Last week was a bumpy ride for the markets. It may be helpful to look at short-term events in the context of your long-term wealth plan particularity if the current level of volatility is causing anxiety. Read more here: rscapital.com/2022/02/28/whe…

At VLC, we always focus on our clients’ goals and interests first which is an easily replicated process that can be effective with any client segment. An important reminder after discussing the difference in planning strategy between #preretirees and #retirees.

Mallon FitzPatrick was featured in a @DianaLi @FinacialPlanning article discussing “How financial advisors can help clients with retirement by planning early.” bit.ly/3FDmyQJ #retirementplanning #socialsecurity

#529Day is near. Remember that while the money used to fund a #529plan is after-tax the main benefit is that your #investments grow #tax deferred & any withdrawals used for higher education is tax exempt. Don't forget that financial aid isn't just based on income but also assets.

The owner of a #529plan matters! Whether it's a parent or another relative, the owner's finances can directly impact #financialaid. Discuss every 529 plan ownership benefit with an advisor. #EducationSavings bit.ly/3pu05wz

Looking to save for your loved one's higher education? Check to see if there’s a #tax deduction available in your state for a #529plan. If not, you have the option to use any state's 529 plan! #EducationSavings

On April 26th, the Treasury proposed new regulations that impact a few estate tax mitigation strategies. Read more about the potential effect here: rscapital.com/2022/05/17/rob… #wealthplanning #estatetax

Interesting Stuff: 2011-2020. Of 692 Large Value Funds, only 1 beat sp500. 2021-now. Of 701 Large Growth Funds, only 5 beat sp500. Zero beat the sp500 during both periods. Growth/Value are just over hyped cycle plays. More to come…😜

Great and timely discussion on risk management as it relates to crypto youtube.com/watch?v=o82syw…

Our Founder & CEO, Ken Van Leeuwen, has always recognized the value in building a team with young & experienced talent & involving them in frequent client interaction. As he says in Ben Mattlin's @FAmagazine article, it's critical for client service: bit.ly/3oNb1Kv

Congratulations Lou Calabrese for being recognized in WealthSolutionsReport ‘s CMO 10: Top Wealth Management CMOs! Read more about Lou and his passion for marketing here: bit.ly/44307Q7

Good quarter for stocks, particularly for the Nasdaq. The tech-heavy index, already up nearly 30% so far this year after a dour 2022, is on track for its best first half in four decades, benefiting from the rapid rise of generative AI.

Hotly anticipated inflation data will roll out this week as investors look for clues to what the Federal Reserve will do in its next few meetings. The consumer price index for June hit this morning and producer price index, which tracks wholesale inflation, is on Thursday morning

Steward Partners’ Second Act Starts with Buying Indie Firm Managing $3.2 Billion ow.ly/W2Ub50Q7AXE #wearegrowing #newacquisition AdvisorHub

Steward Partners announced the acquisition by Steward Partners of Freedom Street Partners. Freedom Street Partners and their network of 38 #financialadvisors manage $3.2 billion in client assets. ow.ly/Cbm550Q8xY8 #NewAcquisition #WeAreGrowing

the Magnificent Seven have gained 71% while the other 493 stocks have added just 6%.

Bullish, the crypto exchange run by former New York Stock Exchange President Tom Farley, said Monday that it has acquired crypto-focused media company CoinDesk wsj.com/finance/curren… via The Wall Street Journal

Advisors Won't Like What Future Clients Really Want fa-mag.com/news/what-futu…

The approval of the long-awaited bitcoin ETF marks a pivotal moment, making crypto more accessible and injecting an expected surge of capital into the ecosystem.