RLP

Retirement Visions, LLC Joins Redhawk Wealth Advisors to Offer a Broader Range of Solutions for both Clients and Advisors

Retrieved on: 
Friday, January 5, 2024
Partnership, Small business, Life, Personal finance, Hartford, Connecticut, RLP, Investment advisory, Retirement, AUM, Freedom, RIA, Financial adviser, Advisory Council, Retirement planning, Finance, Financial Times

Redhawk Wealth Advisors is registered in 39 states and manages over $2 billion in assets under management (AUM).

Key Points: 
  • Redhawk Wealth Advisors is registered in 39 states and manages over $2 billion in assets under management (AUM).
  • Redhawk Wealth Advisors is known for its proprietary process called Risk-Guardä, a tactical asset allocation solution designed to increase retirement income, lower risk, and reduce investment costs.
  • Redhawk Wealth Advisors is a true fiduciary partner that has my best interest in mind."
  • Dan Hunt, CEO of Redhawk Wealth Advisors responded "Anyone who knows Jay knows of his passionate and creative approach to helping clients.

Phillips 66 Reports Third-Quarter 2023 Financial Results and Update to Strategic Priorities

Retrieved on: 
Friday, October 27, 2023
Professional Services, Chemicals, Plastics, Oil, Gas, Manufacturing, Energy, Finance, GTP, RLP, EDT, Public expenditure, QatarEnergy, Phillips 66, Webcast, Phillips, Cedar Bayou, Golden Triangle, BPD, Investment, Rodeo San Francisco Refinery, Bank, Chemical, Chemical substance

Phillips 66 generated $2.7 billion in cash from operations in the third quarter of 2023.

Key Points: 
  • Phillips 66 generated $2.7 billion in cash from operations in the third quarter of 2023.
  • During the third quarter, Phillips 66 funded $855 million of capital expenditures and investments, $752 million of share repurchases and $465 million in dividends.
  • Phillips 66 is converting its San Francisco Refinery in Rodeo, California, into one of the world’s largest renewable fuels facilities.
  • Later today, members of Phillips 66 executive management will host a webcast at noon EDT to provide an update on the company’s strategic initiatives and discuss the company’s third-quarter performance.

Alliance of Comprehensive Planners (ACP) Announces Details of 2023 Annual Conference

Retrieved on: 
Tuesday, September 19, 2023
Linda, Federal Reserve Bank, CE, Federal Reserve Bank of St. Louis, Wu (surname), College, Doctor of Philosophy, Monetary policy, Driving, Economy, EA, Consultant, Master of Education, Law, Mind, MBA, PCC, RLP, SEO, Running, CFPS, Economic Outlook, CPA, Ethics, Growth, Han Kun Law Offices, Phronesis, Conference, ACP, Edgartown Harbor Light, Financial adviser, Tax advisor, Nursing, Mentorship

WILMINGTON, N.C., Sept. 19, 2023 /PRNewswire/ -- The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, recently announced the details of their upcoming 2023 ACP Annual Conference, which will take place November 7-10, 2023 at The Davenport Grand in Spokane, Washington.

Key Points: 
  • WILMINGTON, N.C., Sept. 19, 2023 /PRNewswire/ -- The Alliance of Comprehensive Planners (ACP) , a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, recently announced the details of their upcoming 2023 ACP Annual Conference , which will take place November 7-10, 2023 at The Davenport Grand in Spokane, Washington.
  • Early bird pricing is available through October 8th, 2023: $875 for ACP members and $1000 for non-members.
  • Companies that are interested in sponsoring this year's conference can click here for more information on sponsorship opportunities .
  • The 2022 ACP Annual Conference took place in Minneapolis, Minnesota in late September 2022 and featured over 100 ACP members and other attendees.

