Mario Virtudes

Patricia Janco-Tupper and I were so pleased to be invited by Dr. Debi Silber WBENC Certified WBE to her podcast where she helps individuals who have been shattered by betrayal to experience healing. On this podcast we focused on the steps #SuddenlySingle people should consider about their finances while going through this traumatic process. #AskBison #BisonWealth #AskPacky #Packy #FinancialAdvice #FinancialPlanning #SuddenlySingleWomen

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In Pure Portfolios’ June 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers U.S. large cap extremes relative to small cap & value stocks, the massive influence of three companies on the S&P 500, and how difficult it is for companies to stay on top of the corporate mountain. Can the S&P 500, fueled by AI technology stocks, keep it going or are we due for a breather? Watch the video below…

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Have you seen our latest Wealth Planning Trends? The services financial professionals offer clients have become more commoditized, which can make it harder to stand out from the crowd. Our wealth strategists developed this resource to help advisors differentiate themselves from peers and provide on-going value beyond asset allocations and portfolio management. To see what's inside, visit here▶ https://bit.ly/44y7YX0 #JHI #JanusHenderson #BrighterFutureTogether #US #WealthManagement #PracticeManagement Investing involves risk #InvestingInvolvesRisk

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Just as a breathtaking summer sunset in CT marks the end of a busy day, our tailored financial services bring clarity and peace of mind to your demanding schedule. Corporate Executives, Professors, and Professionals let Heritage Capital be your guiding light toward financial independence. Define your goals, and let us pave the way to a brighter financial future. #FinancialPlannning #FinancialFreedom #HeritageCapital

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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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Did you know that according to Fidelity's 2023 Family Office Investment Study, nearly half of family offices include direct indexing investments in their portfolio? There’s some great data to sort through in this survey, from portfolio construction strategy to alternative investments and more. Take a look! https://bit.ly/3K56ABL

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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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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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We first wrote of the "new wave" of financial borrowing services over a year ago here; https://lnkd.in/ezzuFqA7 Unfortunately, even as generationally high inflation seems to have come under control, folks are still flocking to these services. Of strong concern besides the trend itself is the article states, "Almost half of those using BNPL say they've started, or have considered, using it to pay bills or buy essential items, including groceries." and "About 42% of those with household income of more than $100,000 report being behind or delinquent on BNPL payments.". Please have a chat with your kid, your siblings, your spouse about these offerings and their credit in general so as to make the best choices and not get caught in a debilitating credit sink hole. More info here @ ZeroHedge, https://lnkd.in/e9yjzW3e #lendingtree #bankrate #usedcars #usedvehicles #consumer #bloomberg #inflation #smartdecisions #consumerspending #consumerdebt #fico #experian #equifax #yahoofinance #bnpl #klarna #afterpay #paypal #zerohedge

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An important but counterintuitive truth: investment performance is NOT the top priority for most institutions! Chestnut's market research has been demonstrating this truth for over a decade. If you don't believe me or our research, please listen to this outtake of Teresa Araco Rodgers of The Presser Foundation on the Chestnut Solutions Institute's recent webinar, discussing several non-performance factors that are top of mind for her as Presser considers retaining its first OCIO. #OCIO #investmentsolutions #endowmentsandfoundations #nonprofits #investmentmanagement #assetmanagement #investmentconsulting

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In this week's The Weighing Machine episode, I had the pleasure of sitting down with Ricky Schneider, Vice President and Senior Portfolio Manager at Fort Washington Investment Advisors, Inc. From understanding RMBS and CMBS to delving into the value propositions and risks associated with different segments of the Fixed Income market, Ricky provided invaluable insights drawn from his extensive experience in the industry. One key takeaway from our conversation is the importance of understanding risk, especially when venturing into the deeper layers of the capital structure. As he aptly puts it, "There is also inherently more risk the further you go down the capital structure in any of these sectors we are talking about." Check it out: https://bit.ly/3U9VFvn

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