Investors can get caught projecting past performance into the future because it is so hard to imagine a future that is different from today.
FAFN - Schwab accounts will FINALLY move to SAA Schwab on March 9th and Skye - Schwab accounts will move the last week of March. We will be nicely settled, for good at SAA by the end of the 1st Quarter. 😊 Why does this matter to you? Look for the SAA Engagement Agreement and for us to move on to your risk tolerance and Investment Policy Statement.
If you have been wishing you owned Tesla, but Elon Musk got on your nerves…you might be happy you were on the sidelines!
Partner Profile | the face of financial advice just got brighter.
Julie Skye | Julie launched Skye Advisors in 2017 and is a co-founder of Sustainable Advisors Alliance. Reach Julie at 918-408-7981 & julie@sustainableadvisorsalliance.com
Krista Strohoffer | is a co-founder of the Sustainable Advisors Alliance, which launched in January 2021. Reach Krista at: 303.413.6025 & krista@sustainableadvisorsalliance.com
Required Disclosures: Always read the fine print!
The foregoing content reflects the opinions of Sustainable Advisors Alliance LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
A picture is worth a thousand words! If you are feeling whip-lashed and are wondering why the market can’t seem to find it’s footing…you are not alone. But, enter stage left, “Hidden Levers” out tech platform that lets us do sensitivity analysis with different economic and market scenarios. 😲😲 Why does this matter to you? Our time-tested play book was with us in 1987, in 2000 and then in 2007. What seems like chaos is really just what the doctor ordered: a stronger economy that will bring higher yields, where we will FINALLY be able to put some of your cash to work. The end result will be higher dividends and money in your bank. Here are 3 possible scenarios and all involve higher dividends.
