Yesterday marked the final seminar of our autumn season, held at the stunning Italian Villa at Compton Acres. We were thrilled to welcome a fantastic turnout of clients who joined us for another insightful talk led by our esteemed guest speaker, Neil Fisher, Senior Investment Consultant at St. James's Place. Neil’s expertise shone through as he shared his take on some of today’s most pressing topics: the recent U.S. election and what it could mean for markets, navigating investments in challenging times, and valuable strategies to help reduce financial stress. After the talk, clients and advisors had the chance to connect and discuss the day's topics over a delicious buffet. A big thank you to everyone who attended and to The Italian Villa for being such a wonderful host once again.
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A good post-election synopsis from our Chief Investment Officer, Rick, with the recent election news. He makes some great points to help us all frame up future opportunities and how to invest going forward with a new administration in place. #RFGAdvisory #InvestorsResource #financialadvising #investments #madisonalabama #huntsvillealabama #wealthmanagement
What could recent election results mean for your investments? President and Chief Investment Officer Rick Wedell breaks down how potential policy shifts under the new administration could influence your portfolio. From pro-growth strategies to key elements of the Republican platform, Rick highlights what may shape market trends. Watch this special edition of Market Commentary with Rick Wedell to learn more. https://bit.ly/3Aw6Vwi
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As a recent Congressional Research Service report highlights, collective investment trusts are a greater focus of attention and activity in the wake of SECURE 2.0. https://lnkd.in/eVCm8xkg
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📣 SAVE THE DATE - 7 MAY 2024 📣 Book out the morning of 7 May and join us for our next instalment of the Quarterly Investment Insights and Feedback Session. Further details to be announced, including our speakers, topics to be covered and more. #CinnabarInvestmentManagement
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