Tag Archives: Investment Services

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois

WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Learn more: https://www.forbes.com/best-in-state-wealth-advisors/#44149722291d

"For the fifth year in a row, I've been named as one of Forbes' Best in State advisors - in Illinois. We want to Go BIG - begin in gratitude and thank you, the client for this recognition. Legacy Wealth Advisors wouldn't be here without you," said Fernando S. Ereneta, CFP®.

He added, "We're so grateful to you for trusting us to serve you and your families. I am also grateful to God for each member of the team that serves you."

In gratitude to our clients' continued faith and trust in us - Fernando and the team wanted to pay this forward.

The practice made charitable donations to help Ukrainian refugees. Charitable donations were made to Samaritan's Purse, KBC Ministries, and World Vision. The donations approximate $100 per client. Fernando said, "These charities have boots on the ground in Poland, Moldova and Romania and are helping refugees from Ukraine with food, shelter and medicine."

Fernando hopes that others will be inspired to give and pay it forward as well.

He is grateful that he can help others and serve his clients.

Fernando S. Ereneta, CFP®
Registered Principal, Raymond James Financial Services, Inc.
CEO, Legacy Wealth Advisors
Raymond James Financial Services, Inc.
Member FINRA/SIPC
4200 Cantera Drive, Suite 221
Warrenville, IL 60555
630-791-9226
888-563-5524 (Toll Free)
630-791-9233 (Fax)
fernando.ereneta@raymondjames.com
http://www.legacywealthadvisorsil.com/

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOK™ Research, LLC.

Source: Forbes.com (April 2022)

The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and 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 34,925 nominations, more than 6,550 advisors received the award. 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 visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

About Raymond James Financial Services

As of 12/31/2021. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

FRANKLIN, Tenn. /ScoopCloud/ -- Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive Vice President, Luke Aull, Senior Executive Vice President, Mark Deering, Senior Executive Vice President, Tommy Doerfler, Senior Executive Vice President, John Nail, Senior Executive Vice President, Tyler Nace, Executive Vice President, Matt Atchison, Executive Vice President, and Michael Purifoy, Senior Executive Vice President, all of Southwestern Investment Group headquartered at 801 Crescent Centre Drive, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The 2022 list, which recognizes advisors from national, regional, and independent firms, was released online April 7, 2022.

The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years' experience, and 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.

Southwestern Investment Group is a family of advisors who all follow the same guidelines and core values to put the client first. The company's overall objective is to design sensible financial plans that help to build and preserve money in a way that aligns with clients' overall well-being and goals for their financial futures. With a holistic approach to financial advising, the Southwestern Investment Group network empowers clients to take control of their finances and help achieve their dreams.

To reach the advisors at Southwestern Investment Group, more information can be found at https://www.swinvestmentgroup.com/ or by calling 615-861-6100.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOKTM Research, LLC.

Source: Forbes.com (April, 2022). The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years' experience, and 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. Out of approximately 34,925 nominations received, based on thresholds, more than 6,500 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. 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 visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

About Southwestern Investment Group

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Legal Disclaimer

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

Related link: https://www.swinvestmentgroup.com/

Southwestern Investment Group Celebrates 20th Anniversary

FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

The firm was founded on March 16, 2002, with the mission to become the wealth advisory firm of choice for clients and its own advisors. Today, the firm has approximately $5.8 billion in AUM and employs 44 advisor teams responsible for serving more than 13,000 clients nationwide from its offices in Tennessee, Alabama, Texas, Iowa, and Nebraska.

"We're excited to celebrate this important milestone for the firm, and I want to thank all our wonderful employees and clients for making this a reality," said Jeff Dobyns, founder and CEO of SWIG. "As a firm that is majority owned by our advisors, our business model is based on always doing the right thing for all the firm's stakeholders. Our firm believes in a strong culture of independence and entrepreneurial spirit. Our interests are fully aligned with the clients we serve."

"The 20th anniversary comes on the heels of some important developments for the firm which we believe will position us strongly for many years to come," continued Dobyns. "Next up will be a rebrand later this year which will serve to codify and enhance our positioning going forward."

SWIG sits in the top 25% in Raymond James branch firm peer rankings (1,871 firms) in terms of Total Assets (#2) and Annual Revenue (#2). Individual advisors have consistently been recognized by Raymond James as members of the Chairman's Council (every year since 2008), the Leaders Council, and the Executive Council. In addition, advisors have been designated top Best-In-State Wealth Advisors by Forbes. SWIG was also recognized as one of the Tennessean Top Workplaces (2020, 2021). The firm experienced strong growth in AUM of approximately 34% year over year from end of 2020 to end of 2021.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 and oversees approximately $5.8 billion in client assets as of the end of December 2021. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic service to help enhance and help protect your wealth. For more information, visit https://www.swinvestmentgroup.com/.

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states. Any opinions are those of Southwestern Investment Group and not necessarily those of Raymond James.

Southwestern Investment Group's main offices are located at 801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067, and can be reached at (615) 861-6100.

Raymond James' council membership is based on prior fiscal year production. Re-qualification is required annually.

:: Forbes Best-In-State Wealth Advisors (2021)

The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and 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 32,725 nominations, more than 5,000 advisors received the award. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

:: Tennessean Top Workplaces (2020, 2021)

More than 1,000 companies were invited to participate, 90 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 5 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. Neither Energage nor the Tennessean is affiliated with Raymond James.

These rankings may not be representative of any one client's experience, are not an endorsement, and are not indicative of an advisor's future performance. No fee is paid in exchange for these awards/rankings.

Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

Related link: https://www.swinvestmentgroup.com/

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the CRPS® designation.

Because of ever−increasing client demand for financial advisors who are knowledgeable in the administration of retirement plans for businesses and their employees, this advanced training is specifically designed to focus on design, installation, and maintenance of retirement plans.

Keith Eckhardt's office is located at 1763 South 8th St, Ste 1, Colorado Springs, Colorado 80905. The office phone is 719-578-5833.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

https://www.facebook.com/ejadvisorkeitheckhardt/

https://www.linkedin.com/in/keitheckhardt/

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Related link: https://www.edwardjones.com/

Fairport Wealth Announces 2022 Community Beacon Recipient

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Beech Brook: Helping Families Thrive Since 1852

Beech Brook was founded 170 years ago after a cholera epidemic left many children homeless-and the non-profit continues to help children and their families thrive. Beech Brook's President and CEO, Thomas Royer says, "We're committed to delivering on our founders' mission for today's most vulnerable children and families, and for generations to come." Fairport's Managing Partner, Ken Coleman adds, "Our mission, like Beech Brook's, is to inspire families, and we are happy to be a part of their anniversary celebration." Throughout the year, Beech Brook will empower Fairport and Luma Wealth families by providing educational resources about mental health.

Fairport and Luma Wealth: Joining the Mission

CMO, Kristen Lucas says, "Fairport and Luma Wealth team members are eager to support Beech Brook's events throughout the year, including its spring fundraiser, 5k and Family Fun Run, and other volunteer opportunities. And our clients, who share our commitment to support the community, will be invited to join us!" Tom Seifert, an Advisor at Fairport and Luma Wealth, is an avid Beech Brook supporter and has provided leadership on the Board of Directors for over a decade.

