The High Street Balanced Prescient Fund has been featured in the June edition of the Corion Monthly Report. We continue to strive for excellence and provide outstanding service to our clients. Discover more about our High Street Balanced Prescient Fund and the strategies that keep us ahead: https://ow.ly/oSmw50SySLq Read the full report here: https://ow.ly/9csn50SySLs #HighStreetAssetManagement #InvestmentInsights #HighStreetBalancedPrescientFund #MarketLeadership
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Jack Treynor's innovative metric showcases a mutual fund's performance against market risk, adding depth to portfolio analysis and building on Sharpe's groundbreaking theories. To know more, check out the full video: https://bit.ly/3TcjQdy #FinSchoolby5paisa #MutualFunds #FinancialLiteracy #LearnAndEarn #StockMarketIndia
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BPDR's founder, Daniel, prefers his investments to be... well, boring? Daniel isn't a fan of constantly checking the stock market and dealing with its uncertainties. 📉😣 Instead, he loves the stability and peace of mind that comes with Golden Goose Properties. 🏡✨ With Golden Goose Properties, Daniel does the hard work once—finding the right investment, securing the property, and setting it up. Then, he can sit back and enjoy a steady stream of monthly positive cash flow and passive income. 💰😌 No more sleepless nights over market fluctuations. Just a reliable, consistent income that lets him focus on what truly matters. 🌟 Join our FREE webinar and discover how to achieve the same peace of mind and financial freedom. 👉 https://lnkd.in/gzZYUPwt #BPDR #GoldenGooseProperty #PassiveIncome #PropertyInvesting #FinancialFreedom #InvestSmart
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In the most recent Matthews™ publication, Corey Russell wrote about the complexity of CRE capital markets. Read more below 👇 🔗 https://lnkd.in/gA6Zurts #Matthews #CRE #RealEstate #CapitalMarkets #MCM
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Consultancy, Collaboration, Introductions, Business Development, Discretionary & Advisory Investment Management, Dealing with Advice and Execution Only Services, to Private Clients, Trusts, Pension Funds and Charities
Winterflood Research has released its 2024 Investment Trust top picks of trusts on a discount to their underlying net asset value… …what would be interesting is an arch “passive” such as Robin Powell coming up with reasons as to why a retail investor shouldn’t follow this approach (noting his post the other day). I’m sure he will argue: 1. Cost 2. Performance of individual managers etc etc…basically the folly of investing (which he indicated was akin to gambling and even quoted the South Sea Bubble even though that came about as a result of trying to find a solution to Government Debt and was therefore a Public/Private partnership - sound familiar?) …let’s hope he picks up on the post and see what he says? Investment Trust “fans” such as Ben Conway and those who have campaigned hard for better treatment of Investment Companies such as Ros Altmann and Sharon Bowles…any views on these lists? How about The Association of Investment Companies (AIC)….? Afterall…isn’t this what Social Media is all about - opinions! 🤷🏻♂️🕊️ #socialmedia #investmentmanagement
In The Media: Citywire cite our recommendations for 2024. Michelle McGagh #investmenttrusts
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Hear from our independent financial professionals, including Meredith Dekker ChFC®, CDFA®, Mike Moffitt, and Andy Wallace, CFP®, about their experiences with Silver Oak Securities. Their stories highlight the unique benefits and supportive community we offer. Discover the Silver Oak difference today: https://lnkd.in/e9JKCdFj #FinancialProfessionals #JoinSilverOak #FinancialPlanning #WealthManagement
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As we enter the second half of the year without any rate cuts in the rearview mirror, Hilltop Securities Inc.'s Tom Kozlik says it’s not too late to take advantage of generationally attractive yields and Macquarie Asset Management’s Greg Gizzi calls it a historic opportunity for municipal bonds. Build America Mutual ’s Gia Calabrese also weighs in on one sector getting investors’ attention where she says volume has doubled. 👉 https://lnkd.in/enqCXP8Q 👉 https://lnkd.in/eZnN2nrx 👉 https://lnkd.in/eQF6PGN6
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Senior Portfolio Manager at Tidal Financial Group and Co-Portfolio Managers of the Amplify Transformational Data Sharing ETF (BLOK)
Structure Matters (SM): Sam Stovall always speaks his mind! Sector analysis and #market trends have bene his focus for many decades! (Sorry Sam, I mean this with respect!!) #Technology #banks $Amzn and #Innovation. We will chat about it all with Sam TODAY!!!
We’re hanging out with Sam Stovall of CFRA Research this week – same time but different day! Join us on Wednesday 2/28 at 5pm ET at www.getthinktanked.com #etfs #investing #research #markets #finance with the ETF Nerds Michael A. Gayed, CFA, Dan Weiskopf, Michael Venuto, Cinthia Murphy & David Dziekanski
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Don’t miss out on the latest updates in LIHTC and capital markets! Shoot us an email at team@fallbrookfinance.com with 'SIGN ME UP' in the subject line, and get plugged into our exclusive weekly newsletter packed with insights and industry news! #LIHTCupdates #FallbrookFinancialServices #ExclusiveAccess #StayInTheKnow"
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Join Matthews™ Capital Markets for a conversation about the topic on everyone's mind: interest rates. 🔎 👉 Register for free here: https://hubs.li/Q02J6P6K0 🗓️ August 21, 2024 #Matthews #CRE #RealEstate #CapitalMarkets #InterestRates
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