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Happy Tuesday! Mixed Bag of Economic Data, but How did Markets Perform? Watch our Weekly Market Minute to find out! https://vimeo.com/318247597
Happy Friday! Don’t let empty pockets hold you back from making your financial goals a reality💫 We are here to help! Contact us at www.assetstrategy.com/contact
Weekly Market Report 2-11-19 | Will Last Week Foreshadow the Rest of 2019? Watch the video on our #youtube or #facebook page!
Happy Monday! The start of a new week is often full of new challenges. Let us assist you with any financial challenges that come up. We’re here to help! Contact a member of our team today at www.assetstrategy.com/contact
Happy Friday and February everyone! Here are some upcoming events we have to offer many different audiences check out our website if you are interested in registering today! www.AssetStrategy.com/Events
Weekly Market Report 1-28-19 | Can the Stock Market hold onto these January Gains? Check out our full Weekly Market Report Video on our #facebook, #linkedin, and #youtube page OR at this link: https://vimeo.com/313829068
Weekly Market Report 1-22-19 | Positive Trade Headlines Move Stocks Higher Check out our full Weekly Market Report Video on our Facebook or LinkedIn page OR right here! https://vimeo.com/312772003
AND the #1 Financial Resolution of 2019 is..... to Get Financially Organized! How does one even begin to get financially organized? #1 of our Top 6 Financial Resolutions is MyWealthHQ. Try our wealth planning platform that provides transparency, accessibility, security, and organization for everything that affects your financial life. Available in the App Store or at www.mywealthhq.com If you’d like more information on this topic or any of the Top 6 Financial Resolutions, visit www.assetstrategy.com/contact to get in touch with a member of our team today! You can also learn more by filling out our survey: https://tinyurl.com/ASAfinancialsurvey
What's your Risk Level? Not sure? Follow our "Top 6 Financial Resolutions" series. #2 is Getting your Risk Number. Try our risk solution to quantitatively measure investor risk tolerance, risk capability, and portfolio risk. If you’d like more information on this topic or would like to find out your Risk Number, visit www.assetstrategy.com/contact to get in touch with a member of our team today! Check back tomorrow to see #1 in our Top Financial Resolutions!
Many people aim to spend less and save money in 2019. We can help you get financially organized, by first following our "Top 6 Financial Resolutions" series. #3 is our ASA Financial Wellness Series. Stay on track with our ASA Financial Wellness Series which covers such topics as retirement, social security, college education, risk management, and income planning. If you’d like more information on this topic or would like to view our ASA Financial Wellness Series, visit www.assetstrategy.com/contact to get in touch with a member of our team today! Check back tomorrow to see #2 in our Top Financial Resolutions!
Do you have a plan in place to financially protect your family and estate? You can start by following our "Top 6 Financial Resolutions" series. #4 is our Risk Review Report. View our Estate Planning and Insurance Analysis report to understand the best way to protecting your family, avoid probate and minimize estate taxes. If you’d like more information on this topic or would like to view your personalized Risk Review Report, visit www.assetstrategy.com/contact to get in touch with a member of our team today! Check back tomorrow to see #3 in our Top Financial Resolutions!
Do you want to stay informed on what's going on in the market but not get caught up in the flashy headlines? For starters, follow our "Top 6 Financial Resolutions" series. #5 is our Weekly Market Minute. Subscribe to our Weekly Market Minute where we break down what is effecting the markets as well as give a preview of what might be ahead. If you’d like more information on this topic or would like to subscribe to our Weekly Market Minute, visit www.assetstrategy.com/contact to get in touch with a member of our team today! Check back tomorrow to see #4 in our Top Financial Resolutions!
Just 8% of People Achieve their New Year's Resolutions. Achieve your financial goals for 2019 by following our "Top 6 Financial Resolutions" series. #6 is to Utilize New Tax Strategies. Subscribe and visit our Tax Strategies Resource Center which includes: Opportunity Zones, 1031 Delaware Statutory Trusts (DST) and Private Placement Insurance. If you’d like more information on this topic, visit www.assetstrategy.com/contact to get in touch with a member of our team today! Check back on Monday to see #5 in our Top Financial Resolutions!
Is one of your 2019 Resolutions to save money? Are you making any of these money mistakes? Follow these helpful tips to financially organize your expenses and help you budget efficiently! Read the full article here: https://tinyurl.com/ASANews14
Do you want to save more and spend less in the new year? Asset Strategy Advisors is a trusted advisor to investment stewards and fiduciaries utilizing prudent process, transparency and a consultative approach to strengthen the financial future for America’s work force. We aim to help individuals and families accumulate, protect and transfer their wealth. We help them to define, plan and work to achieve their financial goals. In addition, we aim to help corporate and not for profit retirement plan sponsors deliver a program that protects fiduciaries and truly changes participant behavior to drive meaningful outcomes. Questions? Contact a member of our team at www.assetstrategy.com/contact
Happy New Year! As we transition into 2019, here a few economic indicators to pay attention to do you know how to manage your money and plan for your financial future. If you have any questions, contact a member of our team at www.assetstrategy.com/contact Read the full article here: https://tinyurl.com/ASANews13
#MotivationMonday budgeting is a key🔑 way to keeping your finances in check. Need help getting organized? Head over to the App Store to download the MyWealthHQ app and help you budget more efficiently!
An inside look at one of our recent meetings, discussing new ideas, strategies, and goals for the 2019 year ahead. If you need help planning your financial future, contact one of our team members at www.assetstrategy.com/contact
 

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