About Fairport Wealth

Fairport Wealth provides comprehensive wealth management solutions for high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style. For more information, visit https://fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit https://lumawealth.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

More information: https://www.fairportwealth.com/index

Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Related link: https://www.fairportwealth.com/

Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance

NEW YORK CITY, N.Y. /ScoopCloud/ -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance.

The senior unsecured debt issuance, part of State Street's DE&I focus, involved four black-owned investment firms: Blaylock Van and CastleOak Securities LP as co-managers as well as Siebert Williams Shank & Co. LLC and Loop Capital Markets LLC as bookrunners; the four firms underwrote about half of the total debt securities in the issuance.

"We are proud that the roots of Black History Month and a greater nationwide focus on diversity, inclusion and equity continue to ripple outward," said Blaylock Van CEO and President Eric Standifer. "Blaylock Van always appreciates the opportunity to partner with other Black-owned investment firms to expand our industry reach and presence while creating value for our clients."

The full underwriting syndicate also included Goldman Sachs & Co. LLC and Credit Suisse Securities (USA) LLC acting as bookrunners, with Citigroup Global Markets Inc. as co-manager. This deal represents State Street's third issuance in the past year that was structured under the company's diversity, inclusion and equity strategy. The offering closed Feb. 7.

Certified as a Minority Business Enterprise by the State of New York, the State of Wisconsin, the City of New York and the National Minority Supplier Development Council, Blaylock Van is 81 percent Black-owned. Blaylock Van serves corporations, municipalities, investment managers and pension funds with a diverse employee base committed to work beyond financial services.

About Blaylock Van, LLC

Blaylock Van, LLC (BV) is the oldest and continuously operating Black-owned banking form in the United States, providing personalized services for clients across the country. Clients include corporations, municipalities, investment managers, pension funds and family offices. Global electronic equity and fixed-income trading platforms allow direct market access to more than 40 worldwide exchanges, while the firm's proprietary web-based research platform is designed to specifically address the needs of fundamental portfolio managers and analysts. The firm's headquarters are in New York City, with offices in Atlanta, Chicago, Dallas, Miami and Oakland, Calif.

For more information, please visit https://brv-llc.com/

Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.'s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street's DE&I focus, involved four black-owned investment firms.

Related link: https://brv-llc.com/

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo. /ScoopCloud/ -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses.

The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

For more information, visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

MEDIA CONTACT:

Jennifer Oliverio | 719-545-3564

Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Related link: https://www.edwardjones.com/

Galway Holdings Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. /ScoopCloud/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies. MAI's financial and wealth management services will complement existing business relationships within EPIC Insurance Brokers & Consultants as well as other areas of specialization across all Galway platforms.

MAI is a full-service Registered Investment Adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence. The MAI executive team will remain intact.

Notably, Barron's placed MAI on its 2021 Top 100 Independent Advisors list, moving up to position 31. MAI has received this recognition for four years in a row.

John Hahn, Executive Chairman, Galway Holdings said, "We are pleased to have the partnership closed and are ready to move forward with Rick Buoncore and the MAI team by our side, providing capital and resources that will help sustain the continued growth of its premier wealth management platform."

As Galway and MAI execute on their growth plan, they will be seeking additional strategic partners to complement their overall financial services and wealth management offerings.

About Galway Insurance Holdings

Galway Insurance Holdings, LP is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional regional offices across the country. The firm provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit https://mai.capital/.

Media Contact:
Betsy Van Alstyne
Betsy.VanAlstyne@galwayholdings.com

Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Firms are asked to complete an extensive questionnaire in order to be considered, and criteria encompass "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; succession planning, and more."

"We are thrilled to be recognized as one of Barron's Top 100 RIA Firms this year," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "This honor reflects the hard work and dedication of our entire team. We are committed to continuing to serve our clients with a high level of expertise and attentiveness to help them achieve their financial goals."

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Advisors who wish to be ranked complete a 102-question survey, and this data is verified by Barron's before it applies its proprietary rankings formula to the data. Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent advisor registered with the Securities and Exchange Commission and based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: https://www.klingenstein.com/.

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Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Related link: http://www.klingenstein.com

Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor. Ms. Gelper will be responsible for managing client relationships and advising high-net-worth and institutional clients on a range of wealth, planning, and investment management issues.

Most recently, Ms. Gelper was with HSBC in the Private Bank as Head of US Collaboration, where she spearheaded cross-divisional business development efforts in the US. While there, Ms. Gelper also built an initiative dedicated to serving women's unique wealth management needs. In a prior position at Bank of America Merrill Lynch, Ms. Gelper was responsible for delivering private wealth management services to corporate and investment banking clients.

Ms. Gelper held other positions at Citigroup Private Bank and Goldman Sachs Private Wealth Management, where she provided comprehensive estate and philanthropic services to meet the complex needs of high-net-worth individuals and families. Ms. Gelper began her career as an attorney in the Trust and Estates group at Fried, Frank. Ms. Gelper earned a B.S. in Economics Cum Laude, from The Wharton School of University of Pennsylvania and a J.D., Cum Laude, from the Benjamin N. Cardozo School of Law at Yeshiva University, where she was an Editor of the Cardozo Law Review.

"Alyssa's dedication to meet and exceed client objectives, combined with her extensive experience in wealth and investment management will enhance our ability to serve our clients' needs," said Susan H. Curry, Chief Operating Officer and Senior Vice President at KF Advisors. "We are excited to incorporate Alyssa's expertise into our customized offering for clients."

More information: https://www.klingenstein.com/.

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Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

Related link: http://www.klingenstein.com

Financial Advisor Keith Eckhardt of Edward Jones Receives Accredited Asset Management Specialist® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

Eckhardt successfully completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the Denver−based College for Financial Planning. Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS® designation.

This advanced training offers investment professionals the hands−on information needed to provide comprehensive financial services. Study topics include understanding the asset management process and understanding asset allocation and strategies.

His office is located at Broadmarket Square, 1763 South 8th St, Ste 1, Colorado Springs, CO 80905.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.6 trillion in assets under care. Visit edwardjones.com or the recruiting website at careers. https://www.edwardjones.com/. Member SIPC.

CONTACT:
Keith Eckhardt, 719-578-5833

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

Related link: https://www.edwardjones.com/

Luma Wealth Has Formed an Advisory Council

CLEVELAND, Ohio /ScoopCloud/ -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Council members, who are thought leaders in their respective industries, have been selected to provide their views and perspectives. They will meet quarterly to help the firm continue to enhance its offerings, improve its client service, and develop strategic partnerships.

In addition to Heather R. Ettinger, Founder and CEO of Luma Wealth, council members include:

* Cassidy Blackwell, Director of International Communications for Airbnb, is experienced in empowering women and underrepresented communities

* Dr. Nicola Finley, a board-certified internal medicine physician and lecturer, has a passion for women's health topics and health equity

* Kate Healy, NextGen Advocate, focuses on advocacy for sustainability issues facing the financial planning profession

* Jenn Kenning, CEO & Co-Founder of Align, has expertise in the impact sector

* Anne Richie, Managing Director at The Mezzanine Fund, has extensive experience helping companies grow

According to Kenneth J. Coleman, Luma Wealth's president, "This talented and diverse group shares Luma Wealth's vision for empowering women and can help guide our focus on women's overall wellness." Heather Ettinger adds, "I look forward to the dialogue we will share as we continue to implement Luma Wealth's mission across the country."

