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The Rikoon Group
Приєднався 25 сер 2022
The Rikoon Group (TRG) is a multi-faceted investment advisory firm in Santa Fe, New Mexico, providing long-term financial strategies for individuals, families, retirees, business owners and charitable organizations. Founded in 1987, our advisory business has continually designed a custom approach for clients because everyone has specialized needs and goals.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower
Securities, LLC, Member FINRA/SIPC.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower
Securities, LLC, Member FINRA/SIPC.
Family Dynamics & Fair Estate Distribution
The Rikoon Group was joined by Stella Edens Pederson, President of Heritage Trust, on Thursday, May 30th, 2024, a presentation on Family Dynamics and Fair Estate Distribution. She spoke about managing the generational transfer of wealth and concerns that often arise around an equal versus equitable division of assets.
Переглядів: 37
Відео
The Year Ahead Outlook 2024
Переглядів 788 місяців тому
Kyle Burns, joined by Elaine Bourke of American Century Investments, discusses what we learned through the close of 2023, where we are now, and to look for in 2024.
A Trip Around the World - Latin America
Переглядів 3511 місяців тому
Kyle Burns was joined by Nathan Chaudoin, VP and senior client portfolio manager for American Century Investments. Nathan is a member of the Global Growth Equity group and is responsible for communicating global and non-U.S. equity investment strategies and results to the firm’s clients and consultants.
A Trip Around the World - EU and Ukraine
Переглядів 19Рік тому
Kyle Burns was joined by Vladimir Milev, an Emerging Market Strategist at Payden & Rygel, for an interesting conversation focused on Europe and Ukraine.
A Trip Around the World - Asia & China
Переглядів 29Рік тому
Throughout this four-part series, we will discuss various markets and economies around the world. Our first discussion focused on China and Asia. Kyle Burns was joined by Charlie Wilson, portfolio manager at Thornburg Investments, for a dynamic conversation.
Senior Living Solutions: Panel Four - Dementia
Переглядів 41Рік тому
Jeff Sand moderated a conversation with Laura Hendrie, dementia Certified Independent Positive Approach to Care® educator, and Lea VanMerkestyn, Director of Life Circle Adult Day Center. They discussed the signs of dementia and its impact on the human brain, educational offerings for families and friends of patients, adult day care options, and the cost of care.
The Year Ahead with Michael Farr
Переглядів 51Рік тому
The Rikoon Group was joined by with Michael Farr, Hightower's Chief Market Strategist and frequent CNBC Contributor. Kyle and Michael discussed how investors should be looking at the markets as we head into 2023 and beyond.
Rikoon Senior Living Solutions - Panel Three
Переглядів 56Рік тому
Jeff Sand moderates a conservation with Jennifer Riek, Business Development Manager from EGIS Complete Care, Inc., and Patrick Salas, Executive Director of Ambercare, to discuss the benefits of in-home care, the services provided, hospice offerings and funding options.
Senior Solutions Series - Panel Two
Переглядів 50Рік тому
Jeff Sand moderated a second discussion with Allyson Nathan and Karen Powers on the topic of how to find the best fit with an assisted living community, including timing, where to obtain accurate information, and funding options.
Senior Living Series - Panel One
Переглядів 61Рік тому
Jeff Sand moderates a discussion with Allyson Nathan, Fortina Solutions, and Karen Powers, Grand Living Management, as they share their knowledge in assisted living options.
Market Update and What's to Come - Investing Through Volatility
Переглядів 782 роки тому
Market Update and What's to Come - Investing Through Volatility