Arta Finance

The ultra-rich have financial superpowers that most of us don’t even know about.  That changes today.  Introducing Arta, the “Digital Family Office”. With the help of deep tech and AI/ML, our mission is to bring these superpowers to millions more globally 👉 https://lnkd.in/guGzS_Re

What does wealth management mean to you? For most, it's a personal journey, shaped by our unique background and experiences. Arta member Natasha W. tells her story of building generational wealth, grounded in her immigrant roots. #financialknowledge #financialhealth #techcommunity #wealthbuilder #financeprofessional #financialjourney #wealthtips

Stock options are no longer just a perk—they’re becoming a core part of employee compensation, right alongside salary and 401(k) plans. This shift is prompting a new generation of workers to incorporate equity compensation into their retirement strategies. But what does this mean for the future of retirement planning? David Oh, JD, LLM, Arta’s Head of Tax and Estate Planning, dives deep into this topic in the recent BenefitsPRO article, "Equity Compensation: The New Retirement Plan?" A big thank you to Lynn Varacalli Cavanaugh for her support on this piece 🙏 Discover how equity compensation is reshaping the way employees plan for the future. 👉 Read David Oh’s expert insights (article link in first comment):

Thank you #ITC24 for highlighting me as a speaker for InsureTech Connect!

We’re hearing from many Arta members that they’re bullish on AI, but concerned the upside may be already priced in for many stocks. So, what to do from here? One option (pun intended) to consider: Derivatives. They can be structured to express a market view and potentially deliver returns across a wide range of outcomes. This is the investment thesis behind Arta’s income-focused structured product, Yield August 2024. It’s linked to two AI semiconductor leaders — Nvidia, and AMD — and targets substantial quarterly income if valuations hold up reasonably well. Arta Members: Learn more about Yield in your Arta app or at the live info session next week hosted by our derivatives team. 🔹Introducing Yield 🗓️ Tuesday, Aug 27, 2024 at 4 p.m. PT 💻 Check your email or Arta web app to register The investment window is open through September 5, 2024. If you’re not an Arta member yet, create your free account today to learn more (link in comments). See important disclosures here: https://lnkd.in/gxEQKThK

Hear from Arta Finance CEO, Caesar Sengupta, on our mission at Arta: "Using technology, we believe we can unlock the same financial superpowers that the ultra-wealthy have, and that involves a set of very sophisticated ways in investing in public markets." This is just a highlight from the @Tearsheetco podcast— dive into the full episode via the link in the comments! #financialknowledge #wealthbuilder #mindsetquote #mindsetgrowth #successfoundation #successmind #techcommunity #techinnovation #techskills #wealthylife

Global sports events like Paris 2024 inspire us with tales of determination and comeback. Just as athletes face challenges and rise above, we can apply the same resilience to our financial journeys. 💪 Swipe through to learn how to invest with the mindset of a champion! 🏅 #financialempowerment #financialwellness #financialplanner #financialsuccess #financialtips #financialknowledge #financialhealth #fintechstartup #financeprofessional #wealthbuilder

Will September be the moment to buy, sell or refinance? Emmy Sakulrompochai, Arta’s Head of Investment Advisory, weighs in here. A must-read for if you’re watching the housing market in CA.

💡GP Stakes is a unique type of private equity investing, now available to qualified purchasers at Arta. With this strategy, you gain access to multiple streams of potential returns, each tied to the performance and management of underlying fund managers: 1️⃣ Carried Interest - Participate in the upside when the underlying funds perform. 2️⃣ Management Fees - Earn a share of the contracted management fees. 3️⃣ Balance Sheet Investments - Benefit from returns of the GP's co-investments in promising companies. Explore how GP Stakes can enhance your investment strategy (link in comments). #GPStakes #WealthBuilding #privateequity #financialsuccess #financialtips #financialknowledge #financialhealth #financialgrowth #financialjourney #fintechstartup #privatemarkets

💭 In reaction to this article: Fortune, Alicia Adamczyk: Tech stocks’ wild ride makes the case for index-fund investing, says Wall Street guru Burt Malkiel: https://lnkd.in/g4jHgj4S While I agree with Malkiel that nobody can consistently time the market, and attempts to do so are more likely to fail than succeed, human instinct often drives us to try anyway. The same goes for sector selection. Knowing this, my perspective is that we can consider developing a systematic approach to manage both you and your portfolio, acknowledging these tendencies while safeguarding your long-term financial goals. ⏱ Market Timing vs. Sticking to Your Plan Market timing—trying to buy at the bottom and sell at the peak—is notoriously difficult and rarely successful. Emotions like fear and greed often lead to poor decisions, whether it’s chasing rising markets due to FOMO or panic-selling during a downturn. In my experience, the best advice remains consistent: Stick to your long-term plan. If you don’t have one, it’s crucial to create one. 🔑 What Is a Long-Term Plan and Why Do You Need One? A long-term investment plan aligns your portfolio with your financial goals, risk tolerance, and time horizon. Rather than reacting to short-term market fluctuations, this plan focuses on steady growth and instills the discipline needed to navigate volatility. A well-structured plan keeps you on track, avoiding emotional decision-making, and ensures your strategy is built to handle market uncertainties. 💡 How to Build a Long-Term Plan When constructing a long-term, diversified portfolio, the core & satellite approach can be highly effective. Your Core Portfolio is the stable foundation, comprising diversified investments across asset classes, sectors, and geographies. This strategic allocation can provide steady growth and resilience, reducing the urge to time the market or chase top-performing sectors. The Satellite Portfolio is a smaller, more tactical portion, allowing for more opportunistic investments in specific trends or emerging sectors. The idea is to complement the stability of your core portfolio while offering potential for additional returns. While many advise against market timing or sector picking, the reality is that most investors still attempt it. One idea - consider doing so within your satellite portfolio. Ensure your core portfolio is well-diversified to navigate different market environments, so you’re not swayed by emotions. This way, you can remain confident in your long-term strategy. Finally, consider tax implications and investment costs. Even a well-diversified portfolio can fall short if with high costs and low tax efficiency. At Arta, we help our members seamlessly integrate these factors. Our platform builds portfolios that are not only well-diversified but also tax-efficient, cost-effective, and aligned with your goals. This approach can maximize risk-adjusted returns while supporting long-term wealth preservation and growth.