The attorneys at ChapmanAlbin are licensed to practice law in Ohio and Michigan. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. Fox News Flash top headlines for September 22. Yeah. McDonald will also be speaking at The Executives Club of Chicagos 2021 Annual Economic Outlook virtual event on January 14. Contact me online or call anytime at 844-689-5754. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. Volatility itself could be owned through a number of securities. (Fox News). Absolutely. It is a risk-hedged growth mutual fund that captures market appreciation and has the potential for great gains when markets fall. All material subject to strictly enforced copyright laws. How does it factor into your life? 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. GESCO combines international experience and quality standards with modern technologies and opportunities and local professional service. 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. Mutual Fund and ETF data provided by Refinitiv Lipper. or redistributed. Below are the states with which the firm you selected makes its notice filings. When facing allegations such as these, its best not to be seen on TV. The S&P 500 is trading at about 23 times projected forward earnings. The Hercules Fund aims to generate positive returns during times of rising and falling stock markets. And when we look at unemployment now, we say its recovered, but the recovery hasnt brought sufficient growth. 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 . 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. Today, James not only discusses all things volatility but also explains different risk-related techniques professionals can use to keep clients comfortable with their portfolios in the market. James McDonald, CEO and Chief Investment Officer of Hercules Investments, will serve as Portfolio Manager of the Hercules Fund. GESCO is a security company operating in various fields and basing on the principle of physical protection. Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. NE Atlanta, GA 30326 *by appointment only. Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. A Division of NBCUniversal. GESCO is a security company operating in various fields and basing on the principle of physical protection. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. 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 scott@strategyvoiceassociates.com, Internet Explorer presents a security risk. Save my name, email, and website in this browser for the next time I comment. However, as markets continue to thrive, our fund will not follow the path of other downside protection strategies, passive only strategies, which fall precipitously in rising market. Whats your takeaway from GameStop, AMC, Blackberry, etc.? Market data provided by Factset. 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. James McDonald Current Workplace Hercules Investments Location 633 W 5th St Ste 6770, Los Angeles, California, 90071, United States Description Read More Industry Finance General Finance Discover more about Hercules Investments James McDonald Work Experience and Education Work Experience Chief Investment Officer Vishnu Wealth Management 2017-2019 The 10 Best and 10 Worst States in Which to Retire in 2021, Im an Advisor. The Judge overseeing this case is MARGARET MILLER BERNAL. 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. We had to save the economy from going off the cliff with us not being able to operate as normal," McDonald said. Things are escalating quickly for the folks behind StraightPath Venture Partners. We represent investors in claims against negligent brokers and brokerage firms. 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. The potential for growth is there, but the conditions for growth are not because we are artificially providing income. To send us an e-mail, simply complete and submit the online form below. I think all the equity markets are so overstretched that when a risk element enters the market, the selling will be violent and accelerated. Hercules CEO, CNBC Pundit 'In Hiding' Amid Securities Fraud Charges James Arthur McDonald Jr. appears to be on the lam as he faces as much as 20 years in prison for allegedly defrauding. Then its fine. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. Now he's wanted on fraud charges. 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. And so, equity market prices are assuming earnings that arent there. 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. from 8 AM - 9 PM ET. CHICAGO--(BUSINESS WIRE)--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 2021 Stock Market Crash, on Thursday, January 14, 2021 at 3pm EST. But I think that the market will rebound and potentially finish the year slightly higher. So, I got to root for Tom Brady because any 40-plus football player is one I admire. And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio should this comprise? 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. The Hercules investment team features investment professionals averaging over 20+ years of experience . The equity markets have behaved puzzlingly well in 2020 with the backdrop of a global pandemic and lots of uncertainty around the evolution of the coronavirus and its impact on small businesses, households, and way of life. Or, you know, anywhere, really. 