What a great discussion with a fabulous group of women yesterday! Ellevate Network

SVP Anita Knotts Anita Knotts shares insight and advice on how to preserve your legacy for the next generation. Read more: bit.ly/2FbAR15 #WomenandWealth

Looking forward to being part of the event!

Happy first day of #spring!

Congratulations to the winners and nominees at last night’s Family Wealth Report Awards. We were honored to be nominated alongside a very deserving field for Multi-Family Office and Leading Individual @JimBaka_CWM WealthBriefing bit.ly/2Hy9Szo

Investment Strategist Cliff Aque, CFA, feels the current inverted #YieldCurve is more “flurry” than fury. Find out why in our latest #investment insights: bit.ly/2HZjaUb

The future of finance is primed for the next generation of women. #WomensHistoryMonth

Welcome on board Nancy! Look forward to your contributions to the team - off to a great start this week!

President, Jim Baka and Wealth Advisor Sterling Sullivan were joined at last night’s game by Bulls VP, John Paxson. Thank you Chicago Bulls organization for making us welcome in our first year as a sponsor. #ChicagoBulls #BullsNation #RunWithUs @JimBaka_CWM

It was a strong start for the global #financial markets in 2019. Our Investment Team provides a recap of the first quarter along with what to expect in the months ahead: bit.ly/2GlQJ0D

The SECURE Act, which was passed at the end of 2019, addresses provisions to reform workplace retirement plans and expand retirement savings. To learn more about how this bill might affect your retirement, read here: bit.ly/374gE8B #SECUREact #retirement #IRA

With recent events raising the potential for disruption in oil supply distribution, CIO Reed Murphy provides some perspective in his latest Reed between the Lines: Air Strikes & Oil Disruptions. bit.ly/2toEspk #airstrikes #oil #investing

My job now is to help young women understand how their talents are desperately needed in the wealth management industry affirms Anita Knotts in her latest Forbes article: bit.ly/2QCaMwC

Supporting women who are not yet near the top but have aspirations to get there is essential in increasing female executive leadership in the wealth management industry states Anita Knotts in her latest Forbes article: bit.ly/2QCaMwC

Women now control more than half of all personal wealth in the United States. To better mirror the clients it serves, the wealth management industry must recruit and develop more women financial advisors says Anita Knotts in her latest Forbes article: bit.ly/2QCaMwC

Disinheriting an heir can be a complicated matter. Nancy Anderson and Richard Gotterer present viewpoints on “fairly” dividing estates among children #disinheriting #estateplanning bit.ly/36Aaf5q

Retirement planning should be a priority for women, whether single or married. For more strategies and insights read our Women & Wealth series bit.ly/2nRj6OH

To avoid the unexpected financial burden of long-term senior care--be proactive. Here’s how! bit.ly/38PTfc2 #family #seniorcare #agingparents

What a great way to start the day! Special thanks to all the panelists!

Addressing recent market volatility to #coronavirus impact, CIO J. Reed Murphy reminds investors of the importance of diversification and historical context in our latest Investment insights. bit.ly/2HTfCl8