[VIDEO] Is Your Retirement Vehicle Adaptiv?

[VIDEO] Is Your Retirement Vehicle Adaptiv?

Dear Friend:

A little over 2 weeks ago, we had a great time enjoying good food and company while talking markets with over 100 clients and guests.We appreciated all those who could make it (even with the snow!) and for the tremendous feedback.

For many, their schedule doesn’t always allow them to attend these free education events. So, we recorded it for you. In this video, we dig into some very interesting developments (like Tariffs and Trade Wars) and review how the Adaptiv System helps protect our clients from unnecessary risk.

If your retirement vehicle isn’t Adaptiv or you want to check out how our Adaptiv System works, this is the video for you. Click the link below and enjoy.

We hope you enjoy the insights provided.
You can reach out to us at myteam@clientfirsttaxandwealth.com or 262.335.1700 if you’d like to learn more about the Adaptiv Investment Management System. ​
Enjoy your weekend!
David Zarling

Partner, Head Of Investment Strategy & Research
Client First Tax & Wealth Advisors

P.S. We also have a link on this topic on our Facebook page and Twitter Account. We update these accounts daily. Feel free to follow us on Facebookor Twitter to get the latest.

By | 2018-05-04T20:31:13+00:00 May 4th, 2018|Blog, Equities, Financial, International, Security, Stocks|0 Comments