Jeffrey Mount

Financial Education Can Reduce Poverty And Help Americans Escape Its Cycle

Written by Jeff Mount July 6, 2020 Multi-generational poverty negatively affects every aspect of the American economy. Real Intelligence CEO Jeff Mount says financial literacy education helps break the cycle of poverty.The legacy of multi-generational poverty among American families is reaching worrisome levels. Multi-generational poverty is defined as a family having lived in poverty for …

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Majority Of Americans Plan Financial Changes Post-COVID-19

(PR Web) Written by Jeff Mount Monday,  June 22, 2020 Pre-COVID-19 financial surveys showed that 36% of adults would have to borrow or sell something in order to cover an unexpected $400 expense–while post-pandemic, the number increased to 54%.(1) Many Americans are reviewing their finances and planning to make changes, though unfortunately many are finding …

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What Makes a Better Investor in the ‘New Normal’

(Masta4650/Dreamstime) Written by Jeff Mount Monday,  June 22, 2020 Portfolio managers are often asked, “What’s your alpha?” The average investor might not be aware of what this phrase means, but it is asking “What makes you better than other portfolio managers?” The traditional definition of “alpha” in the investing world refers to “risk adjusted return.” …

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Managing liquidity risk during a pandemic

As seen on Global Banking and Finance Review Written by Jeff Mount FAIRFIELD, CONN. (PRWEB) APRIL 27, 2020 Here is the problem with this—institutions do not get sick or hurt. They do not get laid off. They do not pay for their children’s tuition or weddings. All of these real-life challenges require liquidity. The most liquid security is cash. However, cash pays …

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Navigating Bond Investment and Financial Risk Management During COVID-19

Navigating Bond Investment and Financial Risk Management During COVID-19

Written by Jeff Mount FAIRFIELD, CONN. (PRWEB) APRIL 27, 2020 As COVID-19 takes an enormous economic toll on society, financial advisors and investors tackle the role bond funds hold in an investment portfolio. Real Intelligence, LLC’s Jeff Mount explains why new approaches and tools are vital during this time for creating customized approaches for each investment …

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Coronavirus Is Newest Test for Robo-advisors

Written by Jeff Mount The average sized account has received an average experience for many years from financial advisors—the survival of middle-class millionaires and human financial advisors will rely on the personal touch. For the last few years broker/dealers have convinced financial advisors to send their smallest accounts, those unsophisticated accounts, or those fee conscious …

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Millennials and Credit Card Debt [9 Myths That Hold You Back]

Millennials and Credit Card Debt [9 Myths That Hold You Back]

Written by Madison Smith |  BestCompany.com | Last Updated March 30th, 2020 A recent survey asked millennials how they felt about paying off all their credit card debt this year. The responses indicated a real lack of optimism: 25% felt not at all confident 28% felt slightly confident 20% felt moderately confident  28% felt very confident Nearly …

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This Is How Your Work, Spending And Life Changes From This Point Forward

This Is How Your Work, Spending And Life Changes From This Point Forward

Chris Carosa |  Senior Contributor  |  Forbes.com  |  Mar 26, 2020,11:07am EDT  America has not seen this kind of massive national mobilization since World War II. You might have thought that particular America was long past, but today’s events prove we can still be a united nation. As the old saying goes, “when the going gets …

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Real Intelligence Interview

Jeff Mount on helping the “middle-class millionaire” feel more confident

EDITOR: RAJ SHAH | MARCH 5TH, 2020 Source:https://investorintel.com/investorintel-video/real-intelligences-jeff-mount-on-providing-human-centered-financial-planning-to-middle-class-millionaires/ “We are certainly seeing the rise of artificial intelligence in trading, financial planning and of course we have robo-advisors who have very quickly risen to compete in terms of assets under management with even the insurance companies and bank brokerages. I don’t know if they will ever take over the …

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