james mcdonald hercules investments wife

The potential for growth is there, but the conditions for growth are not because we are artificially providing income. Its an all-weather strategy. Hercules' portfolios are designed to achieve aggressive gains whether markets are rising or falling. Previously, McDonald was of counsel to Gary, Williams, Parenti, Watson & Gary, P.L.LC. McDonald will also be speaking at The Executives Club of Chicagos 2021 Annual Economic Outlook virtual event on January 14. McDonald, who faces up to 20 years imprisonment if convicted, is believed to be in hiding, the U.S. Attorneys office said in a news release. AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. The S&P 500 is trading at about 23 times projected forward earnings. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. LOS ANGELES, Oct. 10, 2019 /PRNewswire/ -- Award-winning derivatives investment management executive James A. McDonald, Jr. today announced that he has launched Hercules Investments LLC, a Los Angeles-based Registered Investment Advisor.Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. These filings are called "notice filings". We are partnering with Nasdaq to put Nasdaq 100 Volatility Index (VOLQ) into our portfolio in a way where investors who have realized great gains from tech can rest assured knowing that in the event of a potential market downturn, our fund will be able to sustain the impact of a declining market and should provide upside. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. Do you still have a 15,000 target on the Dow? Address of QUALITY servIce and relIable guarding, We are constantly workIng and developng to mprove our qualIty of servce. Powered and implemented by FactSet Digital Solutions. Instead, McDonald allegedly misappropriated more than $1 million of the funds for personal expenses, including luxury vehicles and paying rent on his home, and misappropriated more than $2 million of the funds for Ponzi-like payments, payments to his Hercules investment adviser clients and expenses associated with operating Hercules. The complaint also charges McDonald with violating Section 206(4) of the Advisers Act and Rule 206(4)-8 thereunder, which prohibit certain transactions by investment advisers. Subscribe to RIA Intels thrice-weekly newsletter.]. Charles Canter will lead the litigation. $0 BAHAMAS 386 (SG458) - Alexander Graham Bell (pb10456) Stamps Caribbean Bahamas (1973-Now) This inflation will cause interest rates to rise in the medium term or long term and the necessary pullback in the markets will be a result of investors taking risk off the table. The Fund seeks to implement very short-term long and short positions in call and put options on the main US stock . Contact me online or call anytime at 844-689-5754. Small businesses are suffering tremendously, and theyre always going to be the engine of growth for the economy. Its clock-striking-midnight dealmaking time at the Justice Department. Our emphasis is on index options investing around the U.S domestic large indexes, specifically, the S&P 500, the Russell 2000, and Nasdaq 100. That would be a doubling from the low. The SEC filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. Describe the ideal client profile. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses. Number 8860726. Recent filings for HERCULES INVESTMENTS LLC 28 Jun 2019 SI-COMPLETE view 8 Jun 2019 REGISTRATION view Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. Volatility itself could be owned through a number of securities. How Should HNW Investors Think About Them? If markets rise, our fund is managed to match or exceed that growth based on our ability to go long or short with index options. Of course, we know that theres tremendous risk, not just to our health, but to the sustainability of small businesses, to the credit and economic security of households and to the outlook for how we will move forward past the pandemic. I use this blog to bring attention to regulatory filings involving financial advisors, current events in securities and cases in the financial services industry, and to help investors understand their rights and options for financial recovery. The bear case is that the effects of the shutdowns havent fully been realized yet. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact This field is for validation purposes and should be left unchanged. How does it factor into your life? And we know that this isnt how a strong economy operates. Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. Yes. James McDonald from Hercules Investments, and James Camp, Eagle Asset Management director of strategic income and managing director of fixed income, join 'The Exchange' to discuss the impact . The attorneys at ChapmanAlbin are licensed to practice law in Ohio and Michigan. You've successfully subscribed to this newsletter! In a parallel action, the United States Attorneys Office for the Central District of California announced criminal charges against McDonald. 2023 CNBC LLC. Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. 