EPISODE · Mar 31, 2025 · 29 MIN
Preparing for Liberation Day
from Purpose Driven Finances · host Servus Capital Management | Allan Malina | Financial Advisor
🎙️ 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 MoneyA reminder of our disciplined, active approach.How We're Different from Most Retail FirmsNo 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 PolicyTariff rate updatesThe “E3” Principle: Explicit, Extensive & EnforcedReciprocal tariffs explained: Matching foreign duties and compensating for trade barriersWhy It MattersConcerns about inflation, declining consumer spending, job lossesWhat’s the ripple effect — and how do we plan for it?Planning Amid the TurmoilDo 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.
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Preparing for Liberation Day
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