AM Insights’ Post

😃⁉️ Are you attending Wealth Management EDGE conference May 13-16? If YES YAY‼️ If not, here’s what you are missing 🤯: 💥Join 2,000+ industry leaders 💥including 1,000+ advisors from the country's largest RIAs 💥literally a networking Mecca‼️ 💥So many amazing presentations by the best in the business I have placed a link to the agenda in the comments section. You Do Not Want to Miss This💯🎯 Many conferences boast that there is some thing for everyone, but at #WMEDGE it is real‼️ 🌟Friends and peers I can’t wait to see (way too many to list here, but just to give you a taste): 😎 Shannon Rosic Mark Tibergien Lisa Crafford Michael Kitces Matt Ackermann, Chief Content Officer David Armstrong Toussaint Bailey Mark Bruno Diana Cabrices Cary Carbonaro, CFP®MBA Marguerita (Rita) Cheng, CFP® Matt Halloran Kate Healy Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Samantha Russell Dana L. Wilson, MBA #fintech #finance #WealthManagement #RIA

Grandpa’s 👴 6️⃣ Golden Rules ✨ for Long-Term Wealth Creation 💰📈 🚀 Unlock the Secrets of Legendary Investors! In this special video, I pay tribute to the investing giants who shaped my journey—Ben Graham, Warren Buffett, Peter Lynch, Rakesh Jhunjhunwala, Parag Parikh, Radhakrishna Damani, and Vijay Kedia. 🏆 Learn how their timeless principles inspired me to create 6 Ground Rules for value investing that can guide YOU to success in the stock market! 📈 Here’s what we’ll cover: 1️⃣ The Margin of Safety – Ben Graham’s ultimate safeguard 🛡️ 2️⃣ Volatility is Your Friend – Warren Buffett’s golden mantra 📊 3️⃣ Research, Patience, and Resilience – Peter Lynch’s winning strategy 🔍 4️⃣ Behavioral Value Investing – Parag Parikh’s emotional discipline 💡 5️⃣ Quiet Long-Term Focus – Radhakrishna Damani’s masterful approach 🕊️ 6️⃣ Add Your Unique Touch – Inspired by Vijay Kedia & Rakesh Jhunjhunwala 🎶 💬 Tell us in the comments: Which of these rules resonates with you the most? Have you been inspired by any of these legends? 🔥 Don’t forget to SUBSCRIBE for more insights on investing, stock market strategies, and building sustainable wealth. Let’s grow together! 🌱 🎥 Stay tuned for more videos to help you make TODAY’s smart plays for TOMORROW’s big pays! 💸

Check out this week's perspective by Karime Azar Wabi, CFP®!

The journey of climbing a tree to get the best view "Get it right the first time." Have you ever connected with a licensed financial planner? Now is the time to make the crucial decision to grow your wealth through investment. The initial step is always the most challenging, especially when faced with the news of being scammed or experiencing a negative return on your investment. You might not just stumble but imagine climbing a tree and taking a misstep, potentially risking the chance to fulfill your dream of getting the best view. The question is, how can we eliminate uncertainty and exercise caution? People rely on licensed professionals to uncover the blind spots in financial planning and seek guidance to gain the "best view" of their life journey. I extend my sincere gratitude to Wealth Vantage Advisory Sdn Bhd for the insightful video. More details can be found in the comment section below this post. #licensedfinancialplanner https://lnkd.in/gp7UCka5

In an industry that badly needs to boost its number of early-career financial advisors, we're here to honor those who have not only come aboard, but are making big differences already. Nominate a friend, or yourself, for our 2024 Rising Stars award. We'll honor winners this fall at ADVISE AI. Hope to see you there! #wealthmanagement #financialadvisors #risingstars

Antares Capital Advisers President Vivek Mathew will join an array of keynote speakers at this week’s Greenwich Economic Forum, which brings together influential leaders from across finance, economics, media, and business. In his fireside chat with Mark Burgess, Vivek will discuss what matters when establishing trusted, mutually successful, and beneficial GP/LP partnerships. #privatecredit #alternativeinvestments

If you're a #financialadvisor looking to go #RIA... you MUST attend conferences! Conferences not only give you a concentrated dose of timely content, but also, they give you an opportunity to interact with other advisors who have already gone RIA. 👉 I can tell you from first hand experience that talking with advisors who have gone RIA is the BEST way for you to put together your personal "breakaway" plan. Here's a recap of a conversation I had this week with Thomas Howard - Certified Financial Planner - CFP® (Chairperson of FPA Norcal Conference). We unpacked the many benefits of attending top industry events... And, as always, you can see lots more content at: www.goRIA.com Enjoy! ========================= #goRIA Fueled by InvestmentNews =========================

I am going to be there and talk about #innovation , #defenseinnovation , #defensetech #startups and #partnerships What about you…?

Join us at the 2024 Forecast Dinner hosted by CFA Society Colorado, featuring esteemed speaker Peter Zeihan! Our Forecast Dinner is our CFA Colorado premier event! Join us for an evening which will bring together Colorado's leading investment professionals and key decision-makers for insight, connection and networking. ➡️ Meet our Speaker: Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. Peter combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future. Over the course of his career, Peter has worked for the US State Department in Australia, the DC think tank community, and helped develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Peter founded his own firm — Zeihan on Geopolitics — in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military. With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types. 🗓April 24, 2024 ⏰5:30 PM - 9:00 PM 📍Sheraton Denver 1550 Court Place Denver, CO 80202 🔗 www.cfacolorado.org #denvercolorado #denver #colorado #denverevents #peterzeihan #authorsofig #geopolitical #strategist #podcast #2024 #forecastdinner #cfa #investmentportfolio #research #cfa #cfacolorado #cfainstitute #sales #management #financial #financialwellness #economics #investment #success #mentorship #leadership #coaching #inspiration #education #denvercolorado #denverevents #denverbusiness #denvernetwork #denverfinance #educationfinance #financialeducation #curriculum #recognition #content 

This is a fascinating discussion between Dimensional Fund Advisors founder David Booth and Mark T. Hebner about evidence-based investing 25 years of Index Fund Advisors, Inc. We've lost so many highly intelligent and principled people in recent years who've contributed hugely to our understanding of investing — Jack Bogle, Charlie Munger, Harry Markowitz and Daniel Kahneman to name a few. I'm struggling to think of living people who've done more to improve investor outcomes than David and Mark 👇 #Investing #EvidenceInvesting #Finance #WealthManagement