It’s been an action-packed first half of the year at Arta! We’re excited to share all the latest tools and strategies we’ve designed to help you level up your finances. 📣 Members: Join us next week for an exclusive recap and demo session led by Arta CEO Caesar Sengupta and COO David Shapiro. This session will cover a range of topics, including: 💼 Community features to compare your portfolio to peers 📈 New solutions to gain tax efficiency and manage over-concentration 🔮 A sneak peek at what’s coming to the platform next Mark your calendar for Wednesday, July 24 at 4 pm PT. You can register via your account home screen. Not a member yet? It’s free and easy to sign up for U.S. accredited investors. See you there!
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Great way to check out Arta and learn some ways tech can help with your investing.
It’s been an action-packed first half of the year at Arta! We’re excited to share all the latest tools and strategies we’ve designed to help you level up your finances. 📣 Members: Join us next week for an exclusive recap and demo session led by Arta CEO Caesar Sengupta and COO David Shapiro. This session will cover a range of topics, including: 💼 Community features to compare your portfolio to peers 📈 New solutions to gain tax efficiency and manage over-concentration 🔮 A sneak peek at what’s coming to the platform next Mark your calendar for Wednesday, July 24 at 4 pm PT. You can register via your account home screen. Not a member yet? It’s free and easy to sign up for U.S. accredited investors. See you there!
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🧠 Learn the new #WordOfTheDay! Wealth Management - Professional advice on how to manage your money, investments, and taxes all in one. 📚 Subscribe for FREE and get smart w/ money 👉🏽https://lnkd.in/egJWvQuh 👈🏽 👉 And if joining feels like we’re moving too fast, how about showing the love with 👍 and maybe a repost? Thanks & good karma #GreatWealthTransfer #FinancialEducation
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"As a young person, right from school to your first hustle, these first years determine your trajectory, do not sleep walk through these crucial years. Be very intentional about your money habits; prioritize your emergency fund, research on a sacco of your choice and start contributing share capital, cut down on spending and find something you can do on the side to make you some extra cash, improve your skill". Takeaways from our session last week on Budgeting which is the first step towards achieving financial freedom. Thank you all for joining us, your active participation, insightful questions and commitment towards learning the basics and complexities of finance together as young people is truly inspiring. #Budgeting #radanikuplanfutureyetu #byigsessions
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Our chief happiness officer 🐶 loves modeling this adorable swag from @AdvicePay! 😍 It says “My Financial Planner thinks I’m a great investment!” Man, is that the truth! 😁 He brings exponential love and joy into our lives. 💓 Caring for Theo is a part of our financial plan and his name comes up in our financial planning meetings with our advisor. 💰 A good investment can be measured in more than interest rates and stock options, which is why values-based financial planning is so powerful! 👏👏👏 What are your worthy investments? 🤔 #FinancialPlanning for #Advisors #TheoThursday
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Are you still wondering what everyone else knows? It's time to take control of your finances. It's easy to compare your journey to someone else's highlight reel. Remember, all you see is a curated snapshot, not reality in most cases. Focus on building your financial foundation. Set clear goals, create a budget, and explore investment options. Your financial future is in your hands. Don't let the illusion of others' wealth distract you from your own path to prosperity. Start your financial journey today with finservepro. Go to www.finserve.pro to get started #finservepro #financeusa #financialfreedom #financialliteracy #financialfreedom #debitmanagement #budgetbuilding #financialservices #wealthmanagement #accountantsUSA #mortgageandloansintheUS #taxagency #taxagencyusa
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Have A Great Start To A New Month! Let's make this month count by taking proactive steps towards financial empowerment. We're here to provide the guidance and services you need. #FinancialEmpowerment #August #goals #essentialfinance
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Our chief happiness officer 🐶 loves modeling this adorable swag from @AdvicePay! 😍 It says “My Financial Planner thinks I’m a great investment!” Man, is that the truth! 😁 He brings exponential love and joy into our lives. 💓 Caring for Theo is a part of our financial plan and his name comes up in our financial planning meetings with our advisor. 💰 A good investment can be measured in more than interest rates and stock options, which is why values-based financial planning is so powerful! 👏👏👏 What are your worthy investments? 🤔 #FinancialPlanning for #Advisors #TheoThursday
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📈 "Invest in your future wisely. Choose actions that align with your values, and let wisdom be your financial advisor. It's not just about wealth; it's about wise wealth. #WiseWealth #FinancialAdvisor" Hey, by the way, if you want to know more about creating an additional income stream this book , The Purpose Driven Side Hustle, In Just 30 Days, makes it quick and easy! Get more details here: https://lnkd.in/gn_XhMMy
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✅ We help business owners and high earners achieve tax efficient successful outcomes | putmanfinancialgroup.com
Happy April Fools' Day, everyone! 🎭 While we remain steadfast in our focus on the serious business of finance, today is a good reminder to have a little fun with your team, friends, and loved ones along the way. After all, laughter is a priceless investment with big returns. ❤️ Here's to always maintaining our sense of humor! 😆 #AprilFoolsDay #FinancialWisdom #putmanfinancialgroup #womenswellnessandwealth
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What do you REALLY want from a financial advisor? We recently hosted a fun networking event and asked attendees to share their financial advisor wishlists. The results were...interesting! While everyone wants their advisor to be knowledgeable and trustworthy, some expectations were a bit...well, out there! 😂 From "free coffee refills" to "make me a multi millionaire by next month" the requests were as varied as they were amusing. But it highlighted the importance of clear communication and realistic expectations. What do YOU expect from a financial advisor? Share your thoughts in the comments below! #investments #investing #financialplanning
What do you want from a Financial Advisor?
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