Beverly Hills Private Wealth’s Post

Heading into the summer, Q2 continued an impressive stock market rally. But when stocks are this hot, how can we prepare for a cool down without sacrificing our fun in the sun? BHPW’s Chief Investment Officer, Nick Nejad, CFA®, shares his thoughts in our Q2 2024 Recap Newsletter.

Fear, panic, and uncertainty can all shape our decisions and decision-making abilities. For this reason, it is critical to cultivate skills to avoid an emotion-driven impulse that leads you away from your financial plan. #PersonalFinance #BehavioralFinance #FinancialAdvice #FinancialPlanning

Our Co-Founder and Managing Partner Ira Ravitz, CIMA® and Chief Investment Officer Nick Nejad, CFA visited Goldman Sachs HQ as part of the 100 select advisors at its two-day Professional Investor Forum. Nick and Ira are standing in Goldman's 25-year commemoration of it going public on May 4, 1999. 

Check out co-founder Lisa Westermark, ChFC® speaking about engaging next generation clients and estate planning during Vanilla's Legacy Now virtual event on April 24th.

It’s Women’s History Month, and we are proud to feature co-founder Lisa Westermark, ChFC® in our Team Spotlight.

While money can pose relationship challenges, it can also be a binding force between partners when rooted in trust, transparency and mutual respect. In our latest newsletter, we share how this Valentine’s Day, a holiday rooted in love and relationships, presents an opportune time to get stronger as a couple by talking about personal finances. Want to learn more? Please do not hesitate to reach out to discuss how we can support you and your partner in achieving your financial goals.   #PersonalFinance #FinancialPlanning #FinancialAdvice

Goldman Sachs to significantly invest in the Registered Investment Advisor (RIA) space, says Richard Lofgren, head of advisor engagement at Goldman Sachs Advisor Solutions.