Jayson Bronchetti, CFA, CAIA

A Hartford Business article highlights the impending "Great Wealth Transfer," expected to significantly impact the family office landscape. As trillions of dollars pass from one generation to the next, there's an anticipated surge in the formation of new family offices. Key points from the article: Generational Shift: The transfer of wealth from Baby Boomers to Millennials and Gen X is driving the creation of new family offices. Increased Demand: With more wealth to manage, there's a growing demand for sophisticated tools and strategies to ensure effective stewardship. Opportunity for Innovation: This generational change presents a unique opportunity for innovation and modernization within family offices. At Ledgex, we are committed to providing solutions that meet the evolving needs of family offices. Our platform empowers wealth managers with the tools they need to navigate this significant transition and manage assets more effectively. Embrace the future of wealth management with Ledgex – your partner in navigating the Great Wealth Transfer. #WealthTransfer #FamilyOffices #WealthManagement #Ledgex #FinancialPlanning #Innovation https://lnkd.in/egSZE7rC

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View the Replay: Joe Terranova and key thought leaders from Virtus affiliated managers— Kayne Anderson Rudnick, Newfleet Asset Management, and Westchester Capital Management—discuss risks and opportunities, interest rates, current trends, key indicators, and identifying value in their respective asset classes. https://bit.ly/3QxsVeZ Panel: Joseph Terranova, Julie Biel, CFA, Roy Behren, David Albrycht, CFA

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Portfolio Manager Scott Ellis, CFA examines the key data points expected this week, including JOLTS, ISM data and Friday’s employment report that is likely to provide better visibility into the Fed’s next decision and year-end outlook. Read today's Monday Morning Perspectives: https://lnkd.in/ewhJjKTV #markets #assetmanagement #investoroutlook #investing #treasuryyields #equities #federalreserve #inflationdata #unemployment #equitymarkets #durablegoods #payroll

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Portfolio Manager Scott Ellis, CFA highlights the continued strength across risk assets, with credit and equity markets climbing despite pressure from the rates sell-off. He notes markets await a busy week ahead, including key Federal Reserve speeches, retail sales, housing, as well as implications of Boeing's credit status. #riskassets #creditmarkets #equitymarkets #interestrates #FederalReserve #retailsales #housingdata #Boeing #assetmanagement #investoroutlook #investing #markets

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A sample of discussions held with clients last month: - A client working in the human capital space is exploring the feasibility of retiring in 20 years at age 55. We discussed the first draft of a financial plan with that scenario, and they are within striking distance. This will be our focus in the coming months. - Reengaged with a client household as they wrapped up the academic year and their infant enters toddlerhood with an overall portfolio review, discussing their cash holdings, and updating their household financial plan. - A client experienced an involuntary layoff in the tech/data industry, so we reviewed their resume and LinkedIn profile, and kicked off the process to rollover their previous retirement plan holdings to their Traditional IRA. - Discussed the ramifications of paying down law school loans with a focus first on higher interest portions of their debt, while balancing saving for retirement. - A client household with an educator and attorney engaged on balancing a return to Boston and reducing their higher interest debt. - A client in the pharma / life sciences space kicked off their estate planning journey and we'll be doing a summer update of their overall retirement outlook. - A client in the UX research space is re-entering the workforce after international travel / volunteer work. We reviewed their resume and LinkedIn profile. Now we're in the midst of an overall portfolio review and next steps for their vested RSUs. I appreciate the opportunity to be of service to my clients. As you can see, it's fair to say that financial advice and planning involves more than overseeing an investment portfolio.

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Risk markets have rallied strongly in the past week on the heels of the election. IG corporate credit spreads tightened meaningfully late last week, setting year-to-date tight spread levels. Following this market reaction, the question becomes — how low can we go in spreads? Investment Specialist James G. Faunce, CFA highlights a potential for continued tightening in IG corporate credit spreads as 2024 closes. #creditmarkets #investmentgrade #corporatebonds #investmentstrategy #spreads #markets #assetmanagement #investoroutlook #equitymarkets #banking #energy #FederalReserve #supplyexpectations #investing #bonds #fixedincome #markets #marketrally

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Putting July's Volatility into Perspective In today's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, provides context on the elevated volatility in the month of July. https://lnkd.in/eNsgi5WQ Joseph Terranova - #ObservationsandExpectations

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In a recent interview, alumnus Nick Colombo, CFP® CEPA® ('24SPS) shares that he joined the Columbia University Wealth Management program to enhance his expertise and broaden his professional network and highlights the transformative impact the experience has had on his career. Read the full article here: https://lnkd.in/ejFgykJn #wealthmanagement

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What are your thoughts about the #FedMeeting next week?

The tightening of high-yield (HY) spreads has emerged as one of the prevailing themes in credit so far this year. Investment Analyst Michael Cook explains why the imbalance between the demand for “yield-ier” HY corporates and the relatively thin supply may be contributing to tighter spreads. #highyield #creditmarkets #investmentstrategy #assetmanagement #bonds #riskmanagement #investing #CCC #creditspreads

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Peter Gordon, CSA, CDMM of New York Financial Organizers, Inc. (Daily Money Management) shares some tips for working with a client, named Martin, who was unable to continue managing his own personal finances and didn’t have a living relative living close by. Peter and New York Financial Organizers were able to put certain things in place that will allow Martin to live the rest of his life with dignity and leave a legacy. Here are some of the things they did for Martin, after setting up as his fiduciary: 🔹 We made sure Martin had three key documents are:     ◾ POA – gives the authority to make financial decisions for someone.    ◾ Health Care Proxy – allows you to appoint someone you trust to make health care decisions.     ◾ Living Will - written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions. 🔹 Did a preplan funeral trust     ◾ When the time comes all the important decisions will have been made to ensure Martin’s wishes come to fruition. 🔹 Had a beneficiary named on his investment accounts.     ◾ This makes it relatively easy for Martin’s relative to get access to his assets. #financialhealth #financialorganizers #fiduciary #livingwill #estateplanning #healthcare Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. • Connect with Peter on LinkedIn: https://lnkd.in/eSAz3aSD • Learn more about New York Financial Organizers: https://nyfo.nyc/

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AFG’s Jenifer Koch, CFP®, examines what it means to utilize ESG focus as part of your investment strategy and its effects on your investment decisions. https://lnkd.in/eP-bqyBT #esg #impactinvesting #sociallyresponsibleinvesting 

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Our Senior Impact Investment Manager Julie Pulda, CFA will attend the Invest in Women Symposium in New York City, hosted by Impax Asset Management. She will speak on a panel tomorrow titled “Endowment, Foundation, and Family Office Approaches to Aligning Mission with Investments.” Please connect with us if you plan to attend. #InvestInWomen #Philanthrophy #WealthManagement #Business #Finance #ClimateFinance

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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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❓ Does your shareholder vote matter? 🌎 Andrew Behar, CEO of As You Sow, discussed this topic with our CEO and host Elysabeth Alfano in a recent episode of the Upside & Impact: Investing for Change podcast. This episode, a highlight clip, and an article are now on NYSE’s ETF Central website. Links to the website and to the podcast are in the comments. 🎙 Want to always get the latest Upside & Impact podcast? Subscribe on iTunes and sign up for the VegTech Invest newsletter at www.VegTechInvest.com. #shareholderengagement #impactinvesting #finance

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