Investment Club at USF’s Post

🎥New Video! 🎥Are you aware that approximately 70% of wealth is lost by the second generation? Watch below as Regent Peak Wealth Advisors’ Founding Principal & Managing Director, Craig Robson, CFP®, CIMA®, CDFA®, explains our strategy for addressing that, and other related concerns relating to multi-generational wealth, with our relationships.  Check out our article here https://lnkd.in/gx-f6zEH to get even more information about our approach to multi-generational wealth management. #multigenerationalwealth #wealthmanagement #financialplanning

Are you prepared for the generational asset transfer in your family? We're here to open that dialogue across family members. Let us be your guide. Reach out to our Regent Peak Wealth Advisors team to learn more. #wealthmanagement #generationalwealth #financialadvisor #familywealth

The Francis Sabourin Hour was in person at the Wealth Managers' Forum yesterday. This panel asked the question: is alternative credit still an alternative, or required? Francis Sabourin, BA, Pl. Fin., RIS (Richardson Wealth) did a great job covering this topic with Tarik Serri, MBA, CFA, CAIA (Trans-Canada Capital), Rob Anton (Next Edge Capital), and Fraser McEwen (Timbercreek). CAASA - Canadian Association of Alternative Strategies & Assets Yup, we are where the alts are

How do we evaluate the #performance of #financial #advice? Today, I read a very interesting article about the scientific approach to financial advice evaluation. Let’s say I am a portfolio manager who buys and holds the large-cap stock index fund SPY. So, I tell a potential client that if he/she gives his/her money to me to manage, I will guarantee to make money for him/her. I add that I have 22 years of track record, assuming that I have held SPY since the year 2000 when I could buy SPY at $148 per share, and by the end of 2022, it is worth $382 per share. In other words, the portfolio I managed resulted in a 158% return over 22 years. So, please trust me - that's how it works in most funds now. And here Robert C. #Merton, #Professor of Finance at #MIT and 1997 Nobel Laureate in Economics, commented in a talk (https://lnkd.in/gpEE2iSn Minute 12:50) that financial advice is not verifiable given a portfolio manager’s track record because it takes somewhere between 40 and 400 years to get a t-statistic of 2 — the minimum for significance! So you, as the potential client, need to evaluate this financial advice of giving your money to me to manage. Let’s say your bottom line is that I do not lose money!

While meeting with clients in a face-to-face manner is preferred, there are a number of new technologies that enable Regent Peak Wealth Advisors to work effectively with clients across the country. Watch below and read here https://lnkd.in/gch8U4Db for more details as Kevin Manning, CFP®, Chief Financial Officer, and Nick Fazio, CFA, CPA, explain how it all works.  #wealthmanagement #financialplanning #technologyinwealthmanagement 

Technological advances in our industry continue to prove various benefits. Engaging with our clients across the country is just one of those ways. Explore more about the advancements in #wealthmanagement tech from our CFO Kevin Manning and Associate Relationship Manager Nick Fazio, CFA, CPA article here. #financialplanning #financialadvisor #tech #tools

Today at noon, I participated in our CNY Financial Planning Association (FPA) for a discussion on market and investment trends with Chris Fossum, Vice-President of First Trust. A historic perspective related to two schools of thought was discussed… either direction, 2024 has the potential to be very interesting for investors. Stay tuned! #bankerslife #financeeducation #financialplannersassociation #markettrends #investmentinsights

🚨EMERGENCY FUNDS ARE A MUST!💸💰 Don't wait until it's too late to prepare for unexpected expenses. Having a safety net can save you from financial stress and uncertainty. Start building your emergency fund TODAY and secure your financial future! #FinancialSecurity #EmergencyFunds 💪🏼🔒💡 Read about this and more in CBM's financial planning white paper for early career stage professionals. https://lnkd.in/eEU3y3pe

Please find the link below to our October "Trick or Treat" edition of "Not Your ORDinary Newsletter" Stock markets had been rocky for almost two months heading into October (including a particularly nasty September). In this month's newsletter, we attempt to determine if the market will be handing out treats for the rest of the year, or have an additional trick up its sleeve! Our view: there are several indicators and historical comparisons that provide some reason for optimism heading into the last few months of 2023. Fear levels are high, and that often signals an upcoming change in market direction (positively in this case). To have some fun, we borrow some popular scary movie titles to provide inspiration for our topics! Friday the 13th is fast approaching... We also discuss revisiting your Will: one of the more important estate planning items that everyone should keep up to date. Reach out to us directly if you have questions, as our partners within RBC Wealth Management and Royal Trust may be able to help! Finally, we wish John a very happy 60th birthday! He is currently on a once in a lifetime trip to Asia to celebrate, and having a wonderful time! Happy Hallowe'en everyone! Please find the link to our October newsletter below: https://lnkd.in/eKxAS8jm #ordprivatewealthmanagement #investing #portfoliomanagement #estateplanning

Monday proved to be a hectic day for financial advisors and clients due to the market sell-off. However, our Founding Principal and Managing Director Craig Robson, CFP®, CIMA®, CDFA® shared his most effective strategy for calming anxious clients: reminding them that we designed their financial plans and corresponding allocations to account for periods of downside volatility. Craig noted that “while this isn’t enjoyable, it is expected periodically,” and emphasized that it is best to avoid making significant changes to asset allocation amid market volatility. Read more in InvestmentNews. https://lnkd.in/gRVkkbrC