LOS ANGELES / VENTURA COUNTY

C - S U I T E

Q U A R T E R L Y

The execuTives Leadership & LifesT yLe Magazine

SUMMER2012
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Bryan Clay
Olympic Gold Medalist, At It Again

+ BRUCe JenneR

GOLd mEdAL dEcAThLETEs mEET Up TO discUss TRAininG, mOTivATiOn, And pERfORminG UndER pREssURE

ThE LA/UK COnnECTIOn LAILA ALI

OLYmpics, bUsinEss, & ThE LA GAsTROpUb phEnOmEnOn

bUiLdinG A LEGAcY And bRAnd ALL hER Own

Bentleys take On the sUV

2013 EsTATE LAw chAnGEs

ARE YOU PREPAREd?

2012 OLYmpICS ISSUE

LONdON OLYmpICS q FLIGhT SChOOL w GOLF CARLSbAd e

To Do:

The

C-sUiteadvisory
michael Blaser Managing Director & Chief Financial Officer united Gold Direct Westlake Village, ca Lisa deSouza President & CEO RpM Demand studio city, ca

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inVestinG Cashing in on a Solid Gold Opportunity

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Beyond This Point There Be Dragons...

MaRKetinG

78

Dont Let Uncertainty Keep you From Beating the IRS

estate planninG

Kyle devries Estate & Succession Planner deVries financial Westlake Village, ca Curtis Estes, CFp, CLU, ChFC Financial Advisor northwestern Mutual los angeles, ca Becky Leehey Executive Director california health and longevity institute Westlake Village, ca martin Levy, CLU/RHU Principal corporate strategies, inc. encino, ca Bruce C. munster Family Wealth Director Sr. Vice President Mpf family Wealth Group Morgan stanley smith Barney Woodland hills, ca Scott m. Sachs, CpA Regional Managing Partner, Southern CA J.h. cohn llp Woodland hills, ca Daryl Wizelman Branch Manager RpM Mortgage calabasas, ca Robert B. yallen President & CEO inter/Media Group of companies Woodland hills, ca

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pReMiuM insuRance Congratulations,

you Just Bought the Dodgers...How Do yOU Keep Them?

82

Performance Through Better Health: Increase your Bottom Line by Investing in the Health of your Workforce

health & Wellness Better

84

insuRance Have

you taken a current look at one of your most important financial instruments?

86

peRsOnal finance Is your Financial Advisor Performing Like an Olympic Decathlete?

88

estate planninG Dont

Underestimate the Value of Estate Planning, Especially in 2012

90

Real estate Say

No to Good and Say yes to Great

92

MaRKetinG Sports

and Marketing

Figures in Advertising

The C-sUiteAdvisORY

INVESTING

Cashing in on a Solid Gold Opportunity

By Michael Blaser
have you ever heard the expressions, Go for the Gold; a Golden Opportunity; my word is as good as Gold; or how about, the Gold standard? every four years the summer Olympics rolls around and thousands of athletes around the world train rigourously and compete for the ultimate reward, the pinnacle of successa Gold Medal. Whats all this fuss about Gold these days, and why has it become a popular alternative to traditional paper-backed investments? simple unparalleled demand! Gold has outperformed virtually every other asset class over the past decade. Why? the value of our currency is continually shrinking; meanwhile the cost of commodities and living expenses is dramatically rising. Many prudent americans are adding gold to their financial portfolio as a foundational component to building wealth that has proven to maintain exceptional value over time. think your investments are fully-diversified? think again if youre invested in stocks, bonds, cDs, mutual funds, money markets, etc., ask yourself, what is the one thing all of these

Michael Blaser

Managing director & chief Financial officer United Gold direct westlake village, Ca Michael Blaser is a precious metals veteran and graduate of Business Administration from San Diego State University. He has spent the past 40 years of his career assisting clients in developing financial strength, fiscal prudence, and high moral character. More than ever before, Michael is convinced that Americans need asset diversity, with diligence, as it applies to financial strategies of preserving wealth while creating opportunities for profit and growth. Michael often repeats the phrase, If you lost it all today, would you really have time to earn it again? as a simple, yet motivational dynamic for clients to stratify and diversify their retirement portfolio for the future.

Gold can improve your hedge against market volatility, and offer plenty of up-side growth potential.
instruments have in common? no matter how diversified you think you may be, the majority of your investments are 100% backed by the full faith of the u.s. Dollar or paper-related assets. While its important to have a multitude of investment positions, consider adding tangible hard assets to complete your diversification strategy. With inflation on the rise, were all feeling the effects of; higher gas prices, food prices, insurance premiums, even the price of entertainment. have you been out to dinner lately? the cost of going out to eat these days is definitely on the mind of the average american. now, it is more critical than ever to get out of harms way and position your portfolio for prosperity and success. Gold is not an investment. it doesnt pay dividends or interest. instead, consider gold like an insurance policy for your investment portfolio that protects your purchasing power on every-day goods and services. your financial assets should be durable in all market conditions. the Gold standard to durability and success has proven to be a healthy position in physical gold and silver. those who are familiar with the precious metals markets agree that for the investor with an eye on the long term, there is no bad time to acquire gold. no, were not talking about paper gold, leveraged gold stocks or etfs.

888/502.3222 mblaser@unitedgolddirect.com

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CSUITEQUARTERLY

Summer 2012

Back by popular demand -- authentic, intrinsic, and historical gold coins are becoming a solid foundation for many. this unique commodity has a place as, the safe-haven asset, in every portfolio. in this crazy world in which we live, controlling the outcome of your investments is becoming a major challenge; physical gold is an essential tool to secure your wealth from looming economic uncertainties. With the u.s. Dollar under pressure and our national Debt growing at a staggering rate, participating in a small portion in the yellow metal can offset other losses in paper investments. additionally, gold can improve your hedge against market volatility, and offer plenty of up-side growth potential. historically, the function of gold primarily hedges the fear of inflation, political instability and mounting financial debt creating economic stress. in todays market, with challenges in the banking system, the excess printing of stimulus dollars, and the extreme unemployment figures, it only makes sense to rely on a tangible asset that has flourished for over 5,000 years as the international currency of choice. its important to note; emerging countries, central banks, and millions of americans are acquiring gold in record numbers today. setting it apart from all other asset opportunities, i find myself often asking our clients who are unsure of where to park their money these dayspaper is printed, Gold is mintedwhich would you rather have if another 2008 financial crisis were to strike us again? With zero counter-party risk, gold has never been worth zero, and is considered to be the most liquid asset in existence. you dont need to have an advanced degree in economics or be

With zero counter-party risk, gold has never been worth zero, and is considered to be the most liquid asset in existence.
a savvy, sophisticated investor, to recognize the value and beauty of precious metals. One might ask, how do you acquire precious metals? your options include, but are not limited to; rolling over an iRa (traditional, sep or Roth), or a 401(k) penalty free. another popular method is taking physical possession of the metals as a currency exchange. We understand that times are far different than they once were, and unlike printed dollars, gold is minted, pure, and in finite supply. Raw gold mining production quantities have decreased year after year for the last decade. to put it into perspective, all of the gold ever minedwould only fill two Olympic size swimming pools! smart-money americans have already moved savings into Gold -- have you? Doug casey, respected author, publisher and professional investor reminded us all recently, anyone who thinks they have any measure of financial security without owning any gold especially in the post-2008 world is either ignorant, nave, foolish, or all three. the time to own precious Metals is now.

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