Solera Asset Managers

Financial Advisory and Insurance firm is looking for Executive Assistant.

Requirements: Must speak Russian and English. Also, must pass a background check

Duties: Client Management and processing documents

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Negotiation is a valuable skill that can pay off in many aspects of your life, but especially where your finances are concerned. Written by an expert in behavioral psychology, here’s how to successfully haggle for almost anything.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

How to Haggle for Almost Anything Learning how to haggle is an invaluable skill. These strategies will help you negotiate a better price for just about any product or service.

Being intentional with your spending is crucial to growing your wealth and achieving financial independence. Find out what the “frugal millionaire” refuses to spend time and money on.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

39-year-old 'frugal' self-made millionaire: 5 things I refuse to spend my money and time on Being frugal isn't about buying cheap; it's about being spending intentionally and being less wasteful. Self-made millionaire and passive income expert Jonathan Sanchez reveals what he refuses to spend his money and time on.

The majority of Americans experience some type of money-related stress that negatively impacts their mental health – but your finances don’t have to be an emotional strain. Here’s how to keep financial anxiety from controlling you.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Don't Let Your Finances Control Your Mental Wellbeing — Here's How Over half of U.S. adults claimed that money had a negative impact on their mental health.

Saving and investing are two ways to advance your long-term financial goals. This article explains the difference between saving and investing before weighing the pros and cons of each.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Saving vs. Investing: Which is Best? It's an ageless question worth regularly asking: should you put your money into savings or investments?

With the April 18 tax deadline fast approaching, you may be wondering whether or not to file for an extension to buy yourself some more time. This guide weighs the pros and cons of delaying your tax return.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Pros and Cons of Getting a Tax Extension It's easy to extend your tax return deadline to October by requesting a tax extension…but should you?

Among American married couples, the gender pay gap is closing but the distribution of domestic labor remains slanted. Read more about the cultural trends that are impacting relationships.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Marriages are becoming more "egalitarian." Just not with housework The gap still lingers in the WFH era, which has afforded some Americans the ability to balance work and home life.

Rising interest rates may make Certificates of Deposit (CDs) and High-Yield Savings Accounts more attractive to investors looking to earn a return on their cash. Here’s what you need to know about each option.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

CD vs. High Yield Savings Account: Which is Better? Deciding between a CD vs. high yield savings account? Here's how to choose.

The line between our personal and professional lives continues to blur so it’s become increasingly important to separate the two however you can. Discover 3 strategies for achieving work/life balance and managing your stress levels.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

3 Simple Methods To Achieve Work-Life Balance And Combat Decision Fatigue | Entrepreneur Trying to strategically and repeatedly toggle the scale between responsibility and urgency can still leave us questioning whether or not we're doing it right

The gap between mortgage rates and the Treasuries they’re benchmarked against is widening, signaling that investors are cooling on mortgage-backed securities. Read how this could affect homebuyers.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

One sign of investor pullback in the mortgage market Ultimately, it leads to higher financing costs for American homebuyers.

The Federal Reserve has been hiking interest rates over the past year in an effort to cool inflation, but what does that mean for individuals, exactly? Read what more stringent borrowing conditions mean for investors and consumers.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

What Tightening Credit And Tougher Loans Mean For You The Federal Reserve Bank has been steadily raising interest rates in an effort to stave off a recession, and all those hikes are finally working — but now

Generative AI technology like ChatGPT is revolutionizing the way we create content and solve problems. Learn how you can use ChatGPT to your advantage in your business.

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

How To Use ChatGPT | Entrepreneur Here are 3 Ways to Unlock the Potential of ChatGPT

Been laid off recently? Read some tips about how to shift your perspective and make the most of this transition time.

Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Past performance is no guarantee of future results. Advisory Services offered through Solera Asset Managers, a state registered investment advisor.

Shifting Your Perception After Being Laid Off Vivek Gulati was one of the 12,000 Google employees laid off in January. It was a shock, but he had been laid off before. With this perspective, Vivek shares his story, how he’s navigating the transition, and suggests ways to take care of yourself first and foremost. In this article, co-authored w...

