Author: Gary Korolev, CFA

Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning and Retirement Planning needs. His practice focuses on High Net Worth individuals, families and business owners with financial needs far beyond investment management. Gary’s clients are provided with a truly comprehensive Wealth Strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys. “We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax efficiently that they come to see us as their primary source of financial expertise. We work closely with our clients’ attorneys and accountants to address their financial, tax, estate and philanthropic needs.” Gary has a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses. He resides in Northern Virginia with his wife, son and daughter. When not working, Gary enjoys spending time with his family and friends as well as reading and travel.

Good News For Investors: Inflation Likely A Thing Of The Past In The Near Term

The inflation fight appears to be won. What follows a won fight is rarely a celebration — it is usually a slowdown. A short note on what the latest readings show, and how the portfolios are positioned while the economy digests the cost of getting prices under control. THE READ Disinflation confirmed, growth cooling Recent […]

Sovereign CEO, Gary Korolev, CFA Briefly Discusses Status of the Market Post Fed’s Meeting at Jackson Hole

MARKET NOTE Gary Korolev, CFA — CEO, Sovereign Wealth Management Markets went to Jackson Hole looking for a signal. Powell gave them one, and it was not the signal they had hoped for. The Federal Reserve Chairman’s speech was watched closely for any indication of what comes next. He was unusually direct — the Fed […]

Sovereign CEO Gary Korolev on where we are in the investments cycle

For a decade, a falling stock market brought the Federal Reserve to the rescue. This time the Fed is the reason it is falling. A market update from Gary Korolev on where each major asset class stands, why the usual defences are not working as expected, and what that means for portfolio positioning while conditions […]

Sovereign CEO Gary Korolev on Current Market Volatility

A NOTE TO CLIENTS Sovereign Wealth Management Interest rates are the price of money. Raise the price and liquidity tightens — reliably, every time, regardless of what anyone would prefer. Given the volatility of recent weeks and the general absence of predictability, it seemed worth setting out plainly how we are reading the situation — […]

Uranium Fever: How to invest in uranium in light of the turbulent events in #Kazakhstan

Just one Central Asian republic moved the price of a commodity that forty percent of the world depends on… Unrest in one Central Asian republic moved the price of a commodity that forty percent of the world depends on — and the companies that mine it fell while the metal itself rose. That divergence is […]

Health & Wealth Podcast with Carter & Tim

A boy leaves the Soviet Union because his father went to prison twice for running a business. Forty years later he runs one of his own, in a country where that is simply called work. Gary Korolev joined Carter Wilcoxson and Tim James on the Health and Wealth podcast for a long conversation that moves […]