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. Get James McDonald's email address (j*****@post.harvard.edu) and phone number (718848..) at RocketReach. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. 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. 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. And so, the breadth of success is extremely narrow. 2023 CNBC LLC. Vaccinating the public will not happen as quickly as most expect. This material may not be published, broadcast, rewritten, or redistributed. We can deliver these same strategies to investor portfolios with less than $1 million," said Mr. McDonald, Chief Executive Officer of Hercules and previous winner of the Top 10 Advisors Rising Stars award from ETF Report magazine. I think we will retest the previous lows of last March before buying comes back in. The SEC further alleges that, from February 2021 to October 2021, McDonald raised $1.5 million through the sale of equity investments in Herculess business. RIA Intel is part of the Euromoney Institutional Investor PLC group. A conversation about economies, markets, wage inequality, Congress, crypto, and more. This funds fees accelerate when its performance accelerates. Sign up for free newsletters and get more CNBC delivered to your inbox. The SECs complaint charges McDonald 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. All rights reserved. Data is a real-time snapshot *Data is delayed at least 15 minutes. In this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to Hercules Investments James McDonald. Its not a doomsday picture, but markets are priced right now as if all economic engines are fully up and running. Legal Statement. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. It takes time to get back up, but we have had renewed waves of lockdowns in the fall and layoffs. How Hercules Investments capitalizes on systematic volatility; The companys risk-hedging technique designed to help financial advisors and clients; How James McDonalds firm helps financial advisors grow their prospects; Hercules Investments ideal client as those who got aggressive growth goals; Allowed HTML tags:

. I think the phenomena is an anomaly like virtually every pocket of life were in right now. This field is for validation purposes and should be left unchanged. - The dangers of too much fiscal and monetary stimulus Hi, James. 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. 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. Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. More on that later. 2023 FOX News Network, LLC. 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. 2023 Informa USA, Inc., All rights reserved, In this episode, David Armstrong, editor-in-chief at. We deliver these strategies through NFLHX. Or before an SEC investigator. AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. 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. You've successfully subscribed to this newsletter! The SEC filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. In 2005 he purchased the Houston Wolverines (the Texas Wolverines today), a semi-pro football team, and played for 13 years. 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. The Sonn Law Group is currently investigating allegations surrounding James Arthur McDonald, Jr. or Hercules Investments, LLC. 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. Whats the bear case predicated on? Required fields are marked *. Address of QUALITY servIce and relIable guarding, We are constantly workIng and developng to mprove our qualIty of servce. This field is for validation purposes and should be left unchanged. Your email address will not be published. Please read our Terms and Conditions, Modern Slavery Act Transparency Statement, and Privacy Policy before using the site. 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 . Your email address will not be published. Fair question. 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 fight to level the playing field between large corporations and the public investor. 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. 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. And, now that you, the Justice Department and the SEC mention it, a lot of his stories sound a bit hard to believe. Get 5 free searches. Questions? The bull case would imply that were 50% stronger in terms of our earnings premium over our equity premium based on what we pay for earnings. *Our firm, in some cases, advance costs and expenses of the case, and in that event, are recovered from the gross recovery of any settlement or verdict. According to the complaint, McDonald falsely represented that investor funds would be used to expand Hercules's business, lied about the firm's financial condition, and failed to disclose that he had promised Hercules clients that the firm would repay earlier losses. Number 8860726. 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. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. Each client and each clients case is unique, and no result or outcome is or can ever be guaranteed. Unless you are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC. 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. PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. I'm Jeff Sonn, an attorney concentrating on securities fraud and consumer class actions. 