SWAT Roofing Fort Worth’s Post

In our latest episode, Andy Traub and Tim Dyer discuss adaptability and innovation as a financial advisor. Reflecting on the dot-com boom and the 2008 financial crisis, Tim shares invaluable lessons about adaptability and risk management. From proactively managing portfolios to resisting corporate pressure, his journey emphasizes the importance of aligning with client interests over firm profits. 🎧 Listen now to hear Tim's thoughts on building a sustainable practice that prioritizes client trust: https://lnkd.in/eWqXG_QP

Identifying the right financial planner for you can be a daunting task, especially since firefighters have unique financial needs. https://lnkd.in/ghbwVZ3T #crackyl #firefighters #ems #firstresponders #firefighterfinances #personalfinance

We made a few tactical changes over the course of April, both defensive and offensive. https://lnkd.in/guJUww8x #FixedIncome #Fed #AssetManagement #TouchstoneInvestments #AssetAllocation

Who Funds the NRA? Learn more about this organization’s history and related entities and dig into their financial records and allegations of financial mismanagement in our recently updated report. https://lnkd.in/gdDSJnQi

Finding a trustee you trust isn't just wise, it's a must! 🌟 🤝 They safeguard assets, follow your wishes, and prioritize beneficiary interests. Opt for someone with integrity and financial knowledge to protect your legacy. Estate Armor is here to help establish a trust that suits you. Click the link, let's begin - your Peace of Mind Planning Session's a win! Plus, for tips that matter, sign up - our newsletter's a treasure trove! Visit www.estatearmor.com, get insights that you'll love. Don't delay, show some care, guard your legacy with Estate Armor, we're always there! 💼🛡️ #EstateArmor #TrustWithUs #PeaceOfMindPlanning #LegacyLeaders #TexasTrusts #FamilyFirst #VirtualVirtues #BusyBeesPlan #SecureYourLegacy #GuardianGoals

I am proud to say that once again I will cohost a session at Days of Knowledge Nordic with my partner in crime Carolina Edvinsson. 🥳 Do you want to know how you can Manage multiple companies with less time? Then this is the session for you! Stay tuned to know when and were 😊  #smartapps #eagle #msdyn365 #businesscentral #msdyn365bc #bc

#PrivateCredit #ChartoftheDay: Over 51% of the assessments reviewed in Q1 2024 received a score of b-, which is higher than the 41% across the whole portfolio, while 29% received a score of ccc+ and lower, which is higher than the 28% in the prior snapshot of the whole portfolio. Only 2% of the assessments resulted in scores of b+ and higher compared to 12% in the broader portfolio snapshot. View more charts and data in our #compendium here: https://lnkd.in/e6aCzsjM | #creditportfolio #creditassesments #surveillance #insightfulresearch

Maybe now’s the time to adjust your relationship with money and take a few hints from the other side of the balance sheet https://lnkd.in/gMKJfgah #crackyl #firefighters #ems #firstresponders #firefighterlifestyle #firefighterwellness

Have you discovered MMA Prosper Wise? Ease your worries about financial security with Marsh McLennan Agency's comprehensive financial well-being resource designed to help alleviate the impact of financial stress on your employees.

ICYMI: K2 Integrity’s Mariano Federici, alongside Martin Santos and Karen Casas, presented a practical workshop on combating financial crimes using federated learning at the 23rd Pan-American Risk Congress in Cartagena by Asobancaria. Discover how we're pioneering new solutions in #FinancialCrime and #RiskManagement.