Mark Heil

Just as a breathtaking summer sunset in CT marks the end of a busy day, our tailored financial services bring clarity and peace of mind to your demanding schedule. Corporate Executives, Professors, and Professionals let Heritage Capital be your guiding light toward financial independence. Define your goals, and let us pave the way to a brighter financial future. #FinancialPlannning #FinancialFreedom #HeritageCapital

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With 7 growth stocks dominating the U.S. market, are investors under-allocated to value stocks? Boston Partners explores today's opportunities and risks. Get all the details! https://lnkd.in/e9Ey4mTu #PortfolioManagement #ValueStocks

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Cambridge Associates' Chief Investment Strategist shares that by focusing on diversification that includes value added opportunities, liquidity management, and strategic asset allocation, investors can build resilient portfolios capable of weathering economic storms and achieving long-term success. Read more of her investment advice in our latest VantagePoint: https://ow.ly/fYCU50TGFKs

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GOATs of Investing. 🐐     Mario Gabelli and John Catsimatidis are two exceptional leaders, investors, and entrepreneurs (and native New Yorkers) who have not only delivered remarkable returns but also built enduring enterprises through thoughtful capital allocation, differentiated long-term insights, resilience, and conviction.     It was a privilege to hear fellow Bronx native Mario Gabelli, Founder & CEO of Gabelli Funds rejoin John Catsimatidis, Founder & CEO of Red Apple Group, for another engaging discussion on the #1 Sunday show, #TheCatsRoundtable on 77 WABC Radio.     Their conversation covered critical topics including the U.S. economy, market strategies, and the outlook as we head into 2025, particularly in the context of post-election dynamics.     Mario also shared insights on his position as the largest shareholder of voting stock of Paramount. He recently urged the Federal Communications Commission to pause its review of the transfer of broadcast licenses related to Paramount’s proposed merger with Skydance and RedBird Capital Partners—a development recently highlighted in New York Post and Barron's.     This insightful conversation originally aired on Sunday, November 24, on New York’s #1 rated station, 77 WABC Radio, owned and operated by Red Apple Group.     Interview Link:   https://lnkd.in/eCaxdJPR     #Investing #MarioGabelli #JohnCatsimatidis #FinanceLeadership #EconomicOutlook #Paramount #Skydance #TheCatsRoundtable #WABC #LongTermThinking #Stocks #Bonds #Markets #2025investing #RedAppleGroup #WABC770 #NYPost #Barron's #media

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"The article also conflates voting support with quality in its assertion that a low vote likely indicates that a proposal does not meet a fiduciary standard worthy of investor support. The right of shareholders to file proposals on emerging risks sometimes leads to a few investors, a minority voice, to demonstrate prescience and foresight that management and fellow investors may neglect at great cost. The poorly supported proposals later proved to be highly material." There are so many examples of shareholder proposals being prescient! I think of it as a service to companies to let them know what more traditional investors will be thinking about in the years ahead.

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@Amar Reganti focused on 3 key takeaways to navigate 2025. 1. #Fixedincome should have better opportunity set versus cash to generate #income and #totalreturn. 2. Clients should be flexible with their FI allocations, as markets are excepted to evolve. Being #dynamic with FI is important! 3. Clients should have a global mindset, as #deglobalization will continue due to policy changes, and opportunities will arise across the world. Learn more: https://lnkd.in/gkdUV-Kh

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It was great to be back in Boston last week, reconnecting with returning Institute members and meeting new market and investment leaders! We are excited for the events and research areas we have coming up in the next few months! #ocio #investmentsolutions #investmentmanagement #investmentconsulting

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Better-than-expected U.S. macro data caused yields to rebound last week, while stocks were range-bound amidst continued volatility. In this edition of the Weekly Brief, the Office of the CIO at Rockefeller Global Family Office prepares you for the week ahead. Three main takeaways from the report include: 1. A solid ISM Services Purchasing Managers' Index (PMI) print and lower-than-expected jobless claims helped temper recent recession concerns, causing yields to climb higher last week. 2. With earnings season all but over, markets will shift focus to inflation this week as the Consumer Price Index (CPI) and Producer Price Index (PPI) are scheduled to release. 3. International stocks relatively underperformed U.S. equities last week, though Japanese equities had their first week of upside in a month as BoJ (Bank of Japan) Governor Uchida calmed markets. For access to the full Macroeconomic and Financial Market Indicators report and other unique market insights, reach out to learn more.

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[NEW REPORT] We are pleased to share the findings from the third annual CAIS-Mercer Alternative Investment Survey. The report uncovers insights from over 500 financial advisors exploring key themes such as current allocations across key alternative asset classes and expected adjustments over the next few years. Download the full report to discover the latest trends in alternative investing. bit.ly/4gqpUYZ #AlternativeInvestments #investing #WealthManagement #investments

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Amid one of the most tumultuous campaigns in living memory, the outcome of November’s US elections remains highly uncertain. Polls, and prediction and betting markets, currently lean around 60% towards Harris, leaving the outcome of the vote for the Presidency completely open. Similarly, the congressional race is too close to call, with a Republican sweep of both houses being slightly more likely than the Democrats doing the same – but with divided government the most probable outcome, whoever wins the White House. By Virginie Maisonneuve, Global CIO Equities and Sunil George, Senior Analyst at Allianz Global Investors #Equities #Tech #Politics #USElections #SiliconValley

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Patricia Janco-Tupper and I were so pleased to be invited by Dr. Debi Silber WBENC Certified WBE to her podcast where she helps individuals who have been shattered by betrayal to experience healing. On this podcast we focused on the steps #SuddenlySingle people should consider about their finances while going through this traumatic process. #AskBison #BisonWealth #AskPacky #Packy #FinancialAdvice #FinancialPlanning #SuddenlySingleWomen

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Foundry Partners LLC has announced it has reached agreement to be acquired by North Square Investments through its majority-owned affiliate CS McKee.

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Your financial journey deserves a partner who values your goals as much as you do. At Terra Nova Asset Management, we focus on delivering personalized strategies to help you pursue what matters most. Learn more about who we are and what we do: https://terranovausa.com/

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More important today than ever before.

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[NEW REPORT] We are pleased to share the findings from the third annual CAIS-Mercer Alternative Investment Survey. The report uncovers insights from over 500 financial advisors exploring key themes such as current allocations across key alternative asset classes and expected adjustments over the next few years. Download the full report to discover the latest trends in alternative investing. bit.ly/41zyU9A #AlternativeInvestments #investing #WealthManagement #investments

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AllianceBernstein Private Credit Outlook: Keep Calm and Diversify. Interest rates are falling but growth is holding up. Still, we see ways to proactively shore up private allocations https://lnkd.in/eAcFiiHx

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The financial industry emphasizes investment skills in leadership selection. But leaders often struggle to balance analytical thinking with managing people effectively. In this video, my colleague Sébastien Page details five ways you can go beyond logic and methodologies to become an effective leader in asset management.

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