Rene A. Negron, Financial Professional, and Partner of Private Client Group

Yesterday, March 9th, was International Women’s Day, celebrating the women who build, lead, and grow businesses.
Women entrepreneurs drive innovation, create opportunity, and turn vision into impact—often while rewriting the rules along the way. Their achievements strengthen our economy and expand what’s possible.
Here’s to the builders, risk‑takers, and leaders shaping the future.

👩‍💼📚 Happy Women's History Month! As we celebrate this special month, let's take a moment to reflect on the immense contributions women have made to the world of finance, business, and beyond.

Pioneering Women in Finance: Women like Abigail Adams, who, back in the 18th century, wisely invested in government bonds, and Hetty Green, known as the "Witch of Wall Street," who became one of the richest women in the world in the late 19th century. They paved the way for future generations of women in finance.

Present Day Leaders: Today, we have extraordinary women leading financial institutions, government bodies, and startups, demonstrating that finance is no longer a 'men's club'. Women like Janet Yellen, the first woman to chair the Federal Reserve and now the U.S. Treasury Secretary, and Mary Barra, the CEO of General Motors, are leading the way.

Empowering the Next Generation: As we forge ahead, let's continue to break barriers, shatter glass ceilings, and pave the way for the next generation of women in finance.

This month, we salute the women who've bravely charted their own path in finance and have inspired countless others to do the same. 💪💼

Remember, every investment we make today can build a stronger financial future for all women tomorrow.

Check out the LPL's Market Signals Podcast "Tariff Ruling Reaction and Strategic Allocation Snapshot".

Supreme Court Tariff Decision: Market Impact & Strategy LPL strategists analyze the Supreme Court's tariff ruling and share updated asset allocation guidance. See how markets responded and what it means for clients.

Check out LPL Financial Research's Weekly Commentary on the market: "Corporate America Cleared a High Bar This Earnings Season".https://static.fmgsuite.com/media/documents/4ce748f8-b061-4c51-9842-3f632446c80f.pdf

Wishing you a day filled with gratitude this Thanksgiving!

As the year winds down, it's the perfect time to review your financial goals and set yourself up for success in the coming year. Empower your financial well-being with the right strategies tailored to your needs. Prepare for a prosperous future by reaching out to me for guidance. Together, we will address your financial goals!

Join us to learn how to plan for your financial legacy: from conversations with loved ones, to the right questions for your financial professional, to concrete planning strategies- this is the primer you need to make the most of your wealth.

Contact me for more information.

[email protected]
305 670 7626

It’s National Influenza Vaccination Week!

Getting your flu shot isn’t just about protecting yourself; it also helps keep your family, coworkers, and community healthier.

This also means fewer sick days, having a stronger immunity, and helping create a safer season for everyone.

Let’s look out for one another this flu season.

Over the next few decades, trillions of dollars are expected to shift from baby boomers to their surviving spouses and their gen-X and millennial heirs. This historic transfer of wealth presents both challenges and opportunities.

From estate planning to investment strategies, understanding the impact of this transition is key to helping secure your financial future. Let’s connect and make sure you’re ready!

Looking for a different way to 401(k)? We have the strategy. Pooled employer plans (PEPs) are a new way for employers like you to offer a 401(k) to employees, but with specific advantages for you as the business owner. With a PEP, you’re able to offload most complex aspects of running a retirement plan—including most fiduciary responsibility. Check out our fun informative video to learn more: https://fast.wistia.net/embed/iframe/4xlo6knklz?videoFoam=true