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit: https://www.lumawealth.com/.

About Hightower

Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, Hightower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. For more information, visit https://hightoweradvisors.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

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*PHOTO CAPTION: Top (L-R): Cassidy Blackwell, Dr. Nicola Finley, Kate Healy; Bottom (L-R): Jenn Kenning, Anne Richie

Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Related link: http://lumawealth.com/

Rockfleet Announces Availability of CapRaize

NEW YORK, N.Y. /ScoopCloud/ -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices. CapRaize is now available at https://capraize.com/.

"Rockfleet believes that there is a need to keep the human element involved in the capital raising process while simultaneously amplifying access to opportunities for investors," said Cathy Corrigan, CEO of Rockfleet. "Founders of companies meeting our vetting requirements will benefit not only through targeted outreach via our sales force, but also through this new capability to reach potential investors we have not yet met."

"CapRaize allows us the advantage of creating the right balance between the high touch human connection with entrepreneurs and investors that we at Rockfleet value, while using state of the art cloud-based technology, enabling seamless interaction and transaction between the two. We see this as both a way for Rockfleet to offer our clients this service and additionally to expand access via our affiliate program to other boutique broker/dealers seeking this type of approach," added John Swift, Managing Director and Group Head of Private Capital and Wealth Management Groups at Rockfleet.

Rockfleet also announced its recent addition to the Private Capital Group, Lindi Salasko, Managing Director. Salasko is a closely-held advisor to private companies from early-stage technology businesses to multi-generational family-owned corporations. Her career began in 2000 with Brown Brothers Harriman & Co., in corporate finance. Most recently, Salasko co-founded Nuova Capital, a micro-VC fund investing in very-early-stage companies in North America and the Middle East with the aim to be the first institutional check. Prior to Nuova, she established Unison Capital FZE, a boutique investment bank headquartered in the UAE with offices in Hamburg, Hong Kong and San Francisco, focusing exclusively on cross-border transactions.

Salasko said of CapRaize, "As the landscape continuously shifts for middle market, privately-held businesses, the ability to cast a wider net to garner investment from institutions, family offices and accredited investors is more necessary than ever for these companies to achieve growth. The launch of a digital fundraising platform of CapRaize's breadth and caliber could not come at a better time!"

POSITIVE IMPACT

Several of Rockfleet's institutional clients seek to benefit from early adoption of CapRaize℠:

Sonatafy Technology, a client-centric focused technology services company featuring nearshore software developers, recently committed to the CapRaize platform to complement its capital raising efforts to address its need for growth capital while diversifying its investor base in a meaningful and responsible way.

Kannact™, a digital health company providing chronic management solutions, is augmenting its traditional capital raising efforts with CapRaize to address its need for growth capital for its rapidly expanding business.

TwoWayMed™, a cloud based, healthcare services marketplace for the under- and un-insured, is using CapRaize to heighten investor awareness of its initial seed capital round, complementing Rockfleet's sales efforts.

AuthentiFact℠, the provider of DLGNZ℠ - an online marketplace that seeks to democratize the due diligence process by expanding companies' access to a larger, diversified pool of due diligence services providers - is launching its initial capital raise on CapRaize.

About Rockfleet

Founded in 2008, Rockfleet is a recognized leader in financial services. The company offers a wide range of products and services designed to bring and execute the best choices for its clients. For mor information about Rockfleet, visit https://rockfleetfinancial.com/.

Rockfleet and CapRaize are either registered service marks or service marks of Rockfleet.

The names of actual companies and products mentioned herein may be the trademarks or service marks of their respective owners.

@rockfleet @CapRaize

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Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

New, high performance weekly signals are now available for ETF future and option traders

JACKSONVILLE, Fla. /ScoopCloud/ -- HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

The previous algorithms Hottinger Signals had been using were not providing a signal each week (due to market volatility caused by the covid virus). This new algorithm does produce a signal each week for each of these ETF's.

Back-testing, which used data as far back as 2000, produced truly remarkable results:

* Winning percentages were above 70%, and profit factors well above 4.

"We are extremely pleased with this latest effort," said Fritz Hottinger, the company's CEO & President. "We have been writing stock market trading algorithms since 1978, and this one is our most successful to date. There were no results worse than 70% and the profit factors ranged between 3.98 and 7.39, with an average of 5.47."

He pointed out that these new results are based on the same formula used in all their other trading algorithms:

The trade entry is based on the Monday Open, and the exit is based on the Friday Close. "We do not presume to know any trader's individual tolerance for risk. Thus, funds are exposed for no more than 5 days, and we use the maximum time to calculate the results of our signals."

"However, we believe most traders will make their exits mid-week. In fact, we are now publishing the possible Index Point gain for each weekly signal. The week closing April 5, our 5 signals produced 38.63 potential Index Points. And over 8 weeks these 5 signals have averaged 5.81 Index Points. This includes both long and short trades."

About HottingerSignals:

HottingerSignals has a long history of providing information for trading the markets. They began to sell signals in 1990, prior to the introduction of the internet (6 Aug, 1991), and were the developers of the E-Zone System, which they sold in 2014. Their first algorithm was developed while studying with Ibbotson (Stock Market Theory) and Roberts (Progressive Statistics) in the University of Chicago's MBA course in 1978. They strive to continue providing traders with the most accurate signals by including a self-correcting feature in each of their algorithms. ETF index future and option traders are invited to explore HottingerSignals history as well as the back-tested results for this newest trading algorithm and to take advantage of their free trial at https://hottingersignals.com/.

HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

Related link: https://hottingersignals.com/

Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

Eckhardt said he is enthusiastic about taking over the branch office. "I joined this firm because I was impressed with its commitment to individual investors," he said. "Now I'm looking forward to meeting with the individuals here to help them meet their financial goals." Eckhardt said he is looking forward to the challenges that lie ahead.

Eckhardt has four years of experience in the financial services industry.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.5 trillion in client assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

Learn more about at Keith Eckhardt: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

Related link: https://www.edwardjones.com/

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois

WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms. https://www.forbes.com/best-in-state-wealth-advisors/#769783fa291d

"For the fourth year in a row, we've been named as one of Forbes' Best in State advisors - in Illinois. We want to Go BIG-begin in gratitude and thank you, the client for this recognition. Legacy Wealth Advisors wouldn't be here without you," said Fernando S. Ereneta, CFP®.

He added, "We are grateful every day that you let us guide and serve you and your Family. I am also grateful to God for each member of the team that serves you."

In gratitude to our clients' continued faith and trust in us - Fernando and the team wanted to pay this forward.

The practice made charitable donations to Doctors Without Borders and Christian Medical and Dental Association (CMDA). The donations approximate $100 per client. Fernando said, "These organizations are making a difference in people's lives here, near and far." He is in awe of the selfless doctors, nurses, and other medical professionals who are on the front lines of the pandemic, dedicating their lives to care for those battling COVID.

Fernando believes that it really puts it all into perspective. He said, "The medical professionals and front-line workers are doing the hard work - so we can maintain some sense of normalcy in our lives during these uncertain times."

We are grateful for them - and we're grateful for you.
Thank you.

