Preparing for Liberation Day

🎙️ 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.