From Money.com, June 4,2015 By Donna Rosato Q: Can I take out a reverse mortgage and invest that money in an account that would pay a decent rate of return? My home is paid off and the equity is just sitting there drawing no return. If repay the loan in 10 or 20 years with… Read more »
NEW YORK, NY–(Marketwired – June 03, 2015) Chartered Advisor in Philanthropy® (CAP®) designation will help Nadler and Capital Management Group provide informed strategies for those clients interested in philanthropic and charitable programs Only about 1,250 individuals have been awarded the CAP® designation since its inception in 2003 Capital Management Group of New York, a comprehensive… Read more »
From usnews.com, May 26, 2015 By Geoff Williams We won’t judge, but we advise discussing these topics with your mate. It can be the best feeling in the world at first – realizing that despite your first marriage ending, there is someone else out there for you. But to marry again, or again and again,… Read more »
NEW YORK, NY–(Marketwired – May 27, 2015) – Capital Management Group of New York, a comprehensive financial services firm with $1B assets under advisement and headquartered in New York, NY, is proud to announce the launch of their new interactive website, offering features that provide a better user experience for people looking to learn more about… Read more »
From Money.com, April 28, 2015 By Donna Rosato Q: Can I convert the required minimum distribution from my regular IRA into a new Roth IRA account after paying the income taxes if I am not working? I want to have access to the money in case an emergency comes up. — Richard D’Arezzo, Acworth,… Read more »
Celebrating our staffs hard work!!
From Money.com, March 23, 2015 By Donna Rosato and Penelope Wang The number of savers with seven-figure workplace retirement plans has doubled over the past two years. Here’s how you can become one of them. The 401(k) was born in 1981 as an obscure IRS regulation that let workers set aside pretax money to supplement their pensions. More… Read more »
See the video of how Capital Management Group senior partner Donna Nadler discusses why impact investing is getting so much attention from investors and how it requires a different level of commitment than traditional philanthropy.
From Money.com, February 24, 2015 You can’t count on high investment returns forever. Take control of your future with these savings tips. It’s been a great ride. But the bull market that pumped up your 401(k) over the past six years won’t last forever. Even though the stock market is up so far this year,… Read more »
From The New York Times, January 30, 2015 Midway through the film “Still Alice,” which tracks the growing grip of Alzheimer’s on a 50-something Columbia University professor, that professor, played by Julianne Moore, stands at a lectern to address an Alzheimer’s conference. She is holding a yellow highlighter and a copy of her speech. She… Read more »