Kestra Financial’s Post

𝗛𝗮𝗽𝗽𝘆 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝘀' 𝗗𝗮𝘆 from Reverent Asset Management! We felt like there was no one better to draw inspiration from today, so we reflect on the timeless wisdom of 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗚𝗲𝗼𝗿𝗴𝗲 𝗪𝗮𝘀𝗵𝗶𝗻𝗴𝘁𝗼𝗻... It can serve as a reminder that 𝗼𝘃𝗲𝗿𝗰𝗼𝗺𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗼𝗯𝘀𝘁𝗮𝗰𝗹𝗲𝘀 leads to greater triumphs in your golden years. See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 and let's navigate the complexities together, guiding you toward the retirement you truly deserve. Your financial success is our commitment, and 𝘆𝗼𝘂𝗿 𝘃𝗶𝗰𝘁𝗼𝗿𝘆 𝗶𝘀 𝗼𝘂𝗿 𝘁𝗿𝗶𝘂𝗺𝗽𝗵! 🙌 #PresidentsDay #GeorgeWashington #financialplanning

𝗛𝗮𝗽𝗽𝘆 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝘀' 𝗗𝗮𝘆 from Reverent Asset Management! We felt like there was no one better to draw inspiration from today, so we reflect on the timeless wisdom of 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗚𝗲𝗼𝗿𝗴𝗲 𝗪𝗮𝘀𝗵𝗶𝗻𝗴𝘁𝗼𝗻... It can serve as a reminder that 𝗼𝘃𝗲𝗿𝗰𝗼𝗺𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗼𝗯𝘀𝘁𝗮𝗰𝗹𝗲𝘀 leads to greater triumphs in your golden years. See my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 and let's navigate the complexities together, guiding you toward the retirement you truly deserve. Your financial success is our commitment, and 𝘆𝗼𝘂𝗿 𝘃𝗶𝗰𝘁𝗼𝗿𝘆 𝗶𝘀 𝗼𝘂𝗿 𝘁𝗿𝗶𝘂𝗺𝗽𝗵! 🙌 #PresidentsDay #GeorgeWashington #financialplanning

How much should I really care about my KiwiSaver? If you are an employee, you probably have KiwiSaver but is it doing the best it could for you and your future? If you are self-employed, you may not have paid particular attention to KiwiSaver but how much could this cost you in future? Jordan Clemence catches up with Ric Thorpe from Sidekick to talk about why KiwiSaver is an important investment/savings lever for everyone to understand. Take a moment, grab a drink and hear what things you need to be thinking about when it comes to KiwiSaver. Getting the right advice for your KiwiSaver strategy could make a life-changing difference. #resure #kiwisaver #insurance #financialadvice

In my 25 years as a financial advisor, I’ve seen firsthand how the complexities of managing money have ballooned. Today, people face a barrage of investment choices, complex tax codes, and constantly shifting market conditions, all while juggling a career, managing debt, caring for family young and old, and planning for a secure retirement. It leaves people feeling overwhelmed and unsure where to start. That is why I’m so excited to unveil a project that’s been in the works for some time! At Eaglerock Financial, we’re refreshing our focus, looking at money management through a new lens— to help people find financial freedom through our rebrand as Eaglerock Wealth Management. We’re taking an integrated, holistic approach to managing and protecting client wealth so they can find balance between saving for the future and enjoying the present, overcoming life’s unexpected challenges, and writing the next chapter. Together, the teams at Eaglerock Wealth Management, Inc and Erock Tax are here to dive into the details, listen, educate, and act in your best interest, always. Take a minute to view our new launch video and brand-new website with resources to help you on your financial journey. https://lnkd.in/eg5_7QzA Here’s to taking control of your finances and living your best life in 2024!

Want a more in depth and fun conversation on how Christopher Ailman thinks about governance, culture and leadership? Check out this recent episode Christie Hamilton and I conducted with he and Ashby Monk on Capital Decanted https://lnkd.in/gW4jDu-g

📣Dive into the world of retirement planning with SAM's latest white paper – “Navigating Retirement: Harnessing the Power of Monte Carlo Stress Tests.” 📚 Discover the significance of Monte Carlo analysis in modern financial planning, providing a dynamic tool to navigate uncertainties and shape a secure financial future. Download your copy now! #RetirementPlanning #FinancialPlanning #MonteCarloAnalysis #WealthManagement #SAM https://lnkd.in/eV2Jr4Dg

Want a more in depth and fun conversation on how Christopher Ailman thinks about governance, culture and leadership? Check out this recent episode Christie Hamilton and I conducted with he and Ashby Monk on Capital Decanted https://lnkd.in/gud5P64Q

🎬 Don't miss out! Reserve your seat for this morning's 09:30 webinar where our panel of investment experts will be discussing Retirement & the Local and Offshore Market. Book your seat here: https://shorturl.at/tFQ18   Established more than 10 years ago, Springpoint Finance specialises in wealth creation and preservation for investors. We achieve this through individual tailor-made planning for investors focusing on a mix of local and offshore assets and reduced risk exposure to provide consistent long-term returns. We invite you to register for a live Zoom webinar, during which we will be discussing pre and post-retirement, our funds as well as the latest on the local and offshore market.   Speakers include: 1) Robert Foster - Founder and Managing Director and CIO of Star Investment Partners. 2) James Bullock - Portfolio Manager. 3) Brandon Quinn - Founder of Saffron Wealth (Pty)Ltd & Portfolio Manager. 4) Phil Wessels - Director and Portfolio Manager for Star Investment Partners. 5) Philip Bradford - Head of Investments, PortfolioMetrix Asset Management, SA.

How have budgeting measures for FY24 shaped MassPRIM's approach to private equity and real estate investments? Read more to uncover the insights, and find out how the fund’s focus on controlling costs has contributed to investment success. Sarah Rundell for Top1000funds.com. Massachusetts Pension Reserves Investment Management Massachusetts Unclaimed Property Division, State Treasurer Deborah Goldberg Anthony Falzone #InvestmentSuccess #Transparency #PrivateEquity