Advisor.Investments

DIS and DAT - The Role of Investment Themes
https://www.advisor.investments/blog-01/role-investment-themes

DIS and DAT - The Race, a broad vs. narrow view
https://www.advisor.investments/blog-01/race-broad-vs-narrow-view

“Ida” (August 2021)
We are reaching out on FB as many are dealing with the effects of Hurricane Ida.
We recognize we both may be faced with unexpected power outages and connectivity challenges where our typical phone and internet communications are not 100% operational. Our contingency plan for remote work is already in place from Covid-19. Keep in mind many of our business relationships such as Schwab, E-mail, Orion, etc. are headquartered in other parts of the country allowing us to continue operations with them. Of course, we realize your situation may be different. As a precaution please note the following:
We want you to have access to your accounts as necessary should there be some unforeseen circumstance. Therefore, if you require immediate assistance, please contact Schwab Alliance at (800) 515-2157. They are aware of the possible issues caused by the weather and will try to help accommodate your situation. PLEASE NOTE: we are unable to accept any trading instructions left on the e-mail or voice mail system.

Listed below is contact information. Please don’t hesitate to call day or night if you need help.
Communication quick Link https://www.mywealthchart.com/bpr
Office group email [email protected]
Company site http://www.advisor.investments/
Facebook https://www.facebook.com/advisorinvestments/
Shane Cell (225) 335-3170 Office # 866-748-0687
James Cell (225) 223-7866 Office # 225-292-0687
Shantelle Cell (225) 235-8401 Office Text # 225-292-0638
Please keep us posted on your situation regardless of the outcome. You may need immediate service or encounter an unexpected situation. Please don’t hesitate to contact us or keep us informed of any changes.
Your team at Advisor.Investments

Advisor.Investments Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana.

DIS and DAT - Returning to Earth - August 2021
https://www.advisor.investments/blog-01/returning-earth

Just read this thinking it sounds so simple and logical but I wonder how many people have avoided all five?

Five Financial Mistakes You Should Avoid We all make mistakes, and through them, we learn. But when it comes to finances, it is best not to take the trial-and-error approach. Maybe you’re making some simple mistakes that can be fixed with a little bit of effort. Your financial advisor can help.

Your investment strategy should be tailored to your unique needs. Learn what to ask your advisor to help guide your investment strategy by reading our recent article.

The Power of Investing Guide Your Investment Strategy to Reach Your Financial GoalsThe minutiae of investing can distract you from your overall financial goals. With a concrete strategy, you have a better chance at achieving returns that work for your individual needs.Your browser does not support HTML5 video.Download the...

Ensuring your financial security during retirement doesn't come without its challenges. Download our free article and learn how to prepare for some of the most common obstacles you may face during retirement.

Ready for Retirement What's your retirement plan? Preparing for retirement looks different today than it did for previous generations. With shrinking social security and company-provided retirement benefits, there are a lot of financial pressures. Luckily, there's help.Your browser does not support HTML5 video.Download...

DIS and DAT - Learning to Run Downhill - February 2021
http://www.advisor.investments/blog/learning-run-downhill

Wishing you a happy and healthy thanksgiving!
Our office will be closed 11.26 & 11.27

Debit Card Stimulus Payment

Watch Mail for Debit Card Stimulus Payment In Plain Envelope Find out how to recognize and use U.S. Treasury economic impact payment debit cards you may receive from the IRS.

To all of our clients, for your safety and our staff, our office will remain closed to the public per . We continue to work remote and remain available to you daily via phone, video call & meetings, and via access with us at MyWealthChart.com . Stay safe and keep in touch..