Spring this year seems different, and more exciting. As more people are getting vaccinated and things are opening up it just feels better. Optimism combined with the good weather has me smiling more now than usual.
One of my key strategic partners, First Trust, has been extremely helpful providing guidance to my practice and my clients. They have been a true leader in research. The past year they held weekly conference calls with their top experts.
Their insights helped me have the confidence to not hit the panic button. They helped me identify opportunities to
I feel lucky that they offered to have Robert Carey, CFA share his thoughts with my clients on May 11th.
Bob has over three decades of experience as an Equity and Fixed-Income Analyst and is Chief Market Strategist.
Bob travels throughout the United States giving brokers and investors clear and concise analysis in understanding the markets, current trends and what he believes are opportunities today and beyond.
As a guest on television and radio programs including Fox Business, Bloomberg TV, CNBC and Chicago’s WBBM Newsradio 780’s Noon Business Hour, Bob imparts his views to a large audience. He has also been quoted by several publications, including The Wall Street Journal, The Wall Street Reporter, Bloomberg News Service and Registered Rep
Please see flyer.
There will be a Q&A section at the end of the meeting, but if you want to send me your questions ahead of time I will be sure Bob addresses them during the session
WEBEX DETAILS
Tuesday, May 11
4:15 pm – 5:00 pm ET
WebEx Link
Password: FirstTrust
Dial In: 312-535-8110
Access Code: 133 901 2949
Please use the WebEx link and utilize your computer’s audio.
Use Dial-In Number if computer access is not available.
Lines are open 5 minutes prior to the WebEx.
This WebEx is for educational purposes only. No investment products will be discussed.
$500 - Available to DIY and DIWM subscribers (included with DIFM package)
An in-depth review of your current portfolio of investments, based on my proprietary Thrive Method, a program I’ve developed over decades of experience. You’ll receive a custom-generated list of suggestions, actions, and strategies to help maximize your investment and asset allocation. The review features a calculated risk analysis, current cost analysis, and investment performance analysis.
$750 - Available to DIY subscribers (included in other packages)
A one-page financial plan that not only contains information about your current situation but also provides insights to help guide future-focused strategies and decisions. Imagine taking tens if not hundreds of pages of financial data and distilling it into an actionable doctrine - this is the Thrive Certified Financial Planner Review.
$250 Each - Available to DIY subscribers (included in other packages)
We create a customized, concise, and easily accessible plan to address a specific issue you’re concerned with and outline how to approach it. Some examples include college planning, pension options, retirement readiness, early retirement healthcare, social security, and many more!