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Carnegie Investment Counsel
Registrace 12. 09. 2014
Carnegie Investment Counsel
(800) 321-2322
info@carnegieinvest.com
www.carnegieinvest.com
©2023 Carnegie Investment Council. All rights reserved.
The opinions presented on this site are subject to change without notice in reaction to shifting market conditions. The information provided here is for general informational purposes only, and should not be considered a solicitation to effect transactions in securities, or personalized investment advice. Each investor needs to review an investment strategy and their asset allocation for his or her own particular situation before making any investment decisions.
(800) 321-2322
info@carnegieinvest.com
www.carnegieinvest.com
©2023 Carnegie Investment Council. All rights reserved.
The opinions presented on this site are subject to change without notice in reaction to shifting market conditions. The information provided here is for general informational purposes only, and should not be considered a solicitation to effect transactions in securities, or personalized investment advice. Each investor needs to review an investment strategy and their asset allocation for his or her own particular situation before making any investment decisions.
Richard Alt, CEO of Carnegie Investment Counsel, on New Day Cleveland on FOX 8
Richard Alt, CEO of Carnegie Investment Counsel, speaks with David XX on New Day Cleveland on FOX 8 Network. Richard tells investors the most important questions to ask when hiring a financial advisor or investment manager.
1. Are you a fiduciary? Are you a fiduciary 100% of the time? - Have confidence your advisor is truly working on your behalf for the lifetime of your relationship.
2. How do you make money? Ask your advisor to describe their fees and how they are compensated. If it's confusing, then you may be working with a broker who is not held to the fiduciary standard when serving clients.
3. What license(s) do you hold? Depending on their license, they may be qualified to sell you something, which could mean more commissions in their pocket.
To learn more about how we partner with investors to customize an investment portfolio to align with your life and values, visit www.carnegieinvest.com or call 1(800)321-2322.
Carnegie Investment Counsel (“Carnegie”) is a registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. For a more detailed discussion about Carnegie’s investment advisory services and fees, please view our Form ADV and Form CRS by visiting:
adviserinfo.sec.gov/firm/summary/150488
1. Are you a fiduciary? Are you a fiduciary 100% of the time? - Have confidence your advisor is truly working on your behalf for the lifetime of your relationship.
2. How do you make money? Ask your advisor to describe their fees and how they are compensated. If it's confusing, then you may be working with a broker who is not held to the fiduciary standard when serving clients.
3. What license(s) do you hold? Depending on their license, they may be qualified to sell you something, which could mean more commissions in their pocket.
To learn more about how we partner with investors to customize an investment portfolio to align with your life and values, visit www.carnegieinvest.com or call 1(800)321-2322.
Carnegie Investment Counsel (“Carnegie”) is a registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. For a more detailed discussion about Carnegie’s investment advisory services and fees, please view our Form ADV and Form CRS by visiting:
adviserinfo.sec.gov/firm/summary/150488
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Video
Carnegie Investment Counsel Goes to Cause Camp 2023
zhlédnutí 208Před 10 měsíci
Carnegie Investment Counsel partners with nonprofit organizations to help build a better world. We will customize an investment strategy focused on your values, growth, and sustainability. Learn more about our special services for nonprofit clients at www.carnegieinvest.com/foundations-and-non-profits.html or email nonprofit@carnegieinvest.com.
What are the pros and cons of low interest rates?
zhlédnutí 199Před 2 lety
You may have heard about low interest rates in the newspaper, online or on TV, but what do low interest rates really mean for the general public? Interest rates are based primarily upon the supply and demand for money. What are some of the positives and negatives of low interest rates? Read the full details on the Carnegie Investment Counsel blog: blog.carnegieinvest.com/what-are-the-pros-and-c...
Top 4 Myths About Financial Planning
zhlédnutí 104Před 2 lety
Financial planning includes taking a long view of your goals...and providing a financial plan for how to achieve them. While it seems simple enough, there are several myths surrounding financial planning that might prevent you from enlisting a planner. Let's examine four of these in detail to help you reach a better understanding of how a financial planner can meet your needs. Read more on the ...
7 Landmark Birthdays to Help You Map Your Retirement Plans
zhlédnutí 124Před 4 lety
“Retirement age” can mean different things to different people, as there are many things to consider when choosing your planned retirement age. Well-conceived planning in the years before your actual retirement day can make a significant difference in the ultimate value of the assets available to you in retirement. Tax implications and the rules surrounding Social Security benefits make it impo...
