Joey Johnson

Today wraps Financial Literacy month! I encourage all investors to take one action towards improving your own financial picture. The path to financial wellness and retirement is complex and unpredictable. Keep a keen eye on your financial goals and getting the right advice and you’ll be better off. We don’t hesitate to ask doctors about our medical needs, and we shouldn’t hesitate to ask an expert for financial support either. Many investors can get substantial value from reasonably priced advice on their financial goals.     Want some help? Check out Paulo Costa, PhD, CFP®, Senior Behavioral Economist at Vanguard, who shares tips and tricks to be better financially prepared.

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Here is First Commonwealth Advisors 2nd Quarter Outlook. It’s a good read with interesting points around the Magnificent 7, the upcoming election, consumer debt and more. Our CIO highlights the importance of staying invested according to your long-term return expectations, all the while managing your portfolio around the edges to reduce risk. Positivity is a powerful thing. https://bit.ly/4bORwU9

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Market volatility can create opportunities. One key is aligning goals and policies. Another is fostering a well-worn communication path. Mark Murphy, CFA and I look forward to an engaging discussion focused on actionable strategies!

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Members of our RIA Advisory Board offer practical insights on three important strategic issues — portfolio construction, human capital and enterprise management. https://bit.ly/4hwOfgv Important disclosures: https://bit.ly/2JzEDWl

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Members of our RIA Advisory Board offer practical insights on three important strategic issues — portfolio construction, human capital and enterprise management. https://bit.ly/4hwOfgv Important disclosures: https://bit.ly/2JzEDWl

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Members of our RIA Advisory Board offer practical insights on three important strategic issues — portfolio construction, human capital and enterprise management. https://bit.ly/4hwOfgv Important disclosures: https://bit.ly/2JzEDWl

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Click the magazine below to read the latest edition of WorthWhile Spring 2024

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Have you checked out New England Wealth Management's Podcast? We are committed to educating you on the topics and trends that impact your financial future. Browse and listen to past episodes from our Dollar and Sense podcast to get our thinking on relevant wealth planning issues. 🎙️🔗👉https://loom.ly/N19fmYM #podcast #podcasting #FinancialFreedom #podcasts #Planforthefuture #financialplanning #wealthplanning #NewEnglandfinancialplanner #financialplanner #financialgoals #NEWealthmanagement

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As part of the AMCI EduSeries, I'll be hosting a webinar this Thursday, April 25th @ 1pm ET about the biggest reserve mistakes of your association clients and how to fix them. If you are an AMC Institute member, join me as I discuss how to issue spot these common mistakes organizations make with their reserves, potential solutions to resolve these reserve mistakes, and strategies of how association leaders can affect change within their AMC and client organizations. https://lnkd.in/eHz_DY2q

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Good article from Rob Carrick... I would also add that planning software has application for clients further along in their lifecycle (i.e.) retirement and transfer stages of their lives and can help in optimizing other matters such as tax strategies and philanthropy. See our Matco Wealth Program. https://lnkd.in/dwabe6aj #wealthplanning #retirement #taxstrategies #philanthropy #familyoffice

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Get prepared for a successful year end by joining this webinar on Thursday where Amy and Kim will give you some great tips and answer your tough questions!

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Here are 10 games financial professionals can use to practice having more effective client conversations. #Retirement #TeamBuilding #FinancialWellness Important disclosures: https://bit.ly/2JzEDWl

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In our Q3 Maxam Diversified Strategies Fund commentary we discuss being “𝘵𝘰𝘱-𝘥𝘰𝘸𝘯 𝘢𝘵𝘵𝘦𝘯𝘵𝘪𝘷𝘦” but “𝘣𝘰𝘵𝘵𝘰𝘮-𝘶𝘱 𝘧𝘰𝘤𝘶𝘴𝘦𝘥”. My favourite section: “𝘔&𝘈 𝘨𝘪𝘷𝘦𝘵𝘩 (𝘢𝘯𝘥 𝘵𝘢𝘬𝘦𝘵𝘩 𝘢𝘸𝘢𝘺)” - which includes a classic quote from the A-Team. We see substantial opportunity in quality companies and special situations that are just beginning to benefit from the shift towards value and opportunity beneath the surface of the mega caps. Check out our our full commentary - link in post below.

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The Power of Being Heard! Read our most recent blog post! https://lnkd.in/e7RMm8hu https://lnkd.in/e9KqNnGN

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Our latest article guides you through aligning your values with your financial goals to make a lasting impact. #Philanthropy #GivingBack https://lnkd.in/dSQPpMKs

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