Genworth’s Post

If the Texas Stock Exchange (TXSE) is smart, they will build their Stock Exchange using blockchain or ledger technology. #NYSE will be converted over to be compliant with #Web3/ / the Quantum before you know it. This is a real opportunity to set the NEW financial industry standards. Stocks and DeFi??? And TXSE can use 1) Hedera or 2) Polygon Labs or 3) Ripple Technology. #BusinessAnthropology

To what extent is investing in the secondaries market a smart choice? James Beck, Chief Operating Officer at NewView Capital, will be joining this panel discussion at SuperReturn CFO/COO to talk about success in the secondaries space. What do the next few years look like for private credit secondaries? Register by this Friday, 22nd September and save up to £700: http://spr.ly/6042P7sd4 #SRCFO #COO #secondaries #privatecredit

Throwback to last month’s physical MSM (monthly Synergy meeting). Embracing the diversity in the branch! With Joanne, Aisha, Syahilah, myself, and Rainer. (Missing our other Ang Mo teammate, Joel.) Diversity means each of us has different strengths; that’s the value we put to the table. Oh yes, we are recruiting! Drop me a message to learn more! #AverroesWealth #LincWealthAdvisers #SynergyFA #FinancialPlanning #InsurancePlanning #InvestmentPlanning #RetirementPlanning #SavingsPlanning #EstatePlanning

Where success meets success.

Does saving a million dollars seem out of reach? 🤔 We believe that anything is possible with the right plan and support! Remember you don't have to make $1 million to save $1 million. Check out these Five Habits of 401(k) millionaires: 1️⃣ Start Early 2️⃣ Maximize Your Contributions 3️⃣ Make the Most of Your Employer's Match 4️⃣ Choose the Right Asset Allocation 5️⃣ Avoid Cashing Out Early Aligned with our mission of helping clients live the life they've imagined, we're joining with Raymond James and thousands of organizations this week (April 8-12) in encouraging individuals to commit to saving successfully for all phases of life. Every dollar saved today is a step closer to financial freedom tomorrow. And our ‘Focus on Impact' service provides tailored advice and strategies to help you maximize the impact of your money. #TrustedAdvisor #RetirementDreams #SmartSaving #DreamstoReality #401kmillionaire #possibilities

The 3rd Birthday of WS Whitman UK Small Cap Growth Fund is drawing close, one can't help but reflect on how different the investment landscape is since launch. As interest rates have risen, money has flowed out of equities into other asset classes, in particular cash savings accounts and money market funds, and valuations of stocks have contracted. So, why buy the stock market and UK Small Cap? Please get in touch with Joshua Northrop, CFA for an update on the fund. #uksmallercompanies #growthinvesting #fundmanagement

Sheer magnitude of financial planning renaissance @EdwardJones is trying to implement is astounding. Added 1,000 new CFPs last year, out of 6,000 new CFPs from all firms nationwide. Which was more than the next 3 biggest firms COMBINED (Schwab, Fidelity, & Northwestern Mutual). "Edward Jones leads the way in adding CFPs" https://lnkd.in/ercX8N7J

Owning stock in your employer can provide a sense of ownership and pride, but over concentration of your wealth in one stock can be very risky! This episode of “What Should I Do with my Money” discusses options for concentrated stock positions. Tune in! 🎧

Great to see the entire BFG business driving a strong result.

It was a great pleasure to share my experience with some industry peers at one of SJPs Growth & Development events yesterday kindly hosted by Ninety One, one of the fund managers of our Global Quality Fund. More information as to how we at Lamyman & Co look to collaborate with and add value to our professional services connections can be found on our website here: https://lnkd.in/eC72aws9 Thanks for having me Mark Cosier & Jack Barrett. #wealthplanning #wealthmanagement #professionalconnections #financialplanning #financialadvice #referrals #valueadd