Pareto Financial Planning’s Post

Great to discuss the current Market & Economic landscape and the impact on planning for our clients with Alex Brandreth from Luna Investment Management & Stuart Carswell. Looking forward to the next one! Pareto Financial Planning

"As we enter the final week of National Savings Month, it's an opportune time to highlight the power of compound interest, a cornerstone of long-term financial growth." - Gabriel Botha Understanding and leveraging this powerful financial concept can significantly enhance your savings strategy. Click on the link below to read this insightful article by Gabriel Botha, Business Development Manager at Prescient Investment Management. https://lnkd.in/dQJA_F45 #NationalSavingsMonth #FinancialGrowth #CompoundInterest #Prescient

This week on Rethink Your Money, John Hagensen, MSFS, CFP® is exploring the connection between financial planning and self-awareness, highlighting how understanding our strengths and weaknesses can lead to smarter investment decisions. He also covers strategies for handling financial setbacks, such as natural disasters, and features a market recap with Chief Investment Officer James Battmer. Tune in for their valuable insights here: https://lnkd.in/esMQD7fG

Did you know only 35% of Americans have a financial planning professional helping them set their investment goals? It's recommended to revisit your financial strategy, making Spring the perfect time to dust off and review your plans with all your documents in order. 📑 Check out our latest blog post for two conversation starters to kickstart your financial spring cleaning written by Merit Financial Advisors' Chief Investment Officer Brian Andrew, CFA 🔗 https://ow.ly/KCRR50RsZQ3... #FinancialPlanning #InvestmentGoals #FinancialStrategy

In Episode 21 of Apriem Financial Cents, Financial Advisor Josh Garland, ChFC®, AIF®, and Chief Investment Officer Benjamin Lau, CFA, delve into the conclusion of Q3, share their expectations for Q4, and discuss the upcoming election. You can view the full episode here: https://lnkd.in/g4e8yguF

Today’s times make it tougher for investors trying to mitigate risk with their investment decisions. It’s important to understand a few investing myths to help you make good decisions. Check out the video below to learn more about those myths. #investingmyths CRN202701-5791910 https://bit.ly/3vY8YXK

If you’re new to investing, how do you get through tough markets? We asked our Chief Investment Officer, Dan Chornous, to share his views for Financial Literacy Month. https://bit.ly/3tBlJmb #FLM2024

If you’re new to investing, how do you get through tough markets? We asked our Chief Investment Officer, Dan Chornous, to share his views for Financial Literacy Month. https://bit.ly/3tBlJmb #FLM2024

Tonight is the night! Discover the fascinating world of behavioral finance in this informative presentation. This session will delve into the psychological factors that influence financial decision-making, examining common biases and how they impact investment choices. Our goal is to provide you with insights that can help make you a better investor. To attend, please register with the QR code listed under Behavioral Finance" attached. This will start at 5:30 p.m. CDT.

If you’re new to investing, how do you get through tough markets? We asked our Chief Investment Officer, Dan Chornous, to share his views for Financial Literacy Month. https://bit.ly/3tBlJmb #FLM2024