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"When I find myself reminiscing about my sons when they were children, I remember that I have to make it a priority to continue to build memories together now that they are adults. I can’t control how quickly it all went by, but I can control what we do with the time ahead of us." Samantha Macchia | CFP®, CHFC Summit President & CEO #summitfinancial #nowtonext #favoritequote #financialadvisors

Pivoting to finance is a change for me, but here’s why I did it. When considering a new career/job, I feel there are three things to consider outside of the basics- compensation, PTO, and insurance. For me, it’s impact, fulfillment, and growth opportunity. For this reason, while standing with two offers and waiting to hear back from a third company, I chose Northwestern Mutual. Historically, people of color have not been taught financial literacy, and most of us are not prepared for emergencies that may come, such as funeral expenses. I witnessed this firsthand with my family pooling money together for funerals. For me, this was a strategic move based on the impact and transformation I (and many other leaders) can have within Black and Brown communities. There are not many folks who look like me in this industry, but I promise in the coming months and years that I will do my due diligence to empower us, educate us, and move us forward financially, professionally, and personally.

Executive Summary - Key Learnings from Scott Galloway on Wealth, Risk, and Personal Growth Wealth Building Strategies: ♻️ Building wealth requires leaning into one's advantages, such as flexibility and time in one's 20s, to take risks and find talents with high employment rates. ♻️ Investing early, even small amounts, can significantly grow wealth over time through compound interest. Financial Discipline: ♻️ It is crucial to control spending and have the discipline to invest money rather than spending it all. ♻️ Economic security is built through consistent habits and character traits, including diversification and avoiding going all-in on risky ventures. Transparency and Financial Literacy: ♻️ Talking about money should not be taboo; discussing salaries, mortgage rates, and financial strategies can enhance financial literacy and economic security. ♻️ Transparency about financial situations and goals is encouraged to foster a better understanding and control over personal finances. Personal Experiences and Risk-Taking: ♻️ Galloway emphasizes the importance of taking uncomfortable risks, as significant achievements often come from stepping out of one's comfort zone. ♻️ His personal story of financial ups and downs highlights the importance of diversification and managing risks wisely. Role of Luck and Environment: ♻️ Luck and environmental factors, such as being born into a supportive or advantageous situation, play a significant role in financial success. ♻️ Acknowledging these factors can provide a realistic perspective. Mentorship and Networking: ♻️ Seeking advice and building a network of mentors is crucial for personal and professional growth. However, mentorship should be approached incrementally, starting with seeking advice rather than requesting a long-term commitment. ♻️ Engaging with others, asking for advice, and forming a supportive network can open up opportunities and provide valuable insights. Mindset and Resilience: ♻️ Embracing a mindset of atheism and understanding the finite nature of life can liberate individuals from the fear of rejection and encourage them to take bold steps. ♻️ Resilience, especially in the face of rejection and failure, is essential for achieving long-term success. Education and Career Advice: ♻️ Galloway advocates for credentialing and moving to super cities to maximize career opportunities. Super cities offer more economic growth and professional opportunities. ♻️ He advises young people to focus on areas with high employment rates and to be realistic about the challenges in creative fields with high unemployment rates. Family and Relationships: ♻️ Building and maintaining strong family relationships is highlighted as a key component of long-term happiness and economic stability. ♻️ Economic security allows for deeper engagement in personal relationships, contributing to overall well-being and life satisfaction. #managementdevelopment #financeeducation #personaldevelopment

Today is a good day.... the sun is out, the weekend is nearly here and more importantly its our 9th birthday! 🥂 🎂 As we look back over the past 9 years, we are filled with gratitude for the trust and support we've received from everyone involved in our journey. Here's to many more years of success, growth, and shared achievements! #smegrowth #commercialfinance #womeninbusiness #assetfinance #celebrate Caroline Black Jenna Forbes

I am honored to moderate a panel at the 5th Annual Private Wealth DC Metro Forum on March 21st. Joining me will be an esteemed group of financial professionals: Blake Millard, CFA®, Michael Levitsky, CFA®, CAIA®, Jim Polk, C. W. Smead, CFA, and Will Cazalet, CAIA. I look forward to discussing their insights on the panel topic, "The Equity Equation: Evaluating Impact on Portfolios."

Check out what President & CEO Michael Sinnett shares about expanding our mission to positively impact more lives in our community!

Technical Question? Do you know how to add Millions to your retirement,from someone else? Would you rather pay Tax on your retirement withdrawals or take it Tax Free? Do you know of a Platform that will: Expand your Retirement Funds, do it Tax Free, give you access to funds if needed, let you build faster than any other account, safely and with more than you yourself could ever put in? This knowledge can change the game and your future but you have to learn it 1st! Learn more https://lnkd.in/ey7gKmbT 1:51 sec Then learn how it can work for you https://lnkd.in/e8YSvQJN

Discover more about our advisors at Trinity Wealth Management! Get ready to uncover some interesting tidbits about each of them that you may not have known before. Here are a few fun facts about Dan: 🏊♂️🚴♂️🏃♂️ Dan's goal is to keep completing triathlons until he's 70 years old. He's already conquered Saint Anthony's and Saint Pete's - talk about dedication! #TrinityWealthManagement #GreensboroNC

In 1989 I embarked on a career with Northwestern Mutual, and what an adventure it has been! I’m grateful for the opportunity to help clients secure their financial futures and embrace life with confidence and peace of mind. Thank you to my valued colleagues, clients and mentors for making this journey so fulfilling. Here's to the next 35 years! Alex Freund, CFP, CLU, CPA #FinancialPlanning #WealthManagement #RiskManagement #TaxMitigationStrategies #AssetManagement

Hetty Green: Wall Street’s Long-Forgotten Queen **************************************** "People who are honest nowadays are accused of being mad." HETTY GREEN **************************************** Her enemies referred to her as the witch of Wall Street, which was a moniker that could not be further from the truth. The reality was she was among the most talented investors in US history (if not the most talented). She was also modest, honest, and charitable, which was so foreign to stock operators in the lawless markets of the Gilded Age that it was mistaken for witchcraft. For those who missed the webinar, please feel free to join in. In the second half, Michelle Seitz explains how she resurrected many of Hetty Green’s virtues to drive her rapid ascent in the investment profession.