SLK Private Wealth

2024 Q3 Newsletter Alert – The Futility of Forecasting: Why Long-Term Discipline Trumps Short-Term Speculation In our latest quarterly letter, we explore how to best navigate the Fed's actions, economic uncertainty, and the upcoming election. By examining market dynamics, we highlight why staying focused on long-term goals and tuning out short-term noise is crucial during these turbulent times. We invite you to read the full letter for a deeper insight into our perspective.: https://lnkd.in/g4nSgtHD #Newsletter #PrivateWealth

🎉 Exciting News! We’ve Added to Our Team! 🎉 We’re thrilled to announce that we’ve welcomed a fantastic new Client Administrator to our team! 🚀 Joshua Sehwani brings a wealth of enthusiasm and a client-first mindset that perfectly aligns with our values. We’re confident that he will play a key role in delivering exceptional service and support to our clients. Please join us in giving Josh a warm welcome! We’re excited to see the impact he will have as we continue to grow and innovate. #WelcomeToTheTeam #ClientAdministrator #Growth #TeamExpansion #ExcitingTimes

Our team is growing! We are very excited to announce that Jack Marsopian has joined SLK Private Wealth as a Client Administrator. Please join us in welcoming Jack to the SLK family. 👏 #Growing

2024 Q2 Newsletter – Macro & Markets In our latest quarterly letter, we dove into the current economic landscape surrounding inflation, stagflation, and the potential for recession. Despite the resilience shown by the U.S. economy, there are emerging signs of strain that warrant close attention. We explore the nuances of market trends, the lessons history offers, and the opportunities that lie beyond the familiar marquee names.  We invite you to read the full letter for a deeper insight into our perspectives and strategies: https://lnkd.in/dtwu_pvs #Newsletter #PrivateWealth

We're #hiring a new Client Administrator in Los Angeles, California. Apply today or share this post with your network.

Exciting news! SLK Welcomes Two New Advisors to Our Team 🎉 We are thrilled to announce the addition of two exceptional individuals to our team. Please join us in welcoming Adam Weinstock, CFP® and Eleanor “Ellie” Weinstock. Adam joins SLK as Managing Partner and Senior Financial Advisor, who focuses on working with business owners, entertainers and multi-generational families. He focuses to address all aspects of investment management, retirement income management, tax-efficient strategies, estate planning strategies and legacy planning. Before joining SLK, Adam spent over 8 years working as a Senior Financial Advisor and Senior Vice President at Wells Fargo Advisors. Ellie joins SLK as a Managing Director and Senior Financial Advisor. Ellie’s practice focuses on working with multi-generational families and individuals, with an emphasis on retirement income strategies and legacy planning. Ellie has amassed 34 years of experience as a senior financial advisor, serving at Morgan Stanley and most recently at Wells Fargo. Their combined experience and passion for guiding clients on their financial journeys will make them perfect additions to our team. We are confident that their insights and expertise will be invaluable as we continue to grow and strive for excellence in serving our clients. Please join us in giving a warm welcome to Adam & Ellie! #Welcome #TeamGrowth #NewBeginnings #PrivateWealth

🏎️ Zooming into team fun at K1 Speed! Our crew recently took some time out to bond and recharge at K1 Speed. We enjoyed an evening of friendly competition and team camaraderie on the track. This event was a great opportunity for us to connect outside the office and build stronger relationships while embracing our competitive spirits. A special thanks to everyone who participated in making the day a success! Here’s to fostering teamwork and continuing to reach new heights together! 🌟 #TeamBuilding #TeamEvent

2024 Q1 Newsletter - A Revolutionary Approach to Tax-Efficient Investing It's not what you make, it's what you keep. Discover innovative strategies that enhance your after-tax returns. https://lnkd.in/gNuE2RFN

2023 Q4 Newsletter - Macro & Markets As we enter a new phase in the economic cycle, our quarterly letter provides a comprehensive perspective on the current financial landscape, underscoring the importance of strategic and informed investment decisions in an ever-evolving market. Click the following link to read our 2023 Q4 newsletter: https://lnkd.in/gwG9nxBi

Exciting News!! Razmig Der-Tavitian Appointed as Managing Partner 🎉 We are thrilled to announce a momentous milestone in the growth and success of our firm. It is with great pleasure that we share the news that our Chief Investment Officer, Razmig Der-Tavitian, CFA, CAIA, has been appointed as a Managing Partner of SLK Private Wealth.   Razmig has consistently demonstrated exceptional leadership, dedication, and a profound commitment to our firm's values. His strategic vision, innovative thinking, and unwavering work ethic have played a pivotal role in our continued success.   Please take a moment to join us in extending a heartfelt congratulations to Razmig. We couldn’t be more proud. #privatewealthmanagement #excitingnews #celebration