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Wealth Management Quarterly: Variant Perception

Q3 2021: Variant Perception Q: Allen, why title this quarter’s WMQ Variant Perception? One of Wall Street’s most legendary portfolio managers was a hedge fund manager by the name of Michael Steinhardt. Over the 28 years of his partnership (1967-1995), Steinhardt compounded capital at 24% net of fees. A $10,000 investment in Steinhardt Partners became…
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Game Theory: Simon Sinek & Benjamin Graham Analysis of the Dow 30

FinTrust Brokerage Services | Equity Research July, 2021 *Please see important certification and disclosure information at the bottom of this page. Download PDFIndustry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: The Dow Jones Industrial Average is a 30-stock, price-weighted index that measures the performance of some of the largest U.S. companies.…
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BREAK & EDUCATE: OPPORTUNITY ZONE INVESTING

Donna Rasile, Senior Vice President, Investment Advisor at FinTrust Capital Advisors hosted a Webex on June 8, 2021, with experts in the field of opportunity zone investing, Louis Dubin, Managing Partner, and Lori Perro, Managing Director at Redbrick LMD. Together, they explored the current “opportunities” of Opportunity Zone investing. In our current and ever-changing environment now is a…
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Build Your Personal and Business Financial Confidence

SAVE THE DATE! Join us on online Thursday, July 15, 2021 at 12:00 PM Click this link to RSVPJoin Donna Rasile, RLP®, for an informative webinar on building your personal and business financial confidence. During this free online seminar presented by SCORE Charlotte, Donna will cover business and personal financial strategies, how they can be…
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PHILANTHROPY STRATEGIES

SAVE THE DATE! Join Us on ZOOM Wednesday, June 23, 2021 at 12:00 PM Click this link to RSVPWaltonwood-Cotswold Assisted Living & Memory CareJoin Donna Rasile, Senior Vice President Investment Advisor for a virtual presentation about philanthropy. This special event is being held in conjunction with Waltonwood Cotswold, an assisted living memory care facility in…
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BREAK & EDUCATE: OPPORTUNITY ZONE INVESTING

Join Donna Rasile, Senior Vice President, Investment Advisor at FinTrust Capital Advisors as she hosts experts in the field of opportunity zone investing, Louis Dubin, Managing Partner, and Lori Perro, Managing Director at Redbrick LMD. Together, they will explore the current “opportunities” of Opportunity Zone investing. In our current and ever-changing environment now is a…
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Watching The Tape

Investment Strategies During Turbulent Times

It has been said that Napoleon’s definition of a military genius was the man who can do the average thing when everyone else around him is losing his mind. The same principle can be applied to investing. Learn more from Will Kibler as he discusses investing during emotional situations and the importance of having a…
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