Fernando S. Ereneta, CFP®
Registered Principal, Raymond James Financial Services, Inc.
CEO, Legacy Wealth Advisors

Raymond James Financial Services, Inc.
Member FINRA/SIPC
4200 Cantera Drive, Suite 221
Warrenville, IL 60555
630-791-9226
888-563-5524 (Toll Free)
630-791-9233 (Fax)
fernando.ereneta@raymondjames.com
http://www.legacywealthadvisorsil.com/

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOKTM Research, LLC.

Source: https://www.forbes.com/?sh=7879ffcc2254 (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years' experience, and 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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. For more information: https://www.shookresearch.com/.

About Raymond James Financial Services

As of 12/31/2020. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE: RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at https://www.raymondjames.com/.

Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.

Fairport Wealth Announces 2021 Community Beacon Recipient

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

Supporting the Harvest for Hunger Campaign

This year, the Food Bank is celebrating the 30th anniversary of its Harvest for Hunger relief campaign to help combat food insecurity. Fairport Wealth Managing Partner Heather R. Ettinger says, "We are proud to be a part of this effort because, at Fairport Wealth, we emphasize community. We believe it's important to help support those around us, and we're eager to help our neighbors get back on their feet."

Helping Families

Fairport Wealth's team members wholeheartedly agree on the value of assisting the Food Bank and community and look forward to being part of its Hunger for Harvest campaign. In addition to providing financial support, the firm will volunteer at the Food Bank's weekly distribution center, assist with a virtual Harvest for Hunger food drive, and raise money for the organization through events such as a virtual cooking class.

About Fairport Wealth

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style.

For more information, visit https://www.fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit https://www.lumawealth.com/.

About Hightower

Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses and operates as a Registered Investment Advisor. For more information, visit https://www.hightoweradvisors.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

More information: https://www.fairportwealth.com/index

Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

Related link: https://www.fairportwealth.com/

Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors)*, a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm. At KF Advisors, Shomari and his team are responsible for helping clients find solutions to address their investment, estate planning, tax, cash flow, insurance, retirement, borrowing, and philanthropic goals.

"Our clients benefit from Shomari's expertise and experience helping individuals, families, and non-profits proactively plan for their short- and long-term goals," said Kenneth D. Pollinger, CEO and Co-Chairman of KF Advisors. "His dedication to our clients' well-being is unmatched, and we are pleased to recognize his strong contribution to the firm's success."

Shomari joined KF Advisors in 2015 to enhance planning capabilities and develop a team of talented and experienced planners. Prior to KF Advisors, he held senior planning roles in Private Wealth Management at U.S. Trust and Ayco, a Goldman Sachs company. Shomari began his career at Morgan Stanley as an advisor.

He is certified by the CFP Board as a CFP®, CERTIFIED FINANCIAL PLANNER™. He graduated with a B.S. from Rutgers. He received an M.B.A. from Alfred Lerner College of Business and Economics at the University of Delaware with a concentration in Finance.

*Note: Klingenstein Fields Advisors represents the following affiliated investment advisors registered with the Securities and Exchange Commission: Klingenstein Fields & Co., L.P. and KF Group, L.P.

More information: https://www.klingenstein.com/.

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Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

Related link: http://www.klingenstein.com

PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm

JACKSONVILLE, Fla. /ScoopCloud/ -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families. Mellen's founder and owners, Scott Snider and Ian Aguilar, will join PARAGON as partners of the firm. Approximately 60 client families will join PARAGON as new clients.

Commenting on the merger, PARAGON CEO and Managing Partner Jon Castle said, "This merger positions PARAGON as a multi-generational firm. Since opening our doors in 2005, PARAGON has grown from a small financial planning practice to a regional leader in the Fee-Only Wealth Management space. By acquiring the skilled entrepreneurial leadership of another firm, we can begin the process of properly structuring PARAGON to provide lifelong wealth management services to all present and future clients, even after the original founders retire. This merger also allows PARAGON to provide additional building financial planning and investment services with scale and competence, and to appeal to younger wealth-builder clients, not just clients primarily concerned with managing their retirement."

PARAGON is relatively unique in that the firm provides fee-only wealth management and asset management services to its clients using a team-based service model, as opposed to maintaining its relationships with clients through individual advisors or relationship managers.

Clients of the firm typically meet with different advisors through the course of their relationship, depending upon skills necessary to address important agenda items and impending life events. In this manner, a client is not dependent upon "his guy" or "her advisor" being in the office or available to answer questions at any given time, but instead, can comfortably work with the entire team. As a result of this approach, PARAGON's client retention rate has been very high, even being 100% in some years.

After the merger is complete, PARAGON will have approximately $390 Million under management. For more information about PARAGON, including PARAGON's philosophy, service options, partner bios, and disclosure documents, visit https://www.wealthguards.com/.

Investment advisory services provided by Paragon Wealth Strategies, LLC, a registered investment adviser.

MULTIMEDIA:

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PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

Related link: https://www.wealthguards.com/

Edward Jones Financial Advisor Keith Eckhardt Says Plan for the Expected – and the Unexpected

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

How can one plan for the expected?

"First, envision your retirement lifestyle," Eckhardt says. "Do you plan on traveling the world? Or will you stay close to home, volunteering and pursuing your hobbies? Perhaps you'll even work part−time in some capacity."

Once investors know what their retirement might look like, they can put a "price tag" on it, even if it's only an estimate, he adds.

"Try to contribute as much as possible to your retirement accounts, such as your 401(k) and your IRA," says Eckhardt. "Then, as you near retirement, you'll have to calculate how much you can withdraw from your portfolio each year without running out of money and determine if your spending habits are suitable for the amount of income you can count on from your retirement plans, Social Security and other sources."

The "unexpected" factors − those variables that will affect one's retirement costs and lifestyle − investors should consider include:

Inflation − Over time, even a relatively mild inflation rate can decrease one's purchasing power and erode the value of investments, particularly the fixed−income ones.

Market volatility − No one can really predict when the financial markets will move up or down, or how big these movements will be, but they will occur and could affect an unbalanced portfolio.

Health care − As one gets older, health care costs almost certainly rise, but the size of this increase is difficult to forecast.

Longevity − One doesn't know exactly how long he or she will live, but longevity will have a big impact on spending and investment decisions during retirement.

According to Eckhardt, investors can position their portfolios for the expected and unexpected by achieving balance, specifically balancing the needs for growth and income.

"During your working years, you may need to focus more on growth−oriented investments, within the context of your individual risk tolerance, your time horizon and your specific goals," Eckhardt said. "Even when you retire, you'll need growth potential in your portfolio to cope with inflation and rising health care costs."

Retirees also have to think a lot more about their spending decisions, Eckhardt, so they will need a certain percentage of their portfolio devoted to income−oriented vehicles.

"Your financial advisor can help you find the right balance in your investments, both before and during retirement," said Eckhardt. "And along the way, you'll likely need to adjust your portfolio in response to changes in your life. But if you keep the big picture in mind by planning for the expected while preparing for the unexpected, you can work toward achieving the retirement that you've envisioned and that you deserve."

Learn more: http://www.edwardjones.com/keith-eckhardt

ABOUT EDWARD JONES:

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.2 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.

Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

Related link: https://www.edwardjones.com/

Edward Jones Adds Financial Advisor Keith Eckhardt

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

"I am really looking forward to working with Mike," said Keith. "I'll have all the advantages of working with an experienced investment professional while getting to know local investors."

