🎙️ Purpose Driven Finances – Aired on March 29, 2025
🔹 First, Let’s Talk the Portfolio
- Did You Sell the Rip?
- Markets rallied — did you react emotionally or stick to your process?
- How Servus Capital Manages Money
- A reminder of our disciplined, active approach.
- How We're Different from Most Retail Firms
- No cookie-cutter portfolios. No “wait it out” advice without real strategy.
- Why Try to Skip the Tough Times?
- It’s not about avoiding volatility — it’s about navigating it with purpose.
🔹 Break
📞 Contact me to review your financial plan — portfolio, goals, risk… all of it. Let's make sure you're on track.
🔹 Earthquakes in Myanmar: Pray for them
- Volcanic activity in Washington State
🔹 Liberation Day – April 2
A look at shifting trade policy and what it means for your money:
- America First Trade Policy
- Tariff rate updates
- The “E3” Principle: Explicit, Extensive & Enforced
- Reciprocal tariffs explained: Matching foreign duties and compensating for trade barriers
- Why It Matters
- Concerns about inflation, declining consumer spending, job losses
- What’s the ripple effect — and how do we plan for it?
- Planning Amid the Turmoil
- Do you have a real process or just hope?
- Are you on the tracks… or off? Can your advisor help you get back on?
- Does your advisor have a process — or just opinions?
📞 Let’s review your process, portfolio, and plan today. Call 434-316-0246 or visit ServusCM.com.
