Serving clients nationwide with expertise in wealth management, capital markets, investment banking, trust and asset management strategies and solutions.
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A side gig isn’t just extra income—it can help retirees stay active, social, and financially confident. See why so many are rethinking retirement. https://t.co/6Zacc1HbXd
Please join us in welcoming Bloemendaal Capital Strategies and celebrating the opening of our newest wealth management office in Palm Desert, California.
Welcome, Marcia, Valerie, and Laurie; we’re proud to have you onboard.
Back to back champion! 🏆
Omaha’s Luke Gutschewski fires a 7-under total to win our @pinnbankgolf Nebraska Qualifier by two shots!
He will make his second start on the @KornFerryTour at @GlfatIndianCrk.
Congrats, Luke! 👏
Moving to a new state? Don’t forget the crucial next step: changing your residency. From updating your address and driver’s license to reviewing your investment strategies, here is a handy checklist to get started. https://t.co/7CqfsUC0zp
Economic data continues to surprise to the upside, with June retail sales and industrial production lifting GDP expectations. Inflation ticked higher but remains modest. With earnings season heating up, investors are looking for results to validate market strength. https://t.co/aw9z5T1UwQ
Explore the latest 2025 market outlook in our newest video, Pivots Over Divots, featuring James Ragan, CFA. In under 8 minutes, we cover equity performance, tariff impacts, interest rate trends, and where investors may find relative value across sectors. https://t.co/r8jC6HZlqB
Budgets aren’t just for the wealthy; they’re for anyone ready to take control of their money. Start simple, stay consistent, and build momentum. https://t.co/RrGe1K8o92
Our Education and Non-Profit Finance team, is proud to support educational institutions nationwide. Serving as sole manager on a $304 million bond transaction for Everglades College, Inc., this deal will fund significant campus enhancements and refinance over $200 million in existing debt.
Led by Managing Director Daniel Froehlich, our team delivers tailored financing strategies that help institutions expand access, improve facilities, and build for the future.
🔗 More on this transaction and what it means for higher ed in The Bond Buyer: https://t.co/iCLcmKyedi
Yesterday’s episode of Prof G Markets features our own @gilluria in conversation with Senior Producer Claire Miller, breaking down the financial dynamics behind @CoreWeave and @nvidia.
His sharp analysis earned praise from Ed Elson; don’t miss the full episode to hear Gil’s full take. https://t.co/lexFMPDbUh
U.S. equities reached new highs following the passage of the 2025 budget bill, easing fiscal uncertainty and extending tax cuts. A strong June jobs report supported consumer sentiment, but investor focus shifts back to tariffs as trade tensions escalate. https://t.co/HgbpCMu4aY
Read about the importance of long-term goal planning: https://t.co/8C6ujnIis4
Celebrating freedom means more than fireworks. It’s also the freedom to live your future on your terms. Long-term goals can be hard to picture, but with a trusted advisor and a thoughtful plan, your financial independence is always within reach.
As reports surface about @Apple seeking AI partnerships to enhance Siri, @gilluria weighs in on why this strategy may be smarter, and more cost-effective, than building in-house.
https://t.co/dB3cSXBl0Y
College may feel far off, but when it comes to saving, it’s closer than it seems. Start planning early to make the most of your investment in your child’s future.
Questions? Feel free to reach out about what education saving approach is right for you! https://t.co/mQMlp67pWS
The S&P 500 hit a new all-time high last week, reflecting impressive second quarter gains. All eyes are now on upcoming labor data and the progress of the federal budget bill. Get a full analysis here ➡️ https://t.co/Oh8xRnh5ci
Retirement looks different for everyone—but many retirees are embracing side gigs for financial security and fulfillment. Is a side gig part of your plan?
Read more here: https://t.co/6Zacc1HbXd