Anderson Wealth Management Group - Stifel

Anderson Wealth Management Group - Stifel

Share

01/12/2024
11/03/2022

Most people I talk to are nervous about the economy and their investments. We have a FDIC guaranteed savings account currently paying 3.5% interest ($100,000 initial deposit). Bond yields are more attractive than they have been in over a dozen years. How are you evaluating the performance of your advisor? Maybe it's time for an objective 2nd opinion...

In light of Financial Literacy Month, join us for a special client webinar hosted by Stifel's Director of Behavioral Finance, Sneha Jose, where she will discuss how Behavioral Finance can help you navigate times of market volatility. 04/06/2022

Is your portfolio customized to your behavioral preferences? Join us at this webinar to learn how your personal behavioral attributes should be used to model your portfolio. Direct message me if you'd like to take our Financial ID questionnaire. Note - it isn't about Financial IQ! It's about composure, perceived expertise, market involvement, etc.

In light of Financial Literacy Month, join us for a special client webinar hosted by Stifel's Director of Behavioral Finance, Sneha Jose, where she will discuss how Behavioral Finance can help you navigate times of market volatility. CLIENT WEBINAR: Investing During Volatile Times

Want your business to be the top-listed Finance Company in Boise?
Click here to claim your Sponsored Listing.

Address


800 W. Main Street, Suite 1260
Boise, ID
83702

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm