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While Andrew Carnegie meant giving generously, there's also wisdom in protecting the wealth you intend to pass on. Get a plan in place to preserve wealth and ensure your legacy thrives for generations to come. #FamilyWealth #EstatePlanning #GenerationalWealth #FinancialSecurity #McIntyreElderLaw #NorthCarolinaLaw #ElderLaw #NorthCarolinaEstatePlanning #ElderLawAttorney #EstatePlanning
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There is a reason why Senior Wealth Advisor Spuds Powell has received so many awards and recognition throughout his career. Let him help grow your wealth to where you want it to be. Why Our Clients Choose KAR: https://bit.ly/4aRHmm9 https://bit.ly/3WiiVKa #wealthmanagement #investing
Spuds Powell, CPWA - Managing Director at Kayne Anderson Rudnick
https://www.youtube.com/
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Hetty Green: Wall Street’s Long-Forgotten Queen **************************************** "People who are honest nowadays are accused of being mad." HETTY GREEN **************************************** Her enemies referred to her as the witch of Wall Street, which was a moniker that could not be further from the truth. The reality was she was among the most talented investors in US history (if not the most talented). She was also modest, honest, and charitable, which was so foreign to stock operators in the lawless markets of the Gilded Age that it was mistaken for witchcraft. For those who missed the webinar, please feel free to join in. In the second half, Michelle Seitz explains how she resurrected many of Hetty Green’s virtues to drive her rapid ascent in the investment profession.
Did you know that Henrietta (Hetty) Green (1834-1916) was among the most successful investors in U.S. financial history? Hetty navigated the volatile markets and fickle monetary currents of the Gilded Age, profiting during both the peaks and troughs, while most of her male contemporaries amassed and subsequently lost their fortunes. Some called her the richest woman in America; others deemed her the Witch of Wall Street. Explore her extraordinary life with Mark Higgins, CFA, CFP®, Index Fund Advisors, Inc. and Michelle Seitz, MeydenVest Partners. Watch the session on-demand now and gain insights into the life of this iconic investor. Thank you to Financial Women of San Francisco and 100WF's California, North committee for making this virtual session possible. Lauren DiCerbo Jennifer Ries Sarah Manasevit Sasha Burstein Erika Cramer Melanie Gaeta Sharon Hayman, CFA Allyson Johnson, CAIA Maria Joseph Marianne O Wendy Richards Nicola Spence, JD, PhD Meera Srinivasan Jennifer Weir, CFP® Mary Jo W. #100WF #womeninfinance #finance #wallstreet #hettygreen https://lnkd.in/eNUupaEU
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A new Black-owned financial institution could emerge west of Texas! The investment group Redemption Holding Co. (RHC), led by former White House Policy Advisor Ashley D. Bell, wants to acquire Holladay Bank & Trust in Holladay, UT, per an outlet. If approved, the Utah financial institution will be renamed Redemption Bank and become the only Minority Depository Institution west of Texas. "All of us require a bank to operate, and the reality was there was no Black-owned bank that we could sit on top of to operate with the way we're currently constructed," Bell told The Sacramento Observer. Alongside Bell will be Dr. Bernice A. King, the youngest child of the late Dr. Martin Luther King Jr. and Coretta Scott King. Per The Wall Street Journal, she will join the bank's advisory board and serve as the senior vice president for impact banking. Read more here ➡️ https://lnkd.in/g5FdWJSy #AFROTECH #Investmentbanking #Banking #BlackOwnedBank
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LEARN money, MAKE money! Quit losing the game just because you don’t understand the rules. Get educated, make cash flow, be free
WOW! My interview with Chris Carsley, CFA, CAIA was even better than I expected! 🤯 I've known Chris for years know but getting time to dive deeper into his background, experiences and the value add he provides for investors opened up so much more than I already knew. 😁 📈 Be sure to watch/listen to the recording for the full, but here are a few of my key takeaways about Chris: ✅ Started investing at just 12 years old, walking to his parents' financial advisor's office after school every day ✅ Wall Street intern to hedge fund investor turned alternate investment specialist ✅ "Bringing Sexy Back" into the fixed income space. With the Kirkland Capital Group private debt fund, Chris and his team provide a fixed income alternative backed by commercial real estate! 🏢 🏘 ✅ Offer consistent returns and downside protection 🤑 for investor dollars ✅ Provide loans for commercial real estate purchase or refi's up to $1.2 million ✅ Loves to kick ass in martial arts 🥋 💪 ✅ Started the CAIA Seattle chapter and provides education to real estate investors on various topics within the industry by bringing in leading experts in the field Be sure to connect with Chris and hear more about how they help their investors produce a fixed income, with downside protection and backed by real estate! #money #investing #cashflow #realestateinvesting #infinitebanking #multifamilyinvesting https://lnkd.in/ghhyYS7v
MoM June Chris Carsley
https://www.youtube.com/
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Global macro investor w/ unique skill sets in macro finance, corporate finance & tech. Fred’s mentor was one of the greatest macro investors of all times. He specializes in multi-asset strategies. No financial advice.
Why did Stanley Druckenmiller took on Janet Yellen and said she suffers from “political myopia” ?! And he adds : “ She has no right to be in that job”. Here’s the interview that started the spat between the 2, one is the renowned hedge fund manager who started his career breaking the Bank of England with Georges Soros and the other is the former chair of the Federal Reserve and now Treasury Secretary. On Trades: Druckenmiller is playing the normalization of the yield curve by being long 2yrs and short 30yrs. The inversion of the curve cannot last. Equities: don’t expect ANY returns over the next 10 years [me adding: if you can’t sell your winners before the inevitable reversal happens]. On Philanthropy: it’s exciting as it’s ever been in respect of outcomes. On the 2024 US elections: if Trump is elected he will manage the economy like he managed his businesses. Inflation might reach 8-10%. 😱 Must watch for all serious investors. ⬇️ https://lnkd.in/eFnzmafG More info on BBG: Druckenmiller Digs In on Criticism of Yellen, Disputes Her Math https://lnkd.in/eXbR-PsR
Robin Hood NYC 2023 Fireside Chat Stan Druckenmiller and Paul Tudor Jones
https://www.youtube.com/
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Discover more about our advisors at Trinity Wealth Management! Get ready to uncover some interesting tidbits about each of them that you may not have known before. Here are a few fun facts about Dan: 🏊♂️🚴♂️🏃♂️ Dan's goal is to keep completing triathlons until he's 70 years old. He's already conquered Saint Anthony's and Saint Pete's - talk about dedication! #TrinityWealthManagement #GreensboroNC
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How does the next generation of commercial real estate leaders flourish? With the right support. Read how Project Destined helped one Capital One underwriting analyst build networks and industry acumen through mentorships, real-life experience and more.
Supporting Hispanic Heritage year-round with Capital One's Jorge Calderon
cof-socialassociates.voicestorm.com
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How does the next generation of commercial real estate leaders flourish? With the right support. Read how Project Destined helped one Capital One underwriting analyst build networks and industry acumen through mentorships, real-life experience and more.
Supporting Hispanic Heritage year-round with Capital One's Jorge Calderon
cof-socialassociates.voicestorm.com
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