Check out your Company Bowl for anonymous work chats.
Our Head of Alternative Investments Robert Picard shares his take on private real estate in a roundtable discussion with Participant Capital & Evercore. Watch here:
Our hearts ache as we witness the immense damage and loss faced by those in Hawaii. While our advisors in Maui, along with their clients, are safe, we know that the road to recovery will be long. In the spirit of unity, we’ve extended our support by contributing to the Maui Food Bank. These times remind us that community is everything. If you’re looking for ways to help, organizations like the Hawaii Community Foundation , Maui United Way, Rotary District 5000, and Maui Humane Society are making a difference on the ground. Let’s continue to send our thoughts and support to the resilient people of Maui as they begin the journey of rebuilding.
As August kicks off with a big earnings week, our Chief Investment Strategist and Portfolio Manager Stephanie Link joined CNBC Squawk Box earlier this week to share her analysis of three companies: Starbucks, CVS & Qualcomm. Watch here for her take on what data points stood out and why she continues to keep her eye on fundamentals when informing her investment strategy.
Eyes on the prize! 13 of Hightower’s advisors have made AdvisorHub’s 2023 Advisors To Watch lists. The 2023 rankings honor advisors who exemplify professionalism, have a proven growth record and provide exceptional service to their clients and communities. Hightower advisors are committed to supporting clients in all aspects of their well-th – and their recognition across these Advisors To Watch lists reflects how this commitment is put into practice throughout our community, regardless of firm size or growth stage.
Private market investments have undergone a significant evolution over the last decade. For many advisors, this has resulted in a quest for greater access and education. For intel into opportunities that lie ahead, listen to The Allocate Podcast’s first episode with our very own Robert Picard, Managing Director and Head of Alternatives. Robert shares his take on private equity and venture capital, along with how Hightower's Investment Solutions Group is working with advisors interested in allocating to private markets.
Did you hear? Hightower is launching a tax subsidiary through a strategic investment in GMS Surgent, a tax and advisory firm that provides high-net-worth and business clients with tax advice and advisory services, including accounting, tax preparation and other tax and wealth planning capabilities. This partnership represents the latest investment in Hightower’s Wealth Solutions platform, a suite of services that positions advisors to deepen client relationships by meeting their financial needs.
Congratulations to CMO Meghan McCartan for her recognition in the Wealth Solutions Report list of Top Wealth Management CMOs. She’s the mind behind Hightower’s next-gen resources (you may have heard us mention these a time or two), Jo Franco collaboration and more to help our advisors grow through marketing.
We're on a growth mission! Meyer Capital Group is the newest addition to the Hightower community. The firm has been helping families achieve their financial goals since 1963, when CEO Tom Meyer's grandfather started the business as one of the original fee-only firms. Since Tom took the helm, the firm has grown significantly. Hightower is thrilled to partner with Meyer Capital Group by providing middle- and back-office support, giving them time to build even stronger client relationships.
On this Juneteenth, Hightower takes a moment to reflect on the journey towards equality and freedom for all. We recognize the profound impact of Juneteenth, which commemorates the emancipation of enslaved African Americans in the United States and the relentless pursuit of justice. By observing this day, we demonstrate our respect for the past and our dedication to fostering an inclusive and equitable work environment. Together, let’s continue striving for a better, more equitable tomorrow.
What's your money language? Episode 2 of Jo Franco's video series documenting her experience working with a financial advisor — for the first time ever — is live! Episode 1 was all about asking questions: 📖 What is a financial advisor? 📖 Do I actually need one? 📖 How do I trust someone with my money? Episode 2 is about action. Follow along as Jo enters the "no judgement zone" and defines her money language with financial advisor, Alexandra J. Miele, CFP® of The Andriole Group.
