Livian & Co. - Investment and Wealth Management

Lehmann Livian Fridson Advisors CIO Marty Fridson’s new article reminds us why investors should not confuse monetary policy with a hard science in which all the relevant variables are known and cause-and-effect are highly predictable. https://lnkd.in/e45HKPjk

As bondholders anticipate a possible rate cut by the Federal Open Market Committee (FOMC) later this year, the key question is how this might affect bond prices. Typically, bond prices rise when interest rates fall, but this is not a guaranteed outcome for investors. To help you navigate these uncertain times, we share some insights in our latest blog post: https://lnkd.in/e8-aQZaG

Since its inception, Livian & Co. has been guiding business owners through successful transitions. Our priority is and has always been to ensure a prosperous future for our clients, providing personalized strategies that meet their unique needs and goals. Reach out to us for expert guidance and tailored solutions that will help you achieve lasting success in your business journey. https://lnkd.in/e5tayycw

Lehmann, Livian, Fridson Advisors CIO Marty Fridson was recently on the Money Life podcast with Chuck Jaffe. Tune in to his discussion on why it is not wise for investors to base their investment strategy on expectations regarding the outcome of the upcoming presidential election. https://lnkd.in/ep22mNDZ

Feeling anxious about the upcoming election and how the outcome will impact your investments? Historical data suggests that presidential election outcomes are unlikely to impact your portfolio over time. The best investment strategy is to stay invested in the markets, regardless of who ends up in the White House. Check out our new blog post: https://lnkd.in/djd_Mpqz

This week's 'Tip of the Week' pays tribute to the legendary Daniel Kahneman (1934 – 2024), Nobel Prize-winning economist and author of 'Thinking, Fast and Slow.' We delve into the essence of Prospect Theory and its profound implications on investment decision-making. Understanding why we're predisposed to hold onto losses too long and sell gains too early can transform your approach to portfolio management. Join us in honoring Kahneman's legacy by applying these insights to your investment strategy. #InvestmentStrategies #DanielKahneman #BehavioralEconomics #ProfessionalGrowth

In 2023, the private credit market reached a monumental milestone, surpassing $1.7 trillion and outgrowing both the high yield bond and bank loan markets. Join our exclusive webinar to unlock the secrets of investing in private credit. This is your chance to learn from the experts and stay ahead in the game. Secure your spot now: https://conta.cc/4a5PXkg #InvestingInPrivateCredit #FinanceWebinar #FutureOfInvestment"

In 2023, the private credit market reached a monumental milestone, surpassing $1.7 trillion and outgrowing both the high yield bond and bank loan markets. Join our exclusive webinar to unlock the secrets of investing in private credit. This is your chance to learn from the experts and stay ahead in the game. Secure your spot now: https://conta.cc/4a5PXkg #InvestingInPrivateCredit #FinanceWebinar #FutureOfInvestment"

This Week's Insight: Demystifying Risk in Finance! In our latest Tip of the Week, we delve into the crucial concept of risk in finance. Discover what risk truly means in the finance world and how it affects your investments and decisions. Elevate your financial acumen. #FinanceInsights #RiskManagement #ProfessionalGrowth

In this week’s 'Tip of the Week', we explore the transformative journey of value investing, from its traditional roots to the modern approach championed by legends like Warren Buffett and Charlie Munger. 🌟 Understand why buying a wonderful company at a fair price outweighs seeking mere bargains. Perfect for professionals aiming to refine their investment strategies with insights into profitability, stability, and growth. 📊 Dive in to elevate your investment acumen.💼 #ProfessionalGrowth #ValueInvesting #WarrenBuffett #CharlieMunger