Rob Kerr

Private market growth in recent years has been remarkable. Bernstein experts think there's more to come. Learn more in the mid-year outlook:

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Many market forces are at play with the U.S. election, rate cuts and inflation, and clients are asking how they can weather uncertainty and diversify their portfolios. Our Head of Municipals Daniel Close, CFA shares what to consider when investing in munis in the current landscape. #municipalbonds #MuniTV https://bit.ly/4cntlwA

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As demand from banks and other real money investors returns—and money market demand wanes—agency mortgage-backed securities are poised to benefit. Voya's Jeff Dutra, CFA, Justin McWhorter, CFA, CPA, and Greg Goodson, CFA, explain why investors who are searching for diversified sources of value may want to consider a fund that invests in this sector in Opportunity Knocks in Agency Mortgage-Backed Securities. Read more here: https://lnkd.in/e6wXSNvZ ​

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Here are some ideas advisors might think about when building #retirement income portfolios to withstand market #volatility and #inflation Important disclosures: https://bit.ly/2JzEDWl

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The S&P 500 is now up more than 20% year to date through the third quarter. Underlying the strong return of the index are signs of a healthier – and more balanced – equity market. Read our expert analysis. #stockmarket #investors #SP500

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After April’s volatility, you won’t want to miss the latest Straight Talk. Join Brad Rutan and Equity Portfolio Manager Nevin Chitkara as they explore: - Current market environment - Importance of downside risk management - Understanding what you own bit.ly/3wkoflS.

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Why don’t we have a #law requiring ALL elected and appointed public officials to hold their invested assets in blind trusts? As an #advisor who’s managed assets in blind trusts, I can attest that the #investor maintains control over the mandates (examples: #risk tolerance, #income targets, etc.) without needing to see the underlying positions or request specific #trades. The investor continues to receive reports and access to the #performance and composition, with the underlying positions removed. The simple tweak would restore #trust and efficiently address much-needed reform across the #political spectrum. https://lnkd.in/eCPphSvb #money #wealth #investor #investing #investments #estateplanning #politics #wealthmanagement #investmentplanning #rich #law #election #trustplanning #financialadvisor #stocks #fixedincome #stockmarket #coors #budweiser #cnbc CNBC Budweiser Brewing Company APAC Molson Coors Beverage Company

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Private credit is here to stay, and it plays an essential role in providing financing solutions to privately held businesses. Learn more in our latest #Nuveenin90 with Laura Stolfi, Managing Director, Senior Investment Strategist at Churchill Asset Management.

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Private credit is here to stay, and it plays an essential role in providing financing solutions to privately held businesses. Learn more in our latest #Nuveenin90 with Laura Stolfi, Managing Director, Senior Investment Strategist at Churchill Asset Management.

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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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Will the current market momentum continue into 2025? In his latest quarterly letter, Bernstein CIO Alex Chaloff discusses what to consider as the economy comes in for landing and the Fed cuts interest rates. Read it here:

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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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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/6044xEWm #WealthManagement #AssetManagementInsights #fiduciary #PTE

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