To Give or Not to Give?
(As reported in Barron’s Magazine, June 2015) – That has been the question faced by people of means for many millennia. It’s also one we help our clients address here at Optivest Wealth Management. CLICK HERE to check out this interview with Optivest CEO Mark Van Mourick on Barrrons.com.
National Storage Affiliates (“NSA”) REIT Goes Public on NYSE
CLICK HERE to view a quick video of Mark Van Mourick and Warren Allan of Optivest alongside the other founders of the National Storage Affiliates (“NSA”) REIT ringing the opening bell of the NYSE for the first day of trading on their successful initial public offering (IPO) on April 24, 2015.
National Storage Affiliates IPO Press Release
National Storage Affiliates REIT IPO April 24, 2015
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As reported in the Wall Street Journal, over the next 20 years, approximately $25 trillion will be passed to women through divorce, death of spouse or inheritance. Currently, women make up just under half of the nation’s millionaires. If their earning potential continues to grow on track, they will account for up to two thirds of the nation’s wealth by 2030. Continue reading
Family Lesson Inspires Unique Model for Corporate Giving; Changing the Lives and Hearts of Employees and Charities Around the World
Unlike most financial advisors, Mark Van Mourick did not earn his stripes on the back of a client’s portfolio. He lost both parents in a plane crash at the age of 12 and bounced around several foster homes,
When is a 50/50 divorce settlement not really equal?
In many divorces, former spouses split their combined assets down the middle. But because of market trends, taxes and other factors, the ex-wife often ends up with the short end of the stick.
“Conscientious divorce attorneys want equitable outcomes for their clients,” says Sven Buncher, Managing Partner of The Buncher Law Corporation. “And achieving that often requires a more in depth analysis of the divorcing couple’s assets.”
April 1, 2015
RE: Important Market Update
Dear Client,
All good things must come to an end, even if just temporarily. The
stock market has climbed admirably since March of 2009 and is now
at all-time high valuations according to a number of ratios in the
attached charts. Calling tops is dangerous as the market has always
come back and eventually made new highs, yet there are certainly
good times to take profits and become less vulnerable to stock
market pullbacks… Continue reading
(As reported in Entreprenuer.com on July 16, 2013)
What’s your number?
It seems that we all have a number in mind, whether realistic or not, that if we get there, our financial future would be secure and we could retire without worry. For many this “number” keeps growing and forever seems out of reach. For some this number is “a little bit more,” even though they have long passed their requirements for a comfortable retirement.
After more than 30 years of working with investors and retirees, I have perfected a formula that works for families looking into the future. As you approach retirement and you are taking care of only you and a spouse (children raised and parents are not a financial burden) then the following formula is a realistic target: Continue reading
DANA POINT, CA– (Marketwired – Jul 10, 2013) – Optivest Properties, a property acquisition and management company specializing in mini-storage warehouse and an affiliate of Optivest, announced today that they have joined Northwest Self Storage of Ore. and SecurCare Self Storage of Lone Tree, Colo. to form National Storage Affiliates (NSA), the first affiliate-owned and operated self-storage REIT (real estate investment trust).
NSA now has more than $800 million in committed asset value and is owned by its affiliate operators, who will contribute the ownership of their self-storage assets to NSA over the next few years, as current mortgage debt matures. The formation of NSA, a Maryland real estate investment trust, will make it the largest privately-owned company in the self-storage sector, with approximately 220 facilities, 100,000 storage units and 12.5 million rentable square feet of space located in 15 states. READ MORE: Marketwired
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(As reported in the North Dallas Gazette on May 8, 2013)
By: Mark Van Mourick
When selling a business, owners time their exits for many reasons: health, retirement planning, availability or lack of family successors, competition, technology change and many more. Yet overwhelmingly the question most often asked of financial advisors by entrepreneurial companies is “what’s my business worth?”
Mark Van Mourick, CEO and president of Optivest, Inc., provides five tips to help enhance the value of a business: Continue reading
Pairing Elite Investment Research With Personalized “Family Office” Services For OC’s Wealthiest Families
By: Betsy Sanz
Newport Mesa Magazine
Unless you manage $1 billion pension plan or you are simply a gabillionaire, chances are you don’t have a multi million-dollar research team at your disposal to tell you where to put your money and when to do it. Even your broker likely uses research based solely around the products he or she represents, as opposed to what is available worldwide. Independent research by the brightest minds with the widest visibility to world markets comes at a hefty cost. The reality is that the “little guy” (with investable cash of less than a hundred million or so) is priced out of the advantages of independent investment research.
The clients at Optivest, Inc. are now an exception to that rule… Continue reading
