Month: March 2022

FEATURE
The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77)

The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77)

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Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights.

You may be wondering why an investor would want to complete so many transactions for similar holdings to a one-and-done mutual fund purchase. But there are specific potential benefits to direct indexing that may be intriguing. 

In this episode, Peter Raskin speaks with Matt Potter, chartered financial analyst & director of investment services at SEI Private Trust Company. Peter and Matt discuss best practices for how to navigate the stock market, specifically when it comes to direct indexing.  

Peter and Matt discuss:

  • What direct indexing is and why an investor may consider this approach
  • How taking a loss can potentially make your portfolio more tax-efficient
  • Why owning individual stocks provides more flexibility than a mutual fund or ETF
  • What a wash sale is and how direct indexing can help you avoid it
  • And More!

Connect with Matt Potter:

Connect with Peter: 

CRN-4640937-032522

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

FEATURE
Lessons in Donations with Ken Nopar (Ep. 76)

Lessons in Donations with Ken Nopar (Ep. 76)

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There is no shortage of charitable causes—and it’s impossible to give to every single one. It’s important to ask yourself some critical questions to help determine where you would like to allocate your funds: What is the cause? Who is the money going to? Why should I give my money away?

In this episode, Peter Raskin is joined by Ken Nopar, vice president & senior philanthropic advisor at the American Endowment Foundation*. Ken shares how he got into the field of philanthropy, along with how and why people choose to donate to various charitable causes.

Ken discusses:

  • How to bring up the conversation about donating
  • How donation trends have changed in the last 40 years
  • Why the 2008-09 recession was a major turning point in donating
  • Best practices for getting to know which organizations to volunteer & donate to
  • And more!

Connect with Ken Nopar:

Connect with Peter:

CRN-4461360-030422

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

*Not affiliated with Lincoln Financial Advisors.

FEATURE
Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75)

Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75)

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How well do you understand the process of developing a trust or designating a trustee to your retirement accounts? 

In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth Advisors Trust Company*. Christopher shares what a trust fund is, what a trustee is and the different types of trust fund accounts. He also discusses the best practices in how to get the most out of your trust fund. 

Christopher discusses:

  • The three different types of trustees 
  • How to pick the correct person to be in charge of your trust fund
  • Why families establish trust funds 
  • And more!

Connect with Christopher Holtby:

Connect with Peter: 

CRN-4376894-022522

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

*Not affiliated with Lincoln Financial Advisors.