Biehl said, "I'm very impressed with Keith, and I'm sure my clients will be, too. Edward Jones prides itself on providing the best service possible to those investors who choose to do business with us. Keith will help provide the high level of service investors in Colorado Springs have come to expect from us as well as extend our services to new investors."

"I'm looking forward to working with Mike and meeting investors in this area. I've come to admire his professionalism, and I believe working with him will make me a better financial advisor," said Eckhardt.

Eckhardt has 4 years of experience in the financial services industry.

The branch office is located at 7 Widefield Blvd Colorado Springs, CO 80911. The telephone number is 719−392−5781.

Learn more at: https://www.edwardjones.com/keith-eckhardt

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.2 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.

Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

Related link: https://www.edwardjones.com/

FIDUCIARY INSURANCE SERVICES LLC to provide Integrative wealth management and insurance advice to sponsoring financial institutions

NEW YORK, N.Y. /ScoopCloud/ -- Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

"Insurance has always been provided through the sale of a product," says Michelle Richter, FIS founder. "But product selling does not mesh well with the fiduciary advice community, which comprises a growing proportion of the financial professional population."

According to Richter, "Few new insurance ideas make it to market, for two reasons. First, it's expensive to launch and wholesale a new category of product. Second, there's a mistaken notion that the sale of risk protections should be completed by insurance agents only in isolation from broader planning and wealth management decisions."

"Programs, as distinct from products," Richter added, "can be deployed as service mark-able, tech-enabled frameworks. They can systematically and responsibly weave together, or provide metrics that allow the adviser to combine, existing insurance and investment products in ways that improve on existing silo-ed product sale frameworks."

FIS is currently exploring five (5) program constructs spanning several arenas:
* Institutional annuity/managed accounts
* Structured annuity/long term care combos
* Retail life insurance in investment advice
* Other institutional risk-pooling arenas
* FIS seeks to provide advocacy, business plan creation, and program design services to insurers, recordkeepers, and other financial institutions for use with their advisers and clients

In strategic consulting and business operating roles, Richter has demonstrated expertise in the integration of wealth management, life insurance, annuities, and asset management concepts, for retail and institutional businesses.

Richter has a proven track record launching new businesses and re-engineering existing operations at a Fortune 100 life insurer. She managed a $27 million operating budget and team of 70 experts in product management, marketing, operations, compliance, wholesaling/distribution, and training, prior to her foray into motherhood in 2010. Richter is also a named inventor on a patented method for insurance investment product decision modeling, and is an advisor member of the Institutional Retirement Income Council.

Richter has earned a bachelor's degree in Economics from Wesleyan University, and an MBA in Management and Finance from Columbia University's Graduate School of Business. Richter is an investment adviser, and she holds an insurance consulting license in New York.

For more information about services offered by FIS, please contact Michelle Richter at (347) 871-0823. Email: MRichterFIS@gmail.com, or visit https://fiduciaryinsuranceservices.com/.

Follow FIS on LinkedIn

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*Caption: Michelle Richter, Principal, Fiduciary Insurance Services, LLC.

Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

Related link: https://fiduciaryinsuranceservices.com/

Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors). KF Advisors provides comprehensive wealth and investment management services to high-net-worth individuals, families, and nonprofit organizations.

The June 2019 asset acquisition of Solaris Advisors, LLC and related entities (Solaris) by KF Group, LP represented a significant expansion in serving institutional clients, including endowments and foundations. The new brand name not only reflects the integration of the two legacy brands, Solaris and KFWA, but also KF Advisors' single firm approach and equal commitment to both its wealth and nonprofit clients.

"Our firm has always provided high-quality, personalized wealth and investment management to our clients. We are proud of and respect that legacy, and we also recognize the increasingly diverse range of clients whom we serve," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "We will continue to add expertise, resources, and capabilities designed to enhance our clients' experiences and results, while maintaining the high-touch service, customized strategies, and sophisticated solutions we have always delivered."

"We are focused on finding ways to better serve our clients now and in the future. This change in name results from our client-centric view, broader set of offerings, and recognition of our expanded client base," affirmed Susan H. Curry, Senior Vice President and Chief Operating Officer. "Our clients will continue to be served by the same dedicated teams with whom they have always worked, supported by the full depth and breadth of KF Advisors professionals."

Klingenstein Fields Advisors, representing two privately held independent Registered Investment Advisors, manages over $3.9 billion in assets on behalf of its individual and institutional clients. Its 2019 acquisition of the assets of Solaris further enhanced its team of experienced wealth and investment management professionals and expanded its range of investment solutions.

More information: https://www.klingenstein.com/.

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Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

Related link: http://www.klingenstein.com

Andrew Crofton Joins Klingenstein Fields Wealth Advisors as a Managing Director

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.

In this role, Mr. Crofton will be responsible for advising high-net-worth and institutional clients on a range of wealth, planning and investment management issues, as well as overseeing the growth of the firm's client base.

Mr. Crofton joins the firm from BNY Mellon where he was a Senior Wealth Director advising high-net-worth individuals and families, helping them address complex planning and investment management needs. Prior to that, he held a similar role at U.S. Trust.

Mr. Crofton began his career in institutional fixed income and equity sales and trading. He earned a B.A. in Economics from the University of Pennsylvania.

"Andy's significant experience in serving high-net-worth and institutional clients' investment management needs, combined with his institutional securities trading background, gives him a unique perspective that will strongly benefit our clients," said Kenneth D. Pollinger, CEO and Co-Chairman of KFWA. "We look forward to his involvement and the customized guidance that he will provide to our clients."

More information: https://www.klingenstein.com/.

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Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.

Related link: http://www.klingenstein.com

MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster Fiscal 2019 Performance

SUMMIT, N.J. /ScoopCloud/ -- Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."

The report shows that the average Ivy endowment return for FY 2019 was just 6.7%, significantly underperforming a reference 60-40 domestic portfolio. Between the best performing Brown at 12.4% and Columbia at 3.8%, Ivies also experienced the second widest dispersion of returns in the past decade and saw a shift in the historical positioning of performance leaders (e.g., Yale and Princeton) and laggards (e.g., Harvard and Brown).

MPI uses endowments' annual return data and returns-based techniques to decode what may have happened in FY 2019 and suggests endowments' private market investments were the likely root of the year's anomalous results. MPI points to the fact that in a typical year the range of potential outcomes of private market investments is two- to three-times greater on both the upside and the downside versus a universe of U.S. equity mutual funds. Such dispersion in private market returns could explain both the lackluster returns of most Ivies as well as the wide range of results in FY 2019.

Report co-author Megan Woods, CFA, Director of Quantitative Research at MPI, said, "Even in the absence of considerable allocations to U.S. public equities and bonds, both of which had a solid year, the seeming inability of elite endowments' large exposures to private markets to push portfolio returns beyond their middling figures in fiscal 2019 is noteworthy and tells of the challenges in getting PE and VC investing consistently right. The range of outcomes of PE funds makes it very difficult to underestimate the risk in private equity relative to just looking at average returns shown by an index. In many years, more than 25% of funds have negative returns, even though the index may register a positive return in the double digits. We hope our report helps the many investors who are seeking to evolve the measurement of the performance and risk of their private market investment portfolios."

