Danny Lohrfink

Another entrant into the RIA minority stake game while simultaneously acquiring OCIO platform Mount Yale. Jim Dickson off the bench with his teammate Mark Penske/United Atlantic Capital. Elevation joins Rise Growth Partners, Emigrant, Merchant & Constellation Wealth, among others, in the pursuit of providing capital, partial monetization & a staggered succession to RIAs. We are not quite approaching the 31 flavors of Baskin Robbins but it appears the RIA minority stake space may be becoming crowded. RIAs now have another potential liquidity and partial exit partner as the OCIO/TAMP space continues to consolidate. #wealthmanagement #RIA #OCIO #TAMP #StaggeredSuccession #FinServ

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Insights from CAIS and Mercer's "The State of Alternative Investments in Wealth Management" survey reveal a significant shift in portfolio strategies. 85% of financial advisors plan to boost allocations to alternative asset classes within the next year to achieve diverse portfolio goals, including enhancing returns and diversifying risk. This trend reflects a growing recognition of the benefits that alternative investments offer. Promising opportunities lie ahead as the wealth management industry adapts to meet investor needs.

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❓ Does your shareholder vote matter? 🌎 Andrew Behar, CEO of As You Sow, discussed this topic with our CEO and host Elysabeth Alfano in a recent episode of the Upside & Impact: Investing for Change podcast. This episode, a highlight clip, and an article are now on NYSE’s ETF Central website. Links to the website and to the podcast are in the comments. 🎙 Want to always get the latest Upside & Impact podcast? Subscribe on iTunes and sign up for the VegTech Invest newsletter at www.VegTechInvest.com. #shareholderengagement #impactinvesting #finance

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Portfolio Manager George Cipolloni, CFA analyzes market sentiment, noting volatility indicators like the VIX suggest a fearless market environment. Despite positive economic signals, he warns against complacency and emphasizes the importance of staying risk-aware amid market shifts. #marketsentiment #investmentstrategy #volatility #stockmarket #creditmarket #riskmanagement #economicoutlook #assetmanagement #investing #markets #equities #fixedincome

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How are muni indices helping market participants navigate the yield curve in the current climate? 👉 https://lnkd.in/eUuGpurG S&P Dow Jones Indices' Jennifer Chin Schnabl and Vanguard's David Sharp take a closer look at the S&P Intermediate Term National AMT-Free Municipal Bond Index and S&P California AMT-Free Municipal Bond Index.

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Join Bill Weston, CFP®, WPWealth, and Apollo Lupescu, Dimensional Fund Advisors, on May 13th for an insightful webinar where we’ll discuss: - How political shifts can impact financial markets. - Unforeseen events that may shape investment strategies. - What investors should anticipate for the rest of the year. Register now to gain valuable insights and make informed decisions: https://lnkd.in/ghffXr7E

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Register for Wes Ashton's webinar on January 15 to learn about the 2025 economic outlook and major themes that will likely influence investment decisions throughout the year! https://buff.ly/4gxD1Yc The webinar will cover the following topics: • 2024 – Year in Review • 2025 Market and Economic Outlook • “Trumpanomics” – Potential Impacts of Trump Policies • Tax Considerations to Start the Year #EconomicUpdate #MarketUpdate #MarketInsights #FinanceTips #MoneyManagement #WealthManagement #TaxTips #Tax

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Chief Investment Officer Mark Heppenstall examines how the Federal Reserve's dovish comments and softening labor market data are shaping bond market dynamics, with 10-year Treasury yields at their lowest level since mid-October. This week’s inflation data will serve as a key signal for both policymakers and markets ahead of the Fed's next meeting. Read today’s Monday Morning Perspectives:  https://lnkd.in/e5g-qG5b #economicoutlook #FederalReserve #JeromePowell #inflationdata #markets #CPI #PPI #bondmarket #interestrates #inflation #assetmanagement #markets #ratecuts #investing

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Chris Meyer, Stewardship Investing Research Manager, sat down with The Aligned Money Show to chat about how investors can make real impact by engaging in shareholder advocacy through their investments in Praxis Mutual Funds, a fund family of Everence. Listen to the full episode to learn more: #ImpactInvesting #ShareholderAdvocacy

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📢 Register for Kiski's first-ever webinar! 📅 June 25, 1PM EST We are hosting a discussion on critical issues facing institutional investors today, joined by Innovator ETFs' Burke Ashenden. We'll cover how institutions can better manage: 🔹 Liquidity 🔹 Market Exposure 🔹 Risk Registration link in the comments below. ⬇️

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Chief Investment Officer Mark Heppenstall notes April’s CPI report coming in modestly better than expected and a flat April retail sales report boosted equity and bond markets last week, with the S&P 500 and Dow Jones recording new highs and bond yields ending lower. This week, investors await FOMC minutes, Nvidia’s earnings and housing market data. #CPI #inflation #economicdata #equitymarkets #bondmarkets #bondyields #ratecuts #investorexpectations #Nvidia #AI #housingmarket #investing #assetmanagement #assetmanagementinsights

