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We're excited to invite you to our latest quarterly update: 'Behind the Scenes of Your Dunham Portfolio' for Q3 2024. Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee. Discover the strategic adjustments made to our asset allocation for the third quarter of 2024, designed to optimize your portfolio's performance. Click below to watch the brief video to gain a deeper understanding of the decisions that drive our investments. https://lnkd.in/gB59X3Y4

January 4th: Trivia Day 🧠 Did you know? The first financial bubble in history occurred in the 17th century in Holland. What's your favorite financial trivia? Share it with us! 💡💰 #TriviaDay #FinancialFacts #ProsperitusWealth

Are you attending the #GovernmentFinanceFunction conference? If you are, make sure you join Peter Morley and Nathan James for an interactive session on "ALBs waiting for Clusters? The route to the Shared Service Ball".  🕞15:30 today (13th September)  📍Community Stage 2 #gff2023 #centralgovernment #publicsector

It's never too early to start planning for our next Evolve Conference! This is the premier event for financial advisors to expand your perspective, elevate your knowledge and engage with peers. Get your advance tickets for this event taking place Oct. 29-30 in Minneapolis! https://lnkd.in/gHTBPyAP #evolve2024 #financialadvisors #financialplanning

It's great to read this article by UKCMA member, Adam Robson MSc Crowd Science. which argues that we should continue to put more effort into Crowd Management to reduce the need for Crowd Control. "Whilst, simply put, Crowd Control, involves doing things ‘to’ the crowd, Crowd Management can be seen as doing things ‘with’ the crowd." Read more, here 👉https://lnkd.in/eUcYgQ2X Great work, Adam! 👏 #crowds #crowdprofs #crowdcontrol #crowdmanagement #strongertogether

This week's edition of Financial Health on WENY-TV has dropped! Check out the segment below as Jason Nickerson, CFP®, EA covers "A Winter Credit Freeze", the benefits of freezing your credit and how you can "Thaw" your credit when needed. #WealthManagement #FinancialPlanning #FinancialAdvisor #CertifiedFinancialPlanner #CreditFreeze #CreditReporting #FinancialHealth

The next wave of financial conferences is here! Alan Moore joins us to share all the ways he is changing the game to get the most out of conferences. Learn more about his thoughts behind the exhibit hall and other features here - https://lnkd.in/eM_MXKHm #OnPurposeSpotlight #FinancialPlanning #FinancialConference

Jake's letter talks about Morgan Housel's latest book "Same as Ever".  I bought and read this book immediately after it came out. A great read - I highly recommend it. In the book, Housel emphasizes the aspects of our lives and world that DON'T change, especially about the human psyche. Desire, greed, fear, anxiety - all things that are a constant in people. These constants, to an extent, equate to the predictability of our world. By better understanding how people react to news, turbulent markets, and uncertain political climates, we as advisors can more effectively guide our clients. Our investment philosophy focuses on DISCIPLINE - chasing short-term returns and immediate satisfaction won’t take you far, nor will it last.

Happy Birthday to us! We are officially 2 today! 🥳 Thanks to our amazing clients for trusting us with their financial futures! Here's to many more years. 🥂 #CelebrateSuccess #FinancialPlanning #TakeControl #MoneyMatters #FinancialEducation #WealthManagement #Glasgow #Lanarkshire