Jessica Miller’s Post

One of the advisor teams I'm on made the list and another fellow advisor team that's part of keating did as well, The Converse Team. Heck yes! This group is SO driven and very deserving in my humble opinion. Go team go! __________________________________________________________________________ 2024 Forbes America's Top Wealth Management Teams Best-in-State The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://lnkd.in/g7ytZPhs for more info.

🌟 Let's take a trip down memory lane to a place that stood as a beacon of resilience and entrepreneurship - Black Wall Street! 🌟 Nestled in the heart of Durham, North Carolina, during the late 1800s and early 1900s, Black Wall Street was more than just a business district; it was a testament to the indomitable spirit of African-American entrepreneurs. 💪💼 Despite the challenges and adversity of the era, this vibrant community thrived. African-American-owned businesses flourished, creating a hub of economic prosperity that defied societal norms. 📈💼 Black Wall Street wasn't just a place; it was a symbol of hope, resilience, and the power of unity. It showed the world that when a community comes together with determination and ambition, they can overcome even the most daunting obstacles. 🌆✨ Today, as we reflect on the legacy of Black Wall Street, let's draw inspiration from its story. Let's remember the incredible achievements of those who paved the way for generations to come. Their courage and tenacity continue to inspire us in our pursuit of success and equality. 🙌🏿🙌🏾🙌🏽 As we honor this remarkable chapter in history, let's celebrate the enduring spirit of entrepreneurship, resilience, and the unwavering belief in a brighter future. 🌅💼 #BlackWallStreet #DurhamNC #AfricanAmericanHistory #Entrepreneurship #Resilience #Unity #Legacy #Inspiration #CommunityStrength

When it comes to the middle market outlook, this year mirrors last year, but opportunities still exist for those willing to get creative with deal structuring, says Nick Stewart, Partner of the Investment Fund Group at Duane Morris LLP. What does he think the future holds for middle markets? Nick suggests they are watching for potential shifts if there’s a reduction in interest rates. Sellers are eager to enter the market, and buyers have significant capital to invest—$1 trillion domestically and $2.5 trillion globally. Additionally, with trillions set to transfer over the next two decades and only 40% of private businesses having succession plans, there’s a huge opportunity for strategic relationships and investments. Nick also discussed the impact of the next generation on private equity and succession planning, highlighting the importance of long-term, patient relationships in navigating these changes - from the sidelines of our 12th Private Equity Forum in NYC. #MarketsGroupPE Paloma Lima-Mayland April Galletly Stackhouse Meghan Hazen, DES Becky Christmas Roberta Dalla Nawshad Noorkhan Francine Didziakas Cabanas Kendra Nicholls, MSc Talita Quirino Doina Roibu Matthew Sowinski Victoria Cepeda James Garnett Ana Sousa Courtney McQuade Beatriz Salsinha John Paul Zajas Karly Congero Harriet Oakley Camille Cross Natasha Guzman Paul Hamann Andres Ortiz Patrick Egan William Lim

Why Daniel Coatsworth believes Marks and Spencer is “the gift that keeps on giving”. This article from AJ Bell's Shares Magazine examines the reasons why M&S shares have performed so well recently and references Temple Bar as one of the value-focused trusts that has a holding in the business.   Read the article in full here: https://lnkd.in/eJisdrrr   No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. The name shown above is for illustrative purposes only and is not intended to be, and should not be interpreted as, recommendations or advice.   #valueinvesting #ukinvestment #opportunity

Happy Labor Day weekend! Check out our latest blog on TJX (ticker TJX). In this edition we explain how TJX successfully executes its differentiated off-price business model to drive growth in almost all economic environments. Advisory services are offered by Glass Lake Wealth Management, a Registered Investment Advisor in Illinois and North Carolina. #investments #assetmanagement #wealthmanagement #retirementplanning #financialplanning #tjx

Diversity, for me, is about diversity of thought and perspective. Generational diversity is an important factor. To further encourage diversity of age at board level, we need to think beyond NED positions necessarily being a retirement job or something you can only pursue towards the end of your professional career. Proactively supporting initiatives such as Board Apprentice and proactively thinking about age diversity within our own boards.

At Capital League, some of us were fortunate to have attended the Berkshire Hathaway AGM in Omaha over several years. We all came back mesmerised and in awe of this amazing company and unique AGM. Most of us wondered why a billions of dollar worth investment company was not located in New York, next to Wall Street. That has been a conscious decision of Warren Buffet & Charlie Munger – to not get distracted by market ‘noise’. Study the fundamentals, ignore the markets. Charlie said that he’s “never been able to predict accurately. I don’t make money predicting accurately. We just tend to get into good businesses and stay there.” And true to his word, they have stayed invested in companies like Coca Cola & Amex for over 30 years! For a few days before and after the AGM, the airport, hotels, restaurants, bars would be teeming with AGM attendees. Many considered it an annual pilgrimage. All had stories to share about Warren and Charlie. Charlie was widely known for his dry wit and depth of wisdom. The AGM was held in a convention center with a capacity of over 17000. Warren and Charlie would sit center stage and answer questions for 5 hours! What struck me was their amazing memory, depth of knowledge, stamina and total lack of pomp & ceremony. Anyone could ask anything. No recording was allowed. Warren would address a query in detail over 5-10 minutes and Charlie would summarise in one witty sentence. We will miss you Charlie. RIP. #CharlieMunger #Berkshire #WealthManagement #CapitalLeague

💚🖤❤️Travers J. Bell, Jr along with Willie Daniels co-founded first black-owned investment firm, Daniel’s and Bell, on New York Stock Exchange (NYSE) in 1971. The firm started with $175,000 is assets, but with Bell’s prior experience, that amount grew rapidly from series of successful investment decisions. Daniels later ventured off from the firm to enter the restaurant industry. Bell made it his business to give back to the community. His firm specialized in underwriting securities for burgeoning minority-owned businesses and municipal bonds for small Southern towns at a time when few institutional investors were interested in these opportunities. By backing firms, individuals, and towns that had been overlooked by a largely white Wall Street, Bell found a successful market while also spurring development in previously poor and underserved parts of the country. At the time of Bell’s passing in 1988, the firm had grew to the net asset of $15Million. His legacy lives on by his son, Gregory S Bell (writer at Black Enterprise) author of “In the Black: A History of African Americans on Wall Street.” -Investopedia.com #blackexcellence #InvestmentSuccess #BuildingLegacies

Behaviorally is pleased to announce the expansion of their Business Development team with the addition of Peter Cloutier as Director in the New York City office and Shane Schultz as Business Development Manager in the Chicago office. Learn more in the full press release: https://hubs.ly/Q02lNN1x0 #wearebehaviorally #behaviorallyinc #marketresearch #insights #insightsindustry

1) Toyota Motor Corporation issued a safety #recall in the US, of about 1.85 billion Toyota RAV4 model vehicles of 2013-2018, with reason to risk of fire at battery replacement installation. 2) Fastmarkets, a global price reporting agency (#PRA) launched a suite of prices and coverage for rare earth materials, which play critical roles in the electrification of the transportation sector and clean energy generation.   3) AI service provider atNorth said it joined Finnish Data Center Association (FDCA) with an objective of nurturing fast growing data center ecosystem in Finland, also to enhance #standardization and #sustainability of its industry processes.   To read more click on the link: https://lnkd.in/gdp3Sctj #BusinessTabloid #newsupdate  #media #ai  #tech