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Donna Sowa Allard, CFP®, AIF® and Nathan Beauvais, CFP®, CIMA® are squaring off in a fun game of Stock Trivia: Two Truths and a Lie! Which one is the lie? Watch to find out! . . . #StockTrivia #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #InvestmentPlanningProvidence #InvestmentManagementServicesProvidence

Bond Series – How bond mutual funds can become money traps by Steve Campbell Still reeling from the rollercoaster ride that was 2022 in the bond market? You're not alone. In this episode,  we dissect the intricate world of bond mutual funds, breaking down why the rules of the stock market don’t always apply. Expect to emerge from our conversation with a new perspective on how overpaying for bonds […] #boomers #babyboomers

Use this checklist to determine if you need help with: 👉 Grant issues 👉 Exercise issues 👉 Share ownership and sale of stock issues Or other miscellaneous items. Click here for the link to download! https://buff.ly/45e8Pwp #financialplanning #stocks #Denver

Breaking Down Roaring Kitty's Latest Livestream: Insights from Grant White on BNN Bloomberg! 📈 Get an exclusive look into the latest Roaring Kitty livestream with Grant White, portfolio manager and investment advisor at iA Private Wealth, He provides an in-depth analysis of the trending live stream by the meme stock sensation, Roaring Kitty. 🔥 In this segment, Grant shares his perspective on the rambling nature of Roaring Kitty's live session, discussing the lack of substantive investment advice and the potential short-term momentum trades. 💡 Discover why Grant advises extreme caution when considering these high-risk investments and the importance of making informed financial decisions. Stay updated with the latest market trends and insights from one of the leading voices in the field. Watch the full report here - https://lnkd.in/gAMD--uf #RoaringKitty #MemeStocks #InvestmentInsights #MarketTrends #StayInformed #Bloomberg #BNNBloomberg #FinanceNews #MarketAnalysis #iAPrivateWealth #EndeavourWealth #GrantWhite #BeMore

Your company stock is doing well. Very well. But is holding such a concentrated position the right strategy for you? On this episode of What Should I Do With My Money? hosted by Jamie Roô, our guest Maxwell gets advice from a Morgan Stanley Financial Advisor on diversifying his company stock holdings, which are worth more than $1 million. https://mgstn.ly/3xhCS9T

#Proxyseason is in full swing, and this year there are more opportunities for #retailinvestors to participate in the voting process. Read my latest piece for NIRI: The Association for Investor Relations' IR Update and learn more about BlackRock's Voting Choice pilot program. Thank you to my great sources for educating the IR community on ways we can continue to engage our entire shareholder base. Agnies Watson, Brian Valerio, Danielle Gurrieri, Edward Greene, Jeff Lambert, John Coates, Max Goldstein, Michael Levin, Paul Conn. #proxy #investorrelations #irchat #votetheproxy

🦅💸🔐👔 If you enjoy mixing your financial plumbing news with US #politics, then boy do we have the story for you! 🇺🇲 👩🔧 Last week's expiry of the $DJT (aka #TrumpSPAC or the Company behind Truth Social) lock-up and its subsequent market performance raises some fascinating legal issues that are broadly applicable to post IPO insider sales... as well as a truly unique case study on the market implications of election monetization game theory. Read more on Cooley LLP's CapitalXchange and catch my thoughts in the comments below 🔽

You might not be an investor or a shareholder yourself, but "stocks" and "shares" are terms you probably hear a lot 📊 Understanding financial language is the key to making wise money choices, so here's a dive into the meaning of this bit of jargon! #FinancialJargonBusting

Newton’s 3rd Law for #investing For every distraction, there is a disproportionate overreaction. Here’s the anecdote 💊 for distractions: ✅ Know what you own ✅ Stay diversified ✅ Turn off the news ———————— 👋 I partner with financial advisors committed to growing 📈 revenue, increasing referrals ♻️, and deepening client relationships 🤝 by leveraging the values investing advantage. #wealthmanagement #money #moneytips #stocks

iPick.ai's stock agent makes it easier to learn about stocks, how to evaluate them and understand the state of the company. Other financial news sites allow you to search by keyword, but with iPick.ai, advance your financial literacy 10x. Ask iPick.ai a question and receive a complete, informative answer in a matter of seconds. Try it today! #Investing #investingtips #stocks #fintech #GenerativeAI