It’s a presidential election year. Will the markets react? Pulling from research teams at JP Morgan and Blackrock, SC&RA’s investment firm director, Doug Birnie will guide you through the important principles of long-term investing and how markets will historically react to elections in the upcoming webinar, What Retirement Plan Sponsors & Investors Need to Know about Long-Term Investing, July 17, 2 pm EDT. He will cover 7 things that every investor should commit to (but less than half do or will do!). The material in this presentation is applicable to all investors, but especially for those who leaders who are sponsoring retirement plans for their companies as this presentation will qualify as an educational component needed to satisfy your annual fiduciary responsibilities to your plan participants. This webinar is brought to you by SC&RA and KHL Group, and sponsored by Piedmont Wealth Advisory. To register, use this link: https://ow.ly/4oT550SBupv
Specialized Carriers & Rigging Association (SC&RA)’s Post
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Tomorrow is the day! We're breaking down the complexities of today's markets—covering recent #economic updates and other key investment themes, like #artificialintelligence and the U.S. #election. Whether you're an individual investor or a retirement plan fiduciary, this discussion is tailored just for you. Stay informed and stay ahead! #FinancialWellness https://hubs.li/Q02qWcM60
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Financial, Investment, & Retirement Planner, Author, Media Personality, Wealth Manager, Business Coach, Founder & CEO at Richon Planning, LLC.
Do presidential election years impact the market? Maybe... but not in the way one might expect. Here’s some insight on how elections and the market have historically intersected. Would you like to meet with us to discuss your portfolio and receive a complimentary Optimized Retirement Plan? Give us a call today at 919-300-5886 to schedule a financial strategy session with Peter Richon. DISCLAIMER: Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered inestment adisor. BCM and Richon Planning, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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Tomorrow is the day! We're breaking down the complexities of today's markets—covering recent #economic updates and other key investment themes, like #artificialintelligence and the U.S. #election. Whether you're an individual investor or a retirement plan fiduciary, this discussion is tailored just for you. Stay informed and stay ahead! #FinancialWellness https://hubs.li/Q02qVW9F0
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During times of political polarization in an election year, even long-term, goal-focused investors can feel stressed. There are so many unknowns about what will happen day-to-day leading up to the election, the stock market can move up-and-down based on sentiment and headlines, and it’s unclear what the next administration might do that could impact your retirement plans. https://lnkd.in/e2DvjDEj
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I help Christians, that have recently received a large sum of money to ease their emotional burden by making wise financial choices that align with their spiritual values.
As we approach the upcoming presidential election, it's important to keep a close eye on your financial planning. Political shifts can lead to significant economic changes, which may impact your long-term savings and investment strategies. Don't let the election season catch you off guard. Stay informed, stay prepared, and help ensure your retirement planning is resilient enough to withstand the winds of change.
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Financial Advisor - We help Families & Business Owners, with 5 -100 employees, in and around the Gilbert AZ area. One goal of ours is to help create strategies for eliminating financial risk.
Some big financial decisions land in our laps like a bombshell. If you're facing sudden retirement decisions, all the choices can be overwhelming. Here's a quick guide that breaks down the 20+ critical choices you'll need to make - fast. Please don't delay, because some of these steps are time sensitive. Click below to download and read instantly. Overwhelmed and need personal advice now? I save a few appointments each week — grab one by calling our office now!
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In today’s world, many nearing retirement are not solely interested in investing for wealth accumulation for their own benefit, but investing in companies that share specific environmental, social, and governance values working to improve society and the world. More in the latest blog: https://hubs.li/Q02Fr9j20
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Revamped Retirement Advice Rules: Greater Protections From Unscrupulous Financial Advisors : Watching the news focuses on the latest updates on investment fraud, it’s common to think, “how did those investors fall for that?” It’s one thing to read about financial scandals and quite another to navigate the realities of investment and legal complexities in real life. This is where I, Emily Carter, step in. Equipped with […] https://lnkd.in/ejFzkjYJ
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Wealth Advisor, Owner at Bowman Financial Strategies, National Social Security Association Certificate Holder.
Some big financial decisions land in our laps like a bombshell. If you're facing sudden retirement decisions, all the choices can be overwhelming. Here's a quick guide that breaks down the 20+ critical choices you'll need to make - fast. Please don't delay, because some of these steps are time sensitive. Click below to download and read instantly. Overwhelmed and need personal advice now? I save a few appointments each week — grab one by calling our office now!
Sudden Retirement Decisions? Read This
financeinsights.net
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Building new relationships in Capital Markets | Financial Risk Solutions | Consulting | FinTech
High interest rates continue to impact different areas of the financial services ecosystem ... "The California Public Employees’ Retirement System board voted in March to reduce its target stock allocation to 37% from 42% while ramping up investment in private equity and private debt. The fund expects those two asset classes to return 7% to 8% over the next two decades, compared with 6% to 7% for stocks." Private markets are benefiting and managing interest rate risk is top of mind. #privatemarkets #interestrates https://lnkd.in/e8NmjuKY
Pension Funds Are Pulling Hundreds of Billions From Stocks
wsj.com
