Matthew Libien, CFP®
Financial Advisor at Wells Fargo Advisors
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For now, we prefer investors avoid putting all their eggs in one basket and stick with our more defensively positioned asset allocation guidance.
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Ivan Widjaya
Web publisher. Content creator and marketer for SMEs. Into AI, Web3, cryptocurrencies, NFTs, and Hashgraph technology. AI artist and art enthusiast.
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Explore smart investing strategies to build a diverse portfolio for long-term growth. Learn about asset allocation, rebalancing, and leveraging technology. #investing
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Gracio Garcia
AIF® VP of Wealth Management
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The Investments Division website has launched a new blog series titled "Focus on what you can control" to help investors navigate through uncertain times. The first blog in the series focuses on asset allocation and provides insights on how investors can stay in control of their investments. Check out the blog on the Investments Division website to learn more: https://lnkd.in/eXJFvBRM
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See AlsoTina Reuter confirmed as Head of Germany at Cushman & Wakefield | Germany | Cushman & WakefieldTina Hagar on LinkedIn: My absolute favourite Day planner and Tech team!!!…How to empower staff with decision-making | Tina Del Buono posted on the topic | LinkedInTina Hagar on LinkedIn: BeforeSunset AI - Home -
Bruce Galloway
Value Investor / Chief Investment Officer at Galloway Capital Partners, LLC
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In January 2024 the Portfolio generated a return of +1.65% vs. +1.68% and -3.89% for the S&P 500 and Russell 2000, respectively. We are +376% since January 2018, or annualized return of +47%. https://lnkd.in/eBmsAxB6We recently launched our fund, Galloway Shepperd Deep Value Investments Limited (Guernsey),www.gallowayshepperd.com. We also have a managed account platform and in the coming months will launch a domestic fund. The investment strategy is focused on undervalued publicly-traded securities, identifying catalysts, and when required, utilizing activism, to unlock shareholder value.We believe the current market environment offers once in a lifetime buyingopportunities.If you have any questions, feel free to call me at212-247-1339.Very truly yours,Bruce GallowayChief Investment Officer
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Sarah Anne Campbell, MBA, CFP®
Vice President, Relationship Manager Key Private Bank
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How can Private Equity help compliment your investment strategy?
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Jason Smith, MBA
Vice President, Relationship Manager at Key Private Bank
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Passive investing, or investing in funds designed to replicate the return of a specific index, has been on a tear lately. Learn why in the latest Key Questions.
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TruePoint Capital
518 followers
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Building a successful alternative investment strategy requires careful consideration and expertise. Here are some key steps to help you construct a robust portfolio:Assess Risk Tolerance: Understand your risk appetite and investment goals before allocating capital to alternative investments. Assessing risk tolerance will guide you in selecting the appropriate asset classes and investment strategies.Diversify Effectively: Allocate investments across different alternative asset classes to achieve optimal diversification. Consider the risk-return profiles, market cycles, and correlation factors of each investment.Conduct Thorough Due Diligence: Perform detailed research and analysis on potential alternative investments. Evaluate the track record, investment strategy, and expertise of fund managers or sponsors.Consider Liquidity Needs: Understand the liquidity terms and redemption policies associated with alternative investments. Some alternatives, such as private equity or certain hedge funds, may have longer lock-up periods.Monitor Performance: Regularly review and monitor the performance of your alternative investments. Adjust your portfolio allocation as needed to align with yourIf you’re seeking alternative solutions to wealth. Truepointcap can help. Reinvent the way you consider wealth. Invest With Us: https://lnkd.in/gKTFxTEi#multifamilyinvestments #alternativeinvestments
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Sarthak Patel
Wealth Management | Investment Advisor | NISM X-A, X-B, | Learner
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Hey everyone!I'm excited to share my latest blog post with you all. I've delved into the intriguing world of investing in thematic funds and whether it's a sensible choice for investors like us. 📈💡Subject: IS INVESTING IN THEMATIC FUNDS A SENSIBLE CHOICE? 🤔To read the full blog post, click on the link below:https://lnkd.in/dKW_JMgbHappy reading and happy investing! 🌟💼💰 #investing #thematicinvesting #mutualfunds
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Gregory Hyziewicz
VP, Relationship Manager at Key Private Bank
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Passive investing, or investing in funds designed to replicate the return of a specific index, has been on a tear lately. Learn why in the latest Key Questions.
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Debra Pellati
Vice President: Relationship Manager at Key Private Bank
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Passive investing, or investing in funds designed to replicate the return of a specific index, has been on a tear lately. Learn why in the latest Key Questions.
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Victor Laurenza, Jr.
Market President, Western Pennsylvania-National Director, Key Private Bank
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Passive investing, or investing in funds designed to replicate the return of a specific index, has been on a tear lately. Learn why in the latest Key Questions.
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