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Equity Concepts, LLC — Investing in your Potential

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Equity Concepts LLC

1700 B●●●●●● Court

Ric●●●ond , VA, 23226

US

1.80●●●●4463
eq●●●●@infi.net

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Equity Concepts LLC

Equity Concepts LLC

1700 B●●●●●● Court

Ric●●●ond , VA, 23226

US

1.80●●●●4463
in●●@equity-concepts.com

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Equity Concepts, LLC — Investing in your Potential | equity-concepts.com Reviews

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1

Equity Concepts — Newsletter Archive

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Why We Do What We Do. Why We Do What We Do. Equity Concepts 2550 Gaskins Road Henrico, VA 23238. Phone: 804-285-4463 Toll Free: 800-936-6166 Fax: 804-285-0988 Email: info@equity-concepts.com. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. Investment Advisor Representative, Cambridge Investment Research Advisors,Inc., a Registered Investment Advisor. Cambridge and Equity Concepts, LLC are not affiliated.

2

Equity Concepts — Redefining wealth management.

http://www.equity-concepts.com/wealth-management

Why We Do What We Do. Strategic tax planning is an essential part of the wealth management process because taxes are one of the greatest threats to the growth of your wealth. Our holistic approach allows us to look at this from a variety of angles to evaluate the options available to you, including current tax planning, charitable giving and estate planning strategies. There is always vigorous discussion in the financial world about the relative strength of one particular investment or another, but often...

3

Equity Concepts — Why do we do what we do?

http://www.equity-concepts.com/why-we-do-what-we-do

Why We Do What We Do. Why We Do What We Do. This question about "why". Shapes and defines both individuals and organizations in profound ways. At Equity Concepts the "why". We do what we do has been clear from the very beginning back in 1991.". Michael Thaler, Managing Partner and Co-Founder. We closely manage portfolio volatility with a keen focus on actual return vs. average return. We have an expertise in alternative investments that are not correlated with the markets. In your life or business. I enc...

4

Equity Concepts – Who We Are & What We Do

http://www.equity-concepts.com/about

Why We Do What We Do. Who We Are and What We Do. This strategic focus allows Equity Concepts' clients to gain the most from a relationship with the firm. Equity Concepts provides comprehensive investment and financial services to individuals, families, businesses and institutions. David Halpern, JD, AIF. Alex Paoletto, CFP. Shannon Carter, MBA, CFP. Alan Dole, MBA. Jinette Chiappetta, CPA. Managing Director and Chief Investment Officer. William Saunders, CFP. Director of Client Services and Technology.

5

Equity Concepts — Rethink your investment philosophy

http://www.equity-concepts.com/investment-philosophy

Why We Do What We Do. Rethink Your Investment Philosophy. Equity Concepts overarching investment philosophy is based on the idea that minimizing portfolio volatility leads to long term success. You win by avoiding big losses. Take a closer look. A closer look at the chart below demonstrates that there are significant periods of time with little to no market growth. Since individuals don't invest over 100 year periods, it is vital to understand how to invest in all types of markets. Traditional managers a...

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Marriage and Money: How Couples Should Handle Combining Finances | Equity Concepts

https://www.equityconcepts.net/uncategorized/marriage-and-money-how-couples-should-handle-combining-finances

A different approach for your private wealth management. The Equity Concepts Blog. Marriage and Money: How Couples Should Handle Combining Finances. Marriage and Money: How Couples Should Handle Combining Finances. August 2, 2016. By Canon Hickman, Wealth Manager at Equity Concepts. Getting married can be one of the best decisions of your life, but few couples look forward to the inevitable conversation about money. The discussion is always the same: Is it really. Who will pay the bills? Getting on the s...

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25 Years of Equity Concepts | Equity Concepts

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A different approach for your private wealth management. The Equity Concepts Blog. 25 Years of Equity Concepts. 25 Years of Equity Concepts. December 16, 2016. In 1991 Equity Concepts was founded by Michael Thaler. John Robinson joined the firm shortly thereafter and together they set out to build a wealth management firm focused on exceptional service and institutional investment access. These ideals are reflected in their mission statement:. Equity Concepts 2550 Gaskins Road Henrico, VA 23238.

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Get Real: Real Estate | Equity Concepts

https://www.equityconcepts.net/uncategorized/get-real-real-estate-2

A different approach for your private wealth management. The Equity Concepts Blog. Get Real: Real Estate. Get Real: Real Estate. June 20, 2016. By Kenny Elkins, Wealth Manager at Equity Concepts. Back in 2008, the national economy was struck by a recession that caused the U.S. real estate sector to take its biggest hit. Since the Great Depression. More than 1.2 million homes were foreclosed. Which was the highest in 30 years, hurting landlords and leaving many searching for affordable housing. Created in...