Michael Markov, MPI CEO and report co-author, stated, "This report offers a cautionary tale. Investors, both institutional and retail, are seeking greater access to the private market opportunity set - however, even the most sophisticated investors with access to elite managers aren't immune from potential performance downturns and can suffer in a year that was, on average, good for private markets. At a time when the amount of dry powder waiting to invest in richly valued markets sits near historic levels, it could be wise for investors to scrutinize private markets deals, managers and portfolios with renewed diligence using the latest quantitative tools."

For more information about the report or MPI's solutions, please email info@markovprocesses.com or call +1 908 608 1558.

About MPI
Markov Processes International (MPI) is a leading independent provider of quantitative investment research, technology, analytics and indices for the global investment management industry. MPI's flagship Stylus solutions are used by hundreds of firms to make smarter investment research, portfolio construction and optimization, performance analysis, risk surveillance, distribution and reporting decisions. MPI Stylus can be delivered as a desktop, enterprise-hosted or cloud-deployed solution. MPI's Enterprise Solutions team also offers customized configuration and implementation services to meet your organization's specific needs.

Follow us on Twitter @MarkovMPI, connect with us on LinkedIn and read the latest MPI research at https://www.markovprocesses.com/category/blog/.

Learn more at: https://www.markovprocesses.com/

Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."

Related link: https://www.markovprocesses.com/

Fairport Wealth Announces 2020 Community Beacon Recipient

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need. Its efforts help reduce chronic absenteeism and improve self-esteem, school attendance and graduation rates, and directly align with Fairport's mission to inspire families.

Terry Uhl, Executive Director of SC4K says, "We are thrilled to have a chance to be the next Fairport Community Beacon. We know the impact Fairport had at Merrick House, last year's Community Beacon, and we look forward to building upon that to continue to help the kids in Cleveland who need our help most."

How SC4K Helps Children Succeed

When students don't have access to the appropriate clothing or supplies necessary for school it's a barrier to attendance. SC4K wants to establish a community in which all children have access to the basic supplies they need to become engaged learners and succeed.

Fairport's Commitment to the Children

In addition to financial support, Fairport Wealth will team up to collect items to support SC4K programs, provide mentorship support and serve as title sponsor for their 50th Anniversary culmination celebration this year. Fairport team members will also volunteer onsite and conduct workshops to help empower teachers with the skills needed to teach students about financial responsibility.

"Fairport Wealth stands firmly committed to SC4K and we look forward to being a visible presence as the organization moves into its next 50 years," says Kristen Lucas, Fairport Wealth Chief Marketing Officer.

Past Fairport Community Beacon Recipients:
* Merrick House
* YWCA Greater Cleveland
* Cleveland Museum of Natural History
* The First Tee of Cleveland
* The Rock and Roll Hall of Fame and Museum
* The Cleveland Foundation
* Jewish Federation of Cleveland
* Cleveland Go Red for Women/American Heart Association
* Benjamin Rose Institute on Aging

About Fairport Wealth

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP® certificants and CFA® charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. For more information, visit https://www.fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit https://www.lumawealth.com/.

About Hightower

Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, Hightower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. For more information, visit https://www.hightoweradvisors.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.

More information: https://www.fairportwealth.com/index

MEDIA ONLY CONTACT:
For more information, please contact
Kristen T. Lucas
Chief Marketing Officer
Fairport Wealth
kristen.lucas@fairportwealth.com
216-431-3000

Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.

Related link: https://www.fairportwealth.com/

Best Financial Life Launches Deliberate Money Moves Podcast

DANVILLE, Calif. /ScoopCloud/ -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

"I'm always amazed by how many people I talk to, or meet with, who only experience financial planning that comes from optimizing singular strategies or revolve around a certain product," says founder and principal Joe Morgan. "This is just a tweak on your overall financial situation and nothing more. Instead, everyone should be seeking vast improvement that can be implemented and maintained across a lifetime, helping you hit all the goals you want in life.

"I'm honored for the opportunity to bring thought-provoking discussions to the airwaves in an approachable and easy-to-consume manner that will make you want to take action so you can truly live your best financial life."

Upcoming Deliberate Money Moves Episodes Include:
* Podcast Episode #01: Finding Financial Fulfillment
* Podcast Episode #02: What Do You Value?
* Podcast Episode #03: Net Worth
* Podcast Episode #04: The Truth About Your Income
* Podcast Episode #05: No Budgets for Old Dogs
* Podcast Episode #06: Optimism Is the Only Realism

Each episode will run about 10-15 minutes long, and the show will run bimonthly after our initial six-episode launch. Deliberate Money Moves is now available to listen to on Apple Podcasts and https://bestfinlife.com/podcast/.

About Joe Morgan:
Joe's work has been published in the Wall Street Journal, and in the local monthly Blackhawk Living Magazine. Joe is a recognized keynote speaker of the MedTech Conference and presenter on financial clarity. He is a member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, and the San Ramon Valley Rotary and is a graduate of Leadership San Ramon Valley. Joe is also associated with the San Ramon Chamber of Commerce, Danville Area Chamber of Commerce, CFA Institute, and the CFP Board.

About Deliberate Money Moves:
What financial situation or environment is challenging you right now? If you don't quite have the answer or don't want to say it out loud just yet, that's okay. I do, however, urge you to start at episode one and hit play. Together we will navigate and translate your financial state so you can take purposeful action with your money based on your specific needs. We will uncover your true values and motivations to develop clear goals that will ultimately help you move forward, and guide you, eliminating any unnecessary anxiety. It's time to find a quiet spot, take a deep breath, grab a pen and a piece of paper, and join me, your thinking partner. Because together, we will point you in a direction to live your best financial life and make Deliberate Money Moves.

About Best Financial Life:
While most financial planning firms provide advice and strategies geared toward certain products or services, Best Financial Life takes a different approach. As a fee-only financial advisor, Joe Morgan provides non-biased advice and conversation based on each client's specific needs. Joe translates personal finance by uncovering each client's areas of struggle and providing the knowledge, insight, and inspiration to address these pain points. Learn more: https://bestfinlife.com/

MEDIA ONLY CONTACT:
Susie Hays
CMO, Q2Mark
For Best Financial Life
862-324-2921
Susie@Q2Mark.com

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Caption: Head shot of Joe Morgan.

Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

Related link: https://bestfinlife.com/

Conte Wealth Advisors Opens York Office Continuing Expansion

CAMP HILL, Pa. /ScoopCloud/ -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.

Brian Lauer and Patrick Barry each joined CWA on November 1, 2019 in order to offer expanded independent financial planning and wealth management services and benefits to their clients courtesy of the infrastructure and the team approach embraced by CWA, its staff, and its advisors. Lauer and Barry have brought their support staff to the new firm with them, bringing the team of staff across CWA up to 13 individuals.

"Moving to CWA will give me the ability to empower my clients to effect positive change in their lives through planning and investment guidance," Lauer says.

Barry believes that "It's really all about the client and their experience. The level of support at CWA, and the suite of products available to the team helps us to put our best foot forward in serving our clients."

The York office represents the seventh CWA office with the rest spread across Florida and Pennsylvania. Lauer and Barry round out the CWA team of advisors to 17 in total with six of those advisors having joined in 2019.

Conte Wealth Advisors continues to enjoy unprecedented growth and recognition from its broker/dealer, Cambridge Investment Research, where it falls within the top 6% of all producer groups which spans over three thousand advisors across all 50 states.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors and Cambridge are not affiliated. 2009 Market Street, Camp Hill, PA 17011

Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.

