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Kevin Shah is a LPL Registered Representative and securities and advisory services are…
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Kevin Shah, CFP® reposted thisKevin Shah, CFP® reposted thisInterest rates are one of the developments we’re watching closely, but the more important question is what they mean for the decisions ahead. Kevin Shah, CFP® shares why a higher-for-longer environment can affect planning differently for business owners, pre-retirees, and anyone making decisions around debt, financing, or future distributions.
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Kevin Shah, CFP® shared thisWalking the floor at Future Proof a couple weeks ago, it felt like every problem in our industry had a booth. What helped most was going in with a short list. Two or three things we want to get better at as a firm, and everything else could wait. That focus led us to a few tools and ideas worth bringing home, and most of them come back to one goal. More time for our advisors to spend with the people they serve. It came up again in a roundtable I joined. The best teams are built with the same intention, with specialists supporting the advisor at every level. Focus is a big part of how we work at Revant Wealth and it was good to be reminded of why it matters. And of course, it was great to catch up with old colleagues and meet a few new friends along the way! Grateful to be part of an industry that's embracing AI to better serve the households and people who count on us.
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Kevin Shah, CFP® reposted thisKevin Shah, CFP® reposted thisThere are parts of this work that happen far beyond portfolio reviews and planning meetings. Last week, Avi Pai, CFP® joined a group of fellow LPL advisors on Capitol Hill for conversations with legislators around the GROWTH Act and how the tax treatment of reinvested mutual fund distributions can affect long-term investors. For Avi, being part of those conversations matters because policy eventually makes its way back into the financial lives of real people. The rules around investing, taxation, and long-term compounding can shape the decisions families make and the outcomes they are working toward over time. What made the trip especially meaningful was having his son there with him. He had the chance to sit in on meetings, meet legislators, ask questions, and see firsthand a side of Avi’s work that rarely shows up in the day-to-day. A few moments from two days in Washington that brought together policy, perspective, and a pretty memorable father-son experience.
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Kevin Shah, CFP® reposted thisKevin Shah, CFP® reposted thisI spent the last 2 days on Capitol Hill with a select group of LPL advisors, talking with legislators about the GROWTH Act — a bill that would let mutual fund investors defer capital gains on reinvested distributions until they actually sell, instead of getting taxed on gains they never touched. It's a fix that brings fund taxation in line with how stocks and ETFs already work. Why does it matter to me and my clients? It can make a huge difference for long-term investors, especially those just starting out, since letting reinvested gains compound untaxed can meaningfully grow wealth over time. The added bonus: my son Aryan joined as my invited guest. Getting to show him this side of the work meant more than the meetings themselves. Thanks to Tom Gannon, Mary Kate Clement , and my awesome group leader Cameron Ricker for making these conversations happen, and for letting Aryan be part of it. #GROWTHAct #RevantWealth #LPL #LPLPAC
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Kevin Shah, CFP® shared thisSuper excited to launch Revant Wealth’s new website! Thank you to everyone on the team who contributed their time, ideas, and patience to bring this to life. Since we started the journey to build Revant, we've put two objectives at the center of how we built our new brand: our Clients and their Dreams. From how we introduce our team to how we walk through our process, the new site gives the clearest picture yet of who we are and how we work with clients, including a first look at #DreamPath, our approach to the client experience. Proud of what we built, and grateful for the clients who make it worth building. #DreamPathKevin Shah, CFP® shared thisWe have some exciting news! The new Revant Wealth website is officially LIVE! This has been a major project behind the scenes, and we’re incredibly excited to finally share it. Our goal was to create a digital experience that feels more like Revant - thoughtful, clear, refined, and built around the people we serve. From the way we introduce our team to how we explain our approach, the new site gives a much better picture of who we are, what we do, and what it’s like to work with us. And now, it’s yours to explore! Take a look around, meet the team, learn more about Revant, and see what we’ve been building. revantwealth.com We’re proud to have this next version of Revant out in the world!
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Kevin Shah, CFP® reposted thisKevin Shah, CFP® reposted thisWe have some exciting news! The new Revant Wealth website is officially LIVE! This has been a major project behind the scenes, and we’re incredibly excited to finally share it. Our goal was to create a digital experience that feels more like Revant - thoughtful, clear, refined, and built around the people we serve. From the way we introduce our team to how we explain our approach, the new site gives a much better picture of who we are, what we do, and what it’s like to work with us. And now, it’s yours to explore! Take a look around, meet the team, learn more about Revant, and see what we’ve been building. revantwealth.com We’re proud to have this next version of Revant out in the world!
