Valle Egypt - Spreading Awareness

A California resident, Kristin Hetzer graduated from Hope College and holds a bachelor of arts degree with a major in biology. She is the senior portfolio manager of Royal Palms Capital, LLC. Kristin Hetzer also recently authored a book, "Valle Egypt", a non-fiction book focusing on the topic of financial elder abuse.

Valle Egypt was published by Covenant Books of Murrells Inlet in South Carolina. The book functions as a case study and is based on the personal family story of the author. The book’s goal is to increase awareness about financial elder abuse and ways for people to mitigate the problem should it ever happen to them or their close family members. It enables people to learn about fiduciary duty, legal trusts, and estate planning so that they can be more prepared when facing such a problem, and ideally prevent it from ever happening.

By reading the book, people can also better understand the consequences of financial elder abuse, and the story questions and directs attention to the mental capacity of an elder parent and the undue influence of children. The story and legal case also showcase just how an experienced lawyer can come to aid in a situation involving financial elder abuse.

Three Important Golf Etiquette Rules

Kristin Hetzer is a Palos Verdes, California-based finance executive who serves as principal at Royal Palms Capital, LLC. She holds designation as a Chartered Market Technician, Certified Financial Planner, and Certified Investment Management Analyst. Outside of her professional pursuits, Kristin Hetzer enjoys playing golf.

While golf can be a fun recreational activity for individuals of all ages, beginner players should familiarize themselves with the rules of the game in order to exhibit proper etiquette. Here are three things to keep in mind:

1. Players are required to mark their balls with an identifying symbol on the first tee box. This is to avoid confusion with other players when searching for their balls on the course.

2. Avoid slow play. A typical round should be around 4 hours. To ensure this, try and plan shots when approaching the ball, and take no more than 45 seconds between selecting a club and making a shot.

3. Repair ball marks and divots. Balls can often leave indents in the course, and these should be fixed with a penknife, tee, or special two-pronged ball mark repair tool. It's also important to replace divots in the ground and rake the sand after shots out of the bunker.

Hiking the White Point Nature Preserve

An experienced investment management executive, Kristin Hetzer serves as principal of Royal Palms Capital in the eastern San Pedro suburb of Rolling Hills East, California. When she isn’t working, Kristin Hetzer is an avid hiker.

Located at the southernmost tip of the Palos Verdes Peninsula, the White Point Nature Preserve features a number of interconnecting trails that offer hiking loops that range from 1 to 2.5 miles. The focal point of this 102-acre park is Battery Bunker. Built in 1942 as a strategic World War II coastal defense site, this large artillery bunker has been out of commission since 1978.

The Preserve is also home to the best nature trail in the greater San Pedro region, according to the independent online hiking authority AllTrails. Accessible year-round, White Point Trail is a relatively easy loop trail that covers 1.3 miles of the White Point Nature Preserve. Among its other flora and fauna, the trail boasts a large number of wildflowers that attract hikers.

Investments and Wealth Institute Presents Behavioral Finance Week 2020

Kristin Hetzer has built a career as an investment management professional in the greater Los Angeles area. To complement her leadership at Royal Palms Capital, located in Rolling Hills Estates, Kristin Hetzer participates in professional organizations such as the Investments and Wealth Institute.

As part of its mission to enhance the skills of financial professionals, the Investments and Wealth Institute presented its second annual Behavioral Finance Week. Taking place September 7-13, 2020, the week aimed to bring attention to behavioral finance, a field that examines the role of psychological biases in financial behavior and markets.

The week’s proceedings included the Behavioral Finance Forum. The organization’s first online-only conference, the one-day event consisted of programming designed to help financial professionals develop an understanding of current topics in behavioral finance. Along with enjoying access to experts in the field, such as faculty members from the University of California, Berkeley’s Haas School of Business, attendees had the opportunity to take part in networking and social activities.

