Bill Huffman’s Post

Hear TIAA President & CEO, Thasunda Brown Duckett, explain why she chooses to live her life like a "diversified portfolio" when she addressed #EconClubChi. Watch the full program here: https://bit.ly/4bUuwDA

Building wealth upon wealth 💪

In 1989 I embarked on a career with Northwestern Mutual, and what an adventure it has been! I’m grateful for the opportunity to help clients secure their financial futures and embrace life with confidence and peace of mind. Thank you to my valued colleagues, clients and mentors for making this journey so fulfilling. Here's to the next 35 years! Alex Freund, CFP, CLU, CPA #FinancialPlanning #WealthManagement #RiskManagement #TaxMitigationStrategies #AssetManagement

🔥The power of grandmothers. 🔥Thoughout the #fiftyfacespodast grandmothers in particular come up as sources of tremendous grit, inspiration and wisdom. Very rarely, as in this discussion with Stephanie Drescher, they are the inspiration behind a love of stocks and financial markets. 🔥This is only the first step of this intriguing walk through a career in financial markets that has culminated now in a leadership position at Apollo Global Management, Inc. where Stephanie leads in Client and Product Development. 🔥We speak in particular about the growth of the wealth segment and how products and firms are evolving to address it. We also learn a thing or two about building the resilience that working in financial services can sometimes require. #careers #careerplanning #sustainablecareers 🔥With thanks to Ruffer and Nuveen, a TIAA company for supporting the production costs of Series 3 of 2024. https://lnkd.in/gPuEGuu4

Look who visited Winward Wealth Advisors: Meet Teddy 🐶

Today marks the 5th year anniversary for Regent Peak Wealth Advisors in practice! With a growth of 49% in AUM in that time, we’re thrilled at how far we’ve come! This is us back in the day - seems like yesterday!   #financialplanning #wealthmanagement 

Celebrating 15 Years of Thriving Wealth 🎉✨ Today, we hit a huge milestone—15 years of Thriving Wealth! Fifteen years ago, I was a bright-eyed 20-year-old with a full head of brown hair and a big dream. Fast forward to today, and while my hair might have turned grey with a touch of brown, my passion for helping Australians achieve financial freedom is stronger than ever. From a dream to reality, we've grown into an award-winning wealth advisory firm that's transformed thousands of lives. The road has been filled with ups and downs, but your trust and support have made every moment worthwhile. To all of you who have entrusted us with your financial futures, thank you. Your confidence in us is the foundation of our success. I've got a special message just for you—watch the video below 👇 https://lnkd.in/gPYeER4Z It's not just about the numbers; it's about the relationships we've built and the dreams we've made come true together. A big shoutout to not just our clients but to our strategic partners, supporters, past team members, and the partners of our staff. Your contribution and support have been invaluable. Thriving Wealth wouldn't be where it is today without your unwavering support. Here’s to many more years of growth, transformation, and success! Enjoy your weekend! Cheers to the next 15 years 🥂 John Cachia 🙏🏼🫶🏼 P.S. Check out some pictures from over the years in the comments below. . . . #15yearanniversary #15yearsinbusiness #BusinessOwner #businessgrowth #businessjourney #TeamBuilding #thankful #throwback #throwbacksaturday #WealthCreation #FinancialPlanner #FinancialAdviser #Wealth

Investing in people, investing in the future: The power of a strong team. Building a collaborative team is essential for long-term success. Matthew Somberg, AIF®, shares how Gottfried & Somberg Wealth Management has grown from zero to $2 billion in AUM by focusing on talent acquisition and collaboration in his latest interview with InvestmentNews. #leadership #teambuilding #financialgrowth #gswm #gottfriedandsombergwealthmanagement

New lower fees for Vanguard Super From day one, Vanguard Super has been focused on keeping yearly fees low. Now we are excited to share that from today we’re delivering lower fees to all members with two new fee reductions on all Vanguard Super accumulation and pension accounts: 1.    We’re reducing our annual administration fee from 0.35% to 0.33%; and 2.    The administration fee cap will be lowered from $850,000 to $300,000. Lowering prices, its in our DNA. Vanguard Australia #VanguardSuper

Building Generational Wealth