Stacey E. Winning on LinkedIn: #discoverdimensional (2024)

Watch this month’s video to gain some insight into how we are preparing for today and years to come for our clients. Tradition Wealth Management’s bench is deep. We have prioritized hiring the next generation of financial advisors to stay current and take good care of our multi-generational clients – from the grandparents to the parents, their children, and grandchildren. The mission remains the same. We help people, we know finance.https://lnkd.in/ezsK_8WY

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Ryan Murphy (Morningstar) on the evolving roles of financial advisers. 🤝 Increasing value of soft skills - the job is becoming more about investor management rather than investment management. 🕵♀️ What's the client's motivation?- Crucial for good outcomes! Often hard to know and express long terms goals. Advisers can help and guide their clients to uncover those.https://lnkd.in/eRaNvwfy

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oI am excited to share that I was recognized by Forbes as one of the 2023 Top Next-Gen Wealth Advisors Best-in-State.oThe Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. https://lnkd.in/g4wcfutA

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For unique perspectives on wealth planning issues and opportunities that could define the year ahead, read RBC Wealth Management’s Global Insight 2024 Outlook. Aurora Wealth Solutions Group. It's your path, we'll light the way. www.aurorawsg.com https://bit.ly/3ScaKfT

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Here are the most compelling headlines from today’s issue of Advisor Squawk (advisorsquawk.com): Banks Face Their Worst Losses Since 2008 Crisis if Inflation Not Tamed Brookfield Reinsurance Arm Nearing Deal to Acquire American Equity Risk, Retirement Remain Top of Mind for Advisors New Research Answers All-Important Question: Why Hire an Advisor? Investors Still Need to Adjust to a World of Higher Interest Rates 10 Lessons You Must Learn to Succeed at Prospecting As always, thank you for reading.

There are a number of ways to get scale in the wealth mgmt. business. This complex bond environment post pandemic has offered a few tailwinds to a models based approach. If interested, have a quick look - PIMCO is getting some great recognition with our approach in the space.

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Attention all financial advisors! If you’re considering a move but nervous about the process and support that you’ll need to get it done, I have great news! Working out of the Cambridge Investment Research, Inc. home office gives me a unique perspective on the Transition Team. I have a front-row seat to see them in action as they work with transitioning financial advisors every day. Let me just tell you, they are top-notch. Too good to be true? See what our financial advisors had to say about their experiences. #joinCambridge #financialadvisor

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Today, I came across an enlightening video delving into the intricacies of BlackRock and Vanguard, financial mammoths that collectively manage 15 trillions of dollars in assets. This prompted me to share insights on these giants againn, emphasizing their innovative approaches and unparalleled influence on the global financial stage.BlackRock, headquartered in New York, stands as the world's largest asset manager, renowned for its cutting-edge investment strategies and the utilization of advanced technology like the Aladdin platform. In tandem with its sheer size, BlackRock's strategic investments contribute to its influential role in shaping corporate governance and investment markets worldwide.Meanwhile, Vanguard, based in Pennsylvania, distinguishes itself with a client-owned structure and a focus on low-cost index funds. Despite not surpassing BlackRock in total assets, Vanguard's massive investor base and emphasis on passive investing grant it substantial influence, reshaping investment landscapes and market indices.The combined assets managed by BlackRock and Vanguard exceed the GDP of France more than fivefold, underlining their concentrated power. These financial giants, as explored in the video, showcase not only their impressive scale but also their profound impact on global finance, corporate strategies, and investment paradigms.Stay tuned for my next post, where I'll delve into the founders of these two behemoths

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Exciting News! 🌟As I approach the 6-month mark at Kennedy Partners Wealth, I can't help but reflect on the incredible journey it has been so far. From day one, I've been welcomed into a culture that prioritises excellence, integrity, and above all, the success of our clients.At Kennedy Partners, we're not just about managing wealth; we're about crafting personalised solutions tailored to the unique needs and goals of each individual. Our approach is rooted in decades of global wealth management experience, ensuring that every decision we make is aligned with our clients' best interests.We understand that our clients are more than just portfolios; they're individuals who have worked hard to accumulate their wealth. That's why we deeply respect their efforts and appreciate that their success directly impacts ours.When it comes to investment advice, our philosophy is simple yet effective. We view our clients as ultimate absolute-return investors, prioritising diversification and asset allocation to maximise returns while minimizing risk. We believe that alternative investments can play a crucial role in complementing traditional asset classes, providing additional sources of potential return.But perhaps what sets us apart is our unwavering commitment to ongoing review and refinement. We understand that the financial landscape is constantly evolving, and we're dedicated to ensuring that our clients' portfolios adapt accordingly. Set and forget portfolios are no longer effective - if they ever were.I'm thrilled to be open to working with anyone to see if our services are right for you and your circ*mstances. If you've been considering your wealth management options, I'd love the opportunity to chat with you about how Kennedy Partners Wealth can help you achieve your financial goals.Feel free to reach out to me directly—I'm here to help you every step of the way.#KennedyPartnersWealth #WealthManagement #InvestmentAdvice #TailoredSolutions #ClientSuccess

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Something that separates us from other wealth managers is our belief that it’s imperative to have assets in the private markets and alternative assets, not 100% allocated to public financial markets. -The one thing we’ve found to be true is there’s not one perfect place to invest. Having exposure to different investments that provide liquidity, hedge inflation, produce income, long term growth, and tax benefits is achieved by allocating money in the public AND private markets. -I learned early on to watch the largest investors actions, not the advisors selling a product or media selling a story. This unbiased approach has helped build wealth consistently over the years by blocking out the noise.

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