A Modern Approach to Employee Benefits | Pittsburgh
zhlédnutí 156Před 4 lety
Encourage your employees to take hold of their financial wellness by providing resources such as personal financial coaching and education. Contact Carnegie Investment Counsel to learn how: rps@carnegieinvest.com 1-877-366-401k Speaker 1: Keith Warmbein (Principal/Director of Participant Services of Carnegie Investment Counsel). Introduction 0:00-5:23 Video: City of Pittsburgh. 5:24-7:41 Speake...
Chagrin Documentary Film Fest Pre-awards Party Presented by Carnegie Investment Counsel
zhlédnutí 58Před 4 lety
Carnegie Investment Counsel is proud to partner with Chagrin Documentary Film Fest to celebrate the incredible and talented filmmakers featured each year! Each year, Carnegie Investment Counsel hosts a Pre-awards Party which takes place directly before the main awards. It's a fun way to meet the filmmakers, festival team and volunteers that make the festival come to life! Enjoy drinks, food, mu...
Financial Planning Concepts: Understanding Trusts
zhlédnutí 120Před 4 lety
Few financial planning concepts are as misunderstood as trusts. What trusts are and whether you need one are two questions that often arise when talking with a financial advisor. Here are some fundamentals of trust planning. Disclosure: Carnegie Investment Counsel is a registered investment adviser with the Securities and Exchange Commission (SEC) and is registered in various states. Communicat...
Retirement Planning Guide for Couples: How to Have a Productive Conversation
zhlédnutí 104Před 4 lety
Retirement Planning Guide for Couples: How to Have a Productive (and Enjoyable) Conversation About Retirement and Finances Are you and your spouse preparing for retirement? Have you had a candid conversation about what that retirement will really look like? Here are some steps as a retirement planning guide to help you have a productive discussion as a couple. Read the full article on the Carne...
The Real Cost of Being Your Own Financial Advisor
zhlédnutí 90Před 5 lety
Some DIY investors may feel like they are saving money by managing their own investments. But just like with your car, is it smart to be your own mechanic? A lot can go wrong. What might that cost you? And if you found a great mechanic who you trusted, would you ever want to fix your own car again? From our years of experience, we find many investors who feel they are managing their own portfol...
6 Mistakes to Avoid in Your Investment Portfolio (Including One that Almost Everyone Makes)
zhlédnutí 75Před 5 lety
Successful investing takes patience. There is no Holy Grail or magic, risk-free formula that ensures success and worry-free sleep. In short, investing involves some risk-taking. However, here are six mistakes you can avoid in your investment portfolio. Mistake #1: Owning too much of the company for whom you work That’s like putting too many eggs into one basket. Mistake #2: Failing to rebalance...
Harvey B. Webster, Cleveland Museum of Natural History (Carnegie College 2-20-19)
zhlédnutí 303Před 5 lety
Humor Storytelling Live Animal Demonstration = Harvey B. Webster The Chief of Wildlife Officer of the Cleveland Museum of Natural History uses entertainment to connect his audience to science and nature. In an age when technology so effectively isolates us from nature, it is incumbent that we, in the world of natural history, conservation, science, and stewardship, use any and all tools to forg...
Richard Alt of Carnegie Investment Counsel
zhlédnutí 148Před 5 lety
Richard Alt of Carnegie Investment Counsel speaks about the company history and visions for the future. Carnegie has been home to Registered Investment Advisers looking to make a transition or succession. Learn if Carnegie is the right firm for you. Speak to Richard Alt, call 216-367-4114 or visit www.carnegieinvest.com. Disclosure: Carnegie Investment Counsel is a registered investment adviser...
Year-End Planning 2018: Required Minimum Distributions (RMDs)
zhlédnutí 86Před 5 lety
Bryan Blackburn, CFP of Carnegie Investment Counsel discusses Required Minimum Distributions in 2018. What are the rules? Basic Rules: - An RMD must be withdrawn from all IRA accounts and Retirement Plans (separately) the year you reach 70 ½ - Account Balance Previous December 31 / Life Expectancy Factor - December 31st is RMD deadline; Very first RMD can be delayed until April 1st of the follo...
