Nucleus Wealth’s Post

Is it possible to cultivate the same level of personal attention to clients as a firm expands? The Rockefeller's family office proves these two aspects – client experience and business growth – can co-exist. I recently enjoyed a thought-provoking podcast episode with Chris Dupuy, president of Rockefeller Global Family Office, where he shared insights on this topic. It was inspiring to hear how they have successfully balanced client-centricity with business expansion. If you're interested in learning more, check out the episode here: https://lnkd.in/eHvMTVyU

{NEW DOLLAR WISE PODCAST} Listen 🎧 to the full episode: https://lnkd.in/g5HmF_S8 In this episode, Jason Gabrieli discusses the growing concern around election outcomes and their potential impact on investments. With the media heightening fear and uncertainty, Jason offers insight into why emotions can mislead investors and how focusing on long-term goals is essential. He also explains how historical data shows a limited correlation between presidential elections and stock market performance. Jason reminds us to control what we can and stay disciplined in our investment strategy.

🎙️Are you an advisor curious about making the jump to an independent RIA? An investor wondering what the difference is between working with a registered investment advisor (RIA) and a representative at a broker dealer? Then this is the show for you. This week, Bill Tucker and I had a conversation about what our move from BD to RIA looked like from the perspective of our team and our clients. If you listened to my conversation a few weeks back with Nate Lenz, CEO of Concurrent, this podcast builds on what you can expect if you are considering this transition. I share the good, the challenging, and why we are excited for the future. Since we announced our move, I’ve gotten a ton of calls from other advisors I know wanting to talk. This episode will answer most of your questions about our experience. #RIA #Fidelity #Concurrent #WealthManagement

In the latest Art of Boring podcast episode, we talk about recent changes in our U.S. equity portfolio, offering examples of Mawer's investment philosophy in action. https://ow.ly/zwwV50RQPyQ

In this episode of the Faith Driven Investor podcast, Richard Cunningham and John Coleman interview Brandon Pizzurro, Chief Investment Officer at GuideStone Financial Resources, to discuss the state of the US markets. They cover topics such as the performance of the S&P 500, the dominance of big tech companies, the potential for a small cap rotation, the impact of artificial intelligence on the market, and the possibility of rate cuts and inflation. The conversation also provides insights into the current trends and dynamics in the US markets and discusses the possibility of a soft landing for the economy, with declining rates and inflation reaching a more normalized level.

Get your 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗺𝗶𝗱-𝘆𝗲𝗮𝗿 𝘂𝗽𝗱𝗮𝘁𝗲 in our latest podcast, we discuss 𝗸𝗲𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝗲𝘃𝗲𝗻𝘁𝘀 𝗼𝗳 𝟮𝟬𝟮𝟰, what the rest of the year might hold and the 𝗶𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀. Listen here: https://okt.to/rIvQd9 #Investments #CapitalMarkets

It’s a wild time in public markets (and the world!) right now, and there are a lot of political and macroeconomic factors that may drive market performance over the coming year. I loved this conversation with Brandon Pizzurro of GuideStone Financial Resources and Richard Cunningham about his perspectives on markets and faith driven investing. Listen in!

Get your 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗺𝗶𝗱-𝘆𝗲𝗮𝗿 𝘂𝗽𝗱𝗮𝘁𝗲 in our latest podcast, we discuss 𝗸𝗲𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝗲𝘃𝗲𝗻𝘁𝘀 𝗼𝗳 𝟮𝟬𝟮𝟰, what the rest of the year might hold and the 𝗶𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀. Listen here: https://okt.to/IkSB3N #Investments #CapitalMarkets

Businesses in Europe - worth your time to listen to the recent Scaling Impact Capital podcast with Tom Adams and Nick Wyver about the CSDD regulation. Needs will be growing to understand impact, measure and act. Assuming you’ll need more resources for this regulatory action (and impact investments) as well, will be interesting to see how co-investment in these programs evolve to accommodate. https://lnkd.in/eWD9f5ES

Working with public companies versus private companies in M&A presents investment bankers with two very different landscapes. As Avinash Patel, Partner at PJT Partners, highlights, public companies typically come with an abundance of data, experienced management teams, and well-established valuations. In contrast, private companies often require investment bankers to navigate a more personal and emotional journey. Founders may face deeply personal decisions tied to their legacies, with emotions running high throughout the process. Want to dive deeper into this topic? Watch the full podcast with Avinash Patel for more insights: https://hubs.ly/Q02Z08V30 Sponsored by S&P Global