Latino Corporate Directors Association (LCDA)’s Post

Get ready for the Spring Wealth Retreat in Charleston, featuring Merit Financial Advisors' CIO, Brian Andrew, CFA, in a compelling panel discussion. 'World on Fire: A Macroeconomic Face-Off' Joining Brian are esteemed experts, including Dave Feldman of Pretium, Scott Welch of UnconstrainedThought, and Paul Meeks from The Citadel moderating. Don't miss this insightful discussion! #WithIntelligenceCharleston #MacroeconomicDebate #FutureOfEconomy #FinancePanel #IndustryInsights

Congrats Mike Swafford, CFP ®, CDFA ®, ChFC ®,! Working through the due diligence process with you on your path to Independence was a pleasure. We vetted various options and eventually found the ideal fit for you, your family, your business, and your clientele with Equitable Advisors. I see a very bright future for your new practice. 2024 will be a great year! #financialfreedom #financialadvisor #financialadvisors #wealthmanagement

As we near the midpoint of 2024, William Blair President and CEO Brent Gledhill shares his insights on global financial markets, including how we can help you navigate complex market dynamics in the second half of the year. Read his complete remarks here: https://lnkd.in/gC22K6SA #WilliamBlairClientFocus

Start your new year off informed. Join our CEO, Cannon Carr, as he speaks with panelists to discuss the financial market updates you should know about. To reserve your spot email briandolan@ansleyre.com #financialmarkets #newyear #realestate

🤓 Longhurst Wisdom - ‘The Power of the Herd’ Reinforcing our message to ignore the noise. Severe market volatility can panic investors into making the wrong decision, at the wrong time, for the wrong reason. The noise of the financial press can be overwhelming and your instinct may be to follow the herd. At Longhurst, we will always stand by our principle of maintaining focus on the financial plan rather than reacting to market noise. Together, we will ignore that noise. https://lnkd.in/eMhtRv5P #investing #financialplan #trust

On the heels of the Federal Exonomic update and comments from the PM about “Fiscal Responsibility” I see this! Wonder if we could get this into the briefing notes for the government….: or is that just wishful thinking?

5 Biggest Financial Scam in History 1. Bernie Madoff Ponzi Scheme ($65B) 2. Enron Scandal ($74B) 3 WorldCom Scandal ($100B) 4. Stanford Financial Group ($7B) 5. ZeekRewards ($1B) Stay vigilant and always do your research! #financialscams #fraudprevention

The CNN Fear & Greed index To quote the great Warren Buffett, ‘When fear is high, be greedy…’ Many thanks to all the professional financial planners out there (for example, the team at Trinity Lifetime Partners Ltd ) who are calling their less resilient clients and who are building wealthy by preventing poor money decisions. #investing #financialplanning #financialadvisors

Happy THORsday! New blog on our website: Bob Farrell unveiled his "10 Market Rules to Remember" in 1992, which still remain relevant today. In part 1 of this series, we discuss his first two rules centered around the concept of mean reversion. https://lnkd.in/dRqZj4eZ #THORWealthManagement #InvestmentManagement #FinancialPlanning #Cincinnati