Tim Slavin

"Kestra leadership is always available to advisors, so you can stop them in the hallway for an event, send them a quick email, and they're here to truly hear our concerns." Watch Michelle Bender, President & Senior Financial Advisor at Potomac Financial Consultants, discuss how joining Kestra Financial has elevated their firm to new heights.

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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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🚀 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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Have questions about partnering with an OCIO? Are you a financial advisor or RIA looking for a strategic edge? Partner with Cornerstone Portfolio Research as your OCIO and leverage our expertise in portfolio management to enhance your client offerings. Learn more today about what an OCIO can do for you! #RIA #InvestmentManagement

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With nearly two decades in the #FinancialServices industry, including roles at investment management firms and RIAs, Valerie LaBarge, CFP ® has experience with the challenges facing investment managers. Read her take on the challenges facing firms in 2025. https://lnkd.in/eT4jqxSD   #Fintech

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Matt Rowe, our Head of Portfolio Management and Cross Asset Strategies, participated in Asset TV U.S. Masterclass on #privatecredit. Watch full #CEcredit masterclass here: https://lnkd.in/eEhaRb_U During this wide-ranging conversation, Matt highlighted our approach to building a diversified private credit portfolio, emphasizing the combination of corporate direct lending, asset-backed and specialty finance, and real estate. Additionally, he touched on the regulatory forces driving private credit’s growth, particularly how banking regulations such as Basel III are reshaping the lending landscape. He also spoke about risk management and the importance of matching liquidity profiles to underlying investments.

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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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We recently launched a new Structured Investments Lifecycle Management Tool to help advisors:  ✔️ Easily track upcoming call and maturity events within your portfolios  ✔️ Simply customize the desired timeframe for tracking events in a calendar view  ✔️ Quickly filter and analyze the allocations for each product  To learn more about our all-in-one, configurable calendar view, be sure to check out our latest release notes: https://lnkd.in/eE-YA3gT #fintech #investing #structurednotes

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Despite uncertainty and poor economic data in May, the markets remained resilient. Learn more in this week's Weekly Market Commentary: https://hubs.li/Q02zwJy50 #WealthManagement #YorkPA #MarketCommentary

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iCapital's Chairman and CEO, Lawrence Calcano, breaks down the complexities of alternative investments and explains how iCapital's tools make it easier to integrate alts for a more diversified portfolio. Tune into the Wealth Management Invest Podcast with David Bodamer on WealthManagement.com. #alternativeinvestments #podcast #investing #wealthmanagement

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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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In this insightful article by Envestnet, Inc, learn about potential benefits of a scalable approach to bond ladders. http://spr.ly/6040WvnrG #wealthmanagement

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ICYMI: FusionIQ Head of Business Development Peter Brittain shares his key takeaways from INSITE24. From the drive for seamless integration, to the need for functionality and the democratization of alternatives, wealthtech is unlocking the future of wealth management. Read Peter's insights into how the future is happening today: https://lnkd.in/gaEA8PMC

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Are you prepared for the evolving market landscape? Stay up to date as our Wiss Family Office outlines the latest on stock market concentration, inflation rates, and the best time to prioritize your wealth transfer plans. 👉 https://loom.ly/jt__CL4 #wiss #stock #WFO #tax #inflation #wealth #wealthmanagement #index #estateplanning #stockmarket

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In this episode of Engaging Alternatives Spotlight, we speak with Jay Rogers, Managing Partner at ACME Credit Partners. Jay shares his outlook for private credit investing and more. Watch now: https://okt.to/EoITJS #podcast #privatecredit #investing

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There are a variety of reasons Financial Professionals choose the #AvantaxCommunity, but one theme resonates consistently: We make the big feel small. Read more in this story from Citywire RIA about Noble Oak Financial joining the #AvantaxCommunity: https://bit.ly/3WE8tMW #FinancialAdvisors #FinancialServices #WealthManagement

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Craig Manchuck, Strategic Income Portfolio Manager, describes the underlying differences between bonds in the investment grade and high yield markets and explains why the team believes it is critical to evaluate each individual bond. https://hubs.la/Q02MgpxM0 #OSTIX #fixedincome #investmentgrade #investing #bonds #yield

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