Karen True Winslow

30 years of finance experience with CFP® certification
Securities offered through LPL Financial, Member SIPC

[LIV Wealth Advisors @LIV_wealth]

While the impact on Americans from a decline in global demand for American assets cannot be downplayed, here are some strategies that can help shield you from dollar instability. https://t.co/kD1m1f93Yf

[Baron Capital @BaronCapital]

The Annual Baron Investment Conference highlights presentations from executives of companies in which we invest, offering valuable insights directly from industry leaders. This year we are thrilled to welcome @Gwynne_Shotwell, President and COO of @SpaceX to #BaronConference24. 🚀

As President and COO of SpaceX, Gwynne Shotwell has played a pivotal role in driving the company's growth and innovation. Under her leadership, SpaceX has achieved remarkable milestones, including launching the Falcon vehicle family over 270 times, which includes 24 astronaut flights, and building out Starlink, the largest global satellite internet service provider available in over 100 countries and territories.

Gwynne's expertise and vision have contributed significantly to SpaceX's position as a leading aerospace company.

Disclosures:

𝘐𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘴𝘩𝘰𝘶𝘭𝘥 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘵𝘩𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦𝘴, 𝘳𝘪𝘴𝘬𝘴, 𝘤𝘩𝘢𝘳𝘨𝘦𝘴, 𝘢𝘯𝘥 𝘦𝘹𝘱𝘦𝘯𝘴𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘍𝘶𝘯𝘥 𝘤𝘢𝘳𝘦𝘧𝘶𝘭𝘭𝘺 𝘣𝘦𝘧𝘰𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨. 𝘛𝘩𝘦 𝘱𝘳𝘰𝘴𝘱𝘦𝘤𝘵𝘶𝘴 𝘢𝘯𝘥 𝘴𝘶𝘮𝘮𝘢𝘳𝘺 𝘱𝘳𝘰𝘴𝘱𝘦𝘤𝘵𝘶𝘴 𝘤𝘰𝘯𝘵𝘢𝘪𝘯 𝘵𝘩𝘪𝘴 𝘢𝘯𝘥 𝘰𝘵𝘩𝘦𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘍𝘶𝘯𝘥 𝘢𝘯𝘥 𝘤𝘢𝘯 𝘣𝘦 𝘰𝘣𝘵𝘢𝘪𝘯𝘦𝘥 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘍𝘶𝘯𝘥'𝘴 𝘥𝘪𝘴𝘵𝘳𝘪𝘣𝘶𝘵𝘰𝘳, 𝘉𝘢𝘳𝘰𝘯 𝘊𝘢𝘱𝘪𝘵𝘢𝘭, 𝘐𝘯𝘤., 𝘣𝘺 𝘤𝘢𝘭𝘭𝘪𝘯𝘨 1-800-99-𝘉𝘈𝘙𝘖𝘕 𝘰𝘳 𝘷𝘪𝘴𝘪𝘵𝘪𝘯𝘨 𝘉𝘢𝘳𝘰𝘯𝘊𝘢𝘱𝘪𝘵𝘢𝘭𝘎𝘳𝘰𝘶𝘱.𝘤𝘰𝘮. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘳𝘦𝘢𝘥 𝘵𝘩𝘦𝘮 𝘤𝘢𝘳𝘦𝘧𝘶𝘭𝘭𝘺 𝘣𝘦𝘧𝘰𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨.

𝗥𝗶𝘀𝗸𝘀: All investments are subject to risk and may lose value.

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗵𝗼𝗹𝗱𝗶𝗻𝗴𝘀 𝗮𝘀 𝗮 𝗽𝗲𝗿𝗰𝗲𝗻𝘁𝗮𝗴𝗲 𝗼𝗳 𝗻𝗲𝘁 𝗮𝘀𝘀𝗲𝘁𝘀 𝗮𝘀 𝗼𝗳 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟯𝟬, 𝟮𝟬𝟮𝟰 𝗳𝗼𝗿 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝗶𝗲𝘀 𝗺𝗲𝗻𝘁𝗶𝗼𝗻𝗲𝗱 𝗮𝗿𝗲 𝗮𝘀 𝗳𝗼𝗹𝗹𝗼𝘄𝘀: 𝗦𝗽𝗮𝗰𝗲 𝗘𝘅𝗽𝗹𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻 – Baron Asset Fund (2.8%), Baron Fifth Avenue Growth Fund (1.0%), Baron Focused Growth Fund (8.9%), Baron Global Advantage Fund (6.5%), Baron Opportunity Fund (2.7%), Baron Partners Fund (11.1%*)

