1919 Investment Counsel

As we prepare to celebrate Thanksgiving, we’re reminded of the profound importance of gratitude and giving back. At 1919, we strive to enrich the communities in which we live and work through employee volunteerism and community engagement. Throughout the year, our team comes together to serve our local communities—whether it’s building homes with Habitat for Humanity or volunteering to help feed families at First Fruits Farm, Inc. & Community Food Bank of Central Alabama. These moments of service remind us of the strength of community and the difference we can make when we work together. This Thanksgiving, we’re thankful for the opportunity to give back and for these incredible organizations making an impact. From all of us at 1919, we wish you a season filled with gratitude and generosity! #Thanksgiving #GivingBack #Volunteering

Prenuptial agreements often get overlooked, but it’s time to change the narrative. Recently, our team had the privilege of hosting an insightful discussion with Divorce and Family Attorney?Natalie Switzer Maier, Esq. and Trust and Estates Attorney Monika Jain. Together, we explored how couples can approach marriage with greater clarity and responsibility. ?? Here are three compelling reasons why pre-nups deserve a place in the conversation.

Last week, 1919 was a proud sponsor of the Enthuse Foundation's 6th Annual Pitch Competition, highlighting women entrepreneurs and supporting them on their journey towards building their businesses. Alongside Citrin Cooperman, Fidelity Investments, and other supporters, 1919 celebrates the milestones of founders. Congratulations to all the finalists: Morgan Murdock, RDN, Unbothered Foods (winner) Claire Matern, JONI (runner up and a finalist for 1919’s Business Tools Grant) Suzanne Sinatra, Private Packs (Audience choice winner) Cherissa Kell, Neotein | Electrolyte Drink Mix w/ 10g Protein Michelle Houston, To Be Honest Beverage Company Thank you to the Enthuse Foundation for the work you do in supporting and celebrating women founders, and to Rachel Robins for your work in pulling this event together! #1919WomenandWealth #BuildingWealthWithPurpose #WomenFounders #WomenEntrepreneurs

We were thrilled to #sponsor the world premiere of LILLY at the Hamptons International Film Festival. LILLY is a powerful film about Lilly Ledbetter, who took her fight for #equalpay all the way to the Supreme Court and then to Congress, resulting in the Lilly Ledbetter Fair Pay Act of 2009. Thank you, Kate Kelley, for including us. What Lilly accomplished resonates deeply with 1919's values and our commitment to empowering women to achieve financial independence. And thank you, James Lane Post, for featuring 1919 and our Women & Wealth team in this article. Specifically, our colleagues, Harry O'Mealia and Jennifer Evans, for their insight on how our work aligns with the themes of gender equality and fair pay and what the story of Lilly means to them on a personal level.

As 2024 winds down, right now is the time to look at how you plan to handle your #CharitableGiving. The sooner you start, the more tax-efficient you can be. In our latest article, our team highlights tax-efficient ways to make charitable contributions. For example, leveraging the benefits of a Donor-Advised Fund (DAF) and using your IRA to make a Qualified Charitable Distribution are great ways to do so. For more on this topic, check out our latest article: https://lnkd.in/eyAvGVxw

Last week, our team hosted an event at Michael's NYC titled "Building Wealth with Purpose: Preserving Wealth Before, During, and After a Relationship." The event featured a thought-provoking panel discussion that tackled the stigma around safeguarding and managing personal wealth while in a relationship. The discussion emphasized the importance of addressing these topics early and provided key insights into what should be considered during these discussions. A big thank you to our moderator, Reshma Ballie McGowan, Managing Director, Chief Compliance Officer, 1919, and our panelists, Elana Brutman, CFP?, Vice President, Client Advisor, 1919, Monika Jain, Partner, Private Wealth Services, Holland & Knight LLP, and Natalie Switzer Maier, Esq., Matrimonial and Family Law Attorney, Chemtob Moss Forman & Beyda, LLP. And of course, thank you to all of our guests! Not only was it an educational event, but also a fun evening reconnecting with clients and friends of the firm. #BuildingWealthWithPurpose #WealthManagement #PanelEvent

This past week, the markets fell over a fear of higher interest rates, which has been the principal?mover of U.S. markets for some time now. Short-term interest rates tend to act as a thermometer for the #economy, and last week, we saw stronger-than-expected retail sales data, an upside surprise to the PPI, and a CPI reading still stubbornly above the Fed's 2% #inflation target. ?? Read our full market update: https://lnkd.in/enaeNSN8

When it comes to unexpected financial hardships, thoughtful planning and preparation are our best guards, and could be the difference between a temporary setback and long-lasting financial damage. At 1919, with our deep #FinancialPlanning approach and customized #PortfolioManagement, we are positioned to deliver exceptional value to clients who face a multitude of distinct circumstances. We draw upon our deep expertise and decades of experience to equip you with a financial plan that is honest, resilient, adaptable, and most importantly, wholly yours. Check out our full article on planning for the unexpected: https://lnkd.in/eD7tsNqC

With the presidential election behind us, current #economic data indicates that consumers are still doing quite well despite some signs of strain. Financial markets have been strong, and while #inflation remains stubbornly higher than the Fed’s 2% target, it is gradually coming down. Looking ahead, the possible paths are quite diverse. As usual, this is not the time to get swept up in euphoria or to be a hero risk-taker. We would not shy away from the #markets but would let some of the dust settle before making any major decisions. ?? Read our full market update: https://lnkd.in/eDkkEPhV

We are proud to support the Enthuse Foundation's 6th Annual Pitch Competition in NYC next Thursday, November 14th alongside Citrin Cooperman, Fidelity Investments, Kendra Scott, 21Seeds, Cross Private Client Insurance. This event celebrates women entrepreneurs who are making their mark on the food, beverage, and CPG industries. The Enthuse Foundation is a multi-tiered platform for women to receive the insights and resources they need to take their business from #NewToNext. Since 2019, this competition has been a way for women entrepreneurs to have the opportunity to win funds and in-kind business services to help grow their businesses. We're excited to see which entrepreneur will take home the Enthuse Foundation's Pitch Competition Winner of the Year! #Sponsorship #Entrepreneurship