Archive for the ‘Wealth Management’ Category

Today many investors are looking for financial planners or stock brokers to perform investment advisor services.  Investment Advisors perform these functions as part of their daily service to individuals or institutions.  Fogel Capital blends the experience of a Certified Financial Planner and the Money Manager under the same umbrella.  Our experience with money management comes first hand from working on Wall Street, while having a Certified Financial Planner on staff to design the plan to tailored to your specific needs and goals.  If you have money in the stock market, bond market, bank account or CD’s you should consider hiring Fogel Capital Management, Inc.  to help with managing your nest egg as well as devising the plan necessary to keep you on the correct path. Financial Planning is only one component of Investment Management or Wealth Management. Please give us a call we can improve your return.

Today many investors are living longer and need greater income to offset the cost increase to daily life.  Superannuation is the term used to describe outliving your income.  This is one of the most important areas that a professional investment manager can help avoid.  Higher yields generally means greater risk, with that risk comes the potential loss of principal.  How you manage this risk and what criteria you use to own income producing securities will make the difference between executing your strategy and losing principal.  Please see what a professional can do for you.  We have been successful at generating income many times greater than what many investors think is possible.

Michael Fogel – Fogel Capital Management, Inc. will be at the Boca Raton Resort & Club Private Wealth Management Summit June 14-16th. All our products from Equities to Private Partnerships will be available.  Please ask to speak with Michael about our Falcon Performance Fund, LP

Fixed income securities are debt instruments such as U.S. Government Treasury-bills, mortgage-backed, municipal obligations, corporate bonds, and preference issues. Bond selection criteria include:

• Taxable or non-taxable
• Agency rating (e.g. Moody’s, S & P)
• Current yield, maturity, and yield to maturity
• Forecasted expectation of interest rates

Additional characteristics considered are out-of-favor sectors and categories where higher yields weight against relative uncertainty. Daily monitoring and market comparisons of yield-to-price permit upward-value exchanges of particular bonds while reducing risks. Position size in individual bond ranges from 1% to 20% depending on portfolio size, investor goals, market risk, and liquidity requirements agreed between the client and the manager.