Last updated: 3 Oct 24 05:53:13 (UTC)
Michael's Client Newsletter #151, October 2024
Greetings Valued Clients, welcome to my October Client Newsletter #151 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 October Client’s Corner
The Most Painful Emotion in Investing
-
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 #2
After you’ve maxed-out your workplace retirement plan and IRA, you can use a variable annuity for tax-deferred investment growth.
Podcast of the Month
AI revolution: Winter of disillusion on the horizon?
Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI’s potential to transform economies and labor markets, the vast amount of resources AI infrastructure requires, and why he thinks an AI winter is on the horizon.
Video Interview of the Month
How the generative AI revolution might affect long-term investing
Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you’re a financial professional or tech enthusiast, this episode offers valuable insights about the future of media.
Financial Book of the Month
Stocks for the Long Run
By Jeremy Siegel.
Recommended by Nick Murray. Definitive Guide to Financial Market Returns & Long-Term Investment Strategies.
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 October Client’s Corner
The Most Painful Emotion in Investing
-
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 #2
After you’ve maxed-out your workplace retirement plan and IRA, you can use a variable annuity for tax-deferred investment growth.
Podcast of the Month
AI revolution: Winter of disillusion on the horizon?
Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI’s potential to transform economies and labor markets, the vast amount of resources AI infrastructure requires, and why he thinks an AI winter is on the horizon.
Video Interview of the Month
How the generative AI revolution might affect long-term investing
Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you’re a financial professional or tech enthusiast, this episode offers valuable insights about the future of media.
Financial Book of the Month
Stocks for the Long Run
By Jeremy Siegel.
Recommended by Nick Murray. Definitive Guide to Financial Market Returns & Long-Term Investment Strategies.
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 #2
After you’ve maxed-out your workplace retirement plan and IRA, you can use a variable annuity for tax-deferred investment growth.
Podcast of the Month
AI revolution: Winter of disillusion on the horizon?
Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI’s potential to transform economies and labor markets, the vast amount of resources AI infrastructure requires, and why he thinks an AI winter is on the horizon.
Video Interview of the Month
How the generative AI revolution might affect long-term investing
Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you’re a financial professional or tech enthusiast, this episode offers valuable insights about the future of media.
Financial Book of the Month
Stocks for the Long Run
By Jeremy Siegel.
Recommended by Nick Murray. Definitive Guide to Financial Market Returns & Long-Term Investment Strategies.
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
AI revolution: Winter of disillusion on the horizon?
Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI’s potential to transform economies and labor markets, the vast amount of resources AI infrastructure requires, and why he thinks an AI winter is on the horizon.
Video Interview of the Month
How the generative AI revolution might affect long-term investing
Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you’re a financial professional or tech enthusiast, this episode offers valuable insights about the future of media.
Financial Book of the Month
Stocks for the Long Run
By Jeremy Siegel.
Recommended by Nick Murray. Definitive Guide to Financial Market Returns & Long-Term Investment Strategies.
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
Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you’re a financial professional or tech enthusiast, this episode offers valuable insights about the future of media.
Financial Book of the Month
Stocks for the Long Run
By Jeremy Siegel.
Recommended by Nick Murray. Definitive Guide to Financial Market Returns & Long-Term Investment Strategies.
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
Stocks for the Long Run
By Jeremy Siegel.
Recommended by Nick Murray. Definitive Guide to Financial Market Returns & Long-Term Investment Strategies.
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