Eric Linser

Private Wealth Manager at Green Valley Wealth Advisors
Contributor's Links: Green Valley Wealth Advisors

Eric's expertise is in providing personalized and solid wealth management services such as investment counseling, financial planning, and retirement plan services to individuals, families, businesses, and foundations.

A particular focus is on generating income for retirees, and ... more

Following: 16 Followers: 1011

ALL CONTRIBUTIONS

Summertime Wanes While Bull Market Waxes
Wednesday, August 29, 2018 9:56 AM EDT
Since March 2009 through late August 2018, the S&P 500 is up nearly 325%. While short-term risks have rocked the boat, U.S. stocks have outpaced other global markets – over that time, and particularly this year.
In this article: SPX
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Rising Inflation Expectations, Rising 10-Year Treasury Yields (Reason To Worry Or Not?)
Friday, February 23, 2018 7:08 AM EDT
With a tight labor market showing some wage growth and a recent higher-than-expected consumer price inflation (CPI) report, I'm seeing upward pressure on interest rates.
In this article: TNX Also: SPX
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Mastering Money Decision Making
Friday, January 26, 2018 9:54 AM EDT
It’s waiting that helps you as an investor, and a lot of people just can’t stand to wait.
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Student Loan Debt Triples In Past 15 Years, Loan Rates Resetting Way Higher
Tuesday, June 13, 2017 5:58 AM EDT
The larger amount of debt reflects higher tuition and campus-related costs as well as declines in state appropriations to public colleges and federal student grants relative to rising college costs.
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International Investing – Looking Abroad For Better Returns
Thursday, May 25, 2017 5:41 AM EDT
Today, the U.S. stock market currently accounts for 36% of the world’s stock market capitalization. So, if you truly want a balanced stock portfolio, you should have 64% (nearly 2/3) of your stock investments outside of the U.S. markets.
In this article: SPY, VEU, VTI
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Vote At The Polls, Not With Your Investment Portfolio
Monday, November 7, 2016 6:01 PM EDT
For investors, uncertainty and nervousness is reaching a crescendo in the final pre-election days. Unfortunately, the election noise is blocking out some positives in the economy and corporate results.
In this article: SPX
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STOCKS I FOLLOW

SQM Sociedad Qumica y Minera de Chile S.A.

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Eric Linser
I am often asked whether it is worth the cost to hire a financial advisor. After all, they charge you money to make… https://t.co/0jLn2oso3J
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With tax season almost in the rearview mirror, it’s a great time to give your finances a once-over. You’ve already… https://t.co/yWFnKqmyf8
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These plans can now be used to pay up to $10,000 of K-12 private-school tuition, but clarifications are needed in s… https://t.co/GOOkkPWKJL
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PERSONAL BLOG

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Work Experience

Personal Wealth Manager & Sr. Portfolio Manager
Green Valley Wealth Advisors
July 2016 - Present (2 years 11 months)

* Look to provide personalized & solid wealth management services such as investment counseling, financial planning, & retirement plan services to individuals, families, businesses, & foundations.

* A particular focus is on generating income for retirees, & keeping savers on track to fund future goals.

* Serve as a fiduciary to educate & provide insightful advice & guidance on one's entire financial needs. 
Private Wealth Manager
Avant-Garde Advisors
June 2012 - June 2016 (4 years 1 month)

* Offered proactive & insightful wealth management guidance to individuals, their families & their businesses. 

* Actively involved in investment management, securities research, & providing wealth planning advice.

* Investment services focus on global asset allocation, security selection, as well as continual monitoring & rebalancing. 
Chief Investment Officer & Managing Member
Green Valley Wealth Advisors, LLC
June 2009 - January 2013 (3 years 8 months)

 * Established a fee-only registered investment advisory firm, actively involved in all facets of managing the firm. 

* Provided tailored wealth management services to meet the unique needs of high net worth individuals and their families. 

* Offered fiduciary counseling to businesses & sub-advised investment solutions for other investment advisory firms.
Senior Portfolio Manager & Vice President
Wells Fargo Private Bank
November 2000 - June 2009 (8 years 9 months)

* Responsible for managing & servicing large and complex investment management relationships. 

* Actively managed $250 million in assets on a discretionary basis, fully accountable for all legal & investment aspects. 

* Offered comprehensive wealth management solutions & directly participated in the sales process with fellow private bank specialists/advisors of the bank's products & services.

Education

Kent State University
BBA
1986 / 1990
Finance

Publications