You can find reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers from any team member. Read online, share with friends, or download for your convenience.
A Review of Debt-Related Financial Crises
By Paul Cantor, CFA, AIF®, CFP®
Chief Operating Officer, Principal
The purpose of this new white paper is to present answers to the questions:
These questions are critically important to numerous stakeholders for a variety of reasons. Academics are concerned that current policies are inconsistent with sustained economic growth. Regulators and international financial institutions are concerned that current and future increasing debt levels are harbingers of future crises. Portfolio managers are concerned about preserving client assets in times of crisis while earning acceptable returns during periods of economic growth. Individuals care because their lifetime savings might be at risk. Click here to read "The Debt Albatross."
Karen Rivot, CFP®, joined Allegiant Private Advisors in the spring of 2019 with more than three decades of experience in the financial services industry. As a senior operations specialist, Karen is a member of both the Wealth Advisor and Client Service teams. We recently asked Karen to share insights into her career and path to Allegiant Private Advisors.
I’ve been at Allegiant Private Advisors for almost 6 months now and I couldn’t be happier!
Looking back, it all started with my first visit to Sarasota to escape the cold winters of upstate New York. I came down in February and swore that I’d never leave - and I haven’t. I love the blue skies, the beaches and the never-ending sunshine. Sarasota is truly a paradise; you won’t hear me complain.
My investment career began many years ago in Venice, Florida, with one of the largest brokerage companies in the world. As a new graduate from State University of New York at Oneonta with a degree in Psychology, I had a lot to learn, but I immediately fell in love with the financial industry and knew that this is what I wanted to do with my life.
This spring, we were excited to announce Helen Raymond’s promotion to Senior Operations Specialist. After nearly 14 years as a key member of the Allegiant team, we know you’ve come to know Helen professionally. We thought now was the perfect time to also ask her to share a little more about herself so you could get to know her personally as well. Here is Helen in her own words…
I was born and raised just outside of Boston, MA., and was blessed with a wonderful childhood when no one ever had to lock their doors, parental supervision was not a necessity, kids played in the streets, and we made up our own fun (no handheld devices, computer games, Facebook, Twitter, etc.). Ahhhh…those were the days! I’m sounding old, I am!! The middle child of three and the only daughter, I was a girly girl. Ballet, flute and oboe became my extracurricular activities. I even found myself playing tuba in the high school marching band - carrying the “H” as we spelled out our town’s name, “NEEDHAM.”
Upon high school graduation, I went to a small college to pursue a career in teaching. While there, I continued my love of dance as a member of the dance team. Unfortunately, by the time I graduated, teaching jobs were few and far between and like so many “wanna be” teachers, I ended up in the world of insurance as a life insurance underwriter…go figure! Back in those days, companies were skeptical about hiring someone that young, fearing I would get married, start a family and quit work shortly after being hired. Well, in this case they were right. I married my high school sweetheart, moved to Connecticut, and started a family.
Operations Specialist Karyn Nantes joined Allegiant in the summer of 2019, but her team feels like she’s been part of the family for ages. We invite our clients and colleagues to get to know Karyn better through her own words:
Born and raised in Michigan, I have a love for the outdoors. We would take trips “up north” to the lake every summer to go boating, ride jet skis and just enjoy the beautiful scenery. Our winters were spent skiing and snowmobiling. Our favorite tradition was to head up to the lake every 4th of July to have bonfires and watch the fireworks.
Growing up, I was an avid athlete and long-distance runner, participating in cross country and track. I was team captain and enjoyed mentoring and encouraging the younger runners. My passion for running continues into adulthood, as I have been involved in numerous races, including the Tampa Gasparilla Half Marathon.
It’s hard to believe but July 25th was my 10-year anniversary with Allegiant Private Advisors, an accomplishment I’m blessed and proud to reach. I look forward to celebrating many more years.
I am one of three APA team members who was born and raised in Sarasota. You’ll probably find out who the others are when they write their bio a little later, I’m sure! I also share the same birthday as another team member; not the same year, though. Unfortunately, I’m old enough to be their mother!
I grew up during a quieter, less populated time in Sarasota with no idea what ‘little Sarasota’ would become. I used to ride my horse along McIntosh when it was a dirt road. As a matter of fact, our horses were stabled at a pasture off Bahia Vista that is now a subdivision I reside in. In the 70s, I rode western saddle and competed professionally in the Central Florida Horseman’s Association circuit for a year on a beautiful dun (buckskin) quarter horse our family owned named Taffy. Along with approximately 100 trophies and ribbons I won that year I also won Champion in Western Pleasure and Reserve Champion in Western Horsemanship. It was an incredible experience I cherish.
After graduating from Sarasota High School, I attended an accounting class at what is now called Suncoast Technical College, thinking I was going to become an accountant. I was working at the courthouse as a felony division clerk at that time and became interested in law, so I took a paralegal class at MCC, now State College of Florida. However, life had a different path in mind for me. So over the years, though I’ve done many things, the professional field and people-facing jobs have been my calling.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser