Compound

We’re thrilled to welcome three seasoned leaders as we continue empowering next-gen advisors to deliver a modern planning experience that today’s clients deserve. Meet Eric Flynn, CFA, CPA, our new EVP, Head of Wealth Management, Marc Primiani, our General Counsel, and Brent Myers, who’s leading the charge as Head of Advisory Operations. Adding accomplished leaders like Eric, Marc, and Brent strengthens our commitment to supporting next-generation advisors who want to grow, maintain autonomy, and serve their clients with the backing of leadership that knows the industry but isn’t bound by the status quo. For our clients, these leaders bring decades of expertise serving entrepreneurs, professionals, families, and retirees—at every stage of their financial journey. We’re here to help you protect and grow your wealth with personalized solutions designed to meet your unique needs. “Eric, Marc, and Brent bring invaluable experience and strategic insight to Compound Planning at a critical time in our growth journey,” said Christian Haigh, Co-founder and CEO of Compound Planning. “Their expertise and leadership further validates the value that our AI and tech-enabled platform brings to advisors and their clients. We are thrilled to have them onboard as we continue to build the operating system for 21st-century wealth management.” With over $2B in AUM and recognition as one of the nation’s Top RIAs, we’re transforming how wealth management services are delivered. Want to learn more? Head over to the newsroom for all the details: https://lnkd.in/ePSJNPVb

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Please welcome Compound Planning's newest wealth advisor, Dimitry Farberov, CFA®, CFP®. With deep expertise in capital markets, technical analysis, and behavioral finance, Dimitry crafts customized solutions that optimize tax strategies, estate planning, and portfolio management. But his role doesn’t end there—he is passionate about empowering clients, equipping them with the clarity and confidence they need to make informed financial decisions. Whether you’re starting a family, launching a business, planning for retirement, or building a financial legacy, Dimitry will guide you toward a secure future with a modern, client-centered approach. Get in touch here: https://lnkd.in/et3ueCPz

Explore the world of alternative investments with Stephen Dean, CFA and Lance Lehman, MBA, CFP®, CIMA®, CPWA® in their recent article published by the Investments & Wealth Institute. Here's what Steve and Lance dive into: 🔹 How private equity, real assets, and hedge funds can provide opportunities for potentially higher returns and diversified income streams. 🔹 What to expect when investing in alternative asset classes, including liquidity, fees, capital calls, reporting, and more. 🔹 With ongoing high and positive correlations between stocks and bonds, strategies for integrating alternatives into investment portfolios can potentially bring greater returns with lower risk as compared to a portfolio of only public investments. Continue exploring ⤵︎

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Maximizing your firm's plans is the cornerstone of successful retirement planning. Yet, many attorneys, partners and other professionals overlook this crucial step, leaving money on the table. Here's why it matters and what to do:

A big thank you to Lilly Riddle and Citywire for sharing our latest news and capturing Christian Haigh’s thoughts on why it’s so important to bring unique offerings to both clients and advisors in today’s fast-paced world. “The recruiting environment across wealth management is undoubtedly competitive and it has been extremely gratifying to receive such a positive reception from the advisor community this year.” You can read the full story here: https://lnkd.in/eGMqRGmY

Time's running out on 2024, but there's still a chance to make smart tax moves before December 31st. Join Kristin Carter, CPA and Jonny Jonson, CFP®, CPA to learn what you can actually do in these final weeks of the year, plus get a head start on planning for some big (potential) tax changes coming in 2025. 📆 Date: Thursday, November 14th 🕚 Time: 11am PT / 2pm ET RSVP here → https://lnkd.in/gHMzvkFZ

Stephen Dean, CFA is back with his monthly State of the Market commentary, covering recent market events and why they matter. Solid economic reports throughout the month with little change in inflation caused investors to recalibrate expectations of the speed and magnitude of the Fed's rate cutting path. Futures markets are now pricing in both fewer rate cuts and a higher ending rate for this cycle than in September. [1] This shift dragged down both stock and bond returns and added volatility during the month. While equity markets have historically paid little attention to which party occupies the White House, additional market volatility came from investors positioning themselves for the outcome of what is projected to be an extremely close presidential election. October at a glance: → US real GDP rose 2.8% in Q3, down slightly from 3% in Q2. [2] → The Core PCE price index was up 2.7% in September from a year ago. [3] → The unemployment rate remained at 4.1% despite weak job gains on strike and hurricane impacts. [4] → Stocks ended the month on a weak note as Q3 earnings were mixed for some bellwether tech companies. → Equity market volatility increased on heightened focus on earnings and the election. → Interest rates have moved up since the Fed rate cut in September. You can read Steve's full commentary about October 2024 here: https://lnkd.in/eWMbGnsz

Should you exercise your options early? Here's how successful tech employees make this critical decision: → Compare your company's current fair market value to the strike price - the smaller this "bargain element" gap, the lower your immediate tax burden from exercising. → Evaluate your company's trajectory and financial health - early exercise makes more sense when key performance metrics are strong and future funding is secure. → Calculate the upfront costs against your liquid savings - consider that your $50,000 exercise cost shouldn't deplete your emergency fund or create financial stress. This pre-liquidity period is your window for potentially significant tax savings. Want a detailed guide for evaluating your early exercise decision? The Manual breaks down every factor you need to consider. https://lnkd.in/gADBJ5Ax