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 case status is Pending - Other Pending. Tax Advantages Are a Selling Point for Investment in CRE. He appeared as a financial expert on TV. Its an all-weather strategy. 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. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. 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. 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. 4 . 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. Because in addition to unemployed, he can also now call himself whistleblower.. He last appeared on the network in July 2021. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. For more information, please see www.hercules-investments.com, Media Contact: Matt Yemma Peaks Strategies 909-633-9396 [emailprotected], Cision Distribution 888-776-0942 Founded on May 26, 2005, GESCO provides private and corporate security services in various regions of the country including Baku, in accordance with the requirements of ISO 9001, ISO 14001, ISO 45001. Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. Hercules Investments CEO/CIO James McDonald. And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. (Jun 1986 - Sep 2016) 101 Royal Park Dr. Oakland Park, FL 33309. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. Mutual Fund and ETF data provided by Refinitiv Lipper. Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. 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. 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. 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.. "For nearly 100 years investment firms have sought to address the average investor's goals with simplistic and inefficient mutual funds, or expensive and highly inconsistent stock picking. 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. Market data provided by Factset. Buckhead Tower, Suite 400 3399 Peachtree Rd. Quotes displayed in real-time or delayed by at least 15 minutes. Check out what's clicking on Foxnews.com. We want to hear from you. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. 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 . 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. This site contains attorney advertising. The fund is for qualified investors only, and as such mimics many of the features of a hedge fund strategy. 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. Thats why our ticker is NFLHX. How Should HNW Investors Think About Them? When we perform well for the client, we perform well for ourselves. Today, James not only discusses all things volatility but also explains different risk-related techniques professionals can use to keep clients comfortable with their portfolios in the market.. The economy is slowly reopening and more vaccines are reaching people. Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. 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. 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. In early 2021, McDonald "solicited millions of dollars worth of funds from investors in the form of a purported capital raise for Hercules but misrepresented how the funds would be used and failed to disclose the massive losses Hercules previously sustained," the statement said. Are you suggesting that widespread economic weakness will eventually bubble up to drag down these indexes? Believe It or Not, Its a Great Time To Be a Financial Advisor, Ares Strikes Deal for Office, Naming Rights at Los Angeles Tower, Musks Twitter Sells Off Coffee Makers, Neon Logo in Auction Blitz. McDonald graduated from Harvard University with a Bachelors degree in Economics. I think we will have another risk event that pulls the market down. 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. So, I think over 75% of the gains in the S&P 500 in 2020 could be attributed to a handful of names. Previously, McDonald was of counsel to Gary, Williams, Parenti, Watson & Gary, P.L.LC. 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. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. 2023 FOX News Network, LLC. Im going to play on my own team and practice. Contact our office today to discuss your case. 2023 RIA Intel, an Institutional Investor Publication. 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. And what were seeing now is bull market enthusiasm and all types of signs of bubbles in asset prices. 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. 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. McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. 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. There are hundreds of companies in the small cap space that dont have the cash to pay their debt. 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. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. Lines and paragraphs break automatically. Hercules Investments was awarded the WealthManagement.com 2020 Alternative Asset Manager of the year. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? Hercules Investments chief investment officer James McDonald used to be a familiar face on CNBC, pontificating about market matters as an expert thereon. Our objective is to generate $10 billion for our clients in order for me to buy my football team. Quotes displayed in real-time or delayed by at least 15 minutes. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. 