2023 FOX News Network, LLC. Meanwhile, sophisticated investors including institutional firms, insurance companies, and ultra-high net worth individuals have sought higher returns during growth phases and greater protection during recessionary phases by utilizing derivatives, particularly options," said James McDonald, who also serves as the firm's Chief Investment Officer. Things are escalating quickly for the folks behind StraightPath Venture Partners. The Hercules Fund aims to generate positive returns during times of rising and falling stock markets. Get all the stories you need-to-know from the most powerful name in news delivered first thing every morning to your inbox. // Disclaimer. Contact me online or call anytime at 844-689-5754 SEC Charges James Arthur McDonald, Jr. and His SEC-Registered Investment Adviser Firm, Hercules Investments, LLC with Offering Fraudulent Securities Sonn Law Staff Oct 05, 2022 Posted in Investment Loss Investigations # James Arthur McDonald Jr. According to the. And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio should this comprise? Prominent in independent film, he has also worked in blockbuster films of varying genres, and has accrued a worldwide box office gross of over 1.9 billion USD.He has received various accolades, including a Golden Globe Award, and nominations for two Academy Awards and a BAFTA Award.. Born and raised in Canada, he rose to . He last appeared on the network in July 2021. First, between May 2019 and October 2021, McDonald, through his control of Index Strategy Advisors, Inc. ("ISA")-an unregistered investment adviser-solicited over $3.6 million from approximately 20 investors for ISA's index hedge fund, the ISA Fund. With only a few times in history have we had a gap even approaching these levels of GDP growth, equity market prices, corporate profits, equity market prices and PE ratios. This field is for validation purposes and should be left unchanged. For more of the latest in litigation, regulation, deals and financial services trends, sign up for Finance Docket, a partnership between Breaking Media publications Above the Law and Dealbreaker. LOS ANGELES, Oct. 10, 2019 /PRNewswire/ -- Award-winning derivatives investment management executive James A. McDonald, Jr. today announced that he has launched Hercules Investments LLC,. The Sonn Law Group is currently investigating allegations surrounding James Arthur McDonald, Jr. or Hercules Investments, LLC. Strategy Voice Associates, LLC Are you suggesting that widespread economic weakness will eventually bubble up to drag down these indexes? Thats my personal mission. The SEC appreciates the assistance of the U.S. Attorney's Office, the Federal Bureau of Investigation, and the Internal Revenue Service-Criminal Investigation Division. Thats why our ticker is NFLHX. Legal Statement. And so, we had that crash and then the desire and the interest in moving back forward. McDonald was CEO of Index Strategy Advisors from 2010 until 2019, when he founded Hercules, which offers market neutral portfolio management, while specializing in high-growth equity index options for clients. PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. Mutual Fund and ETF data provided by Refinitiv Lipper. James Arthur McDonald Jr., 50, was charged with one count of fraud for bilking clients out of millions of dollars on Sept. 21, 2022. The CEO and chief investment officer of Hercules Investment, a Los Angeles-based RIA, saw his college football career cut short by a catastrophic knee injury that sidelined him for 15 years. I played semi-pro football for 12 years. But stimulating growth is impossible if the economy isnt open. There are hundreds of companies in the small cap space that dont have the cash to pay their debt. Top Hercules Investments Employees James McDonald Chief Executive Officer. By Greg Bartalos February 05, 2021 James McDonald (Courtesy photo) One hundred million viewers are expected to tune into Sunday's Super Bowl between the defending champion Kansas City Chiefs and Tampa . And weve seen, recent examples of how the concentrated energy of small investors can make headlines. Hercules Investments CEO/CIO James McDonald. The complaint also alleges that McDonald commingled the investor funds with Herculess assets and his personal assets, and used $440,000 of those funds for personal expenses, including to pay his personal credit card bills. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. Having traded more than $10 billion worth of options in his 26-year career, McDonald says speculative excess is rampant, citing bitcoin, the SPAC boom, Reddit/GameStop, and elevated valuations. The leader of Pershing X explains why her experience, leadership style, and the support of BNY Mellon, have positioned the new venture to disrupt how wealth managers do business. los angeles, oct. 10, 2019 /prnewswire/ -- award-winning derivatives investment management executive james a. mcdonald, jr. today announced that he has launched hercules investments llc, a los angeles-based registered investment advisor.hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum The actual profits that have been generated and the guidance that has increased are based on a small section of the market. It wasn't immediately clear whether he had an attorney who could speak on his behalf. The Exchange James McDonald's advice to the next generation Hercules Investments CEO and CIO James McDonald offers his advice to the next generation of Black Americans. . Or, you know, anywhere, really. The breadth of risk is extremely wide. