Happy Independence Day! Thank you to all who joined us at Market Street Allen USA presented by Credit Union of Texas this year.
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CRO @ Coviance | Strategic Partnerships | Revenue Expansion | Sales and Process Optimization | Enterprise Relations
Will you be there? Let's talk about how the right HE solution impacts your Members, Mission and Margins. Set a time to talk 👇
The Michigan Credit Union League & Affiliates is celebrating 90 years of serving members with its annual convention coming up next week. Will we see you there? Book a time to chat with us here: https://lnkd.in/eigsBkt2
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"That's your base, get me? That's your fortress of f*ing solitude" There's a scene in The Gambler which sums up what I think many (most?) people feel is the most important function of wealth - as the basis for decision freedom and autonomy. Many people want to take risks, pursue their interests and add value to society. Many people don't feel they can live the lives they want because they don't have enough financial security to bet on themselves and weather the down cycles. We wind up in unfulfilling jobs with managers, clients, coworkers or tasks that drain our intrinsic motivation because they are steady or seemingly low risk and we want to ensure we have our housing, food, transportation and other basic needs meet. We debate if you need to achieve some financial milestone like paying off your house before we allocate our time and skills in a way that honors our values or if you can design a life which upholds your values and calibrate your material needs and desires down the the level that results naturally from your moralistic life decisions. Seemingly, this has big implications for who founds their own companies, who speaks up at work when they encounter bad policies or wrong-headed ideas and who has to play it safe in hourly salary roles and the limited linear returns to their efforts. It seems clear that financial stability is a necessary but not sufficient condition for most people to feel contentment. Its easy to get on the hedonic treadmill and keep ratcheting up the definition of "enough" so its interesting that Goodman's character sets a dollar threshold at which you have achieved "f-you" money. My half-baked thought I'll leave you with for the weekend is what will you do differently when you've made it? Can you bring any of those thoughts and actions forward to now, even though you might not have fully arrived? Hedging your bets - Take the moonlighter approach and pursue an outside passion on the side? Sell an idea to VC and get paid now, but loss out on potential long-term equity? Pursue the highest short term income generating options and then cash out to the Bahamas asap? Reframe your current circumstance within human history? -- you may be living better than a 1500s king already
The Position of Fuck You (John Goodman in The Gambler)
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Principal, Synergy Credit Union Consulting,Inc & Synergy Bank Consulting Inc. I Strategic Planning I MBL Review | Internal Audit | Credit Risk Mgmt
As the credit union industry continues to evolve, it's important to understand whose interests are being represented by credit union leagues. This is a question that has been on my mind for some time now. After diving deeper into the comments put forth by leagues on proposed regulations, I am starting to see a clearer picture. However, the answer still eludes me. What are your thoughts? #creditunion #successionplanning
Ask Synergy: Whose Perspectives Do State Leagues Represent?
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As the founder of InvestorKit, I’m here to help you cut through the noise & invest with confidence. My team & I will ensure your property portfolio outperforms the market, empowering you to scale your wealth efficiently.
