Mary (Bernhard) Gordon’s Post

Join us on the latest episode of The Active Advisor podcast as we chat with @Michael (Mick) Heyman, CFA®, Investment Counselor at Heyman Investment Counseling. Mick covers a wide range client-first approaches including: ·       The psychology behind investing and how to help clients make better financial decisions. ·       The role of communication in managing client relationships. ·       The importance of aligning client objectives with investment strategy.   Check it out!   Apple Podcasts: https://bit.ly/3GBtqPQ Spotify: https://bit.ly/470Dxbr #ActiveAdvisorPodcast #wealthmanagement #investing

Join us on the latest episode of The Active Advisor podcast as we chat with @Michael (Mick) Heyman, CFA®, Investment Counselor at Heyman Investment Counseling. Mick covers a wide range client-first approaches including: ·       The psychology behind investing and how to help clients make better financial decisions. ·       The role of communication in managing client relationships. ·       The importance of aligning client objectives with investment strategy.   Check it out!   Apple Podcasts: https://bit.ly/3GBtqPQ Spotify: https://bit.ly/470Dxbr #ActiveAdvisorPodcast #wealthmanagement #investing

Join us on the latest episode of The Active Advisor podcast as we chat with @Michael (Mick) Heyman, CFA®, Investment Counselor at Heyman Investment Counseling. Mick covers a wide range client-first approaches including: ·       The psychology behind investing and how to help clients make better financial decisions. ·       The role of communication in managing client relationships. ·       The importance of aligning client objectives with investment strategy.   Check it out!   Apple Podcasts: https://bit.ly/3GBtqPQ Spotify: https://bit.ly/470Dxbr #ActiveAdvisorPodcast #wealthmanagement #investing

I enjoyed being featured on Phil Better’s podcast “Stock Dirty 2 Me” in his debut as he relaunches his successful show after taking a year and a half break.   During this interview we discuss: - My unconventional path on becoming an investment advisor - The importance of patience and a long-term mindset when investing - Evolution of my investment approach through the years

Darius Foroux shares his investment strategy! Darius emphasizes the importance of investing in oneself, not just financially but also in terms of personal development and building a strong network. He also shares his own investment strategy, which involves consistently investing in the S&P 500 index fund, and how this approach aligns with Stoic principles by promoting patience and discipline. Listen exclusively at the Dad Edge podcast. listen here: https://lnkd.in/gzeY7FcX #StoicInvesting #InvestInYourself #PersonalDevelopment #FinancialFreedom #SP500IndexFund #DariusForoux #TheDadEdge #WealthBuilding #StoicPathToWealth #InvestmentStrategy

🚀 The business development role within the PE industry has grown significantly. Listen as Gretchen Perkins, Partner and Head of Business Development at Avance Investment Management, discusses how she developed her skills and the mentors she shadowed early on in her career. The episode is full of insights on identifying investment opportunities, navigating market trends, and advice for finding balance. Download the podcast episode to save for later, or listen now at the link in the comments!

This week we get to hear from our Chief Investment Officer, Rick Wedell! - As a veteran investor, Rick joined RFG in 2016 to build an institutional-caliber, client-focused investment platform. Recognizing that foundations and family offices often enjoy a significantly higher level of access and sophistication around portfolio management, Rick designed an investment program focused on bringing that level of service to you. - We talk about how Rick got into investing, how his role comes into play for GFG Clients, and 3 key reasons on why you want to hire a Financial Advisor. - Find the podcast on Apple Podcast, Spotify, and more! Click the link in our bio to stay connected - #GetToKnowRick #GFGWealthAdvisors #RFGAdvisory #WealthManagement #FinancePodcast #Podcast101

🎙️ In this episode of the CGA Podcast, Ronnie Calvert (Class of 1992), a finance professional, joins Leah to discuss his career journey and experiences in the investment management industry. Ronnie shares his insights on working for a boutique investment management firm and what he finds most rewarding about the industry. Listen to the full podcast via https://vist.ly/375he #CGAPodcast #InvestmentManagement #CareerInFinance #ProfessionalPodcast #CaulfieldGrammar

A quote from Titus Maccius Plautus resonates with today's investors: "In everything the middle course is best: All things in excess bring trouble to men." lvpefund.com/market-intel Balance is crucial for long-term investing as needs change over time. Short-term strategies may not always work and can be costly. U.S. News consulted experts to identify some of the best long-term investment strategies for different stages of life. Here are 10 of the top strategies. Read full article 👆 Subscribe to our newsletter for exclusive updates on news, podcasts, and tested & trusted investment advice. Click here to join: lvpefund.com #RealestateMarket #RealestateInvestment #CommercialRealestate #MultiFamilyRealEstate #AccredictedInvestors

A quote from Titus Maccius Plautus resonates with today's investors: "In everything the middle course is best: All things in excess bring trouble to men." lvpefund.com/market-intel Balance is crucial for long-term investing as needs change over time. Short-term strategies may not always work and can be costly. U.S. News consulted experts to identify some of the best long-term investment strategies for different stages of life. Here are 10 of the top strategies. Read full article 👆 Subscribe to our newsletter for exclusive updates on news, podcasts, and tested & trusted investment advice. Click here to join: lvpefund.com #RealestateMarket #RealestateInvestment #CommercialRealestate #MultiFamilyRealEstate #AccredictedInvestors