Joshua Brown’s Post

Join us for an insightful session with Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien. Are you curious about how covered options ETFs can enhance your investment strategy? In this engaging discussion, Damian and Derek will guide you through the world of covered call writing and cash-secured put writing. Discover the key differences between covered calls and cash-secured puts, how each strategy works and the unique advantages these strategies offer. Don't miss this opportunity to elevate your investment game and select the best "option" for your financial future! Available on Spotify - https://lnkd.in/gFg9nrGh Apple - https://lnkd.in/gDvPiCQN #DynamicFunds #InvestwithAdvice

Join us for an insightful session with Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien. Are you curious about how covered options ETFs can enhance your investment strategy? In this engaging discussion, Damian and Derek will guide you through the world of covered call writing and cash-secured put writing. Discover the key differences between covered calls and cash-secured puts, how each strategy works and the unique advantages these strategies offer. Don't miss this opportunity to elevate your investment game and select the best "option" for your financial future! Available on Spotify - https://lnkd.in/gYiis3yZ Apple - https://lnkd.in/gV4FKxMK #DynamicFunds #InvestwithAdvice

Join us for an insightful session with Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien. Are you curious about how covered options ETFs can enhance your investment strategy? In this engaging discussion, Damian and Derek will guide you through the world of covered call writing and cash-secured put writing. Discover the key differences between covered calls and cash-secured puts, how each strategy works and the unique advantages these strategies offer. Don't miss this opportunity to elevate your investment game and select the best "option" for your financial future! Available on Spotify - https://lnkd.in/gCYW8rDw Apple - https://lnkd.in/gPCV7CK7 #DynamicFunds #InvestwithAdvice

Decoding Private Investments: Complexities of Private Equity, Venture Capital, and Real Estate Join me this week on FIN-LYT by Equilibrium Wealth Advisors as I unpack the intricate world of private investments alongside Jamison Smith and Ben Ruttenberg, CFP®. Together, we explore the complexities within private equity, venture capital, and real estate syndicates, shedding light on the importance of informed decision-making and diligent due diligence. In our discussion, we dissect the main categories of private investments, emphasizing the significance of understanding their unique strategies, regulatory frameworks, and risk profiles. From the dynamic landscape of venture capital to the strategic maneuvers of private equity, and even the localized opportunities within mom-and-pop private deals, we covered it all. One key takeaway from our conversation is the critical need for a disciplined approach to private investing. By assessing investor motivations, understanding regulatory nuances, and aligning investments with broader financial plans, individuals can navigate this complex landscape with confidence and caution. Tune in to FIN-LYT by EWA now⬇️ Youtube➡️https://lnkd.in/eHqYu9Zg Apple➡️ https://lnkd.in/eKB-7ZCn Spotify➡️https://lnkd.in/eF_rsQGM

Meet John Bogle, an American investor and founder of Vanguard Group, Bogle's career journey began at Wellington Fund, where he rose through the ranks, made a costly mistake, and learned valuable lessons. He went on to create Vanguard which is now one of the largest investment management companies in the world. His innovative approach to index investing has left a long-lasting impact on investment and has empowered millions of investors to achieve their long-term financial goals. #indexfunds #investingtips #longtermgoals

Don't put all your ETFs in one basket. On this week’s Shared Lunch, we explore diversification with a master class in portfolio management from Victoria Harris(of The Curve). Learn why even experienced investors often keep their diversification strategies surprisingly simple, and how investing in categories you know and care about can help you spot opportunities. Make sure you’re prepared for changing markets, find out what over-diversification looks like, and start building a portfolio that gives you peace of mind.  💚 Spotify: https://lnkd.in/gFia_VMt  🍎Apple: https://lnkd.in/gVGiW-HH  📺YouTube: https://lnkd.in/gv6icn58 Shared Lunch is brought to you by Sharesies.  Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. Investments may be discussed on Shared Lunch.  You should review relevant product disclosure documents  before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

🚀 Exciting news in the financial world! #BlackRock has achieved a remarkable milestone, hitting an incredible $11.5 trillion in assets under management. This achievement is driven by a booming market and an astounding $221 billion inflow in Q3 alone. As we witness these significant shifts in asset management, it's clear that the landscape of finance continues to evolve at a rapid pace. What does this mean for the future of investment strategies and market dynamics? Let's discuss! 💬📈 #Finance #Investing #MarketTrends

💰“Meet Larry Fink: The Man Who’s ‘Richer’ Than Elon Musk, Jeff Bezos, and Bill Gates” 💰Think Elon Musk and Jeff Bezos are the ultimate symbols of wealth? Meet Larry Fink, the mastermind behind BlackRock, the world’s largest asset management firm. With control over assets worth trillions—enough to buy half of the U.S. or several countries—Larry Fink wields a financial power that makes net worth look small in comparison. In this video, we delve into the fascinating world of the man who isn’t just rich—he’s in control of the wealth that shapes our global economy. Get ready to uncover the staggering numbers and hidden influence of Larry Fink.”

Our latest Fund Manager webinar is now available to view on our YouTube channel. Michael J. Kelly, CFA, Global Head of Multi-Asset at PineBridge Investments which features in the ‘Balanced Managed Fund’, part of our Managed Funds Portfolio, provided his thoughts on the current financial landscape and what to expect throughout 2024 including: 📊 His views on the US equity market and tech stocks. 📈 Why he believes a Donald Trump win in the Presidential race will be reflationary for the US economy. 🖥 With AI dominating market noise and media headlines, why he believes it is a ‘business-focussed enabler’. Click the link in the comments section to watch the video. #webinar #USelection #FundManager

Fractional shares are breaking down barriers to investing! DriveWealth Chief Digital Officer Harry Temkin shares the advantages of these investments and how to buy them in this article on CNN. 💡 https://lnkd.in/ebW_aEM9 #Investing #FractionalShares