Markets were mixed in February as investors dealt with a number of uncertainties... Check out our most recent newsletter for a recap of the month, an overview of broad market returns, an updated score on market health, and more! https://lnkd.in/eZakjUCP
Aspire Wealth Advisory
金融服务
Grand Rapids，Michigan 65 位关注者
Aspire Wealth is an independent Registered Investment Advisor focused on holistic financial planning.
关于我们
Aspire Wealth is a fee-only independent Registered Investment Advisor focused on comprehensive, holistic financial planning and investment management. We uphold a fiduciary level of care as we always act in the best interest of the client. Based out of Grand Rapids, Michigan, we are able to work with people across the country, leveraging technology when face-to-face meetings are not possible. Through our planning process, we provide honest and unbiased advice, helping individuals reach their goals and achieve their dreams. Every financial plan we run is unique as no one situation is the same. Assisting the plans, our managed portfolios are designed to enhance your return/risk tradeoff and reduce taxes while providing a transparent, diversified asset allocation. The portfolios follow a systematic process based on in-depth research, removing the negative impact that irrational emotions may have on a portfolio.
- 网站
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https://aspirewealthadvisory.com
Aspire Wealth Advisory的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Grand Rapids，Michigan
- 类型
- 私人持股
- 创立
- 2019
地点
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主要
获取路线
2025 E Beltline Ave SE
402
US，Michigan，Grand Rapids，49546
Aspire Wealth Advisory员工
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Andrew VanDerSchaaf, CPA
Co-Founder / Head of Business Development at Advisor 123 & Head of Client Strategy at Aspire Wealth
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Derek Prusa, CFA, CFP?
Co-Founder and Head of Investment Strategies at Advisor 123 Co-Founder and Owner at Aspire Wealth Advisory
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Benjamin Webster, CFP?
Co-Founder and Head of Financial Planning at Advisor 123 / Co-Founder at Aspire Wealth Advisory
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Curtis Wells, CFP?
Head of Planning at Aspire Wealth & Advisor 123
动态
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With recent headlines and uncertainties causing some volatility in recent weeks, we wanted to send out a quick update to provide some perspective and clarity on markets. https://lnkd.in/enSEK-vc
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding PCE inflation, and provides his thoughts for the week ahead. https://lnkd.in/ev5v53_p
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding consumer sentiment, and provides his thoughts for the week ahead. https://lnkd.in/ejuXQ25W
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding inflation, and provides his thoughts for the week ahead. https://lnkd.in/eDbsfmn6
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding the labor market, and provides his thoughts for the week ahead. https://lnkd.in/dtDUhNAd
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding GDP growth, and provides his thoughts for the week ahead. https://lnkd.in/ebZkx7zX
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding consumer sentiment, and provides his thoughts for the week ahead. https://lnkd.in/eBekagTK
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding inflation, and provides his thoughts for the week ahead. https://lnkd.in/ehwJEUmE
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Welcome to the Weekly Wake-Up! In this episode, Derek reviews market moves for the previous week, a key chart regarding the labor market, and provides his thoughts for the week ahead. https://lnkd.in/ebQrJbkC