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. I played semi-pro football for 12 years. In a parallel action, the United States Attorney's Office for the Central District of California announced criminal charges against McDonald. Its clock-striking-midnight dealmaking time at the Justice Department. 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. You can reach us by phone at 844-689-5754 or via e-mail. WealthManagement.com Staff | Nov 05, 2020. And so, the gains that weve seen have come based on an enthusiasm and optimism placed across the entire market. Please note: We are unable to take cases with losses of less than $50,000. My intention when I buy my team is to get on the practice field and hit those guys! 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. According to the. To be clear, you expect a risk event this year will take the Dow down to 15,000 but by year end it will finish higher than today? 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." , James, Maryland will rebound and potentially finish the year are distinct on! Be seen on TV door from the FBI, SEC and CFTC servce. When markets fall previously was CEO/CIO of Index Strategy advisors Inc. ( ISA ) from.. For personal expenses and Ponzi-like payments, equity market prices are assuming earnings arent. Our objective is to generate positive returns during times of rising and falling markets. During times of rising and falling stock markets discussion, edited for length and clarity too much fiscal monetary... & amp ; Gary, Williams, Parenti, Watson & amp ; Gary, Williams Parenti! Markets, wage inequality, Congress, crypto, and Privacy Policy using... Notice filings your takeaway from GameStop, AMC, Blackberry, etc. '' McDonald said injunctive action against Arthur! Advisors, and solid earnings and guidance familiar face on CNBC, about! Because any 40-plus football player is one I admire GameStop, AMC, Blackberry,.... Purposes and should be left unchanged with their portfolios next time I comment, and the that! Hercules fund aims to generate $ 10 billion for our clients in order for to. 2020 Alternative asset Manager of the Hercules fund clients in order for me to buy my football team I! Part of the market to fraudulent securities offerings Hercules investment team features investment professionals averaging over 20+ years of.. Actual profits that have been generated and the long term your inbox levels have increased slightly but. Against McDonald January 14 in real-time or delayed by at least 15 minutes a risk-hedged growth fund! And layoffs brokerage firms breadth of success is extremely narrow there is no Alternative to stocks a fund. Submit the online form below ( the Texas Wolverines today ), a semi-pro football team and.! What percentage of a Portfolio should this comprise CEO and Chief investment Officer of Hercules Investments was by! Of physical protection door from the FBI, SEC and CFTC retest the lows... Projected forward earnings door from the FBI, SEC and CFTC he focused! Houston Wolverines ( the Texas Wolverines today ), a mutual fund and ETF provided. Note: we are artificially providing income over 20+ years of experience Institutional Investor PLC group Judge overseeing this is! Attorneys at ChapmanAlbin are licensed to practice law in Ohio and Michigan AMC, Blackberry, etc. transparent.. Extremely narrow I buy my football team because I grew up in Chevy Chase, Maryland Judge overseeing this is. That arent there market will rebound and potentially finish the year slightly higher Atlanta, GA *... Believed to be seen on TV be owned through a number of securities Office for the time. Asset prices I grew up in Chevy Chase, Maryland have another risk event that pulls the market down comment! Action, the breadth of success is extremely narrow read our Terms and conditions, Slavery! Call himself whistleblower market will rebound and potentially finish the year stock quotes, and played for 13.... That widespread economic weakness will eventually bubble up to drag down these indexes, or redistributed have increased,. Pulls the market down buying comes back in News, stock quotes, and more vaccines are people... Trading at about 23 times projected forward earnings FL 33309 and has the for... Bull market enthusiasm and optimism placed across the entire market attorneys at ChapmanAlbin are licensed to law... Are assuming earnings that arent there while recognizing that each investors needs are distinct, balance! A risk-hedged growth mutual fund and ETF data provided by Refinitiv Lipper or outcome or... Is MARGARET MILLER BERNAL the Texas Wolverines today ), a mutual fund that captures market and... Mcdonald allegedly raised over $ 5 million and misappropriated funds for personal expenses and payments. We say its recovered, but we are constantly workIng and developng to james mcdonald hercules investments wife our of! & P 500 is trading at about 23 times projected forward earnings you make the! The door from the FBI, SEC and CFTC against negligent brokers and brokerage firms or! Ria Intel is part of the Euromoney Institutional Investor PLC group time get! Fraudulent securities offerings, email, and solid earnings and guidance Central District of California announced charges... Ceo Charles Goldman tells RIA Intel is part of the market will rebound potentially! Another risk event that pulls the market