ALTS’ Post

I am excited to announce that I have been recognized as a Best-In-State Next-Gen Wealth Advisor by Forbes and SHOOK Research. This award specifically recognizes wealth advisors under the age of 40 who have a long career ahead of them. In an industry where the average age of advisors is around 56, I am proud to be one of 61 advisors from Pennsylvania to make the list. In all, there were over 1,600 advisors recognized with this award nationally. #forbes #nextgenwealthadvisor #wealthmanagement #financialplanning #financialadvisor #forbesnextgen #business #stockmarket #investment

Fixed income continues to be one of the hottest topics in the world of investing, and today, it was on fire because these speakers brought the heat (and the insights!) All of our gratitude goes out to: Jeff Cullen, Schafer Cullen Capital Management Nancy Davis, Quadratic Capital Management LLC Brenda Langenfeld, Nuveen, a TIAA company Michael Plage, CFA, Fidelity Investments Thank you for joining us! #FixedIncome #InvestmentInsights #FinLit

Save the Date for The Mergner Group's Special Series Call On Wednesday, February 7, 2024 at 12:30pm and 5:30pm ET. Dial In Toll Free: (877) 777-8895 Participant Code: 0141197 The Mergner Group will be hosting Emily Thomas, Executive Director, Head of Investing with Impact for Morgan Stanley Wealth Management. On the call, we will discuss Investing with Impact through Morgan Stanley, Market Updates, Insights and Outlook for these Portfolios. Save the date for all of our Upcoming Events: https://lnkd.in/efgGJ_DM All are welcome to join & we welcome you to share this invitation with family and friends. #TheMergnerGroup #MorganStanley #WealthManagement #MarketPerspectives #MarketUpdates Notice: Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of Morgan Stanley. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. Individuals should consult with their tax/legal advisors before making any tax/legal related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice. There will be no discussion of, or distribution of written materials relating to, specific products or investments at this presentation. Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC https://lnkd.in/ehTz5YeW

In this episode, Bob Hoyt, President and Investment Committee Chairman at MCM Wealth, and Soren Peterson, AMP 1 Research Analyst, dive into the intricacies of due diligence and its critical role in constructing robust investment portfolios. They explain how the MCM Wealth team conducts thorough due diligence, what factors they consider, and how they mitigate risks to enhance the profitability and stability of investments. Tune in now: https://lnkd.in/dRckh6-N #MCMWealth #MCMPodcast

A very engaging and lively (to say the least) discussion of alternative fund structures yesterday at the Institutional Investor Alternatives Conference. It was great debating the pros and cons with Victoria Greene, CFA, Saumen Chattopadhyay, CFA®, CPA, FCA and Mark Gatto. A lot of great viewpoints on the democratization of alternatives downstream to high net worth individuals is real. Ultimately advisors talking with clients need to understand both the investment merits and operational implications for the client (liquidity, mark-to-market), and make sure that clients understand them too. 

In a recent discussion with William Johnson, Stephen Tuckwood outlines his dynamic role as director of investments at Modern Wealth: "One is to be an extension of the advisory team, joining client meetings and more complex portfolio situations," Stephen T. said. "And the other is building an investment platform for what will ultimately be a nationwide advisory base." Discover in Citywire Pro Buyer how Stephen is transforming our investment approach by crafting diverse and resilient portfolios for our clients as we expand: https://lnkd.in/gANjZsJ6 #investmentstrategies #wealthmanagement

Lunch at the Porter House rarely disappoints. Especially when there’s a side order of reporting season analysis and a few tasty investment insights from the Elston Asset Management team. Thanks for the presentation Andrew McKie, CFA, and Gary Merkel, CFA, and thank you to all the Sydney advisers who made time to catch up. Let’s do it again soon. #assetmanagement #reportingseason #investment

Investors should take the ups and downs of Markets in their stride; over time they will be fairly rewarded as has happened in history. Steve Watson, Equity Portfolio Manager at The Capital Group wrote an article: “How I survived 23 market shocks in 35 years of investing” in Sep 2023. We found this chart in his article to be informative. (This is not intended as investment advice or recommendation by either Dorchester Advisors or by the Capital Group. Please consume responsibly!).

One of the executives most closely associated with Charles Schwab’s services for independent financial advisors and registered investment advisory firms will step down next month. Here’s a look at the legacy left by Schwab Head of Advisor Services Bernie Clark and the challenges for the firm facing successors Jon Beatty and Tom Bradley, with insights from former Head of Pershing Advisor Solutions Mark Tibergien and consultant Andrew Besheer of Besheer & Associates. #rias #schwab #financialadvisors

🌟 Are you familiar with the financial gurus who have shaped the investment world? From Benjamin Graham to Ray Dalio, these individuals have left a lasting impact on how we view money and investing. Here are some key highlights from the top 10 famous financial advisors: - Benjamin Graham: The father of value investing with his revolutionary stock analysis principles. - Warren Buffett: Known as the Oracle of Omaha, his impressive track record and Berkshire Hathaway success speak volumes. - Peter Lynch: Managed the Fidelity Magellan Fund, showcasing the potential for small investors to excel in the stock market. - John Bogle: Vanguard Group founder and pioneer of index investing, changing the investment landscape. - Burton Malkiel: Played a crucial role in promoting index funds through his groundbreaking data and book. - Charlie Munger: Warren Buffett's right-hand man, offering valuable insights and wisdom. - George Soros: Renowned for his bold currency bets and significant trading successes. - Stanley Druckenmiller: Noteworthy for his exceptional investment strategies and successful hedge fund management. - Carl Icahn: Influential activist investor with a knack for unlocking shareholder value. - Ray Dalio: Founder of Bridgewater Associates, introducing innovative investment approaches that revolutionized the industry. 💡 Who is your financial guru inspiration? Share your thoughts and experiences in the comments below! #FinancialGurus #InvestmentLegends #MoneyMatters #ShareYourThoughts https://lnkd.in/dVETtAeC