Related link: https://www.contewealth.com/

Beyond AUM Co-Founder Nima Tolooi Named One of Crain’s 2019 Notable Entrepreneurs

CHICAGO, Ill. /ScoopCloud/ -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success. The list includes emerging companies with revenue or funding between $500,000 and $10 million.

Founded in August 2017, Beyond AUM provides forward-thinking growth, marketing, and technology solutions to financial services firms, including wealth managers, financial planning firms, and registered investment advisors (RIAs). The agency's mission is to empower financial services firms to achieve world-class outcomes for their brands and professionals and drive success in the business far beyond assets under management (AUM), which is the standard measurement the industry uses to benchmark growth.

Like the personalized approach that fiduciary financial advisors typically use with their clients, Beyond AUM tailors strategies to firms' target demographics, current and prospective services, future goals, technology needs, and more. The result is an integrated business development, marketing, and technology roadmap that address challenges and streamlines workflows; enhances the end-user client experience; and positions firms for long-term, competitive success in the marketplace.

Previously, Nima served as the interactive marketing manager of Wipfli Hewins Investment Advisors (now Wipfli Financial Advisors), a national CPA-based wealth management firm, where he helped lead marketing, strategy, and technology initiatives. During his tenure, the firm's AUM grew to more than $5 billion. Nima also helped cement the firm as an industry thought leader, featured in notable publications such as Forbes, Time, CNBC, Businessweek, Kitces.com, My Perfect Client, and Masters in Accounting.

Through his industry experiences, Nima saw a need to bring other financial services firms into the digital age. Today, he empowers trusted, fiduciary advisors to better serve their clients and communicate their value through compelling content, unique digital experiences, and fintech solutions.

Nima is also the founder of Room to Grow, which recently was named one of Chicago's Best Coworking Spaces by Travel Magazine. Room to Grow provides resources, networking opportunities, and best-practice advice to many local startups and entrepreneurs.

View award: https://www.chicagobusiness.com/awards/nima-tolooi

About Beyond AUM:

Beyond AUM is an agency that provides field-tested, data-driven marketing, growth, technology, and digital experience solutions to financial services firms across the nation, including wealth managers, financial planning firms, and RIAs. Beyond AUM has been featured in Financial Advisor magazine and Financial Planning magazine for its work in helping advisory firms scale to achieve next-level growth in their practices. To learn more, visit https://beyondaum.com/.

Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success

Related link: https://beyondaum.com/

Paul B. Stetz Joins Fairport Wealth

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

Prior to joining Fairport, Paul has held leadership positions with Schwab Advisor Services and Fidelity Clearing & Custody Solutions, where he successfully led Sales & Relationship Management teams focused on developing trusted partnerships, delivering strategic consulting and value-added solutions to Registered Investment Advisors and their end clients.

Most recently, Stetz was a Managing Director with Mercer Advisors, where he successfully led the firm's mergers and acquisitions strategy in the Central, Great Lakes and Northeast Regions. He brings a deep understanding of the M&A landscape, deal structure and trusted relationships with RIA firms and industry partners across the country.

"Paul's track record in leading successful teams and deep understanding of RIAs and their clients make him an ideal fit for the role of Chief Operating Officer at Fairport," said Managing Partners Kenneth Coleman and Heather Ettinger. "His focus and experience will allow us to accelerate momentum and future growth. We're thrilled to have him on our team."

"Fairport is a recognized and trusted brand. I have always viewed Fairport as a leader in the wealth management industry, delivering a planning-led, holistic wealth management solution to clients and delivering customized solutions to their niche markets well ahead of their industry peers," said Stetz. "The client-first culture, committed and professional staff and a dedicated leadership team with a clear vision for the future make Fairport very special."

About Fairport Wealth:

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP(R) certificants and CFA(R) charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at https://www.fairportwealth.com/.

Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. More information available at http://lumawealth.com/.

About HighTower:

HighTower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, HighTower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. Visit https://www.hightoweradvisors.com/.

Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

Related link: https://www.fairportwealth.com/

Gentry Wilson Partners – China Debt Continues to Rise

TAIPEI CITY, Taiwan /ScoopCloud/ -- After the poorest quarterly performance in almost three decades during the period from April to June this year, Gentry Wilson Partners analysts say China is clearly facing serious economic challenges. The world's second largest economy was once the most rapidly expanding, benefitting from inexpensive labor and sizeable government spending on infrastructure.

These days, China is fighting economic battles on both its domestic and international fronts. On the one hand, the prolonged trade spat with the US caused China's exports to decline last month as the impact of tariffs on goods to the value of hundreds of billions of dollars hit hard. On the other hand, imports also declined last month as domestic demand weakened. Although retail sales were better than anticipated, the rate of expansion was still the slowest seen since 2004.

With China targeting a GDP of between 6 and 6.5% for this year, Gentry Wilson Partners analysts believe the government faces a difficult task of trying to balance the need for economic stimulus and avoid adding to the already high levels of debt.

Growing debt levels have left China with less room to maneuver and the tactics that worked well to deal with the financial crisis a decade ago are no longer feasible options. When the financial crisis caused worldwide panic, China responded quickly with a massive stimulus package which helped the economy surpass Japan's as the world's second largest in 2010.

But, as of this month, China's debt level stands at 310% of GDP, approximately 15% percent of the world's debt. Gentry Wilson Partners analysts say this means massive stimulus is not an option and the government will need to find creative ways to help shore up the weakening economy.

Learn more at: https://www.gentrywilson.com/

After the poorest quarterly performance in almost three decades during the period from April to June this year, Gentry Wilson Partners analysts say China is clearly facing serious economic challenges. The world's second largest economy was once the most rapidly expanding, benefitting from inexpensive labor and sizeable government spending on infrastructure.

Related link: https://www.gentrywilson.com/

Memphis-based Venture Capital Firm Innova Announces Sale of Portfolio Company Arkis Biosciences to Integra LifeSciences

MEMPHIS, Tenn. /ScoopCloud/ -- Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.

"The acquisition of Arkis Biosciences strengthens Integra's offerings in neurocritical care and Integra's position as the world leader in advanced catheter technology," according to a press release issued on July 29 by Integra; furthermore Dan Reuvers, president of Codman Specialty Surgical says: "Today's acquisition expands our leading portfolio to better treat patients and underscores our commitment to addressing unmet needs in patient care."

Innova was an early investor in Arkis and led the company's Series A round in 2016.

Ken Woody, Innova President and Arkis Board Chair says: "We were very impressed with the team, and technology from day one. I worked closely with Chad Seaver and the management team, and saw their daily commitment to product quality and compassion for the patients. This was a great outcome for Arkis, and we could not have picked a better company to acquire this lifesaving technology than Integra. I'm very proud of the Arkis team and thrilled with the outcome for our co-investors."

Jan Bouten, Partner at Innova further states, "This is a great win for Tennessee. Arkis was founded by a physician from UT Medical Center and an engineer with a PhD from UT. They got started in the UT Research Foundation Business Incubator. This outcome is a great demonstration of Innova's thesis: 1) invest local, 2) invest early, 3) invest in great teams, and 4) invest in promising technologies that fill a real customer need. From there, we work very closely with the Founders as they grow their business and we bring other investors along with us."

