Last Call Alert! Don't miss out on your chance to join our call today at 4:15 ET with Samantha McLemore, CFA & Christina Siegel Malbon, CFA. Register now before it's too late! #PatientCapital #TimeNotTIming #InvestLikeAGirl https://bit.ly/4aTStKW
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Financial Professionals at #SchwabImpact: Mark your calendars for an informative session tomorrow (Thursday 10/26) at 9:45am. 📅 Cboe Vest President Jeff Chang, CFA will discuss two strategies that seek to manage risk and generate targeted income. Learn how to implement Target Outcome Buffer Strategies to potentially reduce downside equity risk, and how to generate #income and yield through unique covered-call Target Income Strategies. Stop by booth 2013 while you're here to meet Jeff and the team! #TargetOutcome #TargetIncome #BufferETFs #riskmanagement #definedoutcome
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Pick of the Day (courtesy Lorenzo Faggi) Every week Lorenzo posts, over the week-end, a newsletter called The Financial Novelist, I strongly recommend it for its tone and topics that can be off the beaten track. The recurring question from investors is "should I invest now that we are at a all time high ?", well from a historic basis stand-point most probably. This being said, past performance is not guarantee of future results. #assetallocation #wealthmanagement #sandp500
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If you missed Samantha McLemore, CFA on CNBC earlier this week you can catch her insights on our quarterly call tomorrow. Registration info below #womeninfinance #investlikeagirl #investlikeher #valueinvesting #markettrends #stockmarket
Don't miss our quarterly investor call tomorrow! Samantha McLemore, CFA & Christina Siegel Malbon, CFA will give insights into market trends and their opinions on the first quarter of 2024! Register now! https://bit.ly/4aTStKW #InvestorCall #MarketInsights #PatientCapital #ValueInvesting #WomenInFinance
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Feeling the weight of economic, geopolitical, or Fed policy concerns? You're not alone. Investors are navigating a landscape rife with worry. Enter Hedge Funds, or as we refer to them, Marketable Alternatives—an avenue to potentially mitigate some of these headline risks. Join me in an insightful discussion with Andrew Furney, CFA, CAIA as we explore the key trends and opportunities within Hedge Funds. Discover what clients and allocators should consider in today's dynamic market environment.
Join Bradford Long, CFA and Andrew Furney, CFA, CAIA for our next Fiducient Speaker Series webcast: Marketable Alternatives Update. Save your spot here: https://lnkd.in/epZizM3b #marketablealts #webcast #hedgefunds
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You've achieved personal success, so now you need a way to protect and nurture your hard-earned efforts. Read why high achievers use Cogent Conversations to build a more robust financial future. https://bit.ly/4bOfe3h #CogentConversations #GrowYourWealth #CogentStrategicWealth
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📣 Calling all financial advisors and investors! Wondering what's in store for the market in the next 6 months? Join us Thursday for our Midyear Market Outlook Symposium! Get insights from industry experts like JoAnne Bianco, CFA and Scott Helfstein. Plus, hear what Lara Crigger and Todd Rosenbluth have to say (click play below!). Don't miss out! Register for the virtual #CEcredit session now: https://lnkd.in/gWDtYkzF #investing #FinancialAdvisor #investor
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Connecting with the right target market can be challenging, but we've got the solution! 💡 Join our webinar TOMORROW, November 29th, at 11:00 AM EST as we unveil three practical strategies designed to find contacts within your target market. 💼 Are you ready to make some great connections and level up in the competitive wealth management industry? If so, register now for FREE: https://lnkd.in/gf_tY_g3 #Clairant #ClairantServices #WealthManagement #WealthManagementWebinar #FinancialPlanners #FreeWebinar
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It’s a tale of two timeframes. Shannon Saccocia, CFA, CIMA®, Chief Investment Officer – Private Wealth, appeared on CNBC’s Halftime Report yesterday where she shared her latest views coming into year-end and discussed how she is positioning portfolios to prepare for continued volatility and valuation compression. Watch her interview in the link below. #CIO #CNBC https://lnkd.in/euh-JV43
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