9 Time Best-Selling Financial Author David Bach gives you advice about recent stock market volatility

9 Time Best-Selling Financial Author David Bach gives you advice about recent stock market volatility

With the markets recently dropping significantly before rebounding and dropping again, we wanted to contact you today with important information regarding this recent volatility.

At Stuart Estate Planning Wealth Advisor, nothing is more important to us than the comfort and confidence our clients have in the plans we have established for their financial future, and with times of market volatility leaving just about anyone feeling a bit unsettled, we wanted to share with you

TWO TIMELY OPPORTUNITIES:

#1. First, we wanted to bring you insights from one of America’s most trusted financial experts and bestselling authors David Bach. David has just released an updated version of his bestselling book, Smart Couples Finish Rich, and he sat down this week to share his thoughts on the state of the market.

CLICK BELOW to listen to this important, 15-minute interview in which David shares:
• His detailed perspective on the past few weeks’ market activity
• The specific steps you may want to take to revisit your current risk tolerance
• Ways to help ensure you feel comfortable about your financial future – regardless of Wall Street’s activity

CLICK ON THE PLAY BUTTON BELOW TO LISTEN TO DAVID BACH

#2. If recent market activity has you wanting to explore a second opinion on your existing financial plan for retirement, we’d love to offer you a no-obligation meeting. To schedule an appointment with our team, simply call 1(800) 807-5558 today!

We look forward to the opportunity to serve you and hope that you find this timely information helpful!

Sincerely Yours,
Craig Kirsner, MBA

The interview with David Bach is intended only for informational purposes only and should not be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety, ect. generally, refer to fixed insurance products, never securities or investment products. A fixed index annuity is not a registered security or stock market investment. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. David Bach does not endorse or recommend Stuart Estate Planning Wealth Advisors. However, he is a co-founder and Director of Investor Education for AE Wealth Management, (“AEWM”) an SEC Registered Investment Adviser, and may financially benefit from any future investment advisory relationship between you and Stuart Estate Planning Wealth Advisors. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Stuart Estate Planning Wealth Advisors are not affiliated companies. AW02181788

Leave a Comment