Martina Trepat’s Post

Decades of Excellence: Exploring Global Equities with Capital Group 🌐 🏦 In a captivating client sharing session, we joined forces with Capital Group to delve into the world of Global Equities. Celebrating 70 years of industry presence and 50 years of their flagship global equities fund, this session was more than just an overview; it was a journey through decades of expertise and proven strategies. Our clients gained firsthand insights from a team that has not only witnessed but shaped market evolutions, offering a unique perspective on global investment trends. This event marked a melding of historical wisdom with current market understanding, essential for savvy global investing. #finance #financeeducation #financeinsights #finance101 #wealthmanagement #wealth #wealthbuilding #wealthcreation #investing #investing101 #invest

In our latest portfolio manager video, Agile Investment Management's Daniel Janis and Noelle Corum, CFA discuss how they're positioning the IA Clarington Core Plus Bond Fund and provide an update on their view of the macroeconomic environment. https://ow.ly/jj1m50TXmZW #InvestedInYou #ActiveManagement #WealthManagement #Bonds

"Investment Product Talk" is a new series by Vanguard which is designed to drive awareness of our investment products. #LifeAtVanguard #Investment #Learning

👍 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

Another perspective on wealth in retirement, one that the evidence shows is far more common than our institutions want. As previously flagged, the use of wealth in retirement is not a product issue it is a many faceted issue.  Psychological comfort being extremely important to many. Perhaps another reason many do not wish to be advised? #financialadvice #financialadvisor #investing

Learn how a host of innovative alternative strategies could bolster investors' portfolios in an uncertain investing environment. #MorganStanley

These are among the #investment must reads we found this week for #wealthadvisors.

🔍 **Discover Peter Lynch’s Winning Strategies with 'One Up On Wall Street'!** 📊 Dive deep into Peter Lynch’s investment masterpiece, *One Up On Wall Street*, and learn how to leverage your personal knowledge to identify winning stocks. Lynch’s practical approach simplifies investing for everyone, offering timeless advice on stock categories, fundamental analysis, and risk management. Perfect for both beginners and seasoned investors looking to enhance their market strategies. 💡 Key Insights: - Invest in familiar industries - Different stock categories - Fundamental analysis essentials #InvestmentTips #StockMarket #PeterLynch #FinanceBooks #Investing 🔗 [Read More](https://lnkd.in/duR98yNd)

Learn how a host of innovative alternative strategies could bolster investors' portfolios in an uncertain investing environment. #MorganStanley

Diversification is one of the only "free lunches" in investing. Find out why, in this video with Principal & Associate Portfolio Manager Tricia Wu, MBA, CFA, FRM. For the full video, go to: https://lnkd.in/gk-gb_Wb #wealthcreation #Invest #IntroInvesting #diversification #riskmanagement