The $124 trillion Great Wealth Transfer has captured lots of attention — but what does it mean for your clients? The reality is that 80% of the wealth changing hands is held by just 20% of Americans, and only one in five will receive any significant legacy transfer during this time. We spoke to Succession Capital Alliance CEO, Julian Movsesian about the truth behind this significant economic event and how you can set more realistic expectations with your clients. Read the full article below: https://bit.ly/4mZo8jY #GreatWealthTransfer #LegacyPlanning #AgentandAdvisor #LetsGrow

A decade ago, alternative investments felt like a distant dream—exclusive, institutional, and completely out of reach for most investors. Not anymore. Today, the door is open. Smart, affluent investors finally have access to a universe once reserved for the ultra-wealthy. Private equity, real estate, private credit—these are no longer niche ideas. They are powerful tools that can reshape how we think about risk, reward, and true diversification. In the newest episode of Dime After Dime, I sit down with Donald Drury, President of Moran Wealth Management®, to talk about the new era of alternatives—why they matter, how they fit into modern portfolios, and the real-world risks and liquidity challenges that every investor should understand before diving in. If you have ever wondered whether alternatives belong in your portfolio, this is the conversation to watch. 🎙️ Watch the full episode here: https://lnkd.in/gUmC3ySs #DimeAfterDime #AlternativeInvestments #WealthManagement #PrivateEquity #InvestmentStrategy #FinancialEducation

Thinking about investing but feeling hesitant? In this video, we answer one of the most common questions we hear from first-time and cautious investors: “What advice would you give to someone who’s unsure about taking the next step?” If you're sitting on capital but not sure where to begin, this one's for you. #InvestingTips #FinancialFreedom #InvestmentAdvice #CautiousInvestor #WealthBuilding #SmartInvesting #CapitalGrowth

“Don’t just do something, stand there.” — Jack Bogle That simple line from Vanguard’s founder captures one of the hardest lessons for many investors to embrace. In business, progress comes from taking action. But in investing, it often comes from staying the course. I'd like to share this article from Bradley Rubenstein, AIF®, our Investment Operations Specialist at MKD Wealth, where he explains why patience and consistency often beat complexity and constant change. A great reminder that in the long run, calm wins. 👉 Read Bradley’s article, The Power of the Average Investor: https://lnkd.in/gmJwUgPt #investing #financialplan #wealthmanagement #investments

Manish Singh, CFA is Chief Investment Officer at Crossbridge Capital, having previously worked in wealth management and investment banking at UBS and Societe Generale. Here he explains to James Faulkner why it pays to ignore the doom-mongers and focus on long term positioning for financial success. Poor Millionaires is the show focused on helping you escape the ranks of the mass affluent and start your journey to generational wealth. Disclaimer This podcast is for educational purposes only. The information does not constitute financial advice or recommendation and should not be considered as such. The value of investments and any income derived from them can fall as well as rise and you may not get back the original amount you invested. https://lnkd.in/ekG4BwtQ

“Over the years, as my experience in the markets deepened, I’ve become far more diligent and prudent as an investor — especially after achieving financial independence. There comes a stage in every investor’s journey when priorities evolve. Wealth preservation (in real, inflation-adjusted terms), portfolio longevity, and a comfortable lifestyle begin to take precedence over chasing the next big growth opportunity. It’s not about being conservative — it’s about being intentional. True financial freedom is knowing when to shift focus from accumulation to preservation.” #investing #equitymarkets #wealthplanning #mutualfunds #stockmarket

Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy

Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy

Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy

Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy