LPL Financial, Baird, an FPA Major Award, Riskalyze Integration and More
Next Level Private announced it became a fully independent registered investment advisor. The firm, which was formerly associated with UBS as Mitchell WealthCare, does not require a minimum from clients. The eight-person team has $850 million in assets under management.
What Do I Do Now? 5 Strategies for a Volatile Market
2022 has recently come to an end and good riddance. It is an understatement to say that it was a challenging year in the financial markets with soaring interest rates, skyrocketing inflation everywhere you look, a war in Ukraine, many economic heads predicting doom and gloom, and ultimately a recession in 2023. This all leads to the question: what DO I DO NOW?
Five Mistakes on the Road to Financial Success
When it comes to achieving financial success, all too often people end up being their own worst enemy. Letting emotions such as fear or greed drive your financial decision-making will often result in the exact opposite of what you are trying to achieve.
The Investing Conundrum: Too Much Information but Not Enough Wisdom
Achieving financial success is a long-term proposition. That’s something you may not realize if you regularly watch any of the broadcast and online financial networks.
That Nagging Question – Do I Have a Broker or a Fiduciary? And Why Does it Matter?
Barry Mitchell explains the key differences between working with a broker and working with a fiduciary, and why that distinction can have a meaningful impact on your financial future.
Keep Your Focus on the Long Ball
Professional golfers spend more time and focus on their short games than any other aspect of golf…It strikes me that successful investing requires the exact opposite paradigm.
SLICE OF RYE: The People Principle
Success is rarely built on strategy alone. In “Slice of Rye: The People Principle,” NXT Private reflects on the importance of relationships, trust, and the human side of business — and why people remain at the center of meaningful growth.
The Face of Financial Advocacy
Next Level Private works to put clients in a better financial position every single day. We offer a full range of financial services, including goals-based planning, fiduciary advice, and financial advocacy. “My team and I get to the office every day asking ourselves, ‘What can we do today to make life better for our clients?”
Barry P Mitchell Jr of Next Level Private: Five Things You Need to Be a Highly Effective Leader During Turbulent Times
With a financial services career spanning more than 34 years, Barry P. Mitchell, Jr. is eminently qualified in his role as a trusted advocate helping clients navigate every type of market environment. He founded Next Level Private as an independent fiduciary advisor to serve their best interest.
Not just for the uber-wealthy
What happens when retirement planning moves beyond numbers and starts with purpose? In this insightful article for Rethinking65, Barry Mitchell explores why understanding your “why” may be one of the most important parts of preparing for retirement.