News

In light of the constantly emerging cyber threats in the financial world, Western will feature speaker Jeff Lanza, retired FBI cybersecurity expert.

Western International Securities Inc., an independent broker and advisor firm, will hold its National Conference August 15-18, 2018 at the Terranea Resort in Palos Verdes, California. Joining other speakers on critical topics, Western will feature speaker Jeff Lanza, retired FBI cybersecurity expert.

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Event speakers to discuss practice management and succession planning.

Western International Securities, an independent broker-dealer, will hold its 2018 Tahoe Symposium on March 6-8, 2018, at the Hyatt Regency in Incline Village, NV. The event will bring together Western Advisors, product sponsors and leading industry vendors from such areas as financial planning and back office integration.  Stay tuned for information about speakers and special guests.

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Marlin Smith, and his team of wealth managers, was recently featured in Worth Magazine’s Leading Wealth Advisors section.  Mr. Smith’s profile included his essay, “How can I keep my retirement funds intact if there is another downturn?” In it, Smith writes that taking withdrawals from retirement accounts only exacerbate the effect of poor market performance in down years. Withdrawals during downturns in the initial years of retirement are especially devastating, even with the usual volatility and downturns. Traditionally, diversification may help smooth over some of those down years.

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Sean McGrath and his company, Capital Wealth Management, were recently featured in Worth Magazine’s Leading Wealth Advisors section. The profile in Worth included Sean McGrath’s essay entitled, “Should election cycles influence my investment strategy?”.  In his article Sean asks what history tells us about market performance as we enter an election year during the third year of a presidential term.  A few steady trends, dating back to 1939, have shown that a pre-presidential election year tends to: outperform any other year in a presidential term; result in a gain in the Dow; experience an intra-year performance high during December, followed by July, September, and November.

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Philip Karmin and Karmin Capital Management were recently featured in Worth Magazine’s Leading Wealth Advisors section.  The profile in Worth included Philip Karmin’s essay entitled, “Why are master limited partnerships for pipelines attractive investments?”  Mr. Karmin’s essay reviews why master limited partnerships (MLPs) may be an attractive investment vehicle for high net worth individuals and households.  Specifically, MLPs offer liquidity features as publicly traded securities, with the added benefit of income from MLP distributions being tax deferred.   He goes on to state that should you choose to liquidate your MLPs, any increase in valuation you accrue will be taxed at the capital gains rate, not as income.

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Contribution will aid impoverished children and youth.  As part of the Western Gives Back program, Western International Securities recently contributed $5,000 to the Alliance for Children’s Rights (The Alliance) in Los Angeles. The Alliance is the leading nonprofit organization in Los Angeles County devoted solely to providing children living in poverty with permanency through adoption and legal guardianship, access to healthcare and an equitable education.

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Alvaro Castillo and Loyola Asset Management, were recently featured in Worth Magazine’s Leading Wealth Advisors section.

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Mauricio Umansky, Chief Executive Officer of The Agency, will be one of the featured speakers at the upcoming Western International Securities National Conference.  The conference is slated for October 8-10, 2014 at the Terranea Resort in Rancho Palos Verdes, CA.

Mr. Umansky specializes in selling and marketing luxury real estate worldwide.  He was recently recognized by The Wall Street Journal as the #6 top-producing real estate agent in the U.S. This is Mauricio’s fourth consecutive year -- excepting 2011, when he didn't submit due to co-founding The Agency -- placing in the Top 10. Over his career, he has been personally involved in over $2 billion in transactions.

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Western International Securities, a leading independent broker-dealer, will hold its National Conference October 8-10, 2014 at the Terranea Resort in Palos Verdes, California.  The event will bring together Western Advisors from across the country as well as exhibiters and sponsors from the financial services industry.

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Jody Zimniewicz, a Financial Advisor with Horwitz & Associates, has been accepted into the Worth Leading Wealth Advisors Program.  Ms. Zimniewicz’ profile recently appeared in Worth Magazine and included her essay entitled, “What important factors should I consider while constructing my portfolio for retirement?"  In the essay she states, “Retirement is the big life change that everyone seems to look forward to, but there are circumstances that may affect a client’s situation.”  According to Ms. Zimniewicz, among the factors that need to be taken into consideration is the financial responsibility that arrives with possibly becoming the caretaker of an aging parent.

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