Wealthspire Advisors’ Post

As the week comes to an end, let us take this nugget of wisdom and ponder on the beauty of investing in connections. Leave a message for Barry Jackson today at bjackson@IMPACTLegalResources.com for more insights like this! ----- #ImpactLegalResources #LegalExcellence

Just a subtle reminder to young investors that, "it is business models and strategies that generate financial returns, not organizational visions". Therefore, you can trust a vision with your heart but invest in strategies and models. As a younger investor, you need to generate as many returns as possible to comfortably pursue visions as you get older - a strong, reliable business strategy will ensure this for you. Unless both are pursued concomitantly by a prospective investable firm. #investing4possitive_returns

Gone are the days when financial guidance was reserved for the wealthy! Robo-advisors are democratizing access to investment advice, providing new investors with tools to build their portfolios effectively. With 24/7 access to financial insights and lower fees compared to traditional advisors, these platforms are paving the way for a new generation of investors. Curious about how robo-advisors can work for you? Start your investment journey with a trusted robo-advisor today! #InvestingForAll #RoboAdvisors #FinanceMadeEasy #WealthForEveryone

How do you add additional value to clients as an investment advisor? 1. Be their quarterback and be open to client's specific needs 🏈 2. Present differentiated solutions 🔬 3. Consider adding sources of tax alpha that enhance overall account performance 📈 4. Scale your practice efficiently so you spend more time with CLIENTS and less time with OPERATIONS 📢 Brooklyn Investment Group Erkko Etula Flyer Financial Technologies #investments #wealthtech #alternativeinvestments #investmentadvisor #seperatelymanagedaccounts https://lnkd.in/erTZcv39

What's so "special" about Special Situations?   At Destra Capital, we believe in empowering financial advisors and forward-thinking investors with unique ideas that might help navigate through uncertain times.   Our latest whitepaper, "Credit Events," explores the distinctive landscape of special situations credit — a corner of the market where dislocation and complexity meet opportunity, offering the potential for positive risk-adjusted returns.   These insights may help to inform your investment approach and possibly uncover value in the most unexpected places.   Download now and explore new avenues of investing.   #InvestmentStrategy #SpecialSituationsCredit #FinancialAdvisors #DestraCapital

Did you know that robo-advisors can manage investment portfolios with lower fees compared to traditional advisors? This democratizes access to financial advice and helps investors maximize their returns. Let's embrace this innovative approach! #FinancialInclusion #SmartInvesting #FintechInnovation

Bill Williams Wealth of Inspiration on Investing! A few years back, I had the honor of interviewing Bill Williams. What is your #1 takeaway after watching the video? * This video is for informational and educational purposes only. The views, statements, and opinions expressed in this video are those of the individual speaker and not necessarily those of CWS Capital Partners and its affiliated entities. The information contained in this video does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering, or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. A complete list of all recommendations made by CWS Capital Partners is available upon request by calling (800) 466-0020 or by email at investorrelations@cwscapital.com. https://lnkd.in/g3DHNm_J

🚀 Introducing The A B C of Investment! 📚💸 Ever felt overwhelmed by finance jargon? Don’t worry—this new series will simplify it all, one letter at a time! Each post will demystify key investment concepts, from A to Z, using relatable examples, real-world scenarios, and engaging visuals. Ready to master the financial alphabet? Let’s dive in! 🔍💡 Ever earned money but didn’t see it in your account yet? That’s Accrued Revenue! 💸 It’s the income you’ve earned but haven’t received—yet. Let’s dive deep and uncover why this term is crucial for businesses and investors. 🔍📊 #AccruedRevenue #FinanceSimplified #InvestmentTips #BusinessGrowth #FinancialLiteracy #InvestSmart #IndianMarkets #ABCsOfInvestment"

For business owners seeking capital, and for investors looking to increase their allocations to private markets, the choice between investing in traditional private equity and "patient capital" is crucial.   Hear from Christopher Boehm, Executive Managing Director, Cresset Private Capital, as he weighs the pros and cons of each strategy and explains what investors need to consider when deciding what approach fits their needs. https://lnkd.in/gQx2F-sD

Are you curious about private equity? Join us at our upcoming webinar, designed to provide you with a comprehensive introduction to the fundamentals of private equity. Featuring the author of ‘The Essentials of Private Equity’, Mark Richardson, you’ll have the chance to learn the ins and outs of private equity, dive into different investment strategies to meet your financial goals, and hear directly from an industry expert with years of experience in sector. Don’t miss out on taking the next step in your financial journey with private equity: https://bit.ly/3z3obs9 #privateequity #financeprofessionals #financeindusty #industryprofessionals #industryinsights #finsiawebinar #webinar