Upton Prowse’s Post

Had a beautiful day with my fellow Sacco members. AGM manenos @College of Insurance... 1. For my Short term plans,I save in the Money Market Fund (MMF -1-3yrs) 2. Mid Term plans - I save in the Sacco (3-5/8yrs) 3. Long term plans - I have monthly checkoff deductions in Endowment (Savings plans 10,15 & 20yrs) I can help you organize and prioritize your finances too. #MoneyDoctor #IfYouFailToPlanYouPlanToFail What's your Plan?🤔

Whether it's building an emergency fund, retiring early, or saving for a dream vacation, let's share and inspire each other. #badiigroup #businessowner #financialplanning #secondopinion #southlaketx #westlaketx #financialgoals

Please find the link below to our December "Holiday" edition of "Not Your ORDinary Newsletter" entitled "Winter Wonderland" Season's Greetings Everyone! What a difference a month can make. November kept its crown as the best performing month for stocks on the calendar (as discussed in our last newsletter), and investors are feeling a sense of relief after the 3-month correction that preceded it. As we close in on the end of 2023, we thought we'd look at what this recent rally in the markets could mean for markets going forward (spoiler: an 8%+ month is historically a good sign), and sprinkle in a bit of commentary on the Canadian economy. To help illustrate our points, we'll get into the festive spirit and borrow a few lines from the classic, "Winter Wonderland". We're sure to be hearing it a bunch over the next few weeks. 'TIS THE SEASON OF GIVING The holiday season is a time of giving, and the time of year when the most donations to charity occur. We thought this was an ideal time to introduce The RBC Charitable Gift Program. To those who may not know about it, The RBC Charitable Gift Program provides many of the same advantages as a private foundation—without the upfront costs, complexities, and ongoing administration responsibilities. Please find the link to our December newsletter below: https://lnkd.in/ePuuqSyU #ordprivatewealthmanagement #portfoliomanagement #investing #giving #charitablegiving

𝗘𝗺𝗯𝗿𝗮𝗰𝗲 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗴𝗼𝗮𝗹𝘀 𝘄𝗶𝘁𝗵 𝗮 𝘁𝗶𝗴𝗵𝘁 𝗵𝘂𝗴! Let's plan for those significant milestones together – be it dream vacations or securing your child's education. Invest with love and kickstart an SIP today! source : Tata Mutual Fund #HugDay #FinancialPlanning #SIPGoals #mutualfunds #mutualfundssahihai

C.O.E. in Wealth and Investment Management stands for Center of Excellence. This is a group of elite professionals poised to come alongside our Financial Advisors and Private Wealth Advisors to help solve complex client needs such as estate planning, charitable gifting, liability management, banking, consulting on the sale of a business, managing complex assets such as real estate, building portfolios to just name a few. This week in the Illinois Market we pulled together the local specialists that are here to partner with our Financial Advisors to help clients achieve their goals! Jennifer Johnson Gordon Lau, CIMA® Rory Mcvey Nathan Young JAMES HILLMAN, J.D., CFA Lisa D. Buetow Kashi Yoshikawa, CFA Ronald Sirt Elizabeth Summers Jay Sluis, CIMA® Laurene Boock @vincent d'amico Michael Wiers Katherine VanBerschot Jeremy M. Stuck Nicole Olson Jasmine Glover Kevin Finch, CFA Cheeni Rao, CFA Heather Hunt-Ruddy Greg Shiveley Jason McLaughlin #illinoismarket #wealthandinvestmentmanagement #wim #wfa #centerofexcellence #growth #clients

Tomorrow is filled with uncertainty. We don't know what will happen. Create a stress-free and anxiety-free life with Sunlife, our life partner. *Protect your life and your loved ones *Have an emergency funds *Create a better future #SunLifePartnerforLife #SunLife129years #SunLifeTrustedFinancialAdvisor

Invest in your child's dreams with SBI Magnum Children's Benefit Fund! 🌟💼 Designed to nurture and grow their financial future, our specially crafted mutual funds for kids instill a lifelong habit of smart investing. 🚀💰 Secure their tomorrow today with Spiral Financial Services. Contact us to know more! #ChildInvestment #FinancialFuture #SmartInvesting #SBIChildrensFund #SpiralFinancial #SecureTheirFuture #InvestInKids #FinancialEducation

Clients always ask what is an emergency fund is and why is it important. Here's the simplified breakdown. https://lnkd.in/eunwT6nY #personalfinances #financialwellness #financiahealth #savings #emergencyfund #planahead #askanexpert #livingconfidently

🚀 NDIS SDA investments are all the buzz right now, but are they really as good as they seem? In this video, I'm sharing the facts on the NDIS SDA investments as it's important to keep in mind that not all opportunities are created equal. 🛑 🎬 If you're considering making a move towards this type of investment, watch the video below to learn more about what sets us apart in this space and what are the key elements of our process--from construction timelines to property management, and how we ensure you benefit as an investor with our full end-to-end solution. If you're keen to dive into the next step, click the link in the comments below and I'll personally send you our info kit to help you get started. Let's have a chat! 📩 #NDIS #SDAInvestments #ImpactInvesting #PropertyInvestment #HighReturns #RealEstateInvesting #AccessibleHousing #CommunityImpact #InvestorSuccess #PropertyManagement

Its not what you earn. It is what you save and invest that creates wealth for you. #GodsTreasuryCooperative #CooperativeJourney #FinancialEmpowerment #CommunitySuccess #GodsTreasuryFamily #FinancialFreedom #CoopValues #gtcs