Martin Swanson

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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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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A true master class on the latest episode of the podcast with Michael G. Robinson, CFP®. A must listen as Mike covers: * His journey in the profession from working in a bank branch to ultimately running Huntington Private Bank. * The importance of the CFP and the knowledge and confidence gained on the way * How to decide between a career in a trust bank, RIA, or a broker/dealer * Very helpful advice on preparing for an interview for either an internship or a full-time position. Thanks Mike! #SpartanPlanning

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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. Virtus Investment Partners#ObservationsandExpectations

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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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Cash has had a good run, but are expected rate cuts signaling danger ahead? Brad Rutan and Jenine Garrelick discuss what federal funds and cash yield correlation could mean for your clients and what you can do about it. Register today. bit.ly/4dOYBWI.

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When it comes to offering investment options clients can feel confident in, Fidelity has you covered—with solutions like Fidelity Model Portfolios that benefit from our long history of managing risk-based portfolios. Our model portfolios are a great example of how we use our deep research and investment resources to help your clients meet their goals. Check out how they can aid in portfolio management while giving you more time to deepen client relationships. https://bit.ly/3wrK2rM #advisors #modelportfolios

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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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Head of Fixed Income, Mike Sanders, joined Oliver Renick on Schwab Network to discuss bond market trends, the impact of energy on inflation expectations, and the outlook for credit markets. In lower credit quality parts of the market, such as high-yield and low BBBs, Mike says, "You’re not getting paid enough to take on those risks." However, he says there are still opportunities to build a high-quality fixed income portfolio that will likely outperform cash over the next six to 12 months. Watch the full interview here: https://buff.ly/4fp667B #FixedIncome #InterestRates #BondMarkets 

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Financial Professionals: An individual’s financial realities can impact asset allocation near retirement. Discover if incorporating personalization into the target date investment process can offer value and potentially improve outcomes.

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The U.S. Department of Labor is raising fiduciary standards for IRA rollovers. Broadridge's Decision Optimizer makes documenting the recommendation easy and efficient. With the independent expertise of the Pension Resource Institute, LLC to meet new fiduciary standards, you can utilize our best-practice frameworks or customize the workflow, attestation language and evaluation criteria as you see fit. Access robust plan benchmarking data and perform the rollover analysis in a single workflow. Do it all in a real-time advisor interface centered on investor needs. Want to know more? Let’s schedule a time to talk! http://spklr.io/6047voRl #WealthManagement #AssetManagementInsights #fiduciary #PTE

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