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As life changes so should your asset allocation and diversification. This is a critical strategy for protecting and growing your assets. Brentwood Financial Advisors can help. https://bit.ly/39oQLS0 #BrentwoodFinancial #FinancialAdvisors #WealthAdvice #FinancialServices

Market Volatility: A Strategic Opportunity for Mutual Fund Investors The current market correction presents a unique chance to invest in Mutual Funds via SIP or Lumpsum. This strategic move can help you: Diversify your portfolio Reduce risk Potentially earn higher returns link : https://lnkd.in/d43VvybK #MutualFunds #SIP #Lumpsum #InvestmentStrategy #FinancialGrowth #WealthManagement

Today, we continue our series by focusing on “Moderate Investors”, represented by the diligent beaver! No matter which investor type you identify with, our approach is all about collaboration. We work together to understand your individual short-term and long-term goals and combine them with our suggested recommendations customized specifically for you. Your financial journey is personal, and we're here to help you build a strategy that reflects your aspirations and risk tolerance! #InvestmentStrategy #RiskTolerance #InvestorEducation #WealthManagement Douglas Garback and Danielle Veloso offer financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Their compensation may be based on a combination of fees and commissions. The Garback Agency is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

When you think about the amount of risk that insurance companies take, what likely comes to mind are the types of exposures they underwrite or the volatility of the assets included in their investment portfolios. But just as important to overall risk is the leverage these companies operate with, on both sides of the balance sheet. In this paper, we discuss how all of these components of risk influence the amount of capital an insurer might hold, the return it can earn relative to that capital and the amount of shareholder value it can create.

As we highlight "Somewhat Aggressive Investors", represented by the clever fox, you might be wondering, ‘Do I only get one option for my investment strategy?’ The answer is no! We provide a variety of options we have selected for you, and help walk you through performance by physically showing you charts and projections. Our aim is to empower you with the information necessary to make informed decisions that align with your specific objectives! #InvestmentStrategy #RiskTolerance #InvestorEducation #WealthManagement Douglas Garback and Danielle Veloso offer financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Their compensation may be based on a combination of fees and commissions. The Garback Agency is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

In this Q2 2024 Tall Oak Capital Advisor Client Report, we highlight the capital gains changes effective June 25, 2024, discuss market highlights, review the KKR Infrastructure Fund, and overall portfolio positioning. https://lnkd.in/eqh6cxpG

Demand for UK insurance businesses is outstripping supply. This is continuing to support pricing in M&A deals, which has sharply risen in recent years and is being maintained, in spite of arguably less benign market conditions. Download MarshBerry | Europe’s Annual Insurance Distribution Market Report – M&A Market Structure & Review for the UK to gain key insights for 2024. MarshBerry   https://lnkd.in/efQc7HBa   #MarshBerry #MarshBerryEurope #MergersAndAcquisitions #CorporateFinance #BusinessPlanning #MarketIntelligence #Broking

Curious about the insights of some of the world's top Mutual Fund & Insurance Advisors? 💼💡 Let's delve into their thoughts and strategies in "मन की बात"! 🌐 Visit us on: www.bitv.co.in #FinancialWisdom #InvestmentGurus #ExpertAdvice #FinanceTips #WealthManagement #FinancialPlanning #InvestmentAdvice #InsuranceInsights #MutualFunds #FinancialFreedom #SmartInvesting

Ciaran Mulligan, Chief Investment Officer of M&G’s £129 billion With-Profits Fund, spoke to Insurance Asset Risk and explains how our life business works with our asset management arm, its private markets exposure, big themes on his mind currently and our £1bn real estate development, 40 Leadenhall, that is set to complete in the City this year. Read more below 👇 #PrivateMarkets #RealEstate