David Le, CFP®

𝗟𝗶𝘀𝘁𝗶𝗻𝗴 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟯: • 𝗖𝗮𝗹𝗮𝗺𝗼𝘀 𝗡𝗮𝘀𝗱𝗮𝗾-𝟭𝟬𝟬® 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗔𝗹𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗘𝗧𝗙™ - 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 (#𝗖𝗣𝗡𝗦) • 𝗖𝗮𝗹𝗮𝗺𝗼𝘀 𝗦&𝗣 𝟱𝟬𝟬® 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗔𝗹𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗘𝗧𝗙™ - 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 (#𝗖𝗣𝗦𝗧) “Throughout the recent drawdown, Calamos Structured Protection ETFs performed as designed – minimizing volatility and protecting investor capital,” said John Koudounis, President & CEO of Calamos Investments. Why risk it? Learn more about the new Calamos Structured Protection ETFs offering 100% downside protection over one-year outcome periods to the S&P 500® and Nasdaq-100®. Full press release: https://okt.to/YB0s6X

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Do you have sizeable gains from concentrated stocks, such as Nvidia, Apple, or Microsoft? Learn strategies to defer capital gains taxes from the stock market to real estate investments that generate steady income. Please join us for the upcoming QOZ webinar hosted by Sierra Pacific Financial Advisors featuring industry expert James Lenz (Griffin Capital Company). #Nvidia #Apple #Microsoft #Amazon #Meta #QOZ

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Don't let your non-profit organization be penalized for non-compliance of the Uniform Prudent Management of Institutional Funds Act (UPMIFA). Check out our deep dive into who this important act applies to and the key compliance components of the law.

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Join our Chief Investment Officer, Chris Carsley, CFA, CAIA, and Justin Arasin, Head of Capital Formation at USRA, for a fireside chat hosted by CAIA Pacific Northwest, "Reconsidering Allocations with Tax-Efficient Income, Equity Upside, & Structural Alpha" on January 14th. Don't miss this opportunity to learn from industry experts and network with professionals in the Seattle area. Event Description: While investor objectives have remained fairly consistent since 2020, centered around generating tax-efficient, diversified income streams not eroded by inflation alongside of capital appreciation, traditional asset allocation techniques have needed to evolve. As a result, the rate of adoption of private markets has been apparent, but many are still grappling with what traditional sources to fund these allocations from. Join us for a conversation where we discuss portfolio construction moving forward, highlighting unique ways to potentially generate investment as well as structural alpha for clients. Date & Time: Tuesday, January 14th 2025 4:30 - 6:30 PM PT Location: K&L Gates Offices 925 4th Ave. 29th Floor Seattle, WA 98104 Register now to secure your spot! https://lnkd.in/giTQ3JXR #Investment #Finance #SeattleEvents #TaxEfficientIncome #EquityUpside #StructuralAlpha

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While the dividend outlook on the ASX may not seem promising, attractive opportunities still exist for investors willing to look beyond traditional options. Strategies like fundamental indexing and covered calls can enhance portfolio income while improving risk-adjusted returns. Read our latest article at https://lnkd.in/ge45gK59 #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

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💻 Aoifinn Devitt asks Shan Chen what impact machine learning could have on the investment process!? Shan was until recently a portfolio manager focused on mostly private investments at the Arizona Public Safety Personnel Retirement System, where he spent over 17 years. 🔥 We discuss the innovation in place at the PSPRS investment process including the development of more refined and reliable predictions and the embrace of machine learning. We examine how AI can assist allocators with getting through the sheer mass of information and documents that they face. ❓What are your thoughts on AI in the investment process? Do you already use it? Mark Steed Thank you to GCM Grosvenor for your kind support this series. #AI #machinelearning #investment #psprs #finance #aiinbusiness

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FEATURED CONTENT: Matt R. Powell from Blue-inc. Capital explains how Blue-inc. Capital differentiates itself from other hard money lenders in Oregon. Visit Blue-inc. Capital's profile on Private Lender Link to learn more about their lending guidelines: https://pllk.io/bluinc #privatelending #privatemoney #privatelenders #privatemortgage #hardmoney #hardmoneylenders #hardmoneylending #bridgelending #bridgelenders #bridgeloans #hardmoneyloans #privatemoneyloans

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In a recent Wealth Management Roundtable, UBS’s Senior VP, Matt Hansen, CFP®, CEPA® discusses the significance of sustainable investing in 2024. Check out what are some key points he highlighted in the recent San Diego Business Journal article: https://lnkd.in/gC-z-395 #UBS #SustainableInvesting #WealthManagement

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Not sure how required minimum distributions (also known as RMDs) work with inherited retirement accounts? Use our helpful calculator to get a better understanding: https://lnkd.in/gcACUTfr

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🚨 San Diego City Employees' Retirement System is winding down their search for non-U.S. equity managers. The four emerging market equity managers recommended include Franklin Templeton, PGIM, Lazard, and Driehaus. Funding will be provided by the termination of two existing managers. 👉 For more information, read the full article here: https://hubs.ly/Q02y7_dz0 #FundraisingNews #NewSearch #EmergingMarketManagers

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Why Multi-Manager Funds are Best Avoided One of the most popular types of funds you can invest in is called a multi-manager fund. https://lnkd.in/gZ9MBPzu #indexfundadvisors #ETF #dimensionalfundadvisors #vanguard #ishares #blackrock

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The return of the inverse stock-bond correlation is good news for multi-asset portfolios. Download our Asset Allocation Outlook PDF to learn more.

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Want to learn more about CAIS technology and how we’re simplifying the alts and notes user experience for independent advisors? Check out the CAIS Tech Release Notes: https://lnkd.in/eGUs9j5Y

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We are pleased to share our Q3 2024 Market Commentary, written by Placements Louisbourg Investments Portfolio Manager, Matthew Mobilio, CFA, CFP®. In Matthew Mobilio, CFA, CFP® Market Commentary, titled "Where Political Noise Meets Economic Reality", he takes a deep dive into a topic we're all discussing right now; the US and Canadian elections. He offers a unique perspective on the political dynamics, interest rate changes, and how broader economic trends intertwine, reminding investors that while elections may create headlines, it's the underlying market fundamentals that truly impact your finances. Click the link to read Matthew’s Q3 2024 Market Commentary. https://lnkd.in/gzAUfgb6 #cicconemckay #wealthmanagement #marketcommentary #q3 #q32024 #politics #economicreality #uselection #canadianelection #interestrates #marketfundamentals #vancouver

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Good relationships start with a good foundation. We have a process known as L.I.F.E., which stands for listen, identify, formulate, and evaluate. Check out the L.I.F.E. tab on our website to learn more! https://lnkd.in/gjMTZtTN

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Rick Kahler is joined by Saundra Davis, a leader in financial coaching and the director of Golden Gate University’s Financial Planning Program, to explore how Internal Family Systems (IFS) and coaching are revolutionizing the financial planning profession. https://lnkd.in/gyiRX5xH #financialtherapy #podcast #saundradavis #rickkahler #ifs #coaching #money #financialplanning

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