Wealth Enhancement Group’s Post

Get ready for the Spring Wealth Retreat in Charleston, featuring Merit Financial Advisors' CIO, Brian Andrew, CFA, in a compelling panel discussion. 'World on Fire: A Macroeconomic Face-Off' Joining Brian are esteemed experts, including Dave Feldman of Pretium, Scott Welch of UnconstrainedThought, and Paul Meeks from The Citadel moderating. Don't miss this insightful discussion! #WithIntelligenceCharleston #MacroeconomicDebate #FutureOfEconomy #FinancePanel #IndustryInsights

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

RJ Financial Professionals: We look forward to seeing you at the 2024 PCG Las Vegas Regional Conference. Don't miss Joey Madere, CFA®, Senior Portfolio Analyst, Gibbs Capital Management, as he addresses how a historical perspective can give advisors a better understanding of inflation and market valuations. #opportunities #investing #equitymarkets

In the latest Murray Income Trust manager update video, Charles Luke discusses a significant milestone for the Trust and unpacks some of the drivers behind the Trust's performance. Capital at risk. Watch now: https://ow.ly/K11m50PCmKT #MUT

Bullish investors expect an ideal scenario of stellar corporate results, easy financial conditions and lower interest rates in 2024. Here's why they may be disappointed. Eric J. Werner Vice President & Financial Advisor The Werner Group Mid-America Region Morgan Stanley Waterfront Corporate Park II 2100 Georgetown Dr., Suite 500 Sewickley, PA 15143-8782 Tel 724 933 1575 Mobile 412 435 4732 (Texting Enabled) [email protected] Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity and Inclusion & Give Back On-Line Meeting Scheduler https://lnkd.in/gh3Uf3ka The Morgan Stanley Client Experience means we listen more than we talk, so we can deliver an insights-rich, personalized plan to help you reach your financial goals. Your financial journey is personal, and so is the Morgan Stanley Client Experience. See how we put old school grit and new world ideas to work: https://mgstn.ly/3ZVuN4c #Investor #Confidence

At the end of Q2, I mentioned to Ritika Gupta on Asset TV U.S. that a lot could happen between now and the election. I must say, I didn't realize how much of an understatement that was at the time. However, by leaning into what history tells us, investors may be able to focus economic trends and macro-forces when making their portfolio decisions.

Global ultra-high-net-worth individuals navigate a new era with shifting priorities and expectations. Knight Frank's 2024 edition of The Wealth Report finds the world's wealthy adapting to a new rule book and a changing of the guard. Learn more > https://bit.ly/44gCYuq

"Change is the law of life, and those who look only to the past or present are certain to miss the future." — John F. Kennedy ➡ Financial Advisors- When things are outside our control and change is inevitable; You have two options; you can fight and resist- or be proactive and take control of the situation. Our industry is ever-changing. Being captive, while change is occurring, can be scary. If you are concerned with changes at your firm or ready to break free, let's have a conversation. Shoot me a message or give me a call 📞 520-780-8559 #financialadvisors #financialplanners #changemakers #independentfinancialadvisor #LFG #LFN #LFA #LFS

⚗️Howard Marks Distilled by David Rubinstein 🥃 If you haven’t read all of Oaktree Capital Management, L.P.'s Howard Marks' memos in recent years or if you are not all that familiar with the famous distressed debt and credit investor, this 25 minute video that got released yesterday will possibly be the best introduction to Howard Marks. Brought to life by no other than fellow investment legend David Rubenstein of private equity powerhouse The Carlyle Group. I was going to list a few quotes from the interview here. But probably best if you get the full dose of Marks' investment wisdom yourself from this compact recording. You will learn about the profound sea change 🌊 that is happening in markets after 40 years of falling interest rates. How you can get equity type returns on credit instruments and what this means for asset allocations going forward. He talks about the psychological factors of investing and two of the most common mistakes investors make. The situation when nobody wants to talk to him at dinner parties. And he answers the question what it would take for a young person to become the next Howard Marks and why investing is so endlessly fascinating. Highly recommended. https://lnkd.in/eFTbpgut ( Opinions are my own. No investment advice. Do your own research. ) #markets #investing #assetallocation #money #multiasset #credit #distresseddebt #institutionalinvestors #wealthmanagement #familyoffices Thanks for reading. Enjoyed this post? 👍 Like 💬 Comment 🔔 Subscribe to my profile to be an active part of my LI community. My investment research focuses on the topics of manager selection, special situations investing and asset allocation.

As we near the midpoint of 2024, William Blair President and CEO Brent Gledhill shares his insights on global financial markets, including how we can help you navigate complex market dynamics in the second half of the year. Read his complete remarks here: https://lnkd.in/gC22K6SA #WilliamBlairClientFocus