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The Equity Concepts Blog | Equity Concepts

https://www.equityconcepts.net/blog

A different approach for your private wealth management. The Equity Concepts Blog. 25 Years of Equity Concepts. December 16, 2016. In 1991 Equity Concepts was founded by Michael Thaler. John Robinson joined the firm shortly thereafter and together they set out to build a wealth management firm focused on exceptional service and institutional investment access. … Read More. Equity Concepts Presents: The Road to Retirement. October 25, 2016. Are you prepared to navigate the road to retirement? June 20, 2016.

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What Readers Say | Walk Ten Ministries

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Building His Kingdom, One Step at a Time. We’re grateful for the readers who have offered these testimonials. Kenneth C. Grigg. Member, Third Presbyterian Church. Equity Concepts, LLC. Over the last 32 years I have considered Tom a close friend, confidante, and a man strong in his faith! We have used this book to turn the lives of men upside down and help point them in the direction of the Lord and a totally different life. Glen Allen, VA. Walk Ten Steps with the Lord. Judson E. Buddy Childress, Jr.

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Alternative Investments Aren’t Just for the Rich | Equity Concepts

https://www.equityconcepts.net/uncategorized/alternative-investments-arent-just-for-the-rich

A different approach for your private wealth management. The Equity Concepts Blog. Alternative Investments Aren’t Just for the Rich. Alternative Investments Aren’t Just for the Rich. May 18, 2016. This article was originally published on NerdWallet.com. Average retail investors generally have been relegated to those traditional asset classes, and alternatives have been virtually unavailable to them until recently. Losing over 49% each time. Although the market has climbed back up each time, the swing...

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Turning Your Largest Asset Into Your Smartest Asset | Equity Concepts

https://www.equityconcepts.net/uncategorized/turning-your-largest-asset-into-your-smartest-asset

A different approach for your private wealth management. The Equity Concepts Blog. Turning Your Largest Asset Into Your Smartest Asset. Turning Your Largest Asset Into Your Smartest Asset. March 24, 2016. As wealth managers, we are always trying to help our clients realize their retirement dreams. At the end of the day, it’s not the size of your net worth that matters, but how you turn it into a monthly paycheck so you can enjoy your retirement. 8211; Your Equity Concepts Team. Equity Concepts was founde...

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Equity Concepts Presents: The Road to Retirement | Equity Concepts

https://www.equityconcepts.net/uncategorized/equity-concepts-presents-the-road-to-retirement

A different approach for your private wealth management. The Equity Concepts Blog. Equity Concepts Presents: The Road to Retirement. Equity Concepts Presents: The Road to Retirement. October 25, 2016. Are you prepared to navigate the road to retirement? Check out Equity Concepts’ video for some helpful tips:. Twitter: https:/ twitter.com/equityconcepts. LinkedIn: https:/ www.linkedin.com/company/equi…. Facebook: https:/ www.facebook.com/equityconcepts/. Equity Concepts 2550 Gaskins Road Henrico, VA 23238.

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Stock Tips Commodity Tips. We provide the best equity and commodity tips CALL 09200009266. Thursday, 20 March 2014. Why Copper is Fallinggggggggggg. Copper prices have fallen by a little over. 121 percent (in dollar terms) since the beginning of this year. Interestingly, a substantial portion of this fall has come since the beginning of this month. Analysts often refer to copper as Dr Copper, given that the demand for copper is often a reliable indicator of economic health. Copper and iron ore prices hav...

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Equity Compensation Advisor Blog | Guidance for Executive Stock Options and Equity Awards

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Providing the pathway to homeownership to those who desire it. Integrity, Honesty, and Experience. We are dedicated to providing great service and customer satisfaction. Making the decision to get a mortgage is one of the largest decisions you will ever make. With that in mind, we provide some of the best loan programs, rates, and services in the mortgage business. Moving into your dream home or refinancing your current mortgage should be a very positive experience.

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Equity Concepts, LLC — Investing in your Potential

Why We Do What We Do. Our goal is to help you preserve and grow capital while minimizing volatility. By integrating alternative investments and various non-correlated investment strategies we strive to create a more stable investment experience. We use a team based approach to create a holistic financial plan for you. The foundation of this planning process is rooted in our independence which aligns our interests with yours. Why We Do What We Do. Equity Concepts 2550 Gaskins Road Henrico, VA 23238. Equit...

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Web hosting, domain name registration and web services by 1&1 Internet

THIS DOMAIN NAME HAS JUST BEEN REGISTERED FOR ONE OF OUR CUSTOMERS! Do you need affordable web hosting or a domain name? 1&1 Internet is trusted by millions. Find out why. Offers a one-stop shop for all your domain name and web hosting needs so you can maximize your full web potential — without barriers, and without fear. Smart webmasters choose 1&1 Internet for domain name registration and hosting solutions. All-Inclusive Hosting Plans with NO Hidden Charges. 24/7 Phone and E-mail Support.

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Equity Construction Services - Home

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