I like to call those who see opportunity in challenging times “thrivalists”—because they don’t just survive, they thrive.
To thrive in this time, it’s important to have a strategy for responding to extreme market volatility— something we’ve seen a lot in the past year.
Webinar: Thriving in Volatile Markets
To help investors understand what’s happening and what the future could hold, I’m presenting a webinar on
January 19th at 10:30am and 6:30pm
I’ll discuss:
– Why volatility happens and what history has shown us about volatile markets
– How most of us tend to respond to market volatility, and how we can train ourselves to respond
– How to build a strategy designed to take into account all market environments
During this presentation, investment products and fee-based advisory business will be discussed, which have various risks, including loss of principal, and may not be suitable for every investor.
$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!