Sunpointe Investments

Let’s talk about the importance of compounding in legacy planning. Matt Zeigler and Ben Tuscai, CFP® explain how assets can grow over time due to compound interest — and how tax liabilities can compound. It's important to be aware of this when planning your legacy. https://lnkd.in/gMHa4a-6 #LegacyPlanning #TaxPlanning #FinancialPlanning

Will higher interest rates ever slow down the US economy? The latest data says … not yet! But what about the long term? Let’s explore in our latest report. https://lnkd.in/g7_vzSsV #EconomicUpdate #MarketInsights #InterestRates

When it comes to legacy planning, the word 'fair' doesn't always mean everyone gets the same. Jack Dwyer, CFA, CAIA and Ben Tuscai, CFP® say it's about finding a way to distribute your assets that aligns with your values and goals. https://lnkd.in/gcFyPvks #LegacyPlanning #EstatePlanning #WealthManagement

Thanksgiving is a time for gratitude and giving. Learn how to make the most of your RMDs this November with our helpful guide. https://lnkd.in/gfAeH6jf #RMDs #Tax Planning #RetirementAccounts #FinancialAdvice #WealthProtection

Michael M. Pompian, CFA, CFP, CAIA and Angela Pompian are onsite at the UHNW Institute Symposium and are ready to connect, inspire, and elevate wealth management to new heights! Attending too? Don’t miss the chance to connect! Reach out to Michael and Angela to join forces and explore new ideas together. #UHNW #WealthManagement #FinancialPlanning

✈️ Michael M. Pompian, CFA, CFP, CAIA and Angela Pompian are off to the UHNW Institute Symposium! This premier event brings together some of the brightest minds in wealth management, offering valuable insights into the unique needs of ultra-high-net-worth families. Michael and Angela look forward to connecting with industry leaders and sharing innovative strategies to help our clients thrive in an ever-evolving financial landscape. Stay tuned for insights and takeaways from this incredible event! #UHNW #WealthManagement #FinancialPlanning

Did you miss our Market Environment Report? Catch the replay to unpack the latest economic trends and reveal key insights, including: → Expert analysis of market valuations, benchmark returns, employment data, and more → Actionable strategies for navigating the current market environment Watch here: https://lnkd.in/gyjM855d #MarketInsights #EconomicTrends #FinancialPlanning

Join us tomorrow, October 31, at noon ET for our quarterly Market Environment Report webinar. We’ll unpack the latest economic trends and reveal key insights, including: → Expert analysis of market valuations, benchmark returns, employment data, and more → Actionable strategies for navigating the current market environment → Q&A session with our experienced team Join us: https://lnkd.in/gR7cPajG

Getting ready for the Sunpointe Investments Missouri One-on-One Doubles Championship at Forest Lake Country Club! Stop by and say hi! 👋 #tennis #investments Ed Krass Michael M. Pompian, CFA, CFP, CAIA Angela Pompian Scarlett (Hanzhang) Ni Jocelyn Hillis Lee Boudouris, CAIA, CIPM

Join us October 31 for our market outlook webinar! In this session, we’ll share key indicators — from market valuations and benchmark returns to employment data. Sign up today: https://lnkd.in/gR7cPajG