A HUGE thank you to everyone who voted for us in the Midland Daily News Readers’ Choice Awards! 🎉 We’re thrilled to announce that we won Best Credit Union and were finalists in four out of six categories: Financial Planner, Financial Services, Mortgage Company, and Investment Firm. This achievement reflects the trust and support of our incredible members and community. We’re proud to continue delivering exceptional service and making a positive impact in Midland and beyond. Here’s to more success together! #DowCreditUnion #ReadersChoice #StrongerTogether
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Thanks, Shelley! I can't believe I've carried these around for 12 years and they are still in 1 piece! #FPA #NAIFA #financialplanning #retirementincomeplanning #holisticfinancialplanning #comprehensivefinancialplanning #advisors #reversemortgagetampa #housingwealth #cashflow #liquidity #nomonthlymortgagepayments #retirement
Enterprise Integration Mutual of Omaha Mortgage Founder Academy Home Equity Financial Planning University of Illinois
Chris Bruser at Mutual of Omaha Advisor Meeting with original FPA Journals, 2012 with reverse mortgage value in financial planning, Barry Sacks (Feb.) and Evensky and Salter (Aug.). #chrisbruser #natehobson #barrysacks #mutualofomaha
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Are you maximizing the potential of housing wealth in your clients' financial plans? Join Longbridge Financial’s Stephen R. Pepe, Reverse Mortgage Consultant, and Christian Mills, Head of Financial Advisor Relations, as they discuss how you can employ reverse mortgages to address key financial challenges facing your older clients. Gain valuable insights into minimizing portfolio risk, navigating grey divorce, and more with the strategic use of home equity! Register now: https://bit.ly/48asf5a #reversemortgage #Longbridge #webinar #FinancialProfessional #CEcredit #financialplanning #homeequity
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Are you maximizing the potential of housing wealth in your clients' financial plans? Join Longbridge Financial’s Stephen R. Pepe, Reverse Mortgage Consultant, and Christian Mills, Head of Financial Advisor Relations, as they discuss how you can employ reverse mortgages to address key financial challenges facing your older clients. Gain valuable insights into minimizing portfolio risk, navigating grey divorce, and more with the strategic use of home equity! Register now: https://bit.ly/3uBrUea #reversemortgage #Longbridge #webinar #FinancialProfessional #CEcredit #financialplanning #homeequity
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Are you maximizing the potential of housing wealth in your clients' financial plans? Join Longbridge Financial’s Stephen R. Pepe, Reverse Mortgage Consultant, and Christian Mills, Head of Financial Advisor Relations, as they discuss how you can employ reverse mortgages to address key financial challenges facing your older clients. Gain valuable insights into minimizing portfolio risk, navigating grey divorce, and more with the strategic use of home equity! Register now: https://bit.ly/497ujfz #reversemortgage #Longbridge #webinar #FinancialProfessional #CEcredit #financialplanning #homeequity
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Are you maximizing the potential of housing wealth in your clients' financial plans? Join Longbridge Financial’s Stephen R. Pepe, Reverse Mortgage Consultant, and Christian Mills, Head of Financial Advisor Relations, as they discuss how you can employ reverse mortgages to address key financial challenges facing your older clients. Gain valuable insights into minimizing portfolio risk, navigating grey divorce, and more with the strategic use of home equity! Register now: https://bit.ly/49kmPpH #reversemortgage #Longbridge #webinar #FinancialProfessional #CEcredit #financialplanning #homeequity
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Are you maximizing the potential of housing wealth in your clients' financial plans? Join Longbridge Financial’s Stephen R. Pepe, Reverse Mortgage Consultant, and Christian Mills, Head of Financial Advisor Relations, as they discuss how you can employ reverse mortgages to address key financial challenges facing your older clients. Gain valuable insights into minimizing portfolio risk, navigating grey divorce, and more with the strategic use of home equity! Register now: https://bit.ly/49wE0UG #reversemortgage #Longbridge #webinar #FinancialProfessional #CEcredit #financialplanning #homeequity
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“It appears #capital markets are #beginning to #warm to the #notion of #supplying greater #liquidity to certain #mortgage-related real estate #investment trusts. According to #filings of the past few days, #PennyMac Mortgage Investment Trust has struck a #deal with #Wall Street #underwriters to #sell “at the #market” $200 #million worth of #additional common to #public investors. At press time Monday, #PennyMac’s common was #selling for $13.69 a #unit compared to a 52-week #low of $10.52 and a #high of $15.89. #PMT is a #sister company to #PennyMac Financial Services, one of the largest #lender/servicers in the #nation. Meanwhile, #Sachem Capital, a #player in the #non-QM space, on Monday said it #plans to sell #five-year notes at some time in the #immediate future #subject to #market conditions. The #size of the #offering, however, was #not specified. #Sachem’s common #trades for $2.76, #near its 52-week #low. Its #high is $4.64. The #common carries a forward #dividend/yield of 15.77%.”
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Great insights at Hewison Private Wealth's October Lunch & Learn. Our CEO, Peri Macdonald, joined industry leaders Travis Schindler and Peter Szekely to discuss the rapid rise of Private Credit and Mortgage Lending. Thanks to Hewison for hosting an inspiring session on investment strategies and portfolio protection. Looking forward to the next one! #privatecredit #mortgagelending #investing Peri Macdonald | Shane Wakelin | Hewison Private Wealth | Creina Lister
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Are you maximizing the potential of housing wealth in your clients' financial plans? Join Longbridge Financial’s Stephen R. Pepe, Reverse Mortgage Consultant, and Christian Mills, Head of Financial Advisor Relations, as they discuss how you can employ reverse mortgages to address key financial challenges facing your older clients. Gain valuable insights into minimizing portfolio risk, navigating grey divorce, and more with the strategic use of home equity! Register now: https://bit.ly/49AJC0g #reversemortgage #Longbridge #webinar #FinancialProfessional #CEcredit #financialplanning #homeequity
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Are you maximizing the potential of housing wealth in your clients' financial plans? Join Longbridge Financial’s Stephen R. Pepe, Reverse Mortgage Consultant, and Christian Mills, Head of Financial Advisor Relations, as they discuss how you can employ reverse mortgages to address key financial challenges facing your older clients. Gain valuable insights into minimizing portfolio risk, navigating grey divorce, and more with the strategic use of home equity! Register now: https://bit.ly/49Ibak3 #reversemortgage #Longbridge #webinar #FinancialProfessional #CEcredit #financialplanning #homeequity
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4wIt was nice to start my first day today at the "Best Credit Union". It was a good first day. 👍🏻