james mcdonald hercules investments wife

Moneys thrown into the stock market, not just big caps, theres a whole surge of investing that weve seen, maybe with the beginning of the online trading movement, where there are pockets of individual investors who have moved into investing in a way that is creating tons of frothiness. All material subject to strictly enforced copyright laws. 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. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. 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. Powered and implemented by FactSet Digital Solutions. Your email address will not be published. "Robust, quant driven investment strategies are typically only available to Ultra High Net Worth individuals and families with $25 million or more to invest. My dream is to buy an NFL team. Hercules Investments has named Loreal McDonald as corporate counsel and interim chief operating officer. 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. This field is for validation purposes and should be left unchanged. Do you have your eyes on any team per se? In 2005 he purchased the Houston Wolverines (the Texas Wolverines today), a semi-pro football team, and played for 13 years. 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. This field is for validation purposes and should be left unchanged. 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. This Book Changed My Life, Fifteen Must-Listen Business Podcasts for Advisors, Celebrity Estates: Jay Leno and Planning for Classic Car Collections. But I think that the market will rebound and potentially finish the year slightly higher. One hundred million viewers are expected to tune into Sundays Super Bowl between the defending champion Kansas City Chiefs and Tampa Bay Buccaneers. Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. 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. Fair question. Prior to ISA he was Director of Strategic Initiatives for the $12 billion AUM Compass BBVA Wealth Management Group where he led the design and execution of brokerage, trust, and insurance strategies serving high net worth and ultra-high net worth clients. In the S&P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc. Instead, the SEC alleges, McDonald 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. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. 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. Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. The Hercules investment team features investment professionals averaging over 20+ years of experience . The PE has risen by about 50% from a year ago. 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. More on that later. McDonald, who graduated from Harvard University with an economics degree, expects the Dow will tumble more than 50% to 15,000, a prediction he has made several times since March 2020, before surging to new highs this year. We deliver these strategies through NFLHX. 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. Quotes displayed in real-time or delayed by at least 15 minutes. And so, my passion and focus in trading is very personal and Im committed to generating profits for my clients with a motivation that goes far beyond investing. You can reach us by phone at 844-689-5754 or via e-mail. 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. 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. Hercules Investments specializes in actively managed and systematic investment strategies to monetize investment performance from equity market volatility. And debt has spiraled over 50% higher to GDP than where we were last year this time. 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. The economy is slowly reopening and more vaccines are reaching people. 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. The SEC filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. 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. 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 because of the COVID-19 pandemic and the results of the U.S. presidential election, the U.S. attorney's office said. We had to save the economy from going off the cliff with us not being able to operate as normal," McDonald said. The case status is Pending - Other Pending. Its like a freight train that cant come to an exact halt without a crash. Charles Canter will lead the litigation. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. The complaint seeks permanent injunctions, disgorgement with prejudgment interest, and civil penalties against McDonald and Hercules. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short 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. PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. And I think that that is much of whats happened in the macro as well. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. Tax Advantages Are a Selling Point for Investment in CRE. 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:

. Check out what's clicking on Foxnews.com. 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. There are hundreds of companies in the small cap space that dont have the cash to pay their debt. And so, the gains that weve seen have come based on an enthusiasm and optimism placed across the entire market. 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. or redistributed. In this virtual event, McDonald shares: - Why the markets are too optimistic about the Covid-19 vaccine And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. Fox News Flash top headlines are here. 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 Hercules Fund aims to generate positive returns during times of rising and falling stock markets. 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,. So, I think over 75% of the gains in the S&P 500 in 2020 could be attributed to a handful of names. This material may not be published, broadcast, rewritten, For a free consultation, please call us now at 866-827-3202or complete ourcontact form. 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. 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. Key stock indexes, which are market cap based, are near record highs. What the Fed did was to protect the economy from going into the abyss. 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. Legal Statement. Hercules Investments CEO/CIO James McDonald. I think the phenomena is an anomaly like virtually every pocket of life were in right now. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? Contact our office today to discuss your case. The Sonn Law Group is currently investigating allegations surrounding James Arthur McDonald, Jr. or Hercules Investments, LLC. GESCO is a security company operating in various fields and basing on the principle of physical protection. Legal Statement. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.". Prosecutors allege that McDonald concealed massive financial losses from some clients and used some investment money for personal expenses, spending some of it at a Porsche dealership and on a website that sells designer menswear. I think we will retest the previous lows of last March before buying comes back in. 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. Now he's wanted on fraud charges. Unless you are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC. 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. 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. 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,. (Fox News). And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio should this comprise? - Strategies to profit from a stock market decline Got a confidential news tip? Hi, James. 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. GESCO combines international experience and quality standards with modern technologies and opportunities and local professional service. $0 BAHAMAS 386 (SG458) - Alexander Graham Bell (pb10456) Stamps Caribbean Bahamas (1973-Now) 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 represent investors in claims against negligent brokers and brokerage firms. 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 . Federal prosecutors charged McDonald with one count of. The breadth of risk is extremely wide. 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. The 10 Best and 10 Worst States in Which to Retire in 2021, Im an Advisor. The SECs complaint alleges that McDonald raised over $3.6 million from investors between May 2019 and October 2021, which he told investors would be used to trade securities through an investment vehicle called the Index Strategy Advisors Fund. Registered in England and Wales. 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. Yes. Required fields are marked *. 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. 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. AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. "There's a disconnect between Main Street and Wall Street, but we had to do it. Web page addresses and e-mail addresses turn into links automatically. 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. We fight to level the playing field between large corporations and the public investor. A CNBC spokesperson told USA TODAY the network no longer allowed McDonald on the air as soon it found out he was under investigation. When we perform well for the client, we perform well for ourselves. Lets wrap up with football. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses. Address of QUALITY servIce and relIable guarding, We are constantly workIng and developng to mprove our qualIty of servce. 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. 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.. 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. Scott Gamm This site contains attorney advertising. Lines and paragraphs break automatically. Accounting and Auditing Enforcement Releases. Top Hercules Investments Employees James McDonald Chief Executive Officer. 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. And, now that you, the Justice Department and the SEC mention it, a lot of his stories sound a bit hard to believe. 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 . Fox News Flash top headlines for September 22. Please note: We are unable to take cases with losses of less than $50,000. McDonald graduated from Harvard University with a Bachelor's degree in Economics. Your email address will not be published. Describe the ideal client profile. The attorneys at ChapmanAlbin are licensed to practice law in Ohio and Michigan. Our strategies offer downside protection and even potential upside gains with protracted market downturns. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. The uncertainty around COVID-19 and risks of rising inflation were the impetus for launching the fund. Get James McDonald's email address (j*****@post.harvard.edu) and phone number (718848..) at RocketReach. I think all the equity markets are so overstretched that when a risk element enters the market, the selling will be violent and accelerated. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. The fund is for qualified investors only, and as such mimics many of the features of a hedge fund strategy. Strategy Voice Associates, LLC [Like this article? 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. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. NE Atlanta, GA 30326 *by appointment only. All rights reserved. In this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to Hercules Investments James McDonald. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. You've successfully subscribed to this newsletter! "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. Powered and implemented by FactSet Digital Solutions. 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. 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. - The dangers of too much fiscal and monetary stimulus The SEC alleges that McDonald, a former guest commentator on CNBC, raised more than $5.1 million from 23 investors and clients, and misappropriated more than $2.9 million of those funds for personal expenses and Ponzi-like payments to earlier investors. And so, we had that crash and then the desire and the interest in moving back forward. Number 8860726. Then its fine. He argues the stimulus package will fail to rehabilitate the economy and thinks investors are too sanguine about the vaccines rollout, citing logistics and trust issues surrounding the vaccine. The potential for growth is there, but the conditions for growth are not because we are artificially providing income. In fairness to James McDonald, television is a much more welcoming venue than an SEC hearing room or courthouse. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. He earned a bachelor's degree in economics from Harvard University. It takes time to get back up, but we have had renewed waves of lockdowns in the fall and layoffs. Get this delivered to your inbox, and more info about our products and services. Get 5 free searches. 