Financial Leader, investor

Paul Mampilly: Helping the ordinary Americans to invest

Paul Mampilly is an accomplished investor from the United States. He started his career in the Wall Street in 1991 when he joined Bankers Trust as their assistant portfolio manager. His growth up the ranks of the financial sector was fast. He joined banks such as Deutsche and ING. In 2006, he became a hedge fund manager for an organization known as the Kinetics Asset Management. When he was the head of investment in the firm, he grew its capital to over $25 billion, and it was featured by the Barrons as the “World’s Best Return:” hedge fund after recording 26 percent return during his tenure.

During the 2008 and 2008 financial crisis, Paul Mampilly participated in the Templeton Foundation competition which wanted to find out who was the best investor in the Wall Street. Paul emerged the winner of this competition after recording 76 percent return. Each of the participants was given $50 million as starting capital. He finished with $88 million.

Paul Mampilly retired from the Wall Street at the age of 42 after realizing that he was only helping 1 percent of the people by working there. He left to start helping the millions of people who also need to invest wisely.

Paul is working with Banyan Hill Publishing, one of the key investment oriented publishing houses in the United States. Apart from his work in this form, he is also publishing three financial publications namely Profits Unlimited Extreme Fortunes and True Momentum.

Paul Mampilly is known for being good at spotting investment opportunities in technology stocks and small-cap stocks. His predictions in this area are so precise that he surprises even fellow experts. He has a way of calling out an opportunity just when it is about to start rising.

Currently, he is looking for opportunities in new technology trends such as the Internet of Things. He has praised this technology as one of those that are likely to bring significant changes in various industries. With these changes will be great opportunities to invest in companies that will be making the trendy products. He is betting on firms dealing with artificial intelligence to lead the pack.

Financial Leader

David Giertz, helping clients plan for a secure retirement

David Giertz is a Nationwide Investment Services financial advisor with just over 31 years of experience. He is currently the president of distribution and sales at Nationwide. He has passed four exams. David passed the General Securities Representative Examination in 1986, the Uniform Securities Agent State Law Examination (NASAA) in 1987, the General Securities Principal Examination in 1992 and the Municipal Securities Principal in 1994. Giertz is also a registered broker with FINRA. Brokers assist in buying and selling stocks, bonds investment related products and mutual funds.

David has served as the senior vice president at Nationwide in both financial distribution and in sales at Nationwide life insurance. David Giertz also serves as president and senior vice president at several other Nationwide companies.

Many people are planning for retirement and most advisors are not discussing social security on Currently four out of five people say that they will change financial advisors if they do not discuss social security planning in their retirement plans. Currently, social security comprises about 40% of retirement planning. If people decide to retire sooner then recommended they can be shorting themselves up to $300,000 or an average of $1,000 a month. Financial advisors need to discuss alternate sources of income as an option rather then allowing people to rely on social security for an earlier then necessary retirement at One of the biggest factors financial advisors deal with is age. People feel as though since they reached the age where they can start collecting social security, they should. This has resulted in roughly 30% of people who are currently collecting social security living with less then they originally calculated. Delaying collection of social security benefits to the age of 67 or beyond can increase monthly social security income.