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Allspring Global Investments, BAM Mutual, and MassMutual Investments' experts discuss the state of the municipal #BondMarket, investment strategies, and the impact of economic and political changes 👉 https://lnkd.in/ez9VNse6 Sharing their thoughts are Andrew Clinton, CEO of Clinton Investment Management, LLC and Portfolio Manager for the Clinton Municipal Funds at MassMutual Investments, Michael Weinstein, Head of Surveillance, at Build America Mutual and Nick Venditti, Senior Portfolio Manager & Head of the Municipal Fixed Income Team, at Allspring Global Investments. #ATVMasterclass

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“𝐇𝐨𝐰 𝐂𝐚𝐧 𝐘𝐨𝐮 𝐀𝐯𝐨𝐢𝐝 𝐅𝐞𝐝𝐞𝐫𝐚𝐥 𝐈𝐧𝐜𝐨𝐦𝐞 𝐓𝐚𝐱 𝐖𝐡𝐞𝐧 𝐚 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐝 𝐌𝐢𝐧𝐢𝐦𝐮𝐦 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 𝐂𝐨𝐦𝐞𝐬 𝐎𝐮𝐭 𝐨𝐟 𝐘𝐨𝐮𝐫 𝐈𝐑𝐀 𝐨𝐫 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐏𝐥𝐚𝐧?” By Camden Miracle, SFA Director of Financial Planning For many investors in their golden years, proper tax management strategies become crucial when the Required Minimum Distribution (RMD) age is reached. Based on current IRS mandates, when an individual who holds a traditional IRA, 401(k), 403(b), etc... reaches the age of 73, they are required to take annual distributions from these accounts. This distribution is a taxable event. Basically, the tax code is forcing a taxable event to occur – even if you don’t want or need to distribute! While there are many effective tax management strategies, one technique to mitigate the tax burden surrounding an RMD is to utilize a Qualified Charitable Distribution (QCD). Essentially, a donation to a qualified 501(c)(3) organization from your RMD-mandated account satisfies a portion or all of your RMD without forcing you to pay any income tax on this distribution. This means the organization you support gets more of your money! In 2024 up to a maximum of $100,000 of your annual RMD can be donated to a qualified charity, allowing you to bypass this potential tax event. This is a highly effective strategy for investors with a charitable focus! For example, donating appreciated securities to your qualifying church or charity provides the charity an equal dollar amount of benefit as writing a check would. But, if you give appreciated stock instead of cash, you not only receive a tax deduction for the full market value of the stock and satisfy your Required Minimum Distribution amount, but you also avoid capital gains tax on the appreciated stock! The charity takes ownership of the stock, bond, etc.... and sells it. Donating in this manner means you are giving the same exact value and receiving the same tax deduction, but you have eliminated paying the IRS up to a maximum of 20% for capital gains tax (long-term holdings) or up to 37% capital gains tax (short-term holdings) that you would have paid had you sold the security and donated cash instead. That’s powerful in reducing your taxes! ++++ For regular market insights, tips, and important retirement planning information, follow us right here and join our email list at: https://loom.ly/T5bkz28 ++++ Spectrum Financial Alliance utilizes a concentrated and predictive investment style that attempts to put our clients' money in front of events that our firm's analysis shows are highly probable. Choose how we can best work for you: • Call or text our office at 859-223-6333 • Click here https://loom.ly/5Gkhkuo to schedule a convenient time for us to call you! • Click here https://loom.ly/NJKs_QQ for our brief connect form • Click here https://loom.ly/TLCmtq4 to browse our website to learn more See the full list of disclosures at bit.ly/3ImVwjZ

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What does philanthropy mean to you? Share in the comments! For more insights into the practical and financial aspects of giving, check out the full recap of the webinar at https://buff.ly/4ca0PP6 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

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Reese Veltenaar, CFP®, MAcc, CTFA®, Grant Allen, CFA®, and Luke Johnson had an onsite due diligence meeting with Acumen’s subadvisor, GMO, in Boston recently. The GMO conference was a two-day event where teams at GMO shared their insights and ideas, they integrate into managing their investment products. Presentations topics varied from global macro to single stock research in the renewable energy space. Panels of outside money managers also shared their perspectives and how they are allocating capital. We had a chance to network with fellow investors of GMO and learn their insights and practices.

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Discover top family office investment trends and connect with thousands of single-family offices. Get your 24-hour free trial today with MarketCurrents Data! #FamilyOffice #VentureCapital #InvestorRelations #investors #familyoffices #privateequity #hedgefund #PrimeBroker

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Check out Berkshire Global Advisors' latest market update report analyzing crucial transactions and trends in the financial sector from July '24. With comprehensive coverage of significant GP stakes transactions, including Nile Capital Group LLC’s strategic investment in ABS Global Investments and Blue Owl Capital's acquisition of Atalaya Capital Management, their update offers insights into the evolving financial landscape. #GPStakes #GPStake #GPSeeding

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