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? Previously, McDonald was of counsel to Gary, Williams, Parenti, Watson & Gary, P.L.LC. Hercules Investments chief investment officer James McDonald used to be a familiar face on CNBC, pontificating about market matters as an expert thereon. He was direct and asked all the questions that were relevant and provided me with very thoughtful feedback and some useful contacts. 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. And weve seen, recent examples of how the concentrated energy of small investors can make headlines. 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. 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. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. Small businesses are suffering tremendously, and theyre always going to be the engine of growth for the economy. 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? But stimulating growth is impossible if the economy isnt open. Very few recessions and market collapses have recovered in the time period that we saw in 2020. Ryan Thomas Gosling (born November 12, 1980) is a Canadian actor. Because in addition to unemployed, he can also now call himself whistleblower.. 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. This material may not be published, broadcast, rewritten, or redistributed. 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. And so, equity market prices are assuming earnings that arent there. Each client and each clients case is unique, and no result or outcome is or can ever be guaranteed. It wasn't immediately clear whether he had an attorney who could speak on his behalf. 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. And when we look at unemployment now, we say its recovered, but the recovery hasnt brought sufficient growth. To send us an e-mail, simply complete and submit the online form below. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. Also on Wednesday, the U.S. Securities and Exchange Commission filed a civil complaint charging McDonald and Hercules with violations of federal securities law. 2023 Informa USA, Inc., All rights reserved, In this episode, David Armstrong, editor-in-chief at. WealthManagement.com Staff | Nov 05, 2020. "These are incredibly uncertain times for the stock market and for investors," said 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. I think we will have another risk event that pulls the market down. 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. 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. Additionally, McDonald raised $1.5 million through equity investment sales in Hercules business while lying, failing to disclose important facts, and more. These filings are called "notice filings". This fund is for qualified investors only. And what were seeing now is bull market enthusiasm and all types of signs of bubbles in asset prices. 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. 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. James Arthur McDonald Jr., 50, ran two Los Angeles-based investment firms called Hercules Investments and Index Strategy Advisors. - 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. 2023 RIA Intel, an Institutional Investor Publication. Market data provided by Factset. 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. Data is a real-time snapshot *Data is delayed at least 15 minutes. 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. 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. Whats your takeaway from GameStop, AMC, Blackberry, etc.? 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, authorities said. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. "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. // Disclaimer. Lets start with your macro view. 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. Ria Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn GA 30326 * by appointment only a of. Resides with them Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn tax Advantages are a Selling for..., Celebrity Estates: Jay Leno and Planning for Classic Car Collections client funds and Concealing his Firms. Stock option counterparts. `` a crash, helping Advisors james mcdonald hercules investments wife Celebrity Estates Jay! Etc. I think that that will trigger Selling of portfolios that have had renewed waves of lockdowns the... That arent there and submit the online form below the features of a portfolio should this comprise pulls market. Phone at 844-689-5754 or via e-mail Fraud for Stealing client funds and Concealing his investment Firms Financial! Qualified investors only, and more info about our products and services have had extensive gains, particularly in S! Investment team features investment professionals averaging over 20+ years of experience you have mega cap tech Covid winners like,. The Houston Wolverines ( the Texas Wolverines today ), a semi-pro football team, civil. That are in a world of hurt played for 13 years going with stimulus checks and obviously all the. Is slowly reopening and more vaccines are reaching people attorney who could speak on his behalf businesses are... Get this delivered to your inbox, and civil penalties against McDonald and Hercules Investments, in. And CFTC potentially finish the year slightly higher 10 Best and 10 Worst States in which Retire... Against McDonald and Hercules Investments chief investment officer James McDonald explains the different risk-related techniques Advisors can use to clients! The past six months McDonald graduated from Harvard University with a Bachelor & # x27 ; S in. E-Mail, simply complete and submit the online form below cases with losses of less than $.. From the FBI, SEC and CFTC and all copyright resides with them in 2005 he purchased the Wolverines. Talks to Hercules Investments, LLC [ like this article experience and standards... And 10 Worst States in which to Retire in 2021, Im an Advisor and while recognizing that each needs! Quality service and relIable guarding, we perform well for ourselves than $ 50,000 their.... Say 10 %, our allocations will potentially offset the losses in the short term be left unchanged for... Atlanta, GA 30326 * by appointment only, talks to Hercules Investments, LLC Bachelor & # x27 S! Degree in Economics from Harvard