o_19grqq7snim9mn019q11f7ds26a.pdf
Marcus Lemonis, a serial entrepreneur and host of the show “The Profit” on CNBC, is a true survivor in the corporate world. The native-born Lebanese business man endured the chaos of a civil war in Beirut and eventually moved to Miami. Lemonis was exposed to the automotive industry throughout his upbringing - his grandfather owning two of the largest Chevrolet dealerships in the United States and Lee Iacocca serving as the family friend and later mentor to Lemonis. On page 12, we conducted an interview with “Profit” host Marcus Lemonis, who offers struggling small businesses capital investment and his expertise in exchange for an ownership stake in the company. In the latter part of the magazine, we interviewed countless wealth advisors during these tough economic times. We recognize that some of the changes in 2013 and 2014 require relevance for financial planners. Therefore, the financial industry continues to push for more realistic standards and reforms.
Marcus Lemonis, a serial entrepreneur and host of the show “The Profit” on CNBC, is a true survivor in the corporate world. The native-born Lebanese business man endured the chaos of a civil war in Beirut and eventually moved to Miami. Lemonis was exposed to the automotive industry throughout his upbringing - his grandfather owning two of the largest Chevrolet dealerships in the United States and Lee Iacocca serving as the family friend and later mentor to Lemonis. On page 12, we conducted an interview with “Profit” host Marcus Lemonis, who offers struggling small businesses capital investment and his expertise in exchange for an ownership stake in the company. In the latter part of the magazine, we interviewed countless wealth advisors during these tough economic times. We recognize that some of the changes in 2013 and 2014 require relevance for financial planners. Therefore, the financial industry continues to push for more realistic standards and reforms.
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BUSINESS / FINANCE<br />
31 Equity Exposure: A Necessity<br />
Investors remain skittish regarding risk exposure<br />
to equities.<br />
32The Complications of employment law<br />
Employment law complex and constantly changing.<br />
33 Plan All of Retirement’s Needs<br />
Retirement planning shouldn’t focus solely on<br />
where to take that long-awaited vacation.<br />
34 Danger On The Way Down<br />
Helping people get to the top by investing wisely<br />
36<br />
Investing During Self-Off Pays Dividends<br />
Market Volatility is no Reason to Shy away from Further<br />
Investing<br />
37<br />
38 Off Campus Housing Preferred Over Dorms<br />
80% of college students ditched the confines and rules<br />
40 Trust is the Best Asset<br />
Financial advisors remain at the head of the list as<br />
trusted professionals.<br />
42 Transparency: Potentially Overwhelming<br />
Increased transparency is the intended result.<br />
44 Staying the course<br />
Transitioning to the other side<br />
46<br />
Motivated clients always welcome<br />
Entrepreneurs and small business owners cannot afford<br />
to keep full-time specialists in financial matters on their<br />
payroll.<br />
47 Simple Plans Empower Clients<br />
(FDIC) – continues to give financial advisors a level<br />
of comfort<br />
48<br />
Communication, Credentials and Partnerships<br />
In life, it is often said that when one door closes,<br />
another one opens.<br />
A disciplined approach Makes Money Last<br />
Turn on the radio in any American city and you won’t<br />
need to listen long before you hear ample advice regarding<br />
financial matters.<br />
50 Guiding Investor Risk Tolerance After 2008<br />
Creating a synergistic environment, enhancing, communicating<br />
and efficiently balancing careers with personal lives.<br />
51 Cutting Through the Clutter<br />
Should a uniform fiduciary standard be mandatory for both<br />
brokers and investment advisors.<br />
52 Learning FROM Mistakes<br />
Early Career Lessons Guide Wealth Manager<br />
54 Promoting World-Changing Innovation<br />
Shedding light on current U.S. trends in angel investing<br />
54 Financial Advisors for Middle Americans<br />
Working with middle income families<br />
55 Transparency on Both Sides<br />
Dependable advice in a fluctuating market<br />
56 Candid Conversations<br />
As one destination is reached, a new dream begins<br />
58<br />
59 Trust for the LONG HAUL<br />
Helping investors preserve accumulated capital against the<br />
rate of inflation<br />
60<br />
Proving Himself to Clients<br />
Thoroughly vetting advisors before transactions take place<br />
Alternative to Traditional Banks for Small Business<br />
Banking industry unashamedly favoring midsize and large<br />
companies over small business<br />
61<br />
On a Roll: Investment in Start-ups<br />
2014 a fruitful year for start-ups and IPO’s<br />
THE SUIT MAGAZINE p.5
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