Category Archives: Financial Expert

The Role of Freedom Checks in Master Limited Partnerships

Freedom checks are any cash payments that come from publicly traded partnerships and are made to the shareholders. Some people think that freedom checks are a scam. That is not true. Sometimes, freedom check seems like a federal program. However, they are not run by the government. People who want to make use of this opportunity should know that this is a tax-free investment that is under the federal law known as Statute 26-F. The primary role of the freedom check is to help very many energy-related businesses in America to send checks to their investors either monthly or quarterly. The monthly or the quarterly freedom checks are almost similar to the traditional stock dividends. The only difference is that they are taken as a return of capital instead of income.

The energy-related businesses that have benefited from freedom checks are referred to as Master Limited Partnerships (MLPs). These firms have a unique tax structure that helps them to payout around ninety percent of their income to the investors and the shareholders. Not every company qualifies as a Master Limited Partnership. To be part of these partnerships, a firm must generate ninety percent of its income from activities such as production, transportation, and exploration of natural resources, mainly oil and gas. As mentioned earlier, the energy business has benefited more from the freedom check.

Using freedom check is very beneficial in terms of returns. With the increased use of freedom check, America has become a financially independent continent. MLP companies explore for new oil and gas wells and transport these natural resources across the extensive pipeline networks. They also refine oil and gas mainly coming from significant gas fields in the United States.

There are very many benefits that come from investing in MLPs. For instance, they are not required to pay federal income tax or the corporate taxes. This tax exemption allows the companies to retain more cash to payout to the shareholders and the investors. The freedom check means that investors looking for income can look for MPLs with attractive yields.

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Success in Business with Sheldon Lavin of OSI Industries

Many people dream of becoming the owners of their businesses all their life. However, many of this dreams end up dying somewhere along the way. Many fail due to lack of knowledge and guidance on how to make it in the business world. The secret is to learn from the investors who began before us. The CEO of OSI is among the successful investors that we can learn from to become better versions of ourselves.Sheldon Lavin says that he always wanted to own his venture. He began by studying accounting and finance in school. This gave him the fundamental knowledge on how to run a business. Sheldon Lavin’s dream was to create a chain of firms that distribute people with products they use daily and foods.

To accomplish this, Lavin began by starting his financial consultant firm. He knew that many firms could need financial support to expand, in the competitive market. He was ready to offer this. He was afraid of what he was getting himself into but the fear was cut short when he got the contract with the Otto & Sons Company. The domestic firm wanted funds to expand. He believed in their dream and funded them. A year later, his assumptions proved right because the firm became known in the whole state. It is his continued investments in the firm that ended up making him the owner. Sheldon Lavin says that it is human to have doubts and be afraid when you are starting something. It is how you deal with the fear that makes the difference. You have to have some faith in your skills, and give your dreams a chance.

Sheldon Lavin became profitable after a year. He says that many people take years to enjoy the returns in their businesses. The problem is the scaling. He says that he invested in large-scale basis, and made his firms multinational companies, which helped him enjoy the benefits of the diseconomies of scale.There are many ways to generate clients, one way being referrals from clients. Sheldon Lavin says that the other way he gets clients is through online marketing. He explains that he always knew that technology would have a big impact on the management of firms, marketing and all aspects of the organization. Lavin markets his products through social media pages as well as the online marketing strategies. He also has a team that focuses on technology trends. When something new comes up, they begin their advertising on the platforms.

Columbus Native David Giertz Offers Insight on Social Security Education and Its Benefits

The roles of a financial advisor encompass offering insight regarding profitable businesses. As a person who values aggressive investment, it is important to offer good advice to clients. All too often, investors face challenges in the industry. That is where a financial advisor comes in. Aside from that, a financial advisor bears the financial obligations of a client. That is why David Giertz is on the spotlight for highlighting the plea of financial advisors. David Giertz recently offered insight about social security and its benefits to retirees. The renowned financial advisor cited that financial advisors avoid the subject. To David, discussing the social security issues is a leading agenda in the industry.

Discussing Social Security with Clients

When it comes to investment and employment, an individual might swim through challenges. To eradicate the chances of losing resources, a financial advisor offers guidance. That is why Giertz is keen on guiding his teams from a distance. In his interview with the Wall Street Journal, he discusses transparency benefits. Arming yourself with the right financial strategy is beneficial. But, the idea can be far beyond reach when terminologies change. That is why for Giertz, discussing every aspect of the business idea is essential. He also noted that most clients would rather work for transparent financial advisors. Well, that highlights how easy losing a client is when social security is not discussed.

David’s Contribution

If you are a financial advisor, Giertz suggests that you will benefit out of transparency. Giertz is a renowned financial advisor. That is why he is upheld for tremendous input in the industry. His experience borders executive roles. Nationwide Financial is one of them. Before that, he was a lead executive at FI/WH. He served as the president. At Nationwide Financial, he streamlines the departments. Giertz commits to elevating clients in many ways. He believes that an astute financial advisor must bear the roles of offering good advice.

Social Security

Social security is an alarming issue. In retirement planning especially, it can double your income. Besides, its timing must be perfect for an individual to earm more. Starting early equates to losing more dollars in retirement. To be safe from such loses, talk to your financial advisor.