Mark Painter

CFA
Retirement, Investing, Small Business
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“Mark Painter, CFA, founder and President of EverGuide Financial Group, focuses his time on helping clients save and grow their money by reducing taxes and building portfolios that reach individual client objectives.”
Firm:

EverGuide Financial Group, LLC

Job Title:

President

Biography:

Mark R. Painter, CFA is the Founder and President of EverGuide Financial group. He has been an investment manager for over 12 years at both the institutional and retail level having managed public mutual funds and individual client accounts. Additionally he has written for Seeking Alpha and been a speaker on various panels and industry conferences. Mark and his team's mission at EverGuide Financial Group is to help their clients navigate their financial course through cost effective wealth management and Everlasting education.

A graduate of Carnegie Mellon University Tepper School of Business, Mark went on to attain his CFA charter in 2009. Mark worked for Stanley Laman Group, Ltd from 2004 2016.

At Stanley Laman Group, Mark quickly went from analyst to portfolio manager in 2005 and helped create their portfolio management business.  Not only was Mark responsible for portfolio management but also had large responsibilities in working with clients to understand their needs and financial goals. In 2014 Mark became the lead portfolio manager of a publicly listed mutual fund (American Real Estate Income Fund).

Education:

BS, Business Administration, Carnegie Mellon University

Assets Under Management:

$30 million

Fee Structure:

Asset-Based

CRD Number:

4877921

Videos
  • EverGuide Financial Group Investopedia
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    Asset Allocation, Bonds / Fixed Income, Stocks, Starting Out
Is it too early to start a portfolio for my one-year-old child, and would it be better to start off with a stock or a bond?
100% of people found this answer helpful

Good for you on thinking towards the future.  It is never too early to start investing.  In fact, the early you start the longer your money has to compound and earn more money.  

Since a 1 year old is not going to need income for a long time, your best bet is to use stocks.  

The only other thing you should consider is what the money will be used for.  Thinking ahead to college you may want to consider a tax advantaged account such as a 529 plan.  

5 weeks ago
    Debt, Investing, Real Estate
Should I use my extra money each month to invest or pay towards the balance of my mortgage?
86% of people found this answer helpful
last month
    IRAs, Taxes, Retirement Plans
If my wife and I already contribute to SIMPLE IRAs, can we also contribute to a traditional IRA to get a bigger tax deduction?
80% of people found this answer helpful
April 2018
    Estate Planning, Investing, Real Estate, Stocks
How should I invest the money I am receiving from a financial settlement?
75% of people found this answer helpful
last month
    Retirement, Social Security, Investing, 401(k)
Should we sell our investments and move our money into cash accounts?
67% of people found this answer helpful
April 2018