group Youtube videos
- American Funds Client Log-In
- Jackson Variable Annuity Client Log-In
About Me
Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal
Series 6, 26, 63, 65, Life
Since 1989 I’ve tried to build my business by offering a second opinion to those who may need investment advice. As a result, my business now comes almost exclusively via introductions from existing clients. So, if you’re approached by a friend who may have questions about investing, please let them know that I will find the time to listen, and I’ll do my best to help.
- [email protected]
- 714.602.3192
- Schedule a call with me
- ClientFirst.pro
- LinkedIn
Securities offered through Innovation Partners, LLC. Member FINRA/SIPC
Video Interview of the Month
How the generative AI revolution might affect long-term investing
How will generative AI create value for consumers? A few areas are emerging, notes investment analyst Brad Barrett. In this episode of the Capital Ideas podcast, he shares with host Mike Gitlin how customers may soon benefit from digital advertising, agentic chatbots and creative tools.
Financial Book of the Month
Stop Acting Rich
By Thomas Stanley.
How the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite.
Money Memes and a Little Humor
P.S Did you find value in this newsletter? Don’t keep it a secret! Feel free to forward this email to your friends.
Resources
- My Client Website
- My Philosophy, Financial Checklist & Service Model
- Nick Murray’s 20 Investment Epiphanies
- What the Experts Say about Long-Term Equity Investing
- What the Experts Say about American Funds
- What is Dollar Cost Averaging?
- What the Experts Say about Using Variable Annuities for a Guaranteed Income
- Retirement Presentation
- Term Life Insurance Presentation
- Living Trust Presentation
- Previous Client Newsletters
- Subscribe to my Client Newsletter
- Capital Group Podcasts
- Capital Group Articles
- Capital Group Youtube videos
- American Funds Client Log-In
- Jackson Variable Annuity Client Log-In
About Me
Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal
Series 6, 26, 63, 65, Life
Since 1989 I’ve tried to build my business by offering a second opinion to those who may need investment advice. As a result, my business now comes almost exclusively via introductions from existing clients. So, if you’re approached by a friend who may have questions about investing, please let them know that I will find the time to listen, and I’ll do my best to help.
- [email protected]
- 714.602.3192
- Schedule a call with me
- ClientFirst.pro
- LinkedIn
Securities offered through Innovation Partners, LLC. Member FINRA/SIPC
Financial Book of the Month
Stop Acting Rich
By Thomas Stanley.
How the less affluent have fallen into the elite luxury brand trap that keeps them from acquiring wealth and details how to get out of it by emulating the working rich as opposed to the super elite.
Money Memes and a Little Humor
P.S Did you find value in this newsletter? Don’t keep it a secret! Feel free to forward this email to your friends.
Resources
- My Client Website
- My Philosophy, Financial Checklist & Service Model
- Nick Murray’s 20 Investment Epiphanies
- What the Experts Say about Long-Term Equity Investing
- What the Experts Say about American Funds
- What is Dollar Cost Averaging?
- What the Experts Say about Using Variable Annuities for a Guaranteed Income
- Retirement Presentation
- Term Life Insurance Presentation
- Living Trust Presentation
- Previous Client Newsletters
- Subscribe to my Client Newsletter
- Capital Group Podcasts
- Capital Group Articles
- Capital Group Youtube videos
- American Funds Client Log-In
- Jackson Variable Annuity Client Log-In
About Me
Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal
Series 6, 26, 63, 65, Life
Since 1989 I’ve tried to build my business by offering a second opinion to those who may need investment advice. As a result, my business now comes almost exclusively via introductions from existing clients. So, if you’re approached by a friend who may have questions about investing, please let them know that I will find the time to listen, and I’ll do my best to help.
- [email protected]
- 714.602.3192
- Schedule a call with me
- ClientFirst.pro
- LinkedIn
Securities offered through Innovation Partners, LLC. Member FINRA/SIPC
Money Memes and a Little Humor
P.S Did you find value in this newsletter? Don’t keep it a secret! Feel free to forward this email to your friends.
Resources
- My Client Website
- My Philosophy, Financial Checklist & Service Model
- Nick Murray’s 20 Investment Epiphanies
- What the Experts Say about Long-Term Equity Investing
- What the Experts Say about American Funds
- What is Dollar Cost Averaging?
- What the Experts Say about Using Variable Annuities for a Guaranteed Income
- Retirement Presentation
- Term Life Insurance Presentation
- Living Trust Presentation
- Previous Client Newsletters
- Subscribe to my Client Newsletter
- Capital Group Podcasts
- Capital Group Articles
- Capital Group Youtube videos
- American Funds Client Log-In
- Jackson Variable Annuity Client Log-In
About Me
Michael Paulding Thomas Financial Advisor, Registered Representative, Securities Principal Series 6, 26, 63, 65, Life
Since 1989 I’ve tried to build my business by offering a second opinion to those who may need investment advice. As a result, my business now comes almost exclusively via introductions from existing clients. So, if you’re approached by a friend who may have questions about investing, please let them know that I will find the time to listen, and I’ll do my best to help.
- [email protected]
- 714.602.3192
- Schedule a call with me
- ClientFirst.pro
Securities offered through Innovation Partners, LLC. Member FINRA/SIPC