*% of Long Positions

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗵𝗼𝗹𝗱𝗶𝗻𝗴𝘀 𝗮𝗿𝗲 𝘀𝘂𝗯𝗷𝗲𝗰𝘁 𝘁𝗼 𝗰𝗵𝗮𝗻𝗴𝗲. 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗮𝗻𝗱 𝗳𝘂𝘁𝘂𝗿𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗵𝗼𝗹𝗱𝗶𝗻𝗴𝘀 𝗮𝗿𝗲 𝘀𝘂𝗯𝗷𝗲𝗰𝘁 𝘁𝗼 𝗿𝗶𝘀𝗸.

𝗧𝗵𝗲 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗶𝗻𝘁𝗲𝗻𝗱𝗲𝗱 𝗮𝘀 𝗮𝗱𝘃𝗶𝗰𝗲 𝘁𝗼 𝗮𝗻𝘆 𝗽𝗲𝗿𝘀𝗼𝗻 𝗿𝗲𝗴𝗮𝗿𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗮𝗱𝘃𝗶𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗼𝗳 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗮𝗻𝘆 𝗽𝗮𝗿𝘁𝗶𝗰𝘂𝗹𝗮𝗿 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆. 𝗧𝗵𝗲 𝘃𝗶𝗲𝘄𝘀 𝗲𝘅𝗽𝗿𝗲𝘀𝘀𝗲𝗱 𝗮𝘁 𝘁𝗵𝗲 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗿𝗲𝗳𝗹𝗲𝗰𝘁 𝘁𝗵𝗼𝘀𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗿𝗲𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝘀𝗽𝗲𝗮𝗸𝗲𝗿𝘀. 𝗧𝗵𝗼𝘀𝗲 𝘃𝗶𝗲𝘄𝘀 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗶𝗻𝘁𝗲𝗻𝗱𝗲𝗱 𝗮𝘀 𝗿𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝘃𝗶𝗰𝗲 𝘁𝗼 𝗮𝗻𝘆 𝗽𝗲𝗿𝘀𝗼𝗻 𝗮𝗻𝗱 𝗮𝗿𝗲 𝘀𝘂𝗯𝗷𝗲𝗰𝘁 𝘁𝗼 𝗰𝗵𝗮𝗻𝗴𝗲 𝗮𝘁 𝗮𝗻𝘆 𝘁𝗶𝗺𝗲 𝗯𝗮𝘀𝗲𝗱 𝗼𝗻 𝗺𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗱 𝗼𝘁𝗵𝗲𝗿 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗕𝗮𝗿𝗼𝗻 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗵𝗮𝘀 𝗻𝗼 𝗼𝗯𝗹𝗶𝗴𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝘂𝗽𝗱𝗮𝘁𝗲 𝘁𝗵𝗲𝗺. 𝗕𝗮𝗿𝗼𝗻 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗵𝗮𝘀 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗱 𝘄𝗲𝗯𝘀𝗶𝘁𝗲 𝗮𝗱𝗱𝗿𝗲𝘀𝘀𝗲𝘀 𝗼𝗳 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝘁𝗶𝗻𝗴 𝗶𝗻 𝗼𝘂𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮 𝗰𝗼𝗻𝘃𝗲𝗻𝗶𝗲𝗻𝗰𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗮𝘁𝘁𝗲𝗻𝗱𝗲𝗲𝘀. 𝗕𝗮𝗿𝗼𝗻 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗶𝘀 𝗻𝗼𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗹𝗲 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗼𝗳 𝘁𝗵𝗲𝘀𝗲 𝘀𝗶𝘁𝗲𝘀.

[LIV Wealth Advisors @LIV_wealth]

“Your talent determines what you can do. Your motivation determines how much you are willing to do. Your attitude determines how well you do it.” Lou Holtz

#MondayMotivation

[LIV Wealth Advisors @LIV_wealth]

Meet Ashley Addesa! Bringing a wealth of energy and enthusiasm to our team, Ashley looks forward to connecting with clients and is eager to make a meaningful impact.

Learn more about Ashley here: https://t.co/dopbvPTbYE

[Baron Capital @BaronCapital]

Building Legacy

In 1970, @RonBaronAnalyst left his job at the U.S. Patent Office, packed up his motorcycle, and headed to New York City with a dream. Five decades later, Baron Capital now manages over $43 billion* in assets, investing in exceptional growth businesses.

