Kingdom Advisors’ Post

It's always a great day at Impact Communications when multiple clients are featured in Retirement Daily on TheStreet. Many thanks to Kelly Fitzpatrick, CFP®, for leaning into this important conversation looking at the Advyzon annual Asset Allocation Study and Investment Trends to Watch in 2024 and Beyond featuring: - Aleksandr Spencer, CFA of Bogart Wealth - Brian Huckstep, CFA, CFP® of Advyzon Investment Management, LLC. (AIM) - Amy Hamasaki, CFP® of Mountain Wealth Planning - Katie Hendrix of Dimensional Fund Advisors - Rob Rickey, CFP® of StraightLine. This story should interest #financialadvisors AND #investors. Check it out here:

Amazing! How do we do it? Another complementary educational webinar featuring two experts in the world of investing. Make sure you tune into the Calgary Investors Education Forum on Wednesday, October 2nd at 10:00am MDT. Joseph Pochodyneak, CFA, Senior Portfolio Manager, and Ken Reid, CIM, Senior Research Associate with MacNichol & Associate Asset Management, will be presenting. Let's hear some expert opinions about the current markets and how experienced portfolio managers allocate assets to protect their clients. I particularly like the way MacNichol incorporates private equity and alternatives into their portfolios to diversify. Find out why next Wednesday by registering below! https://lnkd.in/gcKqwwYt #investing #investmentadvice #professionaladvice #investingeducation #retirementplanning #assetallocation #portfoliomanagement #saving #unbiasedadvice #financialeducation #moneymentoring

Which reading in the Fortnightly will make a difference for you? No matter your place in the investment ecosystem, there's something for you in every edition. Crack it open to see what's there. As always, thanks to the sources, this time including Douglas Lucas, Jeffrey Ptak, CFA, John Authers, Rupak Ghose, Deiya Pernas, CFA, Simon Edelsten, and many more. https://lnkd.in/dQcV7V7j

March 21, 2024, marked the 100th anniversary of the creation of the first mutual fund, the Massachusetts Investors Trust (MIT), which helped democratize investing from Wall Street elites to the general public. In this week’s Insight, Nasser Ali, Director of Investment Management, examines a century of existence and reminds us how mutual funds remain a vital part of the global investment landscape. #MutualFunds #StockMarket #investing

EisnerAmper talks with Lincoln Archibald, Managing Partner & Chief Investment Officer at Fund Launch Partners, about the outlook for GP stakes private equity fund investing. Lincoln shares insights on how GP stakes offer investors stable, recession-proof income from management fees while also providing benefits from fund performance. Continue reading here: https://okt.to/9UMgAW #PrivateEquity #GPStakes #Investment #FundManagement #AlternativeInvestments

In late October, Emily Rae, CFP (She/Her) had the chance to visit the New York City offices of CI Global Asset Management for a conference on the CI GAM Private Markets. This article highlights the potential benefits of investing in Private Markets: https://lnkd.in/gtd-u39G 

Having decades ahead of them for their investments to grow is the key privilege of 30-year-old investors, but this doesn’t mean that high-octane growth funds or index trackers should be the only priority at this life stage. Peter Hewitt, who manages the CT Global Managed Portfolio trust, said that if he had to choose just one fund for a 30-something, he would chose a global fund with a bias to secular-growth companies and sectors, pointing to technology in particular. Matteo Anelli Trustnet 👇

Webinar with GillenMarkets & Asset Value Investors (AVI Global Trust)   We are delighted to invite you to attend our next webinar on 26th March 2024 at 12.30pm. We will be hosting a conversation between Darren Gillen (Head of Research in GillenMarkets) and Joe Bauernfreund (Chief Investment Officer at Asset Value Investors). Asset Value Investors is a long-established boutique investment firm based in London and is set to launch a new open-ended UCITS fund structure, which will follow a similar strategy adopted in the AVI Global Trust. As a UCITS Fund, it will be available to Personal Retirement Savings Accounts (PRSAs). The fund will aim to run a concentrated portfolio with a target of 40-50 holdings. The manager's strategy is highly differentiated, focusing on finding overlooked or under-researched companies which own quality assets and trade at material discounts to intrinsic value. This approach has served AVI Global Trust consistently well having earned annualised returns of 12% over the past 40 years. During this 30-minute webinar, Joe will provide an introduction to the new fund and dive deeper into the fund's strategy. He will also give us his outlook for equity markets and will answer questions put to him by our investment team. This is a great opportunity to hear from an expert in this niche investment space. If you have any questions that you would like us to ask on your behalf, please send them to us at info@gillenmarkets.com and we will put them to Joe on the day. Register now at: https://lnkd.in/eMX4jEZa

📣 Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager virtual event. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. 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 Moran 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 04/04/2024

My take on the 'Direct vs. Regular' debate in the mutual fund investor space. I have tried to take a more balanced stance in the blog post. There are definite benefits in terms of higher returns on regular plans. But are they enough to compensate for the pitfalls of the unguided investments? Unsuitable asset allocation, fear and greed taking over through the market movements, keeping the FOMO at bay etc. come to mind. Give it a read and let me know your thoughts. Happy Investing... https://lnkd.in/dstQZXZi