Rich Aneser

One impactful truth that can add tremendous value to investor portfolios is tax-loss harvesting, not just at the end of year, but as an all-year strategy. Read more in this New Jersey CPA magazine article by Robert J. Mascia, CFBS of Green Ridge Wealth Planning. #njcpamag #tax #taxlossharvesting

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A Hartford Business article highlights the impending "Great Wealth Transfer," expected to significantly impact the family office landscape. As trillions of dollars pass from one generation to the next, there's an anticipated surge in the formation of new family offices. Key points from the article: Generational Shift: The transfer of wealth from Baby Boomers to Millennials and Gen X is driving the creation of new family offices. Increased Demand: With more wealth to manage, there's a growing demand for sophisticated tools and strategies to ensure effective stewardship. Opportunity for Innovation: This generational change presents a unique opportunity for innovation and modernization within family offices. At Ledgex, we are committed to providing solutions that meet the evolving needs of family offices. Our platform empowers wealth managers with the tools they need to navigate this significant transition and manage assets more effectively. Embrace the future of wealth management with Ledgex – your partner in navigating the Great Wealth Transfer. #WealthTransfer #FamilyOffices #WealthManagement #Ledgex #FinancialPlanning #Innovation https://lnkd.in/egSZE7rC

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It's normal for syndicate leads to wonder when their SPVs will start turning a profit. Unfortunately, the answer isn't straightforward. Our latest blog explores the role of fee structures in SPV profitability, and how syndicate leads can manage the financial uncertainty that sometimes comes with SPV management. Highlights from the post include: -How management fees, carried interest, and other fee structures impact your operation's financial health. -Expected profitability timelines for SPVs. -Supplementary income generators for syndicate leads. Read the full post here: https://lnkd.in/exhnYsRb

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Brooke Parish and Sal Naro are attending MFA Network Boston on June 10th and 11th. MFA Network invites alternative investment industry leaders from around the globe to expand their professional networks, gather industry insights, and explore potential business opportunities unique to the alternative investment sector. Message Brooke or Sal on LinkedIn if you’d like to connect in Boston! Register for MFA Network Boston using the link in the comments. === Tiptree Advisors, LLC manages over $1.5 billion in AUM and specializes in High Yield, Investment Grade, Structured Credit, Public Equities, and Direct Investments. #assetmanagement #investmentmanagement #alternativeassets

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Retirement planning cannot be linear! Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies. Read more as Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, CEO, Bryn Mawr Capital Management, LLC and Director of Private Wealth Management, Bryn Mawr Trust explores this >> http://spr.ly/6044wmmDY Jamie will be joining us at Wealth Management EDGE to share his insights on the convergence of wealth and retirement. Find out more about his session here: http://spr.ly/6047wmmDW #WMEDGE #retirement #wealth

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Read the latest article "When Navigating Windfalls Is a Rocky Road" on Rethinking65 that features Matthew Liebman, CFA®, CRPC®, CAIA® in a discussion on the benefits of how taking it slow, educating clients, and developing a strategy can ease the impact of client anxiety and exuberance when they encounter windfalls. https://bit.ly/4dx6OPx

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Post-COVID and primetime Gen-AI, more and more wealth management clients look for advisors and firms that take a hybrid approach to service delivery by combining not only a strong human touch, but digital resources that enhance the relationship and experience. “Digital and technology is quickly evolving,” said Melissa Hawryschuk, Chief Executive Officer, of Rochester-based independent financial services firm Brighton Securities, about the wealth management industry. She and her team, which includes Christina Gregory, Marketing Operations Manager, at Brighton Securities, are continually looking for ways to use digital tools and the increased consumer interest in them to support the Financial Advisors and the firm’s clients. Learn more about you ways in which Brighton Securities is leveraging todays most advanced digital tools to support our Financial Advisors and elevate our client experience: https://lnkd.in/gginBQEq RBJ #technology #artificialintelligence #FinancialLiteracy #financialeducation #TrustedFinancialPartner #wewillbethere

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A sample of discussions held with clients last month: - A client working in the human capital space is exploring the feasibility of retiring in 20 years at age 55. We discussed the first draft of a financial plan with that scenario, and they are within striking distance. This will be our focus in the coming months. - Reengaged with a client household as they wrapped up the academic year and their infant enters toddlerhood with an overall portfolio review, discussing their cash holdings, and updating their household financial plan. - A client experienced an involuntary layoff in the tech/data industry, so we reviewed their resume and LinkedIn profile, and kicked off the process to rollover their previous retirement plan holdings to their Traditional IRA. - Discussed the ramifications of paying down law school loans with a focus first on higher interest portions of their debt, while balancing saving for retirement. - A client household with an educator and attorney engaged on balancing a return to Boston and reducing their higher interest debt. - A client in the pharma / life sciences space kicked off their estate planning journey and we'll be doing a summer update of their overall retirement outlook. - A client in the UX research space is re-entering the workforce after international travel / volunteer work. We reviewed their resume and LinkedIn profile. Now we're in the midst of an overall portfolio review and next steps for their vested RSUs. I appreciate the opportunity to be of service to my clients. As you can see, it's fair to say that financial advice and planning involves more than overseeing an investment portfolio.

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Have you checked out New England Wealth Management's Podcast? We are committed to educating you on the topics and trends that impact your financial future. Browse and listen to past episodes from our Dollar and Sense podcast to get our thinking on relevant wealth planning issues. 🎙️🔗👉https://loom.ly/N19fmYM #podcast #podcasting #FinancialFreedom #podcasts #Planforthefuture #financialplanning #wealthplanning #NewEnglandfinancialplanner #financialplanner #financialgoals #NEWealthmanagement

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The Friday, June 7 FTA webinar at 1P ET with Saundra Davis is going to be amazing, bringing together two hot topics in financial therapy: legacy burden and Internal Family Systems. Register today! https://lnkd.in/dTYU8PB #FTA #FinancialTherapy

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What Optional SECURE 2.0 Provisions Are Plan Sponsors Most Likely to Adopt? Napa Net's Ted Godbout reports on the results of a new plan sponsor survey, conducted by Fidelity Investments "to gain a better understanding of what optional provisions of the SECURE 2.0 Act that plan sponsors are most likely to adopt." The survey found "high interest" in #AutoPortability, a service which they expect to be a "standard offering." Godbout also writes that, "for larger plans, withdrawals for emergency expenses was replaced by auto-portability by corporate plan sponsors" and that "plan sponsors in finance and manufacturing both ranked auto-portability as a top option." #retirement #401k #DEI #CSR Read the full article: https://hubs.ly/Q02DBmJc0

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In her latest article, Leanne Fee explores the concept of elderhood by sharing insights into preparing for a fulfilling retirement and reflecting on the opportunities that come with this stage of life. Read more here: https://lnkd.in/eb9jSEmJ #MyStewardshipAdvisor

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Manager selection experts Joe Wiggins and Evan Frazier, CFA, CAIA share the new types of questions investors are asking portfolio managers — and the answers they like to hear: https://lnkd.in/e9gyGsqE #BehavioralAlpha #DecisionAttribution #ManagerSelection #Investing

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Many corporations with defined benefit plans have worked for years at derisking their plans, through such methods as liability-driven investing, closing or freezing plans to future benefit accruals, and engaging in pension risk transfers, either through direct lump sums to participants or transferring liabilities to insurance companies. Now with so many plans fully funded or even having surpluses, executives have more options than ever. One such option is using pension surplus money to reopen a defined benefit plan. While IBM has been the only plan to take this action thus far, it will be interesting to see how this plays out in the coming months as corporate DB plans consider their options.

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