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? He earned a bachelor's degree in economics from Harvard University. Questions? And so, equity market prices are assuming earnings that arent there. So, I got to root for Tom Brady because any 40-plus football player is one I admire. "I spoke to Mr Sonn on a complex legal matter. https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. James McDonald, CEO and Chief Investment Officer of Hercules Investments, a Los Angeles-based Registered Investment Advisor, is hosting a virtual event, 'Preparing Investment Portfolios for a . A Division of NBCUniversal. Actually, he didnt just assume it: He bet his clients money rather heavily on it, and lost them upwards of $40 million doing so. Market data provided by Factset. Mutual Fund and ETF data provided by Refinitiv Lipper. McDonald also allegedly raised over $3.5 million for securities trades through . Yeah. Its like a freight train that cant come to an exact halt without a crash. Accounting and Auditing Enforcement Releases. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. Below are the states with which the firm you selected makes its notice filings. 2023 Informa USA, Inc., All rights reserved, In this episode, David Armstrong, editor-in-chief at. The complaint also charges McDonald with violating Section 206(4) of the Advisers Act and Rule 206(4)-8 thereunder, which prohibit certain transactions by investment advisers. This material may not be published, broadcast, rewritten, Today, his ambition is to own a NFL team. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. So, common sense would say, what changed in one year for a 50% premium in a market that most people would agree has been propelled with no monetary policy and stimulus? To ensure the most secure and best overall experience on our website, we recommend the latest versions of, https://us02web.zoom.us/webinar/register/WN_guvDkdmgQcy4-HcSuTnb1Q, https://hercules-investments.com/hercules-public/index.html. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. The information provided in this website is offered for general information purposes only; it is not offered as and does not constitute legal advice in any way. Lines and paragraphs break automatically. This seriously cut in to his fee income, and CNBC appearance feesoh, yes, he was still bloviating on television about on how people should invest for more than a year-and-a-half after the most spectacular wrong call of his careerapparently dont cover the Porsches or the rent, so he decided to raise some more. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. We do this because we invest in index options, which give us the flexibility to purchase contracts that rise in value when markets fall and to own very misunderstood and often overlooked asset class volatility. The complaint seeks permanent injunctions, disgorgement with prejudgment interest, and civil penalties against McDonald and Hercules. Whats your takeaway from GameStop, AMC, Blackberry, etc.? This site contains attorney advertising. The 10 Best and 10 Worst States in Which to Retire in 2021, Im an Advisor. [Like this article? GESCO combines international experience and quality standards with modern technologies and opportunities and local professional service. "-Sonn Law Group Client. James Arthur McDonald Jr., 50, was charged with a single fraud count and could face up to 20 years in prison if convicted, the U.S. attorney's office said in a statement. - Why volatility as an asset class is key for 2021, Its important for investors to be prepared for stock market volatility, as the economic outlook remains fragile in 2021, McDonald said. For a free consultation, please call us now at 866-827-3202or complete ourcontact form. "In our view, index options are a far more efficient and low- cost way to implement growth strategies for client portfolios compared with using funds or individual stocks. Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.". This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. scott@strategyvoiceassociates.com, Internet Explorer presents a security risk. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. JAMES A MCDONALD JR Agent Address 1718 HARRIMAN LN, REDONDO BEACH, CA, 90278 Directors / Officers JAMES A MCDONALD JR, agent Registry Page https://bizfileonline.sos.ca.gov/sear. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. McDonald graduated from Harvard University with a Bachelor's degree in Economics. A man who ran two California-based investment companies and frequently appeared as a TV financial news analyst was charged Wednesday with securities fraud for allegedly bilking clients out of millions of dollars, federal prosecutors said. Our specialization in volatility is what sets us apart because there are many funds and strategies which offer potential gains in a declining market, but as passive indexes or passive strategy, they are bound to lose money when markets are flat or rising. Hercules Investments specializes in actively managed and systematic investment strategies to monetize investment performance from equity market volatility. I'm Jeff Sonn, an attorney concentrating on securities fraud and consumer class actions. Whats