Dennis Gogarty’s Post

Managing investment reserves in a volatile market can be challenging for nonprofits and associations. Join Raffa Investment Advisers for our webinar on October 24th and learn about prudent investment policies and proactive strategies to navigate unpredictable market conditions. You can earn 1 CAE credit for attending. Our President Dennis Gogarty, Director of Operations Ryan Frydenlund, CIMA®, CIPM, and CIO Mark Murphy, CFA will provide actionable tips for safeguarding reserves and taking advantage of market fluctuations, including: ☑ Effective reserve segmentation to balance short and long-term needs and goals ☑ Decision making frameworks for risk management ☑ Best practices for monitoring and adjusting policies Link to register is in the comments!

👍 It was great meeting Matt McLennan, Portfolio Manager at First Eagle Investment Management, last night at a presentation for a small group of advisors. His presentation offered insights into: 🔹 Prudent Investment Approaches: Focusing on investments that offer a clear margin of safety and are priced below their intrinsic value to safeguard against market fluctuations. 🔹 Strategic Hedging: Highlighting the use of gold, rather than traditional treasuries, to hedge against economic instability and inflation pressures. 🔹 Navigating Government Impacts: Discussing how government debts and deficits influence market dynamics, potentially creating both challenges and opportunities for investors. These insights help us better understand the complexities of today's financial environment and strategically position our clients’ investment portfolios. 👉 Grateful for the insights and the opportunity to connect with industry leaders. Thank you, Kirk Wilson for the invite. #investmentmanagement #investmentstrategy #OakTrustWealthAdvisors

💡 Why Equity Research Matters for Investors 📈 Equity research plays a crucial role in shaping intelligent investment strategies. From providing in-depth market and company analysis to guiding portfolio management, it’s the foundation for making informed, data-driven decisions. Key benefits: Enhances risk management Improves market efficiency with valuable insights Helps investors align investments with their goals Are you curious about how it can elevate your investment approach? Let’s dive into the details! #EquityResearch #InvestmentInsights #WealthManagement #FinancialMarkets #imthobserves

"THE HOLY GRAIL OF INVESTING" By: Ray Dalio 🙌 At Morton Wealth, we have 3 simple investment tenets; 1️⃣ RISK MANAGEMENT - The true differentiator of an Allocator/Investment Manager only becomes evident when the financial markets are volatile. 2️⃣ TRUE DIVERSIFICATION - Going beyond traditional asset classes. This can only be achieved by incorporating private, #noncorrelated, alternative asset classes. 3️⃣ CASH FLOW - The ability to produce immediate cash flow is a sign of a #resilient portfolio/investment. We will have more in-depth discussions with a select group of our private alternative managers at our Investment Symposium next Thursday October 17th. Morton Wealth #RiskManagement #TrueDiversification #AlternativeInvestments

The topic of the latest episode of The Investing Show is thematic investing. The industry LOVES thematic funds ❤️ Financial journalists love them even more ❤️❤️ But how many investors actually profit from them, relative to investing in a plain vanilla, low-cost index fund? And what are the risks of losing most of your money? 💔 🤔 Thank you to Jeffrey Ptak, CFA and the research team at Morningstar for presenting their latest findings 👇 #Investing #EvidenceInvesting #ThematicInvesting #Funds

In this video, Neil Birrell, Chair of the Premier Portfolio Management Service Investment Committee, gives a macroeconomic update, discusses what could be in store over the coming months and provides an update on the Premier Portfolio Management Service. For investment professionals only. Capital at risk. #talkingmarkets #macroeconomic 

💡 We ask Franc CEO Thomas Brennan to give us the investing 101 – decoding the investing jargon we always hear but don't always understand 👀 From diversification to ROI, here's him demystifying the world of investing in under a minute! 💼💰 Franc is a Registered FSP no.49998

How are higher policy rates, geopolitical risk and government intervention shaping today’s #investment landscape? ▶️ Listen to two of our leaders’ perspectives in this webinar. Important disclosures: https://bit.ly/2JzEDWl .

How are higher policy rates, geopolitical risk and government intervention shaping today’s #investment landscape? ▶️ Listen to two of our leaders’ perspectives in this webinar. Important disclosures: https://bit.ly/2JzEDWl .

How are higher policy rates, geopolitical risk and government intervention shaping today’s #investment landscape? ▶️ Listen to two of our leaders’ perspectives in this webinar. Important disclosures: https://bit.ly/2JzEDWl .