Activest Wealth Management LLC.

🌟 Exciting Insights from The Future of Wealth Management Panel!   We are thrilled to share that Jacob Taurel, our Managing Partner, participated in an exciting panel at the Markets Group event, discussing The Future of Wealth Management.   The conversation delved into key industry trends, highlighting: • The rise of advisor independence and the growing demand for platforms like Activest that empower advisors with the tools and flexibility to succeed. • Succession planning and how Activest supports retiring advisors with tailored solutions for their practices. • Generational wealth shifts, emphasizing the need to engage with younger generations and family governance. The importance of technology in wealth management. From the tech stack approach, incorporating the best software providers, to using artificial intelligence to drive efficiency and service quality.   Jacob provided invaluable insights into how Activest is well-positioned to lead in this ever-evolving landscape. We are excited about the future of wealth management and the role independent advisors will play!   #WealthManagement #FamilyOffice #FinancialAdvisors #AdvisorIndependence #Activest #AI #TechInFinance

📊 Global economic update: Key topics of the week From declines in U.S. home sales to rate cuts in China, this week leaves us with a variety of relevant trends in the global economy. Furthermore, the IMF projects an economic contraction in Argentina, while in Europe consumer confidence continues to rise. #GlobalEconomy #Investments #FinancialMarkets

🇺🇸 U.S. Elections: ¿How Could They Influence the Economy and Markets? We are approaching the final stretch of the presidential elections, with proposals that could impact key sectors and the stock markets. Maintaining a diversified strategy will be vital to navigating this volatility. #USAElections #GlobalEconomy #Investments #FinancialMarkets

Team members make the difference ✨ Today we want to introduce you to Jacob Taurel, our Managing Partner, whose leadership and vision have been crucial to our growth and success. 💫 Learn more about him:

🌍 Summary of the Week’s Main Economic Trends  Retail sales rise in the U.S., inflation slows in the U.K., and the IMF cuts growth forecasts for Mexico.    #GlobalEconomy #Investments #Markets #EconomicTrends 

3Q24 Earnings Season: What to Expect from the S&P 500 📊 The earnings season has started, and year over year earnings growth of 4.1% is expected for the S&P 500. So far, ~79% of companies have exceeded expectations. The Technology, Communication, and Healthcare sectors are leading the growth. #Investments #SP500 #CorporateEarnings #FinancialMarkets

🌍 Economic Outlook: Key Events in the U.S., Europe, Asia, and Latin America  Inflation in the United States slightly exceeded expectations, while members of the ECB hinted at another rate cut. Meanwhile, China disappointed markets by refraining from announcing new stimulus measures. These are some of the key events that investors are closely watching.  Stay informed to understand the factors shaping the markets. 📊    #SmartInvesting #FinancialMarkets #EconomicTrends #GlobalOutlook #GlobalFinance

🌍 Geopolitics and Markets: How Do Recent Shocks Affect Them? Tensions in the Middle East are generating uncertainty in global markets. From rising oil prices to increased demand for safe-haven assets, it is essential to stay alert to market movements. While the immediate effects are often volatile, they historically tend to be temporary. #Geopolitics #FinancialMarkets #Investments #Commodities #Inflation

Janessa always help us to bring a unique blend of financial expertise and a personal touch. Learn more about her 💼✨

🌍 Economic and Financial Outlook: Key Events in the United States, Europe, Asia, and Latin America    Here’s a quick look at the main financial events that are moving the markets.  📊 #GlobalEconomy #InvestmentStrategies #Macroeconomics #MarketUpdate #FinancialLeadership