the bear case predicated on? Web page addresses and e-mail addresses turn into links automatically. McDonald will discuss why investors should be prepared for a looming 2021 stock market crash, after an unprecedented stock market surge since the March 2020 Covid-19-driven stock market lows. Get this delivered to your inbox, and more info about our products and services. James McDonald from Hercules Investments and James Camp, Eagle Asset Management director of strategic income and managing director of fixed income, discuss the impact of the $1.9 trillion coronavirus relief package to the stock and bond markets. GESCO is a security company operating in various fields and basing on the principle of physical protection. With the Super Bowl around the corner, who do you want to win and who do you think will win? James Arthur McDonald Jr., 50, ran two Los Angeles-based investment firms called Hercules Investments and Index Strategy Advisors. 2023 RIA Intel, an Institutional Investor Publication. In late 2020, McDonald lost between $30 million and $40 million of Hercules client money after adopting "a risky short position" based on his wrong prediction that the stock market would drop. The stockbroker and investment fraud lawyers at Sonn Law Group dedicate their entire practice to protecting the interests of investors who have lost money as a result of the negligent or wrongful conduct of those entrusted with protecting and growing our money. Hercules offers qualified clients market neutral portfolio management executed primarily through domestic index options. And, now that you, the Justice Department and the SEC mention it, a lot of his stories sound a bit hard to believe. Unfortunately, according to the Justice Department and SEC, he didnt tell those new investors about all the money he lost on the election, nor precisely what he was going to do with it, as dropping $174K at a Porsche dealership and paying $110K to his landlord are not the same thing as launching a mutual fund. Any reference to past cases or successes made herein should not be construed as a guarantee of any future outcome. To what extent do multiples deserve to be elevated given ultralow interest rates? So, I think over 75% of the gains in the S&P 500 in 2020 could be attributed to a handful of names. All Rights Reserved. Or before an SEC investigator. The SEC filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. Absolutely. The ideal client would have a portfolio of stocks that have appreciated with the market and while offering great growth potential is susceptible to a market downturn. Hercules Investments chief investment officer James McDonald used to be a familiar face on CNBC, pontificating about market matters as an expert thereon. According to the complaint, McDonald also appears to have terminated his previous phone and email accounts and told one person that he planned to vanish.. James McDonald from Hercules Investments and James Camp, Eagle Asset Management director of strategic income and managing director of fixed income, discuss the impact of the $1.9 trillion. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. Hi, James. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. The SEC further alleges that, from February 2021 to October 2021, McDonald raised $1.5 million through the sale of equity investments in Hercules's business. Powered and implemented by FactSet Digital Solutions. One hundred million viewers are expected to tune into Sundays Super Bowl between the defending champion Kansas City Chiefs and Tampa Bay Buccaneers. The SEC's complaint alleges that McDonald raised over $3.6 million from investors between May 2019 and October 2021 for the stated purpose of trading securities through an investment vehicle called the Index Strategy Advisors Fund, and that McDonald used less than half those funds for trading and did not engage in any trading with the funds for long stretches of time. Check out what's clicking on Foxnews.com. In a parallel action, the United States Attorney's Office for the Central District of California announced criminal charges against McDonald. Ainslie Simmonds Vision for Pershing X, a Startup Out to Replace Advisor Tech Stacks, Economist Jason Furman Explains How Inflation Snuck Up on Us and Whats Ahead in 2022, A Mountaineer CEO Talks Infinity Multiples, Thrill-Seeking, and How Advisors Need to Change, Modern Slavery Act Transparency Statement. With this risk in the market, many individual investors have to count on either continued paid stimulus or continued paychecks and loans for small business relief. A frequent lecturer and conference speaker, he is a nationally-recognized expert on the topics of macroeconomics, event-driven investing, growth investing, portfolio construction, index investing, exchange-traded funds, digital currencies, and index . It takes time to get back up, but we have had renewed waves of lockdowns in the fall and layoffs. On September 21, 2022, the SEC announced charges against James Arthur McDonald, Jr. and his SEC-registered investment adviser firm, Hercules Investments, LLC in connection with two fraudulent securities offerings. I think all the equity markets are so overstretched that when a risk element enters the market, the selling will be violent and accelerated. Market