Phillips 66 Reports Second-Quarter 2023 Financial Results

Retrieved on: 
Wednesday, August 2, 2023
Energy, Oil, Gas, Finance, QatarEnergy, BPD, Cedar Bayou, DCP, GTP, DCP Midstream Partners, EDT, RLP, Public expenditure, Phillips, EBITDA, Acquisition, Investment, Golden Triangle, Webcast, LP, Hand, Phillips 66, Rodeo San Francisco Refinery, Holding company, Petroleum, Midstream

Phillips 66 generated $1.0 billion in cash from operations in the second quarter of 2023.

Key Points: 
  • Phillips 66 generated $1.0 billion in cash from operations in the second quarter of 2023.
  • During the second quarter, Phillips 66 funded $1.3 billion of share repurchases, $551 million of capital expenditures and investments and $474 million in dividends.
  • Phillips 66’s business transformation is on track to deliver $1 billion in run-rate savings by the end of 2023.
  • Phillips 66 is converting its San Francisco Refinery in Rodeo, California, into one of the world’s largest renewable fuels facilities.

RVW Wealth Merges with Eva Barberi Financial Planning

Retrieved on: 
Wednesday, January 19, 2022
Man, Snagglepuss, Certification, Certified Financial Planner, Widow, CFA Council of India, Coaching, GPS, CFP, CDFA, Divorce, CPA, CPAS, Gerber, RVW, Investment, RLP, LLC, Institute, Woman, Financial services, Financial adviser

LOS ANGELES, Jan. 19, 2022 /PRNewswire/ --RVW Wealth is pleased to announce that Eva Barberi Financial Planning has merged into RVW Wealth, LLC effective Jan. 1, 2022.

Key Points: 
  • LOS ANGELES, Jan. 19, 2022 /PRNewswire/ --RVW Wealth is pleased to announce that Eva Barberi Financial Planning has merged into RVW Wealth, LLC effective Jan. 1, 2022.
  • Eva Barberi Financial Planning brings more than 15 years of experience working with women to build collaborative and effective financial plans that reflect the clients' visions for their lives, especially surrounding transitional life circumstances.
  • "We are delighted to welcome Eva Barberi and her affiliates into the senior RVW team," Jonathan Gerber, president of RVW Wealth, said.
  • The inclusion of Eva Barberi Financial Planning will allow RVW to assist women with managing their wealth and planning their financial futures, particularly in unique situations of divorce, widowhood or inheritance.

KKR Grows KREST Industrial Real Estate Portfolio With First International Acquisition

Retrieved on: 
Monday, November 8, 2021
Other Construction & Property, Commercial Building & Real Estate, Construction & Property, Other Manufacturing, Other Transport, Rail, Air, Automotive Manufacturing, Transport, REIT, Manufacturing, Logistics, Supply Chain Management, Retirement, RLP, Insurance, Income, Investment, Growth, Tenant, Atmosphere, Twitter, Walton Street Capital, Asset management, Solution, KKR, NYSE, Rickenbacker International Airport, Mercedes-Benz, Life, CBRE, RPL, Commercial property, Real estate, Car dealership, Financial services, KREST, KKR, KREST, KKR

KKR, a leading global investment firm, today announced that KKR Real Estate Select Trust Inc. (KREST) has expanded its industrial real estate portfolio with two new acquisitions, including KRESTs first international investment.

Key Points: 
  • KKR, a leading global investment firm, today announced that KKR Real Estate Select Trust Inc. (KREST) has expanded its industrial real estate portfolio with two new acquisitions, including KRESTs first international investment.
  • These investments are part of KRESTs stabilized real estate investment strategy, one of the funds three primary investment strategies, which focuses on thematically driven, income-oriented real estate equity investments.
  • KKR Real Estate Select Trust Inc. ("KREST") is a continuously offered, registered closed-end fund that thematically invests in high quality, stabilized, income-oriented commercial real estate equity and debt.
  • KREST is managed by KKR Registered Advisor LLC, an affiliate of KKR & Co. Inc., and utilizes the experience and reach of KKRs global real estate team and the resources available through the KKR platform.