Have a look at Invenio Wealth Partners, LLC's Q1 2024 #recap and #outlook - What's next for the #markets and #economy after a strong start to #2024 |#inveniowp #invenio | Johanna Joe Christina Thomas https://lnkd.in/e6vgjQEM
Invenio Wealth Partners, LLC
Financial Services
Coral Gables, Florida 391 followers
Insights That Matter
About us
We are a highly experienced team of wealth management professionals with an extensive background in financial planning, investment management and consulting for high-net-worth individuals and institutions. We align with our client’s best interests in all that we do and provide objective, independent advice and management of client resources using state of the art technology and industry leading research. IMPORTANT DISCLOSURE: Advisory Services offered through Invenio Wealth Partners, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
- Website
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www.inveniowealth.com
External link for Invenio Wealth Partners, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Coral Gables, Florida
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Wealth Management, Financial Planning, and Investment Management
Locations
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Primary
Get directions
4000 Ponce de Leon Blvd
415
Coral Gables, Florida 33146, US
Employees at Invenio Wealth Partners, LLC
Updates
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Sharing our February 2024 Market Update. Stocks traded higher in February, with the rally broadening after large cap stocks accounted for most of January’s gains. The S&P 500 traded above 5,000 for the first time, setting a new all-time high. The Dow Jones Industrial Average set a new closing high in February, and the Russell 2000 Index of small cap stocks outperformed the S&P 500 after trailing by -5.5% last month. #marketupdate #economy #markets #inveniowp #stocks #bonds #interestrates |Johanna Joe Christina Thomas https://lnkd.in/ernF2brf
Market Update: February 2024
inveniowealth.com
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Read our thoughts on the 2024 investment landscape and our asset class positioning. #inveniowp #markets #outlook #2024 #investmentstrategy |Christina Johanna Joe Thomas https://lnkd.in/ejGxvHYU
2024 Investment Outlook
inveniowealth.com
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Happy Birthday to Johanna, the woman who makes everything work for the Invenio Team! We celebrate your special day and all of your contributions to the #team and our #clients | #hbd #celebrate #inveniowp |Christina Thomas Joe
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Invenio Wealth Partner's Monthly Market Update for December of 2023. The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates, with the 10-year yield falling to 4.36% from over 5% in October. | #marketupdate #economy #markets | Christina Hudson, Johanna Arbelaez-Perez, Thomas Packert, Joe Fernandez, CFP® https://lnkd.in/eiAzub6F
Market Update: December 2023
inveniowealth.com
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Happy Thanksgiving to all. May the warmth of family and friends brighten your holiday - from all of us Invenio Wealth Partners, LLC | Christina Johanna Thomas | #thanksgiving #seasonofthanks #gratitude #grateful
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Proud to be exhibiting #art from #localartist Lissette Schaeffler on the walls of Invenio Wealth Partners, LLC - these are part of a series that were recently on exhibit at the Deering Estate |Johanna Christina Thomas
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Go team!
The Invenio Wealth Partners, LLC had a great visit from our relationship manager and private banker at BNY Mellon | Pershing - these two are top notch | Diana Moina Jessica Botero | #RIA #Service #Invenio Johanna Thomas Christina
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Invenio Wealth Partners, LLC reposted this
Welcome to the Invenio Wealth Partners, LLC Team Thomas Packert - we are thrilled that you chose to start your career with us and have joined our growing practice! That you are a Christopher Columbus High School #Explorer is just an added plus!! #inveniowp #inveniowealth #newhire #growth #adelante #WakeForest Christina Johanna
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