PNC’s Post

🔊 "Join the Rebellion! NOW is the time!" As a disruptor, I like to challenge the status quo. At a certain point in your career, you have to choose what side you want to be on - the good guys, or the bad guys. There really is no in-between. In the Dark Side of the industry, doing what's right for clients often means doing what's wrong for yourself. And that has to stop. #MayTheWealthBeWithYou #IAFPWars #financialplanning #conflictfreeadvice #clientfirst #NewOutlookWealth Join the Rebellion with me! Register at https://iafpsymposium.ca/

Excited to share key insights from our recent industry roundtable!   Following an unprecedented year in secondaries market activity, I had the privilege of joining my admired HUB International colleagues Blake Whittemore, CFA, MBA and Chris Veber for some in-depth discussions with leading transactional risk insurers. Our conversations explored the remarkable 2024 deal landscape and uncovered compelling predictions for the future of the market.   I’m sharing some notes from those discussions and stay tuned for detailed observations that could shape GP-led continuation vehicles in 2025. Looking forward to engaging with the deal community on these insights.   #TeamHUB #PrivateEquity #GPLedContinuationVehicles #MarketInsights

Portfolio prediction for next week: CVS Health( $CVS ), Noble Plc( $NE ), Comcast Corp( $CMCSA ), Columbia Banking( $COLB ), Visa( $V ), Fifth Third( $FITB ), McCormick Company( $MKC ), Chipotle Mexican( $CMG ), Johnson Controls( $JCI ), Goldman Sachs( $GS ), United Bankshares( $UBSI ) and Bristol Myers( $BMY ) https://lnkd.in/gC7U5a7m

Our Savings Squads Have Officially Kicked Off! We’re so excited to see our amazing members starting their journey toward their financial goals. Each savings squad operates for 5 months, giving you the structure and consistency to save smarter and achieve more. A big thank you to everyone who joined this savings circle. we’re thrilled to have you on board! Here’s to another cycle of growth and success for all our squad members. Missed this one? Don’t worry, you can join our next savings circle soon. Stay tuned! #AjoSquad #SavingsSquad #SmartSavings #FinancialGoals #TogetherWeGrow

https://buff.ly/3XrittA Our ThrowBack Thursday Post for this week asks the Question: EBV: Now or Later? EBV (Evidence Based Valuation©) is the future of professional appraisal. Valuation, as an industry, is due for revolutionary change. Am I ready? How do I get ready? What’s gonna happen? Should I retire, adapt, or lead the way?

