Kelby Meyers, CPFA®, AIF

Broker dealers, transfer agents and other fund servicers generally separate recordkeeping between two options: traditional or alternative fund operations. However, there are challenges with either operational context when it comes to managing interval funds. Envision’s “one system” approach can support both, allowing fund servicers to handle interval fund operations in either context: https://bit.ly/3RSI8YA #IntervalFunds #InvestorRecordkeeping #AlternativeFunds

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As we move further into 2024, questions around market performance and the economy are getting more frequent. Click the link to read what four questions we think are the most important!

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It’s getting easier for independent financial advisors to track structured notes using the CAIS platform. Learn about some recent tech enhancements that allow advisors to zero in on the information that matters most to them. Get a recap of our Q3 tech updates here: https://lnkd.in/ekER2asu #wealthmanagement #structuredproducts #capitalmarkets

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Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex's Matthew Morzy, MBA, CFP & Fred Coleman, CFP® answer your questions on: Unsexy & Safe Investments | Using 401(k) For Credit Card Debt

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Have you ever wondered what is inside your Financial Advisor or CFP's portfolio? Today we are pulling the curtain back into the personal investment strategies of our founder and CEO, Brian Colvert, CFP® Join us as he shares his insights on balancing risk, asset allocation, and the importance of having a diversified portfolio, while also exploring innovative investment opportunities and the principles guiding his financial decisions. Listen to the Podcast and Read more on the Blog: https://lnkd.in/getvzzYX #InsideThePortfolio #CFP #CFPInsights #InvestmentStrategies #FinancialPlanning #DiversifiedPortfolio #RiskManagement #AssetAllocation #InnovativeInvesting #FinancePodcast #InvestmentPrinciples #BonfireFinancial #FinancialAdvisor #WealthManagement #SmartInvesting

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Discussing money and financial planning with family is always important. Noah Bloch, CFP® and Sophia Yudkowsky, CFP® provide a few key topics to talk about with family when it comes to financial planning in their latest Connections article. Learn more about it here: https://lnkd.in/gyYT7wM4

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This week on "Financial Planning: Explained”, host Michael Menninger, CFP® is joined again by Nicholas DeVito, CFP®. This is the second half of a two-part case study on employer sponsored investment plans. Nick is a financial planner at Menninger & Associates Financial Planning. In this episode, Mike and Nick recap a case study of an individual nearing retirement. After laying out the facts and background of the individual, the guys discuss possible solutions for the client to consider. Topics include: stock options, Restricted Stock Units (RSUs), Employee Stock Purchase Plan (ESPP), Life & Disability Insurance, and 401(k)s. Click here to watch the full episode: https://lnkd.in/eW8WPyRz #financialplanning #investmentplanning

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