In the latest “Letter from Ron”, Ron explains how our unique approach to investing - focusing on people, questioning everything, believing that anything is possible - has yielded exceptional results. This year's conference, themed Building Legacy, explores how these enduring values continue to shape Baron Capital’s future and drive long-term growth.

This year’s Conference on November 15 will feature CEOs/COOs from our top portfolio holdings, amazing entertainment (as always), Ron’s can’t miss keynote speech, and lots more. Always more, including a live virtual visit by “Starman”…a man who lives in the future🌟

Read more in the Q3 2024 Letter from Ron: https://t.co/39t230Q6ws

Risk: All investments are subject to risk and may lose value.

*As of September 30, 2024

[LIV Wealth Advisors @LIV_wealth]

It's time for the #WeeklyMarketCommentary! Click the link to check out this week's edition: https://t.co/NLrLrRdNrt

[LIV Wealth Advisors @LIV_wealth]

Today we honor and commemorate those who lost their lives on 9/11. #PatriotDay #NeverForget

[Karen True Winslow @ktwinslow]

https://t.co/Q42XiLrcLe
Check out my business webpage...

[LIV Wealth Advisors @LIV_wealth]

While the beach life may be the way to spend retirement for some, for you it may be buying a flat overseas, moving to a family home in the country or your favorite vacation town. Now is a perfect time to think about what your future life may look like: https://t.co/qU48YX50rH

[Karen True Winslow @ktwinslow]

#NewProfilePic

[Karen True Winslow @ktwinslow]

We are thrilled to announce the exciting partnership between Corneau Wealth Management and Wintergreen Financial Group to form LIV Wealth Advisors!

Click the link to follow our new Twitter page! https://t.co/US2MtMDMlE

[Karen True Winslow @ktwinslow]

#NewProfilePic

[Karen True Winslow @ktwinslow]

Still sitting on runway 2 hrs later, in Philadelphia @AmericanAir

[Karen True Winslow @ktwinslow]

American Airlines is terrible! on my way to Nashville out of Portland ME a woman told me how her flight had been moved from 730am to 558 am, she only made the flight because she was at a nearby hotel.tonight I got the delay, Phily connecting flight to Portland delayed 1.45 🤮

[Baron Capital @BaronCapital]

Welcome to the 30th Annual Baron Investment Conference. #BaronConference23

The theme of this year's Conference is OWN IT!

In a world focused on short-term results and news, most people overlook the power of acquiring and holding valuable assets. Our 2023 Conference is designed to challenge conventional thinking and inspire attendees to adopt a mindset that emphasizes the long-term benefits of ownership.

Throughout the Conference, CEOs of highly successful companies, thought leaders, and Baron Capital investment professionals and executives will share their insights on various aspects of strategic ownership.

View the full agenda and watch the Conference sessions via the livestream accessible at https://t.co/Sp6qKZ93ZX

[Baron Capital @BaronCapital]

Meet the CEO Sessions at #BaronConference23 starts now.

Our first guest CEO is Michael Kehoe, Chief Executive Officer and President of Kinsale Capital Group, a specialty insurance company focused exclusively on the excess and surplus lines market in the United States. $KNSL

Watch the presentation via the Conference livestream at https://t.co/Sp6qKZ93ZX

Disclosures: Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

Portfolio holdings as a percentage of net assets as of September 30, 2023 for securities mentioned are as follows: Kinsale Capital Group, Inc. - Baron Discovery Fund (4.9%), Baron FinTech Fund (2.1%), Baron Growth Fund (5.6%), Baron Small Cap Fund (4.7%)

[Lions International @lionsclubs]

#LionsGoGreen by planting community gardens, organizing cleanups at beaches and parks, and raising awareness about environmental issues in their communities. How are Lions protecting our planet in your community?

[Karen True Winslow @ktwinslow]

😮....People Are Struggling to Pronounce This Simple Maine City Name https://t.co/4hchk1JcxB @WCYY

[Lions International @lionsclubs]

"Regardless of what someone is going through, we want to make them smile and feel comfortable." The City of Adelaide Lions Club showed kindness by putting together care packages for cancer patients - helping more than 7,000 people. Read the full story: https://t.co/xDSeoV5F7K

[Jeffrey Roach, PhD @JeffreyJRoach]

Today’s macro environment is highly nuanced. I tried to thread the needle here: