Portfolio Themes 1.9.24
Channel: Chevalier Wealth
Date: 10/01/2024

This piece will include topline updates from our Chief Investment Officer on key themes and market trends that may impact your portfolio.

Strategy Based Financial Advice,

❤️[THE RETIREMENT INCOME PLANNER]
Achieve Your Successful & Secure Retirement
https://www.chevalierwealth.com/services/retirement-planning
*Copy & Paste Link

👍 [ QUESTIONS ABOUT RETIREMENT?]
APPLY FOR A RETIREMENT STRATEGY CALL WITH ME.
https://www.chevalierwealth.com/contact
*Copy & Paste Link

📈 [FIND IF YOUR INVEWSTMENTS ARE IN LINE WITH HOW YOU FEEL ABOUT MONEY]
https://www.chevalierwealth.com/services/investment-planning
*Copy & Paste Link

🙏 [FINANCIAL CALCULATORS]
https://www.chevalierwealth.com/calculator-library
*Copy & Paste Link

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, Tax, Consulting and Education services offered through Chevalier Wealth & Associates (CWA Management LLC). Chevalier Wealth & Associates (CWA Management LLC.) is a separate and unaffiliated entity from Simplicity Wealth, LLC and Simplicity Solutions, LLC.