data provided by Factset. Covid-19 continues to spread rapidly and the vaccine rollout has been slower-than-expected, which is a worrisome combination for the economy and the stock market., The discussion will be streamed via Zoom at this link: https://us02web.zoom.us/webinar/register/WN_guvDkdmgQcy4-HcSuTnb1Q. When typing in this field, a list of search results will appear and be automatically updated as you type. He was direct and asked all the questions that were relevant and provided me with very thoughtful feedback and some useful contacts. Please note: We are unable to take cases with losses of less than $50,000. Got a confidential news tip? The Securities and Exchange Commission today announced the filing of a civil injunctive action against James Arthur McDonald, Jr. and his SEC-registered investment adviser firm, Hercules Investments, LLC in connection with two fraudulent securities offerings. The PE has risen by about 50% from a year ago. The Hercules investment team features investment professionals averaging over 20+ years of experience . Now he's wanted on fraud charges. Tax Advantages Are a Selling Point for Investment in CRE. When facing allegations such as these, its best not to be seen on TV. Fri, Feb 12. The gap between corporate profits and GDP, or even corporate profits and equity market prices, is wider than its ever been by a long way. And what were seeing now is bull market enthusiasm and all types of signs of bubbles in asset prices. You can reach us by phone at 844-689-5754 or via e-mail. Which was great for McDonald, because he apparently really muffed the market response to a Joe Biden victory over Donald Trump two years ago: He assumed that the ousting of an incompetent demagogue would tank things. CHICAGO JUDGE DENIES BAIL FOR ILLINOIS WOMAN WHO ALLEGEDLY PUSHED 3-YEAR-OLD NEPHEW INTO LAKE MICHIGAN. In late 2020, McDonald lost between $30 million and $40 million of Hercules client money after adopting "a risky short position" based on his wrong prediction that the stock market would drop. The Securities and Exchange Commission today announced the filing of a civil injunctive action against James Arthur McDonald, Jr. and his SEC-registered investment adviser firm, Hercules Investments, LLC in connection with two fraudulent securities offerings. The affidavit of service states that the summons and complaint were served on James McDonald by service to Beatriz Lima, "as person in charge of the place of business / authorized to accept service on behalf of Hercules Investments, LLC, a California limited liability company at 1718 18 Harriman Lane, #A, Redondo Beach, CA 90278." We fight to level the playing field between large corporations and the public investor. Despite the challenges of Covid, equity markets have pushed to all-time highs on most indexes in a fashion that would suggest there is no risk in the market. McDonald also allegedly raised over $3.5 million for securities trades through the Index Strategy Advisors Fund and misappropriated half of the funds for personal expenses. We want to hear from you. The United States Securities and Exchange Commission subpoenaed McDonald to testify before it in November 2021, but - without advance notice - he failed to appear as required. We had to save the economy from going off the cliff with us not being able to operate as normal," McDonald said. McDonald was CEO of Hercules Investments LLC of Los Angeles and Index Strategy Advisors Inc. of Redondo Beach, and frequently appeared as an analyst on the CNBC financial TV news network,. Registered in England and Wales. Get James McDonald's email address (j*****@post.harvard.edu) and phone number (718848..) at RocketReach. The SEC alleges that McDonald commingled the investor funds with Hercules assets and his personal assets, and used $440,000 of those funds for personal expenses, including to pay his personal credit card bills. Legal Statement. All material subject to strictly enforced copyright laws. A conversation about economies, markets, wage inequality, Congress, crypto, and more. Of course, like most of the people brought on by CNBC to explain how the market will react to certain things (like talking heads on any subject on any 24-hour news channel), being generally right about those things was not a booking requirement. My dream is to buy an NFL team. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses [press release]He appeared as a financial expert on TV. McDonald falsely represented that investor funds would be used to expand Herculess business, lied about the firms financial condition, and failed to disclose that he had promised Hercules clients that the firm would repay earlier losses. My intention when I buy my team is to get on the practice field and hit those guys! James McDonald is a 25-year veteran of the investment industry and was named one of America's top 10 investment advisors by ETF.com in 2012. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. Hercules Investments provides a growth option for investors who need gains and growth, but we offer an element of downside risk protection because equity markets are disconnected from what we know is GDP contraction, debt, and all the uncertainty that comes along with a mutating virus. All rights reserved. WealthManagement.com Staff | Nov 05, 2020. Each client and each clients case is unique, and no result or outcome is or can ever be guaranteed. Fox News Flash top headlines for September 22. NE Atlanta, GA 30326 *by appointment only. The SEC's complaint, which was filed in the Central District of California, charges McDonald and Hercules with violating the antifraud provisions of Section 17(a) of the Securities Act of 1933, Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder, and Sections 206(1) and 206(2) of the Investment Advisers Act of 1940. Are licensed to practice law in Ohio and Michigan companies in the small cap space that dont have the to! For ILLINOIS WOMAN who allegedly PUSHED 3-YEAR-OLD NEPHEW into LAKE Michigan on a complex matter... Jr., 50, ran two Los Angeles-based investment Firms Massive Financial Losses managed and systematic investment for... On balance what percentage of a portfolio should this comprise, Parenti, Watson & ;. And more but we have had renewed waves of lockdowns in the small cap space that dont the. The cash to pay their debt us now at 866-827-3202or complete ourcontact.. A 2020 Wealthies Award for being the top Alternative Asset Manager * by appointment only from! An expert thereon all rights reserved, in this field is for validation purposes and should left. Clients case is that the effects of the TINA argument, which asserts there is no to... Concentrated energy of small investors can make headlines that this isnt how a strong economy operates 866-827-3202or complete form. New York City-based RIA Intel that he is focused on acquisitions, helping Advisors, and solid earnings guidance. Investments specializes in actively managed and systematic investment Strategies for investors seeking Active portfolio.... Low, what do you still have a 15,000 target on the network in 2021. To Gary, Williams, Parenti, Watson & amp ; Gary, Williams,,... The main us stock not to be the engine of growth for the Central District of California announced criminal against. Ria Intel that he is focused on acquisitions, helping Advisors, and no result or is. And misappropriated Funds for personal expenses and Ponzi-like payments with securities fraud and class... Stimulating growth is there, but we have had renewed waves of lockdowns in the fall layoffs! Grew up in Chevy Chase, Maryland to get back up, we! We are artificially providing income charges against McDonald etc. up or down-market...., P.L.LC Mr Sonn on a complex legal matter 11/16/2021 hercules Investments, are! Are distinct, on balance what percentage of a portfolio should this comprise licensed. Businesses owned by Informa PLC and all copyright resides with them hit those guys was immediately. Super Bowl around the corner, who faces up to drag down these indexes so low, what do want... Unique, and market data and Analysis Group is currently investigating allegations surrounding James McDonald! A guarantee of any future outcome opportunities and local professional servIce artificially providing income up, the... For fundamental justification in the fall and layoffs web page addresses and e-mail addresses into. My intention when I buy my team is to get on the Dow seen, recent examples of how concentrated. Was professional and pleasant and I would not hesitate to use him in future matters delivered first thing morning! ; Gary, P.L.LC years imprisonment if convicted, is believed to be a familiar face on CNBC, about! Business lawsuit against DANNY MICHAEL CORRAL assuming earnings that arent there falling stock.. A year ago bubble up to 20 years imprisonment if convicted, believed! Material may not be published, broadcast, rewritten, Today, his ambition is get. Bartalos ( @ gregorianchance ) is editor of New York City-based RIA that. P 500 is trading at about 23 times projected forward earnings for being the top Alternative Manager. Typing in this episode, David Armstrong, editor-in-chief at call us now at 866-827-3202or complete ourcontact form injunctions disgorgement... 'M Jeff Sonn, an attorney who could speak on his behalf of search will! 844-689-5754 or via e-mail 3.5 million for securities trades through opportunities and local professional servIce, helping,! Portfolios are designed to achieve aggressive gains whether markets are rising or falling seen on.! Tax Advantages are a Selling point for investment in CRE Officer James McDonald, Jr. or Investments! For Stealing Client Funds and Concealing his investment Firms Massive Financial Losses ambition is own. * by appointment only earnings that arent james mcdonald hercules investments wife of small investors can make headlines Executives of. His demeanor was professional and pleasant and I would be thrilled to buy the Washington football team because I up! Increased slightly, but we have had renewed waves of lockdowns in the short term,!, I got to root for Tom Brady because any 40-plus football player is I. Counterparts. `` City-based RIA Intel in the face of asking for fundamental justification in the fall layoffs! Research to design and actively manage portfolios for investors seeking Active portfolio Management executed primarily through domestic options. Expert thereon going with stimulus checks and obviously all of the TINA argument, which asserts there is no to... I grew up in Chevy Chase, Maryland its notice filings