Professional Planner ’s Post

The changing nature of volatility in financial markets and a more client-centric approach that allows allocations to be tailored is helping more institutions adopt a total portfolio approach to investment management, the Fiduciary Investors Symposium at Stanford University has heard. #totalportfolio #investment #FiduciaryInvestorsSymposium https://lnkd.in/g7aTp5vd

Insightful article on investors' views on the size of investment trusts and why there's so many mergers from Simon Elliott, Client Director J.P. Morgan Asset Management in Portfolio Adviser. We are also lucky to have Simon as a board member of The Association of Investment Companies (AIC) Simon concludes; "So, will the current wave of mergers continue? It’s likely many of the easier deals have already been completed, leaving more complex transactions for the future. But with investors increasingly demanding larger, more efficient trusts, boards may need to consider consolidation as a viable option to stay competitive. "While bigger isn’t necessarily always better, for many trusts, merging may be the key to survival in today’s investment landscape." Nick Britton, CFA, MCSI Nick Gardner Vanessa Booth Alexander Denny Cathy Pitt Richard Stone Stephanie Coxon Debra Henderson-Burton Juliet Webber Simon Crinage Kerry Haxby-Dean Carolyn Morgan Alexandra Ellaby Anoushaa M.

Investing may seem overwhelming at times, but understanding your goals and focusing on the fundamentals can help you get more control over your long-term investing journey. In this report, our CIO discusses the importance of "steering the course" and the core principles of long-term investing that are applicable to everyone. The key is to stick to a plan with, have a disciplined process and stay invested. https://lnkd.in/gug-TF9X

Active Versus Passive Management Strategies Confused About Active Versus Passive Management Strategies Struggling to understand the differences between Active and Passive investing? Sean Wilson, of Moraine Wealth Advisory, covers the Pros and Cons of each strategy and how using an experienced investment advisor with a track record of working with both strategies can help investors devise a portfolio blending both types to generate superior returns while mitigating risks. https://lnkd.in/gQBrVG7b #financialplanning #ipp #individualpensionplan #businessowner #professional #corporation #retirementplanning #activeinvesting #passiveinvesting #portfoliomanagement #portfoliomanager

Mean reversion is the tendency for extreme outcomes to revert to their average over time. This principle helps investors avoid common pitfalls, like chasing past performance. At Bondurant Investment Advisory, we use mean reversion to build robust portfolios, aiming for long-term stability and returns. Our evidence-based approach and fiduciary commitment ensure your best interests come first. Interested in learning more? Click below to read our full blog on mean reversion, and schedule a meeting with us today. #MeanReversion #BondurantInvestmentAdvisory

How do you approach a conversation with someone who's new to investing? VP of Investment Advisory & Senior Investment Advisor Brandon Roop, CFP®, CRPS®, offers his advice in a recent article on InvestmentAdvice.io. "Typically, someone may connote the market with "gambling" or extreme risk. When explaining our investment principles, it is key to ensure they understand that we don't invest in stocks, but rather companies. I will then walk through a few of the individual companies in our portfolio and describe the nature of their business. When they recognize a company's value add to society, they can connect their product to an end use. At the time a client recognizes the difference between stocks vs. companies, they tend to become enlightened and then encouraged to invest in quality companies." To read more, visit: https://lnkd.in/gecwqE8g

DSTs are a unique investment vehicle available to accredited investors. There are many risks and potential benefits to consider when investing in a DST, and the unique features of this investment can be challenging to understand in the context of your own investing. We aim to help our clients navigate the complex world of DSTs by doing things differently — here’s how: We value due diligence: We want our clients to understand everything about their investments. Due diligence helps us help our clients to understand all the risks and all the potential benefits. This empowers our clients to make informed investment decisions to confidently pursue their goals. Our team has developed proprietary analytical models that assist our Investment Committee members in reviewing each securities offering. These analytical tools, combined with the experience of the members of our Investment Committee, may benefit clients in the selection of real estate securities. We’re experienced: Our team has over 30 years of combined experience in real estate investments, working in commercial real estate and at multiple DST sponsors. We've had years to grow our extensive network of industry professionals. We know how to connect our clients with the right resources to help provide a smooth exchange process. Over the years, we’ve helped our clients allocate more than $500M to DSTs. We’re also DST investors ourselves. Our understanding of these investments is deep, and we put that knowledge and energy to work for our clients. We welcome a challenge: Our experience, knowledge, and resources give us the ability to work with clients in a wide variety of situations. Our relationships with DST sponsor firms allow us to access preferred deals for our clients. We welcome the complex situations like high leverage and cash out refinances that other advisors shy away from. If you’re curious about a DST or a 1031 Exchange, visit our website and schedule a consult. We’re happy to review available investment opportunities and explore if a DST or 1031 Exchange is right for you. Securities Offered through Cabin Securities, Inc. Member FINRA/SIPC. There are material risks associated with investing in DST properties.

Investing can be both exciting and overwhelming. Discover how a Registered Investment Advisor (RIA) can help you navigate the complexities of investing. Learn more with Davidson Capital Management. #InvestSmart #FinancialPlanning https://lnkd.in/eY4P6-mc

DSTs are a unique investment vehicle available to accredited investors. There are many risks and potential benefits to consider when investing in a DST, and the unique features of this investment can be challenging to understand in the context of your own investing. We aim to help our clients navigate the complex world of DSTs by doing things differently — here’s how: We value due diligence: We want our clients to understand everything about their investments. Due diligence helps us help our clients to understand all the risks and all the potential benefits. This empowers our clients to make informed investment decisions to confidently pursue their goals. Our team has developed proprietary analytical models that assist our Investment Committee members in reviewing each securities offering. These analytical tools, combined with the experience of the members of our Investment Committee, may benefit clients in the selection of real estate securities. We’re experienced: Our team has over 30 years of combined experience in real estate investments, working in commercial real estate and at multiple DST sponsors. We've had years to grow our extensive network of industry professionals. We know how to connect our clients with the right resources to help provide a smooth exchange process. Over the years, we’ve helped our clients allocate more than $500M to DSTs. We’re also DST investors ourselves. Our understanding of these investments is deep, and we put that knowledge and energy to work for our clients. We welcome a challenge: Our experience, knowledge, and resources give us the ability to work with clients in a wide variety of situations. Our relationships with DST sponsor firms allow us to access preferred deals for our clients. We welcome the complex situations like high leverage and cash out refinances that other advisors shy away from. If you’re curious about a DST or a 1031 Exchange, visit our website and schedule a consult. We’re happy to review available investment opportunities and explore if a DST or 1031 Exchange is right for you. Securities Offered through Cabin Securities, Inc. Member FINRA/SIPC. There are material risks associated with investing in DST properties.