Taxes are an important consideration when building an income plan for retirement. Learn how to manage your tax burden in retirement by leveraging a Roth IRA.

Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Past performance is no guarantee of future results. Advisory Services offered through Solera Asset Managers, a state registered investment advisor.

Hate paying taxes? Do this right now to reduce them in retirement. Retirees still have to pay taxes but there are steps you can take to make sure you pay less.

What can we learn from the most recent round of bank failures? Here are some things to look out for in the banking sector going forward.

The Moral Hazards of Banking Keep Increasing No size, it seems, is now too small to fail.

Can ChatGPT be a tool for improving financial literacy? While the AI’s capabilities are impressive, it’s better at certain things than others. Here’s how ChatGPT performs in various categories.

Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Past performance is no guarantee of future results. Advisory Services offered through Solera Asset Managers, a state registered investment advisor.

Will ChatGPT Improve Financial Literacy? The program has glitches, but also potential.

As Silicon Valley Bank fell, bitcoin rose. Read why the recent price revival has once again bolstered the cryptocurrency’s reputation as a form of “digital gold” among some analysts.

Bitcoin price resurgence revives ‘digital gold’ comparisons Analysts say crypto’s comeback boosts credentials as safe-haven asset

Cybercriminals are constantly coming up with new ways to steal your personal information. Read about ways you can protect yourself and your business from cyberthreats.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

How to Protect Your Business and Personal Bank Accounts | Entrepreneur Here are a few ways to reduce the risk of fraudsters accessing your business and personal bank accounts.

Real estate investing has long been considered a method for building wealth over the long term. Here are 10 ways you may benefit from investing in real estate.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

10 Reasons Why Every Entrepreneur Should Invest in Real Estate | Entrepreneur Here are ten ways entrepreneurs can benefit by investing in real estate.

The sustainable bond market may be poised for a comeback this year after struggling through 2022 on declining credit ratings. Here’s what ESG investors need to know about it.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

Sustainable bond market on track for a better year The global sustainable bond market is expected to bounce back in sales this year, following a dip last year amid worsening credit conditions.

Tax season is upon us and you’ve likely started to receive a number of different tax documents. Learn what important pieces of information you can glean from your 1099 tax forms.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

What You Can Learn From Your 1099 Forms These forms can yield valuable information about your portfolio’s asset location and tax efficiency.

Housing prices remain stubbornly high amidst otherwise-encouraging inflation reports. Learn what factors are impacting the housing market and the broader economy.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

Housing costs are still a big problem Shelter costs remain elevated in Consumer Price Index numbers.

Recently signed into law, Secure 2.0 brings sweeping changes to the realm of retirement planning that are aimed at broadening access to retirement tools. Learn how this new legislation could benefit retirement savers.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

New retirement law increases tax-free savings options | CNN Business Secure 2.0, the new retirement rules that lawmakers passed in late December, includes several provisions that will make the tax-free savings vehicle known as a Roth more accessible and flexible. And, in one instance, it will mandate that some higher-income earners put a portion of their 401(k) savin...

Between a widespread stock rally, a tight labor market, and robust consumer reports, the US economy has experienced an under-the-radar boom to start 2023. Here’s why it matters and what could come next.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

Retail sales and the 2023 economic boom Remember all that recession talk last year? Never mind.

In light of rising interest rates, some US Treasuries are now yielding more than 5% for the first time since 2007, which could prompt more investors to move into fixed income.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

A Treasury with a 5-handle This hasn't happened since 2007.

Labor data continues to indicate resilience among US workers, but is this tight labor market the product of fewer workers or fewer hours being worked? Read about the results of a recent study here.

General: Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Tax/Legal: Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

Is the Tight Labor Market Due to Fewer Workers — or Fewer Hours Worked? The labor market remains incredibly tight in the U.S. which usually means fewer people are working. In this case, though, it’s mostly that workers are choosing to work fewer hours. Specifically, higher-earning men have chosen to cut back their hours worked perhaps because the pandemic made them re...