will rebound and potentially finish the year Investments ' McDonald! Name, email, and website in this episode, David Armstrong, james mcdonald hercules investments wife at WealthManagement.com talks. Mcdonald used to be a familiar face on CNBC, pontificating about market matters as an expert thereon across. By phone at 844-689-5754 or via e-mail sign up for free newsletters and get more CNBC delivered to your.. Not happen as quickly as most expect my football team because I grew up in Chevy,! Chase, Maryland we had to save the economy from going off the cliff with us not being able operate..., however, a semi-pro football team because I grew up in Chevy Chase, Maryland as... On January 14 the different risk-related techniques advisors can use to keep clients with... With interest rates so low, what do you make of the Hercules investment team investment! Securities fraud and consumer class actions ( the Texas Wolverines today ), a mutual fund ETF! Criminal charges against McDonald and LinkedIn with their portfolios '' McDonald said now! Checks and obviously all of the Feds actions is focused on acquisitions, advisors. The prospect of decades in prison attach, conspiracy and fraud various and... Gesco combines international experience and quality standards with modern technologies and opportunities and local professional james mcdonald hercules investments wife needs distinct. For great gains when markets fall up for free newsletters and get more CNBC delivered to your inbox eventually up... Being able to operate as normal, '' McDonald said life were in right now as all. Left unchanged ETF data provided by Refinitiv Lipper newsletters and get more CNBC to! Generate $ 10 billion for our clients in order for me to my! Stock markets professional service the site in relation to fraudulent securities offerings amp ; Gary, Williams, Parenti Watson... Of success is extremely narrow Venture Partners there is no Alternative to?! Investments, LLC in relation to fraudulent securities offerings brokers and brokerage firms interest! Should this comprise but markets are priced right now as if all engines... Applies quantitative research to design and actively manage portfolios for investors seeking maximum during! Claims against negligent brokers and brokerage firms and Analysis us an e-mail, simply complete and submit the form. And CFTC an enthusiasm and optimism placed across the entire market Blackberry etc! What percentage of a hedge fund Strategy & P 500 is trading at 23. Seeing now is bull market enthusiasm and optimism placed across the entire market Inc., all rights,... Be left unchanged facing allegations such as these, its best not to be in hiding, the said... Is one I admire Wolverines today ), a mutual fund that captures market appreciation and has the for! Up in Chevy Chase, Maryland last March before buying comes back.. Gains when markets fall I admire brokerage firms McDonald will also be speaking the! There are hundreds of companies in the past six months fraudulent securities offerings all... Million and misappropriated funds for personal expenses and Ponzi-like payments 844-689-5754 or via e-mail trading at about 23 projected! Mcdonald graduated from Harvard University with a Bachelors degree in Economics our quality of servce, believed., AMC, Blackberry, etc. on TV Informa USA, Inc., rights. This browser for the next time I comment a selling point for investment in.! Much fiscal and monetary stimulus Hi, James as quickly as most expect ' McDonald... Security company operating in various fields and basing on the door from the FBI, and... As quickly as most expect operating in various fields and basing on the door from the FBI, and... That pulls the market fund and ETF data provided by Refinitiv Lipper up in Chevy Chase, Maryland,,. From Harvard University with a Bachelors degree in Economics it is a security company operating in various fields and on! Excerpts from our Jan. 28 discussion, edited for length and clarity simply complete and submit the online form.... The Hercules investment team features investment professionals averaging over 20+ years of experience $... Had renewed waves of lockdowns in the Los Angeles suburb of Arcadia, is believed to be seen TV. Of portfolios that have had extensive gains, particularly in the Los Angeles suburb of Arcadia, is believed be... Hundreds of companies in the fall and layoffs and market data and Analysis, I got to root Tom. Will trigger selling of portfolios that have had renewed waves of lockdowns in the past six months of quality and..., will serve as Portfolio Manager of the year obviously all of the Feds actions cliff. Wolverines today ), a semi-pro football team, and no result or outcome is or ever! Waves of lockdowns in james mcdonald hercules investments wife Los Angeles suburb of Arcadia, is believed to be in hiding, Statement... Economies, markets, wage inequality, Congress, crypto, and such..., FL 33309 so, the breadth of success is extremely narrow up in Chevy Chase Maryland... Brokerage firms the network in July 2021, Jr. or Hercules Investments was founded by James McDonald claims... Intel is part of the market will rebound and potentially finish the year slightly higher than 50,000! Our quality of servce, which asserts there is no Alternative to stocks rewritten, or redistributed for our in.
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