Innova led a strong syndicate of investors who believed in the Arkis team and mission, including Angel Capital Group, Lighthouse Fund, and several other Angel investors from Tennessee and across the U.S. We're grateful for the support these co-investors gave Arkis as they grew and commercialized their product line.

"Many of our investors have a background in healthcare and are passionate impact investors. Innova was an ideal partner for Arkis due to their extensive experience in MedTech and their relationships in the industry. I think it is important for investors of a Medical Device company to appreciate the regulatory hurdles, sales cycles, and other challenges often faced in the industry. I'm grateful for our investors' passion, dedication, and especially for their support and confidence in the team," said Chad Seaver, founder and CEO of Arkis Biosciences.

Financial terms were not disclosed.

About Innova Memphis:

Innova is a pre-seed, seed and early-stage investor focused on starting and funding high-growth companies in Life Sciences, Technology and AgTech fields. Innova links capital with great ideas to create groundbreaking products and services. With more than $35M deployed in over 100 companies, Innova is one of the most experienced investors in the Mid South and Southeast. The firm was started in Memphis in 2007 by the Bioworks Foundation.

For more information visit https://www.innovamemphis.com/

Innova Memphis, a Memphis-based early stage venture capital firm, is pleased to announce the acquisition of its portfolio company Arkis Biosciences. Knoxville-based Arkis, a neuro-surgical medical device company, has been acquired by Integra LifeSciences Holding Corporation, a leading medical technology company.

Related link: https://www.innovamemphis.com/

Ward Henderson Management – Germany’s Economic Gloom Could Continue

TAIPEI, Taiwan /ScoopCloud/ -- Ward Henderson Management - German economy shows signs of weakening further due to downside risks. In May, an important indicator of overall economic health, declined by more than expected. Germany's manufacturing industry reported poor growth, prompting concerns about the Eurozone's economic wellbeing.

Ward Henderson Management analysts say a sharp decline in foreign demand is affecting factories throughout the Eurozone, prompting speculation that the European Central Bank may be forced to resort to stimulus befitting a financial crisis. Germany in particular is experiencing the manufacturing downturn with new orders falling by 2.2% on a monthly basis in May, down 8.6% from the same time last year.

Earlier this month, Germany's 10-year Bund yield reached an almost historic low point of minus 0.4% as many analysts predict that the European Central Bank will opt to deliver more stimulus to cope with the slowdown.

Analysts at Ward Henderson Management say the recent data does not spell good news for Germany's short-term economic outlook. Germany's economy likely contracted in the second quarter of this year and the chances of making a recovery in the third quarter seem to be diminishing.

While much of Europe has dealt well enough with the manufacturing slowdown, Germany is showing signs of strain. Germany's labor market is weakening and Ward Henderson Management analysts believe that that, combined with major downside risks including global trade tensions, geopolitical concerns and the fallout from Brexit will likely cause Germany's economy to weaken further in the coming months.

More information: https://www.wardhenderson.com/

Ward Henderson Management - German economy shows signs of weakening further due to downside risks. In May, an important indicator of overall economic health, declined by more than expected. Germany's manufacturing industry reported poor growth, prompting concerns about the Eurozone's economic wellbeing.

Related link: https://www.wardhenderson.com/

Financial Research Firm Reveals New FLEX-10 Index to Track Performance of the Market’s Top Ten Stocks

BALTIMORE, Md. /ScoopCloud/ -- Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.

* Retirement and income expert Charles Sizemore leads development of portfolio strategy merging value and momentum metrics
* Index backtested over 20 years to cover wide range of market environments and two major crashes
* Overall performance phenomenal ... shows results that would have crushed all major benchmark indexes.

Developed by Charles Sizemore, CSR's Chief Retirement and Income Strategist, the FLEX-10 Index tracks the performance of a model portfolio comprised of the market's top ten value and momentum stocks each month.

Not to be confused with benchmark indexes like the S&P 500 or the Nasdaq, the FLEX-10 Index tracks a very small, selective group of stocks based on 27 different criteria. The index is updated monthly to reflect the rapidly changing market environment.

"For the past decade, many investors have felt like geniuses riding this ten-year bull market," Sizemore says of the new index. "But those outstanding gains have primarily been driven by about 10-20 high-flying stocks."

"Now, we're starting to see many of those stocks come under pressure. Anyone investing in a fund that tracks a broad market index is at increased risk in the months ahead. And if we're headed for a recession, anyone broadly invested in the market is likely to get crushed, just like in 2008."

Sizemore's FLEX-10 Index is designed to perform in any market environment, including a hedged position when volatility starts to pick up.

While he's the first to admit this strategy won't outperform the benchmarks every month, he's extremely confident in the long-term outlook.

"We ran an aggressive backtest all the way back to 1999 to test this out. I'm confident we've covered just about every market condition, including two major market crashes. While recently value stocks have fallen a bit out of favor, I expect the FLEX-10 Index to vastly outperform the benchmarks over the next decade."

To learn more about the FLEX-10 Index, access Sizemore's recent presentation, delivered to Charles Street Research subscribers at The Rich Investor.

http://www.flex10index.com/

https://www.facebook.com/TheRichInvestorDaily/

https://www.facebook.com/MeetCharlesSizemore/

About Charles Street Research:

Charles Street Research provides readers with economic forecasting, investment research, and proprietary economic knowledge.

We give our customers the information we would want if we were looking for it. Charles Street Research is fully independent and unbiased, and only publishes information and strategies we would want our own families to follow. Learn more at: https://www.charlesstreetresearch.com/

Press Contact:
Stephanie Gerardot
media@charlesstreetresearch.com

Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.

Related link: https://www.charlesstreetresearch.com/

Warrington Shaw – Singapore Factories Stop Hiring Amid Falling Exports

TAIPEI, Taiwan /ScoopCloud/ -- Warrington Shaw says Singapore's exports hurt by falling demand from China as trade war escalates. A recent dramatic decline in Singapore's exports has underlined the seriousness of economic problems in Asia. Singapore is traditionally one of the world's most trade-dependent economies and economists at Warrington Shaw say this makes it a good gauge for the health of other economies in the region.

Warrington Shaw economists blame the prolonged and escalating trade war between the US and China for Singapore's falling exports. In May, Singapore's non-oil domestic exports dropped by 15.9 percent making it the biggest fall in more than three years.

As the trade dispute between China and the US rages on with no signs of abating, demand from China is rapidly waning. For Singapore, a significant drop in exports to China contributed most to the overall decline.

Recent trade war developments mean that the US-China spat may end up becoming a tech war given recent bans on Chinese tech giants.

Warrington Shaw analysts say the fall in Singapore's exports echoes a global decrease in demand for electronics. The global technology slowdown could be hurting Asian economies even more than the trade war at this point.

Singapore's declining demand is evident in decreased factory activity. As orders fail to come in, many factories in the Southeast Asian country are sitting with more inventory than they need and many have made the call to cease hiring.

In the first quarter of this year, Singapore's economy expanded at its weakest pace in ten years and in May, the country slashed its growth predictions to between 1.5 and 2.5 percent for 2019.

Warrington Shaw says Singapore's exports hurt by falling demand from China as trade war escalates. A recent dramatic decline in Singapore's exports has underlined the seriousness of economic problems in Asia. Singapore is traditionally one of the world's most trade-dependent economies and economists at Warrington Shaw say this makes it a good gauge for the health of other economies in the region.

Related link: https://www.warringtonshaw.com/