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Kevin Shah, CFP® reposted thisKevin Shah, CFP® reposted thisGeopolitical uncertainty naturally gets investors’ attention. But headlines are only one part of what’s happening in the market. Kevin Shah, CFP® shares why he continues to look beyond the uncertainty and focus on the underlying fundamentals shaping market performance.
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Kevin Shah, CFP® reposted thisKevin Shah, CFP® reposted thisMany people are doing the right things financially. They’re saving consistently, building assets, and working toward their goals. What often gets less attention are the unexpected circumstances that can take a plan off course. Avi Pai, CFP® shares why a good plan should account for both.
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Kevin Shah, CFP® reposted thisKevin Shah, CFP® reposted thisBefore Avi Pai, CFP® became a financial advisor, he studied computer science and expected to build a career in programming. When he later began taking financial planning courses, part of the work felt surprisingly familiar. In computer science, you start by understanding how a program is supposed to work before you begin writing the code. Comprehensive financial planning appealed to him for much the same reason: understand what the plan is meant to accomplish first, then determine how the individual pieces should be built around it. It is a small part of Avi’s story, but one that still shows up in how he approaches the work today. Good financial decisions matter, but so does understanding what those decisions are ultimately meant to support. A few behind-the-scenes moments from Avi’s recent conversation with Gregory Lai.
Kevin Shah, CFP® commented on a post
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Congrats on this next chapter Brian Resnick, CFA!!
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Kevin Shah, CFP® liked thisKevin Shah, CFP® liked thisPeople are dropping their CFP designation right and left. What does the CFP Board do? Increase CE hours by 10..... 🤦♂️
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Kevin Shah, CFP® liked thisKevin Shah, CFP® liked thisInterest rates are one of the developments we’re watching closely, but the more important question is what they mean for the decisions ahead. Kevin Shah, CFP® shares why a higher-for-longer environment can affect planning differently for business owners, pre-retirees, and anyone making decisions around debt, financing, or future distributions.
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Kevin Shah, CFP® liked thisKevin Shah, CFP® liked thisPeople think building your own version of existing products is dumb. And for most rational consumers, it is But vibe-coding criticism misses why people hack on stuff. They do it for the love of the game This guy is replacing WHOOP’s software and swapping his band for a £20 generic one from China Forking and customizing open-source WHOOP replacement software. Accepting worse step and strain data Giving up firmware updates. Piping his data into a separate, self-hosted AI health agent So he gets his own UI, saves a bit of money and has more control over his data This is ridiculous behavior for most WHOOP users paying $20/mo for a product that works out of the box But that's not the point! People like taking things apart, understanding how they work, and putting them back together differently AI isn't killing vendor lock-in, it's making it easier to act on your engineering impulse
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Kevin Shah, CFP® liked thisWhat the heck is going on here?Kevin Shah, CFP® liked thisThe plot thickens. 👀 Steve Ballmer got a one-year ban from his own arena, but this drama goes beyond a routine slap on the wrist. 🤔 Ballmer served 14 years as Microsoft's CEO. What does it say to see a billionaire tech titan caught up in alleged money-shuffling? 📺 What's a company like Daktronics (which makes jumbo TV screens for arenas) doing "sponsoring" basketball players? 🏀 How does $30M+ end up in a superstar player’s pockets via "no-show" endorsements? Chris and Hao share the full story (and what it means for shareholders now that the SEC is involved) in our most recent podcast. Get the full scoop! https://lnkd.in/e4aTrMgM
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Kevin Shah, CFP® liked thisKevin Shah, CFP® liked thisEnjoyed my time with Bloomberg today, talking about everything from AI and advisor independence to wealth transfer and consolidation. Different conversations that come back to the same thing… financial decisions are getting more complex just as the tools available to help navigate them are getting better. Better tools don't make advice less important—they raise the standard of what's possible. The real opportunity is helping advisors spend less time on the mechanics and more time on judgment, context, relationships, and what clients need them for. Thanks to Jessica Menton, Paul Sweeney, and Dani Burger for the thoughtful discussions. https://lnkd.in/esRrpjWs https://lnkd.in/ep8uZFhYWatch LPL CEO: AI Won’t Replace Advisors - BloombergWatch LPL CEO: AI Won’t Replace Advisors - Bloomberg
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Kevin Shah, CFP® liked thisKevin Shah, CFP® liked thisI’m excited to begin a new chapter at Goldman Sachs as a Managing Director. I’m incredibly grateful to the many colleagues, mentors, clients, and friends who have been part of the journey to this point. Looking forward to what’s ahead and to the opportunity to build alongside a remarkable group of people.
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