Al McIntee

Sharing this video about #privateequity and why investors may want to think about adding it to their portfolios. Hear Portfolio Manager Mike Bailey, Head of Private Equity Multi-Strategy Funds at Fidelity, outline his thoughts on reasons to consider it, plus details on his team’s process for building private equity portfolios. Be sure to check out more portfolio manager videos and resources here: https://bit.ly/3yV9S8y #advisors

24

With interest rates near a 22-year high, bonds are offering more value than they have in a long time. So, while some investors may be concerned with current economic uncertainty, Fidelity Portfolio Manager Brett Sumsion sees opportunity. By actively allocating assets to areas of the market that he believes are mispriced, Sumsion and his team are helping retirement investors navigate these market cycles. It's this kind of strategic decision-making that can enhance performance and potentially add years of income throughout one’s retirement. Check out Brett’s thoughts on fixed income here: https://bit.ly/3RIE659

5

What a gem of an episode you got here Steve! Lots of takeways starting with the multiple measures of wealth, human capital, self-actualization, over/underspending, and more. Prof Meir Statman is always a joy to listen to.

5

1 Comment

Thanks for having me Charles Schwab! Check out Prosperity Capital Advisors to find a tax-smart advisor to help you with proven tax management strategies today!

20

Dear solo advisors age 49+, ❔ When did you stop getting client referrals? Research is telling us that NOT having a clear succession plan is the primary reason clients avoid referring their current advisor. ❔ If you find yourself in this scenario, why haven’t you cashed the big check for 2-3X trailing 12-month gross production from any large, national, roll up firm? I’m guessing it’s because you don’t think your clients would be cared for the same way. ❔ But where does this leave your continuity plan? Compass Ion Advisors is a great place to start a conversation about fit, culture, team, and technology. With robust support and a multi-generational advisor team, your clients will thank you. Your business will too.

4

1 Comment

Do you have sizeable gains from concentrated stocks, such as Nvidia, Apple, or Microsoft? Learn strategies to defer capital gains taxes from the stock market to real estate investments that generate steady income. Please join us for the upcoming QOZ webinar hosted by Sierra Pacific Financial Advisors featuring industry expert James Lenz (Griffin Capital Company). #Nvidia #Apple #Microsoft #Amazon #Meta #QOZ

1

  Per Transamerica Center for Retirement Studies survey of middle class, large % expects income to come from 401(k)/403(b)/IRA, other savings/investments, and Social Security during retirement  

27

2 Comments

Muni bond investors tend to be long-term investors. With that in mind, we shouldn’t be spooked by the short-term gyrations in yields. Read more in AB's weekly #municipalbond commentary.

1

As I shared on Yahoo Finance Live today, a weakening labor market is fueling recession fears. Our message to Northwestern Mutual clients and all investors is to pay heed to the risks, stay diversified, invest for the long-term, avoid being overweight in equities, and expect more volatile market days in the weeks to come.  https://lnkd.in/gUUVHgaA

300

How have clients implemented the VictoryShares Free Cash Flow ETF (VFLO) into their portfolios? Scott Kefer, Senior Portfolio Manager at Victory Capital Solutions, shares how VFLO could provide an opportunity to diversify away from the Magnificent 7 and potentially lower risk. Discover more about VFLO’s innovative approach to free cash flow: https://ow.ly/SCl630sIeS9

3