Chris Fils, CFP® MBA

Why Active Fixed Income Matters More Than Ever In this most recent WealthManagement.com Fast Chat with Shannon Rosic, Head of Fixed Income and Sr. Portfolio Manager Peter Higgins discusses the current fixed income markets and explores new opportunities to navigate volatility with active management. https://lnkd.in/exYzyJZu #fixedincome #volatility #activemanagement

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Employees choose wealth management firms—and decide whether to stay at them—based on the opportunities to move their careers forward. Here’s how leaders at successful firms think about creating effective career paths.

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Its time to rethink your core bond exposure. Learn more about the dynamic risk management and income enhancing approach deployed in the Simplify Aggregate Bond ETF (AGGH). https://bit.ly/3EKB09W

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Today Bill and Jackie Cummings Koski, CFP®, MSPFP, AFC® are joined by another genius in the world of retirement planning research, David Blanchett, PhD, CFA, CFP. In his role at PGIM, David is responsible for Target Date Funds and Retirement Spending Portfolios. In this episode he discusses redefined retirement concepts, the myths surrounding the 60/40 portfolio and some practical adjustments of the 4% rule. He also explains the 'retirement spending smile,' and retirement strategies for late starters.   🌐 www.davidmblanchett.com 👇🏻 Podcast Link in Comments ⏳ 49:21 #catchinguptoFI #mindset #money #life #LateStarterFI #FIcommunity #personalfinance #RedefiningRetirement #PersonalizedPortfolios #FixedIncomeFashion #EfficientEconomics #SpendingSmile

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🚀 Leadership Expansion at Elevation Point Capital Jim Dickson's Elevation Point Capital is making bold moves, adding key executives from Summit Financial and BNY Pershing to its leadership team. This strategic growth signals the firm's ambition to reshape the RIA and wealth management landscape. 📖 Learn more about the new additions and their impact: http://spr.ly/6043sYuFL What does leadership evolution mean for the future of wealth management firms? Share your insights below! 👇 #WealthManagement #RIA #Leadership #IndustryNews

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Explore our newsletter, which provides a summary of recent legislative and regulatory updates affecting retirement savings and helps plan sponsors navigate the complex policymaking process. https://mgstn.ly/3ybmQi2 #retirement #retirementplanning #sharemorganstanley

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Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to include a range of investments in their portfolios. Another approach is gaining ground, though. #ETF #retirement #taxsavings #taxes #investment

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U.S. stocks extended their win streak to five weeks for the first time since May. The benchmark… Chief Investment Officer, Chris Bouffard, CFA recaps last week's economic and market performance in our Weekly Market Update.📈 https://ow.ly/wZG450TKSzA #marketupdate #marketperformance #investing #wealthmanagement

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With rate cuts likely to be gradual, we believe investors should differentiate among Asia credits that have varying degrees of sensitivity to funding costs and currency risk. Learn where we see opportunities in our 2024 Midyear Asia Fixed Income Outlook. https://lnkd.in/eCwMbdfa #investing #asia #fixedincome #bonds

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Read now: https://bit.ly/3NyO5r1 🇺🇸. #ActualInvestors   Investment manager Michael Taylor analyses what the past can tell us about a new US president’s impact on growth companies.

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In this Q1 market review, Thrivent Asset Management leadership talks about the good reports from the start of 2024, as well as the concerns they have looking forward.

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Workplace retirement plans are shifting from an exploratory to a more decision-oriented posture regarding in-plan retirement income solutions. Watch to learn what’s driving this trend.

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Workplace retirement plans are shifting from an exploratory to a more decision-oriented posture regarding in-plan retirement income solutions. Watch to learn what’s driving this trend.

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CLOs have historically yielded attractive performance versus other fixed income strategies, but some investors may be intimidated by their complexity. We provide a simple breakdown of the CLO structure and how it works: https://lnkd.in/drd78sV4 #CLOs #Leveragedloans #investing

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