Year-End Planning 2018: Tax Cuts & Jobs Act
zhlédnutí 33Před 5 lety
Bryan Blackburn, CFP discusses the Tax Cuts & Jobs Act. Individuals have been effected in four major ways by the TCJA 1. Lower and broader tax brackets 2. Increased Standard Deduction ($12k/$24k/$18k) 3. Elimination of the Personal Exemption 4. Capped SALT deductions ($10k) Call Carnegie to discuss your unique financial plan. Call 1-800-321-2322 or email info@carnegieinvest.com. Visit www.carne...
Keith Vargo of Carnegie Investment Counsel
zhlédnutí 28Před 5 lety
Keith Vargo of Carnegie Investment Counsel
Norm Klopp of Carnegie Investment Counsel
zhlédnutí 71Před 5 lety
Norm Klopp of Carnegie Investment Counsel
Why Plan Sponsors Should Educate Employees on Finances
zhlédnutí 47Před 5 lety
Why Plan Sponsors Should Educate Employees on Finances
Why Plan Sponsors Need to Work with a Fiduciary
zhlédnutí 33Před 5 lety
Why Plan Sponsors Need to Work with a Fiduciary
Business Owners have Personal Liability to Plan Sponsor, Participants, and Beneficiaries
zhlédnutí 38Před 5 lety
Business Owners have Personal Liability to Plan Sponsor, Participants, and Beneficiaries
Creating a Successful Transition for your Firm
zhlédnutí 32Před 5 lety
Creating a Successful Transition for your Firm
Carnegie Investment Counsel hosts viewing of Knife Skills - Oscar Nominated Short Documentary
zhlédnutí 59Před 6 lety
Carnegie Investment Counsel hosts viewing of Knife Skills - Oscar Nominated Short Documentary
Social Security and Your Retirement 4 23 18
zhlédnutí 23Před 6 lety
Social Security and Your Retirement 4 23 18
Ohio Craft Beers with Rick Armon (Carnegie College 4-11-18)
zhlédnutí 22Před 6 lety
Ohio Craft Beers with Rick Armon (Carnegie College 4-11-18)
Aging With A Plan with Sharona Hoffman (Carnegie College 3-14-18)
zhlédnutí 55Před 6 lety
Aging With A Plan with Sharona Hoffman (Carnegie College 3-14-18)
Personal Safety on the Internet (Carnegie College 2-14-18)
zhlédnutí 38Před 6 lety
Personal Safety on the Internet (Carnegie College 2-14-18)
Live Better Longer Interview with Carnegie Investment Counsel's Scott Inglis CFA, Portfolio Manager
zhlédnutí 30Před 6 lety
Live Better Longer Interview with Carnegie Investment Counsel's Scott Inglis CFA, Portfolio Manager
You're gonna give back what you stole too or go to jail for being involved in the Freemason Illuminati Epstein network
Excellent lecture of Cleveland History !
There is no statue of Alfred Kelly!… no but he has an Island named after him
You are amazing 🤩 I love your energy and the way you tell the story as you’ve touched my heart and brought tears to my eyes🙏🏻 you are truly blessed by the best 🙏🏻🙏🏻👏👏👏👏
Wow! 1/2 of the world's millionaires lived on Euclid! just wow!
This is a great story…very informative, thank you for sharing!
Very interesting!! Thank you!
Excellent video.
Excellent information. I thought the presenter was great and I would have loved to have had him as a professor in college. You can feel his enthusiasm for the subject and it's clear that his depth of knowledge of Cleveland history goes much deeper than the info presented.
Good information. Poor presenter.
He’s a community college professor… what do you expect?
excellent....
Love this very interesting. Where are these storie tellings being held at??? Please don't ever stop and try to get the information out there where to come to hear these stories I was just searching around on you tube and just happened to see this storie.
That was why back in the day people had this notion of the American Dream, pull yourself up from your bootstraps, unfortunately this didn't apply to everyone.
Love your videos!! Such remarkable and rich history in our beautiful city of Cleveland!
I find it such a shame that so many millennials don’t appreciate these gorgeous pieces, and would rather purchase cheap furniture from places such as IKEA.
This is a good talk. The supply/demand statement at 8:41 is a tough one for so many folks to accept, but with so many Boomers "downsizing" at the same time, it should not be too surprising. My question is... what will Millennials want to collect in 20 or 30 years? What objects will make them feel nostalgic? Are there junk items that we are all overlooking and discarding today that we will wish we had saved?