The Week Ahead GS, UNH, JNJ, AXP, NFLX, BLK, BAC, PGR, MS, PNC, JBHT, USB, KMI, UAL, ALLY, ABT, BX, DPZ, TSM, HAL, TRV, ARDT, TWFG, LRTX, RECT, CIFR, SOUN, ZAPP, TSLA, HELE, HLVX, INDV, BSFC, VLCN, GES. The spotlight next week will shift somewhat to the second quarter earnings season from the Federal Reserve and monetary policy. Market watchers will receive results from several major names, including Dow 30 components Goldman Sachs (GS), UnitedHealth (UNH), Johnson & Johnson (JNJ) and American Express (AXP), along with streaming giant Netflix (NFLX). The Fed will still garner some attention as traders will be keen to hear from a jam-packed slate of central bank speakers, just ahead of the pre-monetary policy meeting blackout period. In terms of the economic calendar, after a fortnight of labor market and inflation indicators, activity data will pick up in the form of the latest retail sales and industrial production reports. Earnings spotlight: Monday, July 15 - Goldman Sachs (GS) and BlackRock (BLK). See the full earnings calendar. Earnings spotlight: Tuesday, July 16 - UnitedHealth (UNH), Bank of America (BAC), Progressive (PGR), Morgan Stanley (MS), PNC Financial (PNC), and J.B. Hunt Transport (JBHT). See the full earnings calendar. Earnings spotlight: Wednesday, July 17 - Johnson & Johnson (JNJ), U.S. Bancorp (USB), Kinder Morgan (KMI), United Airlines (UAL), and Ally Financial (ALLY). See the full earnings calendar. Earnings spotlight: Thursday, July 18 - Netflix (NFLX), Abbott Laboratories (ABT), Blackstone (BX), Domino's Pizza (DPZ), and Taiwan Semiconductor Manufacturing (TSM). See the full earnings calendar. Earnings spotlight: Friday, July 19 - American Express (AXP), Halliburton (HAL), and Travelers (TRV) See the full earnings calendar. IPO watch: Hospital and healthcare clinic operator Ardent Health Partners (ARDT), insurance services provider Twfg (TWFG), and biotech firm Lirum Therapeutics (LRTX) are expected to price their IPOs and start trading in the week ahead. The analyst quiet period ends on Rectitude (RECT) to free up analysts to post ratings. Data Volatility watch: Options trading volume is elevated on Cipher Mining (CIFR) and SoundHound AI (SOUN). The most overbought stocks per their 14-day Relative Strength Index include Zapp Electric Vehicles Group (ZAPP), Tesla (TSLA), and Power Solutions (OTCPK:PSIX). The most oversold stocks per their 14-day Relative Strength Index include Helen of Troy (HELE), HilleVax (HLVX), and Indivior (INDV). Short interest has moved higher on Blue Star Foods (BSFC), Volcon (VLCN), and Guess? (GES). What You Missed... Donald Trump 'fine' after assassination attempt from mad gun man shooting. Arbor Realty stock drops after report of federal probe, short seller attacks The top growth stocks, ranked by Seeking Alpha analyst ratings Nvidia leads slide as investors rotate out of mega tech Goldman lists its top 25 Bill Gross: Tesla is acting like a meme stock

You know, those Q1 earnings results? They're a pretty big deal! They give us a sneak peek into how a company's doing financially and operationally. And guess what? They can have a real impact on how investors feel about a company, which can affect stock prices and show just how well a company's strategies are paying off in the market. Why do investors care so much about Q1 results? Well, it's like getting an early report card for the year. When a company knocks it out of the park in Q1, it's a sign that they've got some pretty savvy management and some exciting growth potential ahead. And that's not just good news for them – it can boost confidence in the market overall. So, the next time you hear about those Q1 earnings, remember, they're more than just numbers – they're a window into a company's success story in the making! Proud to represent Dayforce, where we #MakeWorkLifeBetter for our clients and for each other! ❤️

Excited to share key insights from our recent industry roundtable!   Following an unprecedented year in secondaries market activity, I had the privilege of joining my esteemed HUB International colleagues Blake Whittemore, CFA, MBA and Whitney Finnegan for some in-depth discussions with leading transactional risk insurers. Our conversations explored the remarkable 2024 deal landscape and uncovered compelling predictions for the future of the market.   I’m sharing some notes from those discussions and stay tuned for detailed observations that could shape GP-led continuation vehicles in 2025. Looking forward to engaging with the deal community on these insights.   #TeamHUB #PrivateEquity #GPLedContinuationVehicles #MarketInsights

A lot going on as always. Check out this very digestible (time wise) interview I was fortunate to be a part of yesterday with Oliver Renick. Hit me up with questions or if you want to chat about portfolio positioning, #earnings season so far, what to do with your 401k that needs to roll, how to think about passing your #wealth to your next of kin, thoughts on the #HomeRunDerby, my favorite day of the year: #AmazonPrimeDay, dinner with friends tonight etc... jpetrides@tocqueville.com #tocquevilleassetmanagement #wealthmanagement #retirementincome #riskmanagement #longterminvesting https://lnkd.in/eevnymnQ

For almost two centuries, WTW has helped smart people transform tomorrows and solve their people, risk and capital challenges. Our short video captures this brilliantly.... https://ow.ly/HiEw50TJPj5 #WTWPerspective