Few people can liven up a conversation about investment theory and practices better than our chief investment officer, Paul R Samuelson. Now you can learn from Paul, too. His white paper on asset location appears in the recent issue of Investments & Wealth Monitor, a publication of the Investments & Wealth Institute. Paul paints a scenario familiar to most advisors: Clients with messy portfolios of accounts, often scattered across multiple institutions and advisors, whose financial goals may be at risk because of tax drag. https://lnkd.in/eekajREf
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See why a powerful new asset is turning heads of professional investment managers and financial advisers. Independent research and analysis illustrates that including a guaranteed income producing asset in drawdown SIPP portfolios could achieve better outcomes in a wide variety of circumstances. It's time to ask: Does your platform offer this? Find out more. #JustBlends #RetirementPlanning #FinancialPlanning https://ow.ly/16Cw50TnZWv
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See why a powerful new asset is turning heads of professional investment managers and financial advisers. Independent research and analysis illustrates that including a guaranteed income producing asset in drawdown SIPP portfolios could achieve better outcomes in a wide variety of circumstances. It's time to ask: Does your platform offer this? Find out more. #JustBlends #RetirementPlanning #FinancialPlanning https://ow.ly/wnRC50QMqHt
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See why a powerful new asset is turning heads of professional investment managers and financial advisers. Independent research and analysis illustrates that integrating a guaranteed income producing asset in drawdown SIPP portfolios could achieve better outcomes in a wide variety of circumstances. It's time to ask: Does your platform offer this? Find out more. #JustBlends #RetirementPlanning #FinancialPlanning https://ow.ly/oMr450RSSRW
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See why a powerful new asset is turning heads of professional investment managers and financial advisers. Independent research and analysis illustrates that including a guaranteed income producing asset in drawdown SIPP portfolios could achieve better outcomes in a wide variety of circumstances. It's time to ask: Does your platform offer this? Find out more. #JustBlends #RetirementPlanning #FinancialPlanning https://ow.ly/ABEl50R2VTv
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See why a powerful new asset is turning heads of professional investment managers and financial advisers. Independent research and analysis illustrates that including a guaranteed income producing asset in drawdown SIPP portfolios could achieve better outcomes in a wide variety of circumstances. It's time to ask: Does your platform offer this? Find out more. #JustBlends #RetirementPlanning #FinancialPlanning https://ow.ly/ZRM150SiO5I
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Help! 😖 Are you feeling overwhelmed by the different types of investments? Unit trusts? Investment bonds? Not sure what is right for you? Don’t worry you are not alone. If you are looking at investing for the first time or reviewing your existing strategy I would love to chat. I offer a no obligation 30 minute discovery call where I can talk to you about your goals and objectives and understand how we can get you there. DM me to book in a time that works for you 📲 I am also running a video series over the next four Fridays where I will be talking about the different types of investment wrappers so keep an eye on my LinkedIn. 👀 The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Avail Financial Planning 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) SJP Approved 05/07/2024 #InvestmentWrappers #InvestmentStrategy #InvestmentBonds
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Announcing to advisers. See why a powerful asset is turning heads of professional investment managers and financial advisers. Independent research and analysis illustrates that integrating a guaranteed income producing asset in drawdown SIPP portfolios could achieve better outcomes in a wide variety of circumstances. It's time to ask: Does your platform offer this? Find out more. #JustBlends #RetirementPlanning #FinancialPlanning https://ow.ly/6Ut450SvMhC
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In families with wealth that spans generations, younger members often have questions that go unasked. Our newest whitepaper helps answer these questions and offers practical tips to navigate the challenges of significant wealth. Contact me if you wish to discuss inter generation wealth transfer and similar topics as they related to your investments, family owned business and planning. Lawson.hembree@ml.com
Helping the rising generation navigate inherited wealth
mlaem.fs.ml.com
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Looking for a smarter way to invest in volatile markets? Dollar-cost averaging is a proven investment strategy that helps you reduce risk and build wealth over time. By investing a fixed amount at regular intervals, you benefit from market dips and minimize the impact of fluctuations. Marco Faccone at MGF Advisory specializes in fee-based investment services, offering personalized strategies like dollar-cost averaging to align with your financial goals and ensure long-term growth. With over 25 years of experience, Marco provides expert advice to help you navigate market uncertainty with confidence. Whether you're planning for retirement, building wealth, or optimizing your portfolio, Marco’s fee-based approach ensures unbiased, transparent guidance tailored to your needs. Start making your money work smarter. Contact Marco at 604.789.3888 or marco@mgfadvisory.ca today to integrate dollar-cost averaging into your financial plan. #DollarCostAveraging #InvestmentStrategies #FeeBasedAdvice #WealthManagement #SmartInvesting #RetirementPlanning #TaxEfficiency #FinancialPlanning #WealthBuilding #FinancialSecurity #LongTermWealth #VancouverAdvisor #PersonalFinance #TransparentAdvice #RiskManagement #ComprehensivePlanning #WealthProtection #InvestmentManagement #InvestmentAdvisor #MarcoFaccone #FinancialGrowth #RetirementSavings #FinancialSuccess #WealthCreation #MarketInsights #FinancialFreedom #SecureFuture
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Investing for the long term and spreading your investments around is really smart. It means you can ride out the ups and downs of the market more smoothly because your money is not all in one place. This approach gives your money the best chance to grow over time, thanks to compounding, where your earnings start earning too. At Greenwood Financial Advice, we're here to help you build and look after a varied investment plan that fits your long-term goals. The value of an investment may fall as well as rise. You may get back less than the amount invested. Contact us to find out more: https://lnkd.in/eQGCyjX2 ☎️ 07915469451 Greenwood Financial Advice Limited 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). SJP Approved 8/4/2024 #GreenwoodFinancialAdvice #savings #longtermgrowth #investment #financialplanning #WealthManagement #investmentstrategies
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