Richard Bernstein Advisors’ Post

Meet Andrew Pratt, CFA, our new Investment Manager at Wiser Wealth Management! We are excited that he has joined our team. Watch this video to learn more about him. https://lnkd.in/gKUrQMkE

It’s a tale of two timeframes. Shannon Saccocia, CFA, CIMA®, Chief Investment Officer – Private Wealth, appeared on CNBC’s Halftime Report yesterday where she shared her latest views coming into year-end and discussed how she is positioning portfolios to prepare for continued volatility and valuation compression. Watch her interview in the link below. #CIO #CNBC https://lnkd.in/euh-JV43

Pick Stocks Like Peter Lynch. 📈 Today, let's celebrate the amazing career of Peter Lynch, one of the most influential figures in finance and investing. Who is Peter Lynch? Peter Lynch is a famous American investor and fund manager born on January 19, 1944, in Newton, Massachusetts. Peter Lynch strongly believed that individual investors had advantages over large institutions because they could invest in smaller companies that big firms often overlooked. Peter Lynch's Three Basic Investing Tenets: 1. Only Buy What You Understand 2. Always Do Your Homework 3. Invest for the Long Run Here's to investing wisely and celebrating the legacy of Peter Lynch! 🚀 Do follow me for more such content. 🤙 Thank you, Parth Verma, for your guidance. #PeterLynch #investing #company #linkedin #growthstrategies

It’s not everyday you get a chance to be up close and personal with a Fund Manager. Check out this upcoming webinar with St. James’s Place’s Darren Johnson and Aristotle’s Jim Henderson. #sjpwebinars

Venture Debt is an area, up until a few months back, I did not really know existed. It also has two words that with high interest rates and uncertain economic times would give most people pause. However, Zack Ellison, CFA, CAIA does an incredible job of simplifying and explaining what Venture Debt is as an investment and asset class in his podcast below. I strongly recommend the podcast series in general as he has had some interesting guests in the past, but this one in particular is a great conversation and educational piece. Hope you enjoy!

We are proud to have John McCorvie, CFA, Tara Hefty, CFA, FRM, Julie Pribble, CFA, and Terry Robinette recognized as Five Star Wealth Managers by 5280 Magazine. Grab a copy of the latest 5280 Magazine to check out the full award. Congrats to the team and thank you for your unwavering dedication to clients and leadership here at Peak! 🙏 🙌 Advisory Services offered through Peak Asset Management, LLC, an SEC registered investment advisor. This is not an offer to buy or sell securities. Past performance is not indicative of current or future performance and is not a guarantee. This third-party rating was granted by Five Star Professional on 10/1/2023 and applies to the period from 12/22/2022 through 06/30/2023. Criteria for the third-party rating can be found below. No compensation was provided either directly or indirectly to obtain the third-party rating. https://lnkd.in/gabYgV8z

📢 Register Now… https://buff.ly/3UiB8py @Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 💡 Meet the Fund Manager – St. James’s Place in Conversation with @Aristotle 📅 Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: @Jim Henderson, CFA, Managing Director, Client Portfolio Manager Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors 💰 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested #MeetTheFundManager #InvestmentStrategies #Financialplanning Steadfast Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. eg, Michael Edwards Financial is the trading name of Michael Edwards Wealth Management Ltd) SJP Approved 21/02/2024

Today is the last day to nominate David Grau Jr, MBA for the 2023 InvestmentNews Hot List! To celebrate David's achievement, please nominate him at: https://hubs.li/Q021k5Sv0 If you need assistance with the nomination content, please don't hesitate to reach out to us at [email protected]. #InvestmentNews #HotList #SRGExcellence

RETIRED Merrill Lynch CHIEF MARKET STRATEGIST BOB FARRELL HAD 10 GOLDEN RULES, ALL INVESTORS AND I BELIEVE BOARD MEMBERS SHOULD CONSIDER AND FOLLOW (PARTICULARLY IN OUR CURRENT ENVIRONMENT)!! Yes, I do think they give insights to board members as well as investors.... 1.  Markets tend to revert to the mean over time 2.  Excesses in one direction will lead to an opposite excess in the other direction 3.  There are no new eras – excesses are never permanent 4.  Exponential rapidly rising or falling markets usually go further than you think, but they do not correct by going sideways 5.  The public buys the most at the top and the least at the bottom 6.  Fear and greed are stronger than long-term resolve 7.  Markets are strongest when they are broad and weakest when they narrow to a handful of blue-chip names 8.  Bear markets have three stages – sharp down, reflexive rebound, and a drawn-out fundamental downtrend 9.  When all the experts and forecasts agree – something else is going to happen ( btw my fave) 10. Bull markets are more fun than bear markets #investing #bobfarrell #merrilllynch #boardofdirectors #equities #capitalraising #capitalallocation

Mark Kritzman, State Street Associates Founding Partner, Senior Lecturer at MIT Sloan School of Management, Will Kinlaw, CFA, head of research for State Street Global Markets, and David Turkington, CFA, head of State Street Associates, discuss their co-occurrence paper which provides a more precise measure of asset diversification. The discussion covers how diversification should be measured, how to overcome weaknesses in correlation as a parameter, the notion of co-occurrence and co-movement, and ultimately how to construct portfolios considering these issues. Watch the discussion: http://ms.spr.ly/6041iR42L