Behavioral Finance Week also saw the Investments and Wealth Institute reveal the results of the BeFi Barometer 2020, a survey it commissioned alongside Charles Schwab Investment Management (CSIM) and Cerulli Associates. The highlights of the survey include the finding that 81 percent of financial professionals applied behavioral finance strategies with their clients in 2020, a jump of 10 percent year over year. As noted by Omar Aguilar, a chief investment officer at CSIM, behavioral finance is a particularly important tool in navigating clients through the unprecedented market conditions of today’s world. 

Investments and Wealth Institute Releases 2020 Investor Report

The Principal at Royal Palms Capital, LLC, Kristin Hetzer possesses expertise in investment management and security analysis. Kristin Hetzer has been a member of the Investment & Wealth Institute since 2000.

The Investments & Wealth Institute is an association of financial advisors and wealth managers committed to excellence and ethics. The organization, in partnership with the Toews Corporation, commissioned Absolute Engagement, a company that uses client feedback to design a client experience, in March 2020 to conduct an investor research study on the perceptions of their advisors and the steps they can take to keep their clients’ business.

The study revealed that although 90 percent of the respondents remain satisfied and positive that their advisors will help them earn high returns on investments, 44 percent have evaluated their advisors’ standing and contemplated turning to other advisors. This was a significant increase from the 2019 data, in which only 21 percent had considered changing advisors.

To resolve the confidence and satisfaction challenges that are affecting clients, the organization recommended using strategies based on its Exceptional Advisor Model, which combines advanced capabilities, personalized approach, exceptional service, expertise, meaningful guidance, and ethics. Doing so will enable advisors to find new opportunities to create more value for their clients and cement their advisor-client relationships.

Gold Digest Recognizes Two Los Angeles Courses As Best in State

Golf course
Photo by juan gomez on Unsplash

A Los Angeles County-based investment professional, Kristin Hetzer, enjoys staying active in her free time by playing golf. In June of 2019, Golf Digest released its biennial list of the Best Golf Courses in California. Included on the list are two courses in Kristin Hetzer’s home region of Los Angeles.

Bel-Air Country Club

Notable for its exceptionally steep terrain, which requires players to travel between holes via tunnels, an elevator, and a suspension bridge, Bel-Air Country Club has attracted members and their guests since opening in the 1920s. The course originally benefited from a design by George C. Thomas and William P. Bell, and was restored in 2017-18 by Tom Doak, who successfully returned the par-70 layout to its original Roaring Twenties glory.

Los Angeles Country Club (North)

This par-71 venue stretches for 7,530 yards through the outskirts of Los Angeles. Also designed by George C. Thomas, with help from William P. Bell, the course similarly underwent a successful renovation in the 2010s. Notable holes include the long and challenging par-3 9th and the picturesque par-3 11th, the latter of which offers a view of downtown Los Angeles.

Benefits of Attending the CMT Annual Symposium

A Chartered Market Technician (CMT), Kristin Hetzer serves as principal of Royal Palms Capital, where she provides security analysis and daily compliance oversight of operational and investment processes in line with each client's risk profile. Kristin Hetzer is a former board member of the CMT Association and continues to hold membership with the professional organization.

The 2019 CMT Annual Symposium takes place on April 4 and 5 at the Convene Conference Center in New York City, and will explore external forces that affect price dynamics across worldwide markets. The agenda has yet to be released, but there are several reasons to attend, the most essential of which is the chance to connect with like-minded value generators and industry leaders around the world, as well as meet potential new clients or partners. Moreover, the symposium presents a variety of learning opportunities for market technicians and financial experts. Sessions generally explore innovative decision-making frameworks, while industry-leading firms often share the latest techniques in data collection and analysis. 

The symposium also features multiple keynote presentations from industry leaders. Past speakers have included CEOs and executive-level leaders like Tucker Balch, Josh Brown, Peter L. Brandt, and Marc Chaikin. Standard registration, which is available until February 1, 2019 costs $899 for members and $1,099 for nonmembers.