"This nation will remain the land of the free only so long as it is the home of the brave." -Elmer Davis. BlackRock Resources wishes you and yours a safe and festive holiday with your family and friends as we celebrate this great nation. Happy 4th of July! #independenceday #fourthofjuly
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Corporate America's golden goose is gone The age old dream of working till “retirement”, nest egg and Social Security Assuming the hours, restrictions and the do anything to support the stock price doesn’t end you Five years ago, I said enough This decision was not made lightly. It stemmed from a deep-seated belief in the → Power of personal connection → Impact of thoughtful, strategic planning on people's lives. Here, in this nurturing environment, that my story took an amazing turn I embarked on a journey to team with business owners Not just in growing their wealth but in nurturing it for generations to come. The strategy was threefold: → Devising strategies to afford clients more time to enjoy their lives → Creating a roadmap to amplify their investments for lasting legacy → Reducing taxes to ensure more income remains in the hands of those who earned it But this narrative is more than just about strategic wealth management. It's about leadership and the ripple effect of positive change. From growing the firm's assets from 80 million to nearly 500 million To earning accolades that resonate across the financial community, These accomplishments are milestones on a journey of transformative leadership. Yet, the most cherished achievement is in each relationship built with trust over time. Grateful for my team!
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As we countdown to our 20th anniversary in September, we reflect on what sets Global View apart. Global View was founded on the principle of putting clients first. Our unwavering commitment to acting as true fiduciaries has been the cornerstone of our success. By prioritizing our clients' interests above all else, we've built a strong foundation of trust and partnership. #GlobalView20 #FiduciaryFocus #ClientCentric #FinancialPlanning #RetirementPlanning
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Congratulations Preservation Equity Fund Advisors (PEF Advisors) on being one of our 2024 CRE's Best Places to Work! 🎉 The best place to work is more than benefits packages, compensation and flexibility. Although all the aforementioned matter, we also considered examples set by corporate leadership, the company's spirit to giving back, and the affection employees help at these firms. Read the reasons behind our picks: https://lnkd.in/ggUd5xGS
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It was a great start to the week for FGS Global in the Netherlands, as we welcomed the inspiring minds of Megan Bouchier and Hannah Dunning, Partners from our San Francisco office. During two informal roundtables, they gave colleagues, clients and FGS Global relations a look into the latest trends and views from Silicon Valley and Wall Street, based on our ambition to navigate the stakeholder economy. Across the pond, the sentiment of ‘cautious optimism’, as Megan and Hannah described it, is prevalent, because of uncertainties related to monetary policy, geopolitical tensions and the upcoming US elections. In Silicon Valley, there is hope that interest rate cuts from the Federal Reserve could spark more VC investments, although the numbers show that investors are still treading carefully. On Wall Street, investor appetite for “immature companies” is very low. For companies that are contemplating a listing in the U.S., it is crucial to have a robust financial profile, a clear narrative, and a strong reasoning behind their choice to list in the U.S. Thank you, Megan and Hannah, for visiting and enriching us with your insights and expertise, as well as demonstrating the power of cross-continental collaboration. Many thanks to all participants, for transforming this gathering into more than just an event. We look forward to continuing the conversation and welcoming you again in the future. #StakeholderEconomy #StrategicCommunications #CapitalMarkets #Media #Reputation #IPO
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Working for BlackRock has been described as simultaneously working for the federal government and working for a family business. As Business Insider’s Rebecca Ungarino explains, at BlackRock, getting promoted is often political and dependent on who's lobbying for colleagues behind the scenes — so much so that people compare the process to congressional races. Larry Fink, the cofounder and chief executive, turns 72 in November, and the company has said it is prioritizing finding successors to him and Rob Kapito, the president and another cofounder. In interviews, insiders have consistently named the same two senior executives as most likely to replace Fink: Mark Wiedman, 52, the head of the global client business, whom people describe as most like Fink, and the 50-year-old chief operating officer, Rob Goldstein. To find out more about their chances of taking over, and the other people in the running for the job, head to Business Insider. https://lnkd.in/eUNgJzkU (Credit: Getty Images/Techonomy/Australian Financial/Business Insider) #blackrock #finance #business #larryfink
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Very inspiring to work with such a select group of professionals with a successful and unquestionable focus on impact investments.
We are excited to welcome two new members to the Calvert Impact Board of Directors. Eliza Pepper and Georgina Baker both bring years of direct industry experience that will elevate our work. Eliza led the Latin America's advisory and wealth planning teams at UBS, where she made sustainability a preferred investment lens and Georgina is currently a senior advisor with BCG after a 30-year career at IFC. Our CEO Jennifer Pryce said “We are fortunate to welcome Eliza and Georgina...As we continue to build new products with an emphasis on accessibility, Eliza's deep knowledge of how to get products into the hands of investors will be essential. And Georgina's tremendous breadth of experience in development finance will be critical to guide us as we explore new sectors and capabilities." Learn more about Eliza and Georgia: https://bit.ly/4cFZVuL
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Recently returned from a great visit to the east coast where I had the pleasure of meeting with The Sedoric Group of Steward Partners and more than 60 of their clients. There’s something special about connecting with our end investors and hearing first-hand what’s top of mind for them (including interest rates, the potential impacts of the election, GenAI, and more). Hearing directly from investors drives home the impact of our work. A recurring theme in our discussions was the importance of thinking long term – a core value of Capital. The idea of not being distracted by difficult or uncertain times feels particularly relevant right now. History has taught us that market declines are an inevitable part of investing but those who stay invested have often reaped the rewards of long-term superior results. At Capital, we’re focused not just on next quarter… we’re looking years and decades ahead. This long-view has served our clients well in the past and I believe will continue to do so in the future. In fact, Capital investment professionals shared their assessments of the recent market volatility and thinking long term: https://lnkd.in/etZibKVi It’s discussions like these that reinforce my belief in what we do and reminds me why we stay committed to our long-term strategies. #CapitalGroup
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Helping people plan their finances to meet their goals for themselves and their families. Chartered Financial Planner.
📢 Register Now… @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 https://lnkd.in/dag3VuY7 Thames 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. SJP Approved 21/02/2024
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📢 Register Now… @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 💰 📢Register today and secure your place: https://lnkd.in/e52e7hFS 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 Cockbain & Associates 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. SJP Approved 21/02/2024
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📣Register Now… @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. REGISTER IN THE COMMENTS ⬇️ #MeetTheFundManager #InvestmentStrategies #Financialplanning PW & Partners 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. SJP Approved 21/02/2024
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