Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
BlackPoint Capital Partners
金融服务
Miami,Florida 224 位关注者
At BlackPoint, we provide personalized financial guidance, helping clients achieve goals and seize market opportunities.
关于我们
At BlackPoint Capital Partners, our mission is to provide personalized and comprehensive financial guidance to executives, business owners, and British and American expats, enabling our clients to achieve their goals and optimize opportunities that arise in the market. We are dedicated to assisting clients in making informed investment decisions, managing market volatility, and identifying strategic opportunities aligned with their risk tolerance and long-term objectives. By embracing a proactive and tailored approach, we empower clients to build and preserve their wealth, realizing lasting financial success and security. Our commitment extends to preparing clients to make the most of critical moments in investment performance, guiding them confidently and positioning for enduring financial prosperity. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN. Beacon Global Advisor Network, LLC does not provide tax or legal advice. The advice provided by BlackPoint Capital is provided Beacon Global Advisor Network, LLC. Registration as an investment adviser does not imply a certain level of skill or training. None of the information on this site should be considered tax or legal advice.
- 网站
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https://www.blackpointcp.com
BlackPoint Capital Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Miami,Florida
- 类型
- 私人持股
- 创立
- 2023
地点
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主要
1200 Brickell Ave
Suite 1950
US,Florida,Miami,33131
BlackPoint Capital Partners员工
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Daniel Mesa, CFP?
Managing Partner at BlackPoint Capital Partners
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Nicolas Mauricio, APMA?
Managing Partner at BlackPoint Capital Partners
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Michael Jordan, DipPFS, RICP?
Managing Partner and Retirement Income Certified Specialist at BlackPoint Capital Partners
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Sharik Garcia
Associate at BlackPoint Capital Partners
动态
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Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
Put It in a Letter
blackpointcp.com
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When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
Trends in Charitable Giving
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???Weekly Market Insights: Stocks Surge Post-Election; Fed Cuts Quarter Point??? Last week, the markets experienced a significant surge, driven by the Federal Reserve's decision to cut interest rates and the post-election optimism surrounding a Republican-controlled Senate and executive branch. The S&P 500 spiked 4.65%, the Nasdaq gained 5.74%, and the Dow rose 4.61%, marking their best week in a year. ?? Despite a shaky start, stocks rallied on Election Day and continued to climb after the Fed's rate cut, with the S&P 500 crossing the 6,000 mark and the Dow breaching 44,000 for the first time. However, Fed Chair Jerome Powell's cautious outlook on future rate cuts added a layer of uncertainty. ??? Read the full weekly market update on our website below for more insights.? #MarketUpdate #Investing #Stocks #FederalReserve #BCP #BlackPointCapitalPartners BlackPoint Capital Partners
Weekly Market Insights | Stocks Surge Post-Election; Fed Cuts Quarter Point
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Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
Estate Management Checklist
blackpointcp.com
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Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing." #Elections2024 #StockMarket #CorporateEarnings https://lnkd.in/e2ATW-Gr
Monthly Market Insights | November 2024
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???Weekly Market Insights | Stocks Retreat on Jobs and Election Concerns??? Last week, the stock market faced a downturn as mixed economic data and Q3 corporate reports left investors unimpressed. The S&P 500 fell by 1.36%, the Nasdaq by 1.50%, and the Dow Jones by 0.15%. Meanwhile, the MSCI EAFE Index, tracking overseas markets, slid 0.96%. ?? Despite a strong GDP report hinting at a soft landing, mixed results from mega-cap tech companies and a softer-than-expected jobs report added pressure. The Nasdaq's eight-week winning streak ended, and the S&P 500 saw its second consecutive week of losses. ?? As the Fed's policy meeting approaches, the focus shifts back to how recent economic data might influence interest rate decisions. The October jobs report, showing only 12,000 jobs added, surprised many and could impact the Fed's upcoming decisions. ?? Stay informed on key economic data and earnings reports this week, including the FOMC meeting and major company earnings. ?? Read the full article on our website to get detailed insights and analysis. Link below: BlackPoint Capital Partners #MarketInsights #StockMarket #EconomicData #InvestmentStrategy #FinancialPlanning #FedMeeting #JobsReport #EarningsSeason #InvestmentManagement #FinancialAdvisory #blackpointcapitalpartners
Weekly Market Insights | Stocks Retreat on Jobs and Election Concerns
blackpointcp.com
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Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability. #GRATs
Grantor Retained Annuity Trusts (GRATs)
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???Weekly Market Insights: Navigating Uncertainty Ahead of Elections??? As we approach the election, market dynamics are shifting. Last week, we saw mixed performances across major indices: ?? S&P 500: -0.96% ?? Nasdaq: +0.16% ?? Dow Jones: -2.68% ?? MSCI EAFE: -2.30% The Nasdaq continues to lead, driven by tech gains, while the S&P 500 ended its 6-week winning streak. With the 10-year Treasury yield rising and existing home sales hitting a 14-year low, market sentiment remains cautious. ?? As traders brace for potential volatility, the number of stocks above their 20-day moving average has dropped significantly. Are we seeing a shift to a "risk-off" stance? ?? Stay informed with our detailed analysis and prepare for the week ahead with key economic data releases and earnings reports from major companies like Alphabet, Microsoft, and Apple. ?? Read the full article for in-depth insights clicking the link below: MarketInsights #Election2024 #StockMarket #Investing #FinancialPlanning #BlackPointCapitalPartners BlackPoint Capital Partners
Weekly Market Insights: Stocks Mixed Ahead of Election
blackpointcp.com