Rather than asking When the Fed will cut rates, we should be asking, Why? Last week, Founder and CEO, Kevin Simpson had the opportunity to discuss our playbook with Scott Wapner on CNBC's Closing Bell. ➡ Link: https://lnkd.in/e7i5KzJ7 Capital Wealth Planning, LLC #coveredcalls #dividendinvesting #ClosingBell
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Rather than asking When the Fed will cut rates, we should be asking, Why? Last week I had the opportunity to discuss our playbook with Scott Wapner on CNBC's Closing Bell. Capital Wealth Planning, LLC #coveredcalls #dividendinvesting #ClosingBell
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The summer issue of Perspectives is here! In this issue, get to know Jack Gunn, CFP®, the most recent addition to our team of wealth advisors, and learn what you can buy with 529 distributions. We hope you enjoy reading our newsletter! #wealthmanagement, #financialplanning. #financialadvisor
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Hey #FinancialAdvisor - want to know what separates us? Adam Weisner - SPL President & CEO explains here that what we're identifying is the earliest point of trends - either up or down. Then, we apply exit strategies to that trend. We offer over 70 model portfolios — 50 of which are tactical — making us the the global leader in #advanceandprotect model portfolios. What's your exit strategy? Learn more about our exit strategies and how you can implement immediately at https://lnkd.in/gR8mSmhf #RetirementPlanning #Investment #FinancialMarkets #FinancialPlanning See our SEC adviserinfo online at https://lnkd.in/g_JzhE-2 shermanportfolios.com * The information presented here is intended solely for financial advisor professionals and the firms the represent. All retail investors are directed to consult with their financial professional prior to making any investment decision.
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Lawson Kroeker is inherently contrarian, willing to stand apart from the crowd. As a team, we define winning as success for you; not by what Wall Street managers and analysts say. Our team establishes and maintains investment portfolios meticulously crafted to align with your unique goals and circumstances. Trust Lawson Kroeker to safeguard your financial future. https://hubs.ly/Q02s9J360 #FinancialFreedom #TrustManagement #LawsonKroeker #WealthManagement
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Your company stock is doing well. But is holding such a concentrated position the right strategy for you? Especially when your goal is building generational wealth for your family? Listen as Maxwell talks with a Financial Advisor about investing for the future generations. #MorganStanley
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Trying to time the market might sound like an exciting way to invest, but it almost never translates into long-term financial success. A report from J.P. Morgan shows that if you weren’t invested in the stock market for the 10 best trading days over the past 20 years, your portfolio would have half the value of someone who stayed invested throughout. At Axiom, we help you develop a plan to ensure you stay on the path to achieving lasting financial success. For more on the data, read this: https://loom.ly/LEZr04s. #financialadvisor #wealthmanagement #investing
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Trying to pick that one magical stock that will make you rich is a tempting idea, but it’s really hard to predict which stock will be a winner. If you make the wrong choice, you could end up losing everything. Despite the risks in investing, we can reduce risk by spreading investments across various companies and industries rather than concentrating on a single stock. This is called “diversification.” It might not give you the thrill of hitting the jackpot with one stock, but it helps protect your money by reducing the risk of a big loss. Contact the team at Quinn Financial Planning today to learn how to diversify your investments. #quinnfinancialplanning #financialplanner #financialadvice #investmentadvice #investwell #livewell #sydney #executives #businessowners #companydirector #taxplanning #taxreturns
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Be Wise Think Twice Building wealth is a journey of discipline and patience. By making smart choices and staying committed to long-term financial goals. It's not about quick gains, but consistent progress over time. Embracing a disciplined approach and focusing on steady growth helps us navigate market ups and downs with confidence. With patience as an ally, stay the course and trust in the process, one step at a time. Issued In Public Interest by Metropolitan Stock Exchange Investor Protection Fund. #stockmarket #finance #financialliteracy
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®️ SEBI Authorised 🧠 Innovating Investment Strategies 💲Your Financial Navigator ⌨️ Dm to get started ⬇️ Learn More
From humble beginnings to financial wisdom 🌟 Witness Jamie’s inspiring journey through the world of stock market investing. Where your journey starts is not as important as where it can take you. Let’s grow together! 💼🚀 #InvestingJourney #FinancialFreedom #StockMarketTips #WealthBuilding #InvestmentGoals #SmartInvesting #GrowYourWealth #FinancialLiteracy #MoneyMindset #InvestingForBeginners #StockMarketSuccess #FinancialGrowth #WealthJourney #InvestSmart #LearnToInvest #FinancialWellness #EconomicEmpowerment #InvestmentInspiration #PersonalFinance #MarketTrends #FinancialEducation #Investing101 #FinancialGoals #BuildYourFuture #SavingsGrowth #StockMarketLearning #InvestmentStrategies #WealthMindset #EmpowerThroughInvesting #YourFinancialPath
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Fiduciary Investment Advisor | EA | Helping others reach their investment goals across the Western US.
Tomorrow - 9:00 AM Join us for a conversation about interest rate cuts, and how that could effect your portfolio and the economy. (20 minute watch.) And join future #capstonecoffeeconversation’s with myself and the Capstone Wealth Advisors team by reaching out to me. Share this with a friend who needs to hear this conversation - #interestrates #federalreserve #fed #investing #finance
Capstone Wealth Advisors | Independent Wealth Management on Instagram: "🗣️ Reminder: Second Tuesday of every month @capstonewealthadvisors hosts Capstone Coffee Conversations on an exclusive Zoom call. This month @bfelshaw will be joining @skogsryan to look at the historical relationship between Fed positioning and market returns. What has occurred in past rate-reduction cycles, tightening cycles
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