tag:blogger.com,1999:blog-86751014465693866672024-03-13T13:22:34.659-07:00Miriam Nunn on BloggerMiriam Nunn - Philanthropist and Medical Device ProfessionalMiriam Nunnhttp://www.blogger.com/profile/06374717738098738861noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-8675101446569386667.post-9479325976456701802021-11-18T13:28:00.002-08:002021-11-18T13:28:24.124-08:00Miriam Nunn - Stock Market<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhtq9fvhuVoYRQD3FZ3sorpjOyyVruiNt3QivXdCEdE0eXhUfIHqO76cLnZit9gY7vIKfyvvRxV90oOd4df7Ye5HEWawxECICmUr1kIMsnZPH2Og-VAIF6iWhRtq0PhXkcy-QwRrtN9Mu3YQUHzASBHl8f6gsGgMI3cI_h0Gl5Av5mwiANmyO7b9AYj=s1920" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1280" data-original-width="1920" height="213" src="https://blogger.googleusercontent.com/img/a/AVvXsEhtq9fvhuVoYRQD3FZ3sorpjOyyVruiNt3QivXdCEdE0eXhUfIHqO76cLnZit9gY7vIKfyvvRxV90oOd4df7Ye5HEWawxECICmUr1kIMsnZPH2Og-VAIF6iWhRtq0PhXkcy-QwRrtN9Mu3YQUHzASBHl8f6gsGgMI3cI_h0Gl5Av5mwiANmyO7b9AYj=s320" width="320" /></a></div><br /><p><br />Miriam Nunn has come back on board of the Equity Risk Management division and re-ignited her passion of introducing investors to a "better eat to be long in the stock market". The Equity Risk Management division's "dynamic" collaring strategies aim to generate a stream of income from the shares and protect their value through the strategic use of options. The income generated through the sale of covered calls can help generate positive returns and pay for put protection. In effect, the ERM division has taken traditional concentrated asset strategies and made them dynamic in nature.<br /><br /></p>Miriam Nunnhttp://www.blogger.com/profile/06374717738098738861noreply@blogger.com0tag:blogger.com,1999:blog-8675101446569386667.post-9143049325862059202021-11-18T13:24:00.001-08:002021-11-18T13:24:49.846-08:00Miriam Nunn - Equity Risk Management<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgy5tCiUUZPZg4OzF_pxus9faZdv4u9s7znN4Im-QKRzutd9-ZtL1418VsTBXnqml8-OxbroLmsUxCgKW35DH488Yn6fAn0BAdTCfEmX_-0orT92vuaxohC6qXArHXlJE7RuehZWD1kemnCvgVSyli7yYMttECteEEE7RNBNMG8zfmJB9ZNKf0mz_yy=s1920" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1248" data-original-width="1920" height="208" src="https://blogger.googleusercontent.com/img/a/AVvXsEgy5tCiUUZPZg4OzF_pxus9faZdv4u9s7znN4Im-QKRzutd9-ZtL1418VsTBXnqml8-OxbroLmsUxCgKW35DH488Yn6fAn0BAdTCfEmX_-0orT92vuaxohC6qXArHXlJE7RuehZWD1kemnCvgVSyli7yYMttECteEEE7RNBNMG8zfmJB9ZNKf0mz_yy=s320" width="320" /></a></div><br /><p><br />Miriam Nunn has been able to reprise her role in The Equity Risk Management division at Wellington Shields. The Equity Risk Management division provides strategies to individuals that are holding a substantial portion of assets in a single stock. Concentration is assets exposes the investor to the risk of lack of diversification, sole reliance on positive price movement to generate returns and up to 100% loss of principle. Selling a portion of a concentrated equity position to purchase broader investments may hold negative consequences such as adverse tax implications the inability to realize the full upside potential of the equity and diminished voting rights. Our risk management approaches are intended to allow investors to participate in the upside potential of their concentrated asset holdings while attempting to reduce the negative consequences.<br /><br /></p>Miriam Nunnhttp://www.blogger.com/profile/06374717738098738861noreply@blogger.com0tag:blogger.com,1999:blog-8675101446569386667.post-50875350148406434122021-10-15T11:51:00.004-07:002021-10-15T11:51:24.911-07:00Second Generation Medical University of SC Graduate, Miriam Nunn<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjr-VN9TCg3yjxh3J3TRjRZBifJHMFzdOla9gtuTHQgrV4SsZCSCUqOmXDCgxIx8OqaMwS1xJ7KgHQKaOrmUamu7MI2cusjWDvbzFasz7OX2_5S2f8nPbO3xIcng2Vsoj7B7wBw5qTproCC-Jjo-Rfy6T3_UoIqU3qAhK4Scsbl7aX_yHjWxRhG08ad=s320" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="240" data-original-width="320" height="240" src="https://blogger.googleusercontent.com/img/a/AVvXsEjr-VN9TCg3yjxh3J3TRjRZBifJHMFzdOla9gtuTHQgrV4SsZCSCUqOmXDCgxIx8OqaMwS1xJ7KgHQKaOrmUamu7MI2cusjWDvbzFasz7OX2_5S2f8nPbO3xIcng2Vsoj7B7wBw5qTproCC-Jjo-Rfy6T3_UoIqU3qAhK4Scsbl7aX_yHjWxRhG08ad" width="320" /></a></div><br /><p></p><p> Miriam Nunn was a fifth generation Furman graduate and second generation Medical University of SC graduate. While at Furman, she was a United States Senate page, Who’s Who, an executive board member of Student Alumni Council and FUSAB as well as a member of the Delta Delta Delta sorority. </p><p>As an alum, Miriam gave back tirelessly to the Young Alumni Council and Founder’s Day Committee. She was born in Columbia, South Carolina and attended Heathwood Hall until her family moved to Spartanburg. Miriam spent 15 years as an options trader on Wall Street, but never forgot where she came from. She continues to pour her heart in to the continuation of a family legacy and the development of L and I properties for the betterment of the upstate of SC. </p><p>Mrs. Nunn currently lives in Atlanta with her family, but that has not diluted the love she has for her home state, MUSC and Furman.</p>Miriam Nunnhttp://www.blogger.com/profile/06374717738098738861noreply@blogger.com0tag:blogger.com,1999:blog-8675101446569386667.post-40574362365619357712021-10-15T11:38:00.001-07:002021-10-15T11:38:56.032-07:00Miriam Nunn Recieves Multiple Masters, Currently Residing in Atalanta<p> </p><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgZ5bjV_-YtsqdgAMCSFOKHc22d14ogZLi1j4lmYkbv_4hjvKTCFPSMJO7vcFayCEDRtdUvtOrmsykmbbhFg673E74j_XA4EDePYYPeDXONyn5UTleXlbed-z5Pw8FIO50YNx7bcFqy7q1stxsCpwjqeRNTWfK5A-WpQOV2XREPjf2bddOzVktPvWhe=s451" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="235" data-original-width="451" height="167" src="https://blogger.googleusercontent.com/img/a/AVvXsEgZ5bjV_-YtsqdgAMCSFOKHc22d14ogZLi1j4lmYkbv_4hjvKTCFPSMJO7vcFayCEDRtdUvtOrmsykmbbhFg673E74j_XA4EDePYYPeDXONyn5UTleXlbed-z5Pw8FIO50YNx7bcFqy7q1stxsCpwjqeRNTWfK5A-WpQOV2XREPjf2bddOzVktPvWhe=s320" width="320" /></a></div><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjcT_GWC_aUWgOr3N55IwkwKhJgrHjU_bxG5Y2ctw2GeRORzr1wsfoO-74xVoJ0jHgeXcwDi0Msj5rRdZH23U13nylGeRsRPqC-7NnaoobjTzWWk5Yg903hvrIYCirJV0MzHVrAbPdbijHfRetnRKnjZh4NcdBEaY9weVe4KOYZf1db2CZ9UhZ-gTD4=s455" style="margin-left: 1em; margin-right: 1em;"></a></div><p></p><p> A graduate of the Arrhythmia Technologies Institute, Miriam Nunn holds a masters degree in arrhythmias and cardiac rhythm devices, as well as a bachelor of arts from Furman University and a masters of health administration from the Medical University of South Carolina. Currently an arrhythmia device engineer at Grady Hospital in Atlanta, Miriam Nunn previously served as a portfolio manager with Morgan Stanley on Wall Street. An active philanthropist, Ms. Nunn aims to carry on the legacy of her grandfather, Dr. Dwight H. Smith, through her work on the board of the family corporation he founded. </p><p> Through this corporation, she works to develop family-owned properties in the Anderson and Clemson areas, among them long-term care facilities, housing communities, and corporate headquarters that will attract new residents and businesses. Profits generated from this enterprise will fund The Miriam W. Nunn and John Waddell Unitrust, The Kingsley Family Charitable Remainder Trust, and The Kingsley DuBose and Sam Nunn Trust. Ms. Nunn serves as a trustee and board member for all these trusts, guiding them in funding scholarships and other resources for residents of South Carolina.</p>Miriam Nunnhttp://www.blogger.com/profile/06374717738098738861noreply@blogger.com0tag:blogger.com,1999:blog-8675101446569386667.post-81314420873042654592021-05-18T00:44:00.003-07:002021-05-18T00:44:55.641-07:00How Charitable Remainder Trusts Work<div style="text-align: justify;"><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-NQZZ4p90AD0/YKNwbl5nt6I/AAAAAAAAABk/FqEv232jM40MuxjBI-wotIJaff8NDXQQgCNcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="240" data-original-width="400" height="192" src="https://lh3.googleusercontent.com/-NQZZ4p90AD0/YKNwbl5nt6I/AAAAAAAAABk/FqEv232jM40MuxjBI-wotIJaff8NDXQQgCNcBGAsYHQ/image.png" width="320" /></a></div><br /></div><div style="text-align: justify;"><a href="https://medium.com/@miriamnunn/about" target="_blank"><b>Miriam Nunn</b></a> is an arrhythmia device engineer based in Atlanta, Georgia, with experience in the financial and medical fields. Like her family, and especially her grandfather Dr. Dwight H. Smith, Miriam Nunn is deeply involved in charitable organizations and trusts. She is a board member and trustee of The Kingsley Family Charitable Remainder Unitrust, as well as The Kingsley DuBose and Sam Nunn Trust.</div><div style="text-align: justify;"><br /></div><div style="text-align: justify;">The Kingsley DuBose and Sam Nunn Trust was created to give back to the state of South Carolina. It is funded by a family corporation, formerly known as Land and Investments, Inc originally founded by Dr. Dwight H. Smith with active roles by Johnny “Mac” Walters and Dave Merline Senior. Johnny “Mac” Walters was best known for his courage during the Watergate crisis, but was most fond of his time spent spearheading the IRS. When Mr. Walters came back to Greenville to practice law, he advised Dr. Dwight H. Smith, his dear old friend from Furman, in establishing L and I, Inc. Dr. Dwight funded the family corporation in hopes of leaving his children and grandchildren a legacy, but without Johnny “Mac” Walters and a Greenville legal legend Dave Merlin Sr., nothing would have ever come to fruition.</div><div style="text-align: justify;"><br /></div><div style="text-align: justify;">Because of the diligence of these three men, L and I Inc. became a haven for a tremendous amount of privately held property. L and I’s vast resources became the funding arm for The Kingsley DuBose and Sam Nunn Trust as well as two other trusts, The Kingsley Family Charitable Remainder Trust and the Miriam W. Nunn and John Waddell Unitrust. These three entities comprise a family of trusts that are dedicating resources and assets to the betterment of the Upstate of South Carolina, Clemson athletics, Furman University and The Medical University of SC. Board members include family members as well as pioneers in the development and growth of community liaisons that foster proactive and positive development of local property as well as charitable giving.</div><div style="text-align: justify;"><br /></div><div style="text-align: justify;">A charitable remainder trust (CRT) is an irrevocable trust that people can name as the beneficiary of their retirement plan or IRA to reduce the individual’s taxable income. The CRT disperses the income to trust beneficiaries for a determined period, and after that time, donates the remainder to a previously chosen charity. With the CRT, the trustor can be eligible for a tax deduction while making a considerable donation.</div><div style="text-align: justify;"><br /></div><div style="text-align: justify;">There are two main types of CRTs available, charitable remainder annuity trusts (CRATs) and <a href="https://en.wikipedia.org/wiki/Charitable_remainder_unitrust" target="_blank"><b>charitable remainder unitrusts (CRUTs)</b></a>. With the CRATs, each year, a fixed annuity is distributed, and additional contributions are not allowed. The CRUTs annually distribute a fixed percentage based on the balance of the assets, allowing for additional contributions.</div><div style="text-align: justify;"><br /></div><div style="text-align: justify;">Both CRTs create several advantages for the trustor, one of which is the preservation of the value of highly appreciated assets, such as a non-income-producing property. This way, the asset can be contributed to the trust, which can sell it exempt from tax. Another benefit of funding a CRT is the potential to receive a partial income tax charitable deduction.</div>Miriam Nunnhttp://www.blogger.com/profile/06374717738098738861noreply@blogger.com0