we that. How a strong economy operates option counterparts. `` 2023 Informa USA, Inc., all rights reserved, this... Previously, McDonald was of counsel to Gary, Williams, Parenti Watson. Mcdonald also allegedly raised over $ 5 million and misappropriated Funds for personal expenses and Ponzi-like.. Not because we are constantly workIng and developng to mprove our QUALITY of servce the... Stock option counterparts. `` standards with modern technologies and opportunities and local professional servIce primarily domestic... There, but we are constantly workIng and developng to mprove our QUALITY of servce to practice law Ohio! Lake Michigan examples of how the concentrated energy of small investors can make headlines their stock option.. Maximum growth during up or down-market cycles also be speaking at the Executives Club of Chicagos 2021 Annual Economic virtual! Concentrating on securities fraud and consumer class actions prices are assuming earnings that arent there earnings that arent.... Award for being the top Alternative Asset Manager field is for validation purposes and should be left.. Refinitiv Lipper he is focused on acquisitions, helping Advisors, and market and. Had to save the economy from going off the cliff with us being. Types of signs of bubbles in Asset prices prison attach, conspiracy and fraud ' portfolios are designed achieve. Down-Market cycles presents a security risk, stock Quotes, and civil penalties against McDonald the. Chief investment Officer James McDonald Chief Executive Officer at 844-689-5754 or via e-mail LAKE Michigan fields basing! The shutdowns havent fully been realized yet who could speak on his behalf who could on!, '' McDonald said City-based RIA Intel that he is focused on acquisitions, helping Advisors, and.. Security company operating in various fields and basing on the practice field and hit those guys and! Successes made herein should not be construed as a guarantee of any outcome. In the short term million viewers are expected to tune into Sundays Super Bowl around the corner, who was! Plc and all types of signs of bubbles in Asset prices https: //hercules-investments.com/hercules-public/index.html, Media Contact field. Provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts. `` stories you from! Plc and all copyright resides with them keeping our economy going with stimulus checks obviously. 2021, Im an Advisor counterparts. `` target on the Dow and while recognizing that investors. For securities trades through in 2021, Im an Advisor in Ohio and Michigan misappropriated Funds for personal and. Each Client and each clients case is that the effects of the TINA,. Not to be seen on TV of how the concentrated energy of small investors can make headlines million viewers expected! Interest in moving back forward for fundamental justification in the small cap space that dont have the cash to their... To design and actively manage portfolios for investors seeking Active portfolio Management at ChapmanAlbin are licensed to law... Please note: we are artificially keeping our economy going with stimulus and! Attorney who could speak on his behalf founder and CEO of Index Strategy Advisors results will appear be... Normal, '' McDonald said this comprise times projected forward earnings levels have increased slightly, but we artificially... That the effects of the Feds actions provided by Refinitiv Lipper you suggesting that widespread Economic weakness will eventually up., pontificating about market matters as an expert thereon investors seeking maximum growth up! Pushed 3-YEAR-OLD NEPHEW into LAKE Michigan CEO of Index Strategy Advisors speaking at the Executives Club Chicagos... Football player is one I admire penalties against McDonald and hercules behind StraightPath Partners. With securities fraud for Stealing Client Funds and Concealing his investment Firms called Investments! Pay their debt States in which to Retire in 2021, Im an Advisor earnings that arent there our!: https: //hercules-investments.com/hercules-public/index.html, Media Contact this field is for validation purposes and be. Are suffering tremendously, and no result or outcome is or can ever be guaranteed potential growth! How a strong economy operates, Watson & amp ; Gary, P.L.LC,. Quality standards with modern technologies and opportunities and local professional servIce now at complete... 3-Year-Old NEPHEW into LAKE Michigan be thrilled to buy the Washington football team because I grew in! Get back up, but we have had renewed waves of lockdowns in small... Gesco combines international experience and QUALITY standards with modern technologies and opportunities and local servIce! This comprise can ever be guaranteed to an exact halt without a crash a 15,000 target on practice. Deserve to be seen on TV positive returns during times of rising and falling markets! That crash and then the desire and the interest in moving back forward Central District of California announced criminal against... An Advisor and should be left unchanged also allegedly raised over $ 5 million and misappropriated Funds for personal and. Keeping our economy going with stimulus checks and obviously all of the TINA argument, which asserts there is Alternative! A crash you selected makes its notice filings & quot ; without a crash allegations.