Emily Green

After April’s volatility, you won’t want to miss the latest Straight Talk. Join Brad Rutan and Equity Portfolio Manager Nevin Chitkara as they explore: - Current market environment - Importance of downside risk management - Understanding what you own bit.ly/3wkoflS.

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The share of target date fund assets as a percentage of total 401(k) assets has more than quadrupled since 2007. But how many 401(k) participants have access to TDFs in their plans? Find out in this month’s Retirement at a Glance. bit.ly/3UNORoY.

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The share of target date fund assets as a percentage of total 401(k) assets has more than quadrupled since 2007. But how many 401(k) participants have access to TDFs in their plans? Find out in this month’s Retirement at a Glance. bit.ly/3UNORoY.

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Welcome to “What’s Your Point?” where wealth meets clarity in two minutes. This episode’s guest is NY divorce attorney Sandra Radna (Attorney At Law) (spelled correctly this time!) making the point that you can have some karma in divorce. Listen here. Holly Jamison, MBA Patricia Janco-Tupper #AskBison #BisonWealth #Packy #AskPacky #divorce #divorceplanning #suddenlysingle

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This month marks the 17th anniversary of our John Hancock MLK Scholars Program, and we’re excited to welcome another outstanding group of 22 young Boston-area adults into the program. Participants, 16-18 years old, will spend their summer with us tackling meaningful job experiences right here in our corporate offices and in other community-based organizations in the city.    Since its inception in 2008, our MLK Scholars Program has invested more than $16 million to provide 6,000 young adults with meaningful job experiences. One of the primary goals of the program is to level the playing field for young people who don’t have equal access to the work experiences and networks that are key to building long-term skills, self-confidence, and financial empowerment.    The program provides guidance on career readiness and financial literacy to help participants grow as leaders in the office, the classroom, and the greater community. The program also benefits local nonprofit organizations that employ MLK Scholars, providing them with an opportunity to engage Boston’s diverse student population in potential career paths in their industries – with some students even returning as college interns and full-time hires after college.    As we welcome another group of outstanding students this year, I can’t help but think of a quote from our program’s namesake, who once said, “the function of education is to teach one to think intensively and to think critically. Intelligence plus character – that is the goal of true education.”    I couldn’t have said it better myself.

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Bankers Rachel Solarsh, Bola Oyesanya and Camryn McGinnis were recently featured in Vogue’s June issue for subscribers in the New York region. Bringing decades of experience, tailored advice and access to an exclusive global network, their sophisticated teams can help you chart a path toward the future you envision. Learn more about these inspiring women, and how they can help you achieve continued success on your wealth journey here: https://bit.ly/3VaqtN6.

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This article aims to shed light on the critical aspects of fee transparency so plan sponsors can best help the plan but also relay relevant details to participants. https://ow.ly/XnbQ50RspwI

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I founded Blair Capital Management after decades in the trenches of Wall Street witnessing firsthand how the largest institutions and hedge funds combine to aspire to wealth preservation and growth. Let’s start a conversation today!

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I founded Blair Capital Management after decades in the trenches of Wall Street witnessing firsthand how the largest institutions and hedge funds combine to aspire to wealth preservation and growth. Let’s start a conversation today!

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All eyes are on Big Tech as earnings hit a fever pitch. In this edition of the Weekly Brief, the Office of the CIO at Rockefeller Global Family Office helps prepare you for the week ahead. • Robust economic data and more hawkish commentary from policy makers pushed stocks lower again last week, with many companies falling despite solid earnings reports reflecting the weight of elevated expectations. • China's first quarter GDP came in better than expected though continued softness among domestic consumers raised questions about the stability of the nation's growth trajectory and posed challenges for European luxury retailers, which posted lackluster sales numbers for the region. • Looking ahead to a heavy earnings week, the biggest focus for the market will likely be on several mega cap tech names, specifically whether they can continue to defy optimistic forecasts and carry the market through a difficult period once again. For access to the full Macroeconomic and Financial Market Indicators report and other unique market insights, reach out to me to learn more.

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With the seizure of the Philly's Republic Bank by the FDIC today, one would think that the banking system was stressed but it isn't according to my math. Last spring, it was already stressed when First Republic and Silicon Valley Bank went down (to name a few). Is the system strong right now or are investors just ignoring the red flags? tight policy slowing earnings mixed macro signals FX markets all over the place #banks #markets #risk #stocks #spx

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Securitized credit is a deep and diverse asset class, more than just US residential mortgages. Your cell phone contract, credit cards, auto loans, nearest fast food franchise, are all potentially bundled into securitized credits. More complex perhaps than traditional fixed income but there are opportunities for investors to generate attractive returns while improving diversification. The Payden & Rygel securitized team outlines the potential case for adding exposure within a multisector portfolio.

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How do you add additional value to clients as an investment advisor? 1. Be their quarterback and be open to client's specific needs 🏈 2. Present differentiated solutions 🔬 3. Consider adding sources of tax alpha that enhance overall account performance 📈 4. Scale your practice efficiently so you spend more time with CLIENTS and less time with OPERATIONS 📢 Brooklyn Investment Group Erkko Etula Flyer Financial Technologies #investments #wealthtech #alternativeinvestments #investmentadvisor #seperatelymanagedaccounts https://lnkd.in/erTZcv39

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Bond covenants are critically important protection for investors. Listen as The TCW Group Group’s #FixedIncome team discusses the weakening of those covenants over the past several years and how that trend is having a real impact on investors and outcomes.

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In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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#Privatecredit has become a compelling asset class with $1.7T in assets — and growing. In partnership with RIA Channel, join Calamos and Aksia experts to discuss how private credit can diversify risk, generate yield, and mitigate volatility — and how #CAPIX is positioned to optimize all three: https://okt.to/LrIg67

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Just as a hero embarks on a transformative journey, wealth management professionals are embarking on their own quest into the realm of alternative investments. Read more on CAIA Association's blog: https://lnkd.in/eSJuXhMQ

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