Charles Balducci’s Post

Today is your last chance to register for the 2023 Nebraska Wealth Management Conference right here in Omaha! ⏳ Register at the link below to listen to inspiring keynote speakers, get tangible takeaways at breakout sessions, and network with some of Nebraska's greatest financial services minds. Register here before it's too late: https://lnkd.in/gf3ax7wg #wealthmanagement #keynotespeakers #CE #financialadvisors

"Cheers to our outstanding colleagues in the financial industry for achieving their well-deserved milestones! Your commitment and achievements are truly commendable. Wishing you continued success and prosperity on this remarkable journey. 🎉 #FinancialSuccess #MilestoneCelebration"

You still have time! It’s just over 2 weeks until Portland Financial Management and Rothschild & Co Wealth Management deliver an interactive webinar on how interest rates, inflation and geo-politics are impacting investor confidence and how Rothschild & Co approaches managing its clients' portfolios in such an environment, whilst exploring some of the lessons the firm has learned from the past. Ensure you don’t miss this webinar, by emailing angelaharvey@ryecroftglenton.com to ask her to send you a link to join. Peter Glenton James Peterson #financialmanagement #wealthmanagement #RGwebinars

Check out these upcoming webinars hosted by CLA (CliftonLarsonAllen). The link below will get your registered for the first of the webinars on April 16th. 👇⭐👇⭐👇⭐👇

Today at noon, I participated in our CNY Financial Planning Association (FPA) for a discussion on market and investment trends with Chris Fossum, Vice-President of First Trust. A historic perspective related to two schools of thought was discussed… either direction, 2024 has the potential to be very interesting for investors. Stay tuned! #bankerslife #financeeducation #financialplannersassociation #markettrends #investmentinsights

A detailed DuPont Analysis and Altman's Z Score provide insights into the company's financial health and performance. 🔍 DuPont Analysis breaks down the ROE into key components to identify areas driving profitability, 📉 Altman's Z Score helps assess the likelihood of financial distress. Grateful to The Valuation School and Parth Verma for his invaluable teaching and guidance. #FinancialAnalysis #DuPontAnalysis #AltmanZScore #TataElxsi #InvestmentInsights #FinancialHealth

Seeing the value a trusted financial adviser can bring to you and your finances through challenging economic change

Dave Page, principal of assurance and financial reporting, and Max Wellinger, director of capital management group, visited The Bart Hawley Show on JTV to discuss key themes for investors in 2024. Don't miss the opportunity to get in the know on today's trending investing highlights and strategies. Check out the full conversation at https://hubs.la/Q02m6T4z0

In this Q&A, Joyce Huang, Senior Client Portfolio Manager at American Century Investments reminds us that things must start a long way back with financial literacy if we really are to build a truly diverse and inclusive financial services profession. Learn more in IFA Magazine https://amcen.co/49PXVP0. #FinancialLiteracy #InclusiveFinance #DiverseProfession #FinancialEducation

In this Q&A, Joyce Huang, Senior Client Portfolio Manager at American Century Investments reminds us that things must start a long way back with financial literacy if we really are to build a truly diverse and inclusive financial services profession. Learn more in IFA Magazine https://amcen.co/3TwI5TF. #FinancialLiteracy #InclusiveFinance #DiverseProfession #FinancialEducation