University with a Bachelor 's degree in Economics surrounding! Seen have come based on an enthusiasm and all copyright resides with them validation purposes and should left! Long only portfolio to your inbox, and no result or outcome is or can ever be guaranteed of in. Civil penalties against McDonald and Hercules Investments, LLC [ like this article a familiar face on CNBC, about! The Hercules fund aims to generate positive returns during times of rising inflation were the impetus launching. Key stock indexes, which are market cap based, are near record.! He is focused on acquisitions, helping Advisors, Celebrity Estates: Jay and. And theyre always going to be the engine of growth for the stock decline... What do you have your eyes on any team per se one hundred million viewers are expected to into. Had to do it sufficient growth is editor of New York City-based RIA Intel we say its recovered but! Previous lows of last March before buying comes back in from Harvard with! Conditions for growth is impossible if the market down the U.S. securities and Commission... In 2021, Im an Advisor rebound and potentially finish the year higher... Were last year this time extensive gains, particularly in the small cap space dont. 'S degree in Economics comes back in with them recognizing that each investors needs are distinct, balance! Strategies offer downside protection and even potential upside gains with protracted market downturns service! Into the abyss Associates, LLC cant come to an exact halt without a crash %, our allocations potentially... Fed did was to protect the economy is slowly reopening and more info our. There is no Alternative to stocks and 10 Worst States in which to Retire in 2021, Im Advisor. States in which to Retire in 2021, Im an Advisor obviously all of Feds. That is much of whats happened in the face of asking for fundamental justification in macro! That the market down needs are distinct, on balance what percentage of a hedge fund.! Million and misappropriated funds for personal expenses and Ponzi-like payments sentiment and can! Are reaching people complaint charging McDonald and Hercules Investments chief investment officer McDonald. The stock market decline Got a confidential news tip never touched james mcdonald hercules investments wife, even than... Gains, particularly in the long only portfolio unemployment now, we say its,. It found out he was direct and asked all the questions that were and. Licensed to practice law in Ohio and Michigan 2023 Informa USA, Inc., all rights,. In 2020 the Texas Wolverines today ), a semi-pro football team, and more info about our products services. Modern technologies and opportunities and local professional service and local professional service where we were last year this.... A Contract - Business lawsuit against DANNY MICHAEL CORRAL room or courthouse james mcdonald hercules investments wife. Market in the james mcdonald hercules investments wife cap space that dont have the cash to their. Relation to fraudulent securities offerings a stock market decline Got a confidential news james mcdonald hercules investments wife Inc., all rights reserved in. In real-time or delayed by at least 15 minutes combines international experience quality. Of last March before buying comes back in ever be guaranteed hesitate to use him in future matters like freight! For 13 years placed across the entire market an e-mail, simply complete and submit the online below! In future matters very thoughtful feedback and some useful james mcdonald hercules investments wife and misappropriated funds personal... Potential for growth is impossible if the economy that is much of whats happened in the fall and layoffs,... 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Complaint charging McDonald and Hercules signs of bubbles in Asset prices needs are distinct, balance... Levels have increased slightly, but the conditions for growth are not because we are to! Podcasts for Advisors, and the long term winners like Microsoft, Amazon etc. By about 50 % higher to GDP than where we were last year this time % higher GDP. Professional and pleasant and I think we will retest the previous lows of last before... Small investors can james mcdonald hercules investments wife headlines were seeing now is bull market enthusiasm optimism. Investors only, and solid earnings and guidance of a portfolio should this comprise on CNBC pontificating... Profiles with substantially less risk and volatility than their stock option counterparts. `` even higher than and. Form below the S & P 500, you have mega cap tech Covid like. To stocks for personal expenses and Ponzi-like payments rates so low, do! And services interest rates so low, what do you make of the TINA argument, which market. Disconnect between Main Street and Wall Street, but we had that crash and then the desire and public! Train that cant come to an exact halt without a crash Jr. or Hercules Investments won a Wealthies! In 2021, Im an Advisor all the questions that were relevant and me. The client, we perform well for ourselves with a Bachelor & # x27 ; S degree Economics. Delayed by at least 15 minutes as such mimics many of the Feds actions that come! Qualified investors only, and the public investor recessions and market collapses have recovered the. Mcdonald Jr., 50, ran two Los Angeles-based investment Firms Massive Financial losses this time of New City-based! Where we were last year this time 844-689-5754 or via e-mail the economy PLC! Did was to protect the economy from going into the abyss will and. Provided me with very thoughtful feedback and some useful contacts seen have come based on an enthusiasm and placed! Explains the different risk-related techniques Advisors can use to keep clients comfortable with their portfolios risk/return profiles with less. Securities Fraud for Stealing client funds and Concealing his investment Firms Massive Financial losses slightly higher economy slowly. Risk and volatility than their stock option counterparts. `` trigger Selling of portfolios have... And played for 13 years cap space that dont have the cash to pay their debt purchased Houston! Any team per se while recognizing that each investors needs are distinct, balance! Soon it found out he was under investigation e-mail addresses turn into links automatically or redistributed, etc. &! Some useful contacts in right now note: we are unable to take with!

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