Did you know when King Charles III took the throne, he inherited not just a title but billions in property investment, all tax-free thanks to some crafty rules from '93? It made me think was it really about the perks of royalty or was it just his tax advisors working within their rights? 🤔👑 The truth is, he/she that knows the rules, that knows the strategies and tips. Can make wise investment moves to maximise there return on investment and like in this case, minimise tax! Solution... get informed! To best get informed, head on over to our YouTube channel, where there's dozens of videos on all types of topics: https://lnkd.in/g-UgfB56 that can maximise your return on investment and minimise risk. #Investorkit #InvestorKitYouTube #KingCharlesHoliday
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Did you know when King Charles III took the throne, he inherited not just a title but billions in property investment, all tax-free thanks to some crafty rules from '93? Makes you think about the perks of royalty but really... was it just his advisors working within their rights? 🤔👑 The truth is, he/she that knows the rules, that knows the strategies and tips... ...can make wise investment moves to maximise there return on investment and like in this case, minimise tax! Solution... get informed! To best get informed, head on over to our YouTube channel, where there's dozens of videos on all types of topics: https://lnkd.in/g7DKK74J that can maximise your return on investment and minimise risk. #Investorkit #InvestorKitYouTube #KingCharlesHolidaySortOf
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🏦 Owner,Chairman,U.S. Bank Minneapolis ✨(UHNWI)CEO,Trustee,Terrence Smith Private Wealth Trust Estate, SP., at U.S. Bank (🌎👉🏾📱TLABS Force-Touch POS™️,TLABS Electronics, Software & Data™️,TLABS Telecom Ecosystems™️)
Congratulations to Scott Ford EVP President, U.S. Bank Wealth Management with our team in wealth management at U.S. Bank. In reference to black wealth, my cotrustee Robert F. Smith publishes he’s now a billionare seeming that he has decided to accept an opportunity to join me personally as one of the wealthiest Americans. However, he’s not presented me with a timeline for providing closure documenting how I’ve helped him accomplish such things with him due diligently finding deals in private equity for our enterprise software businesses at Vista Equity Partners. From the begiinning, I was the wealthiest individual in America with Warren Buffet when I started investing at Terrence Smith Private Wealth & Financial, SP. Now, my portfolio of assets within my U.S. Bank personal wealth trust ledger are being reviewed pending me generating an internal report of the total value of my U.S. Bank personal wealth trust’s collection of assets, that I’m sure has my personal wealth trust has my personal networth now valued in the $ Trillions of dollars. For example: As Trustee, CEO at Terrence Smith Private Wealth & Financial, SP., my sole proprietor business is now a majority owner equity shareholder as an individual investor in the businesses that has created 9 out of the top 10 wealthiest individuals in the world according to Forbes list as of 2024. Forbes Advisor Office of the Comptroller of the Currency John Stern Kira Reoutt Scott Ford Gunjan Kedia
When I was in Milwaukee a few weeks ago, I had the honor of sitting down with MKE Connect host Denise Callaway to discuss how U.S. Bank is working to address the racial wealth gap, from homeownership to wealth management. Thanks to Nina V.A. Johnson, MBA for the opportunity! https://lnkd.in/e4ZNt9Nx
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🏡✨ The new NAR settlement rules are shaking up real estate in a good way! Here’s why they’re awesome: 1. More Transparency🕵️♂️🔍: Buyers and sellers get a clearer picture of how much agents are being paid. No more hidden fees or surprise costs—everyone knows what’s up! 2. Negotiation Power💪🤝: Both sides have more say in how much brokers get paid. Whether you’re buying or selling, we can negotiate the best deal that works for you! 3. Fair Play for All🎯⚖️: The rules make sure everyone’s on a level playing field. With compensation being discussed directly, it’s all about making fair deals that benefit everyone involved. 4. Strengthened Relationships🏠💼: Agents will now have more meaningful conversations with clients about their value, leading to stronger, trust-based relationships. Have questions about how this impacts you in Arizona? Let’s talk! 📞
Travis Kennedy
traviskennedyrealtor.my.canva.site
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We're excited to invite you to our latest quarterly update: 'Behind the Scenes of Your Dunham Portfolio' for Q3 2024. Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee. Discover the strategic adjustments made to our asset allocation for the third quarter of 2024, designed to optimize your portfolio's performance. Click below to watch the brief video to gain a deeper understanding of the decisions that drive our investments. https://lnkd.in/gB59X3Y4
Dunham Behind the Scenes: Q3 2024
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Founding Partner, President and CEO, Tier1 Level Consulting; Consultant/Practice Management Coach, Supernova Consulting Group;
Confessions Of A Wall Street Warrior," Curtis shares the challenges and triumphs of pioneers who venture into uncharted territory. His remarkable journey against all odds is a testament to determination and grit. See the first comment to order your book now! #wallstreetwarrior #curtiscbrown #financejourney #ethicaldecisions #relationshipbuilding #goalsettingguide #unexpectedplanning #successstrategies
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