Deanna Strable-Soethout

Multi-Strategy funds have become more popular over the years. But what exactly is a multi- strategy fund and how does SWIB’s implementation of a multi-strategy portfolio benefit the overall investment strategy for the Wisconsin Retirement System (WRS)? In the newest episode of The SWIB Podcast, SWIB Senior Portfolio Manager Chase Nicholson, CFA, CIPM, explains what a multi-strategy portfolio is, why SWIB has the portfolio, and how that portfolio fits into the long-term investment strategy for the WRS. #WhySWIB #SWIBEdge https://lnkd.in/gxfnbNe

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🎙️ In this episode, Chase Nicholson, CFA, CIPM explains how a multi-strategy portfolio fits into the long-term investment strategy for the Wisconsin Retirement System. Check out The SWIB Podcast below.

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With multiple changes to the age you have to begin taking required minimum distributions (RMDs) in recent years, understanding this aspect of retirement planning is more critical than ever. Watch our latest video as Ryan Ledden, CFP®, RICP® breaks down RMDs and provides clarity on how they impact retirement planning. Plus, explore options for those who don't need immediate income: https://lnkd.in/gewKsVwh

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CJ Nizich, Director, Variable Annuities & Insurance, sits within our Specialist Consulting Group and specializes in helping advisors find ways to incorporate insurance products into their clients' long-term financial plans. One of the favorite parts of his role is simplifying complex retirement planning strategies to help clients meet their financial goals. Learn more about CJ in the video below and see how our Specialist Consulting Group may be able to help you: https://bit.ly/4bD3Tmc #JHI #JanusHenderson #BrighterFutureTogether #ClientsComeFirst #SpecialistConsulting #SCG #WealthManagement #US Investing involves risk.

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Silver Wave’ Isn’t the Only Factor Boosting Annuities John Manganaro - Think Advisor The record “silver wave” of people turning 65 this year has created a significant tailwind for annuities, according to Principal’s Sri Reddy, but that’s not the only factor driving annuity sales figures higher. Individual investors have shown record interest in annuities since the start of 2022, according to Reddy, who serves as a senior vice president for retirement and income solutions at Principal. The outlook for annuity sales remains vibrant thanks to increasingly widespread interest in guaranteed retirement income. #CLLife #fixedannuity #annuities #insurance #retirement #retirementplan CL Life and Annuity Insurance Company SM-1024

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With such full schedules, it’s no wonder that so many advisors have difficulty navigating the ever changing and hazardous maze of compliance. https://lnkd.in/dmnUbYXi #Independentfinancialadvisor #Compliance #financialadvisor #finance #money #trading #investment #business #wealth

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Unlocking Financial Independence: Retirement Planning Insights for High-Earning Physicians This week on FIN LYT by EWA, join Matthew Blocki, CFP® ChFC® RICP® and Jamison Smith as they discuss retirement planning for young, high-earning physicians. They explore the evolving financial landscape, inflation's impact on savings goals, and the need for a more substantial nest egg to achieve financial independence by age 65. Don't miss this insightful conversation⬇️

This week on "Financial Planning: Explained”, host Michael Menninger, CFP® welcomes back Thomas Balis, CFA. This is part three of a three-part series discussing the mid-year economic update and forecasts. Thomas is the founder and Chief Investment Officer at Cornerstone Portfolio Research. In this episode, Thomas and Mike talk about the Federal Reserve and interest rates, along with deficit spending, and risks of inflation. They also discuss the "Mag 7" stocks and their significant impact on the US markets. This is a great episode for investors at any level. Click here to watch the full episode: https://lnkd.in/gwkTkhVb #financialplanning #investmentplanning

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On this week's on "Financial Planning: Explained”, host Michael Menninger, CFP® is joined again by Kyle Ryan, CFP®, ChFC®. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is the final leg of a three-part series on understanding the rules and nuances of social security. In this episode, Mike and Kyle discuss when to apply for social security, specific strategies to consider, and the taxation of social security. This is a great episode that really dives into the heart of the topic and answers a lot of questions that you may have. Click here to watch the full episode: https://lnkd.in/e8maH4wy #financialplanning #socialsecurity

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Individuals working with a financial planner report they are more organized with finances, have a better understanding of complex issues, and ultimately achieve greater satisfaction with their wealth than those doing it themselves. No matter what your goals are, B. Riley Wealth advisors can help you develop a plan to achieve them. https://lnkd.in/epgRXE7K

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The answer: a "flexible spending strategy." Thanks to Robert Powell, CFP®, RMA® for this in-depth coverage of the methodology behind IncomePath for MarketWatch. https://lnkd.in/gpwuY-_p Follow us on LinkedIn for updates and insights or visit our website to download the "Freedom to Spend" white paper that Bob refers to in the article: www.incomepath.com #FreedomToSpend #WhitePaper #FlexibleSpending #research Michael Finke Tamiko Toland

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