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Insights with Bethenny Frankel: Trailblazing through life.
February 7, 2019 - Advisors Magazine

Bethenny Frankel is cast in the national spotlight as a prolific entrepreneur, a reality TV star crowd-pleaser, a “Shark Tank” investor, and more recently as a pioneer in international disaster relief efforts that some say put the U.S. government to shame. Since she’s been interviewed by print, broadcast, and digital platforms countless times, “Advisors Magazine” was surprised to hear Frankel’s answer when we asked her…


Liza Anderson PR Powerhouse: Moving The Needle
January 18, 2019 - Advisors Magazine

Sometimes the less people say, the more we learn about them. Liza Anderson, founder of Los Angeles-based Anderson Group Public Relations is one of those people. Her business demands that she is fiercely loyal to her clients, so whether it’s a straight-forward question or a light-hearted attempt to peek into that world, she doesn’t budge. She divulges nothing. It’s in the vault (think “Seinfeld”). So, what did Anderson reveal during a recent interview…


From the football field to the Boardroom: Cameron Colvin Gets it Done
December 22, 2018 - Advisors Magazine

Cameron Colvin’s accomplishments from youth into adulthood are impressive, and there’s no indication that his forward momentum is slowing down. So, what has propelled this former high-school star athlete who later played for the NFL, to go on to become chairman of a multimillion-dollar…


“Shark Tank’s” Kevin O’Leary takes on Financial Literacy
September 12, 2018 - Advisors Magazine

In an appearance on ABC’s “Good Morning America earlier this year, “Shark Tank” star and Chairman of O’Shares ETF Investments, Kevin O’Leary offered a “jawsome” example of the power of compound interest. “The average salary in America is $52,000, if you save 10 percent when you start in your 20s, by the time you are 65, you will have $1.2 million dollars in the bank.”


Kevin O’Leary Bullish on America: “I’ve never seen the economy so good.”
July 17, 2018 - Advisors Magazine

What does serial investor and founder of O’Leary Financial Group, Kevin O’Leary, think of the current state of the economy, tax reform, and investing today in America? Recently, “Mr. Wonderful,” – a moniker O’Leary earned as the surly, yet sensitive Shark appearing on ABC,’s prime-time hit, “Shark Tank” – shared his thoughts and insights during an interview with “Advisors Magazine.” He also shares how he has designed the funds he invests in, and dives deep into why…


3 Tax Myths about Tax Preparation for Resellers
March 24, 2018 - BULQ: Optoro Inc.

Yep, it’s that time of year again – time to file our federal and state tax returns. W-2’s are out and receipts are in. Banks and other financial entities are sending us their year-end reports, and tax preparers across the U.S. are braced for long hours over the next three months to meet the demands of the tax filing season…


Game On: Sports Finance Poised to Make a Major Play in the Stock Market
January 6, 2018 - Advisors Magazine

Let’s say you’re a sports enthusiast. And, let’s also say that you like to invest in the stock market. You could blend your interests by investing in a stock like Madison Square Garden Company, a powerhouse in live sports and entertainment venues. Or, you could “Just Do It” with Nike…


What’s so Special About Middle Class Millionaires? Insights from Wealth Management Authority, PAUL BYRON HILL
January 4, 2018 - Advisors Magazine

“A middle-class millionaire is someone who accumulated their wealth on their own. Typically, they begin with very little or nothing, and through a business or their professional efforts, they – and often their spouse – have saved seven figures of income…”