Aerial Wealth Advisors

At Aerial Wealth Advisors, our goal is to offer financial insights. Led by Jim and Megan Sandbothe, our team’s diverse experiences, from military precision to strategic financial planning, serve to help guide you in building a financial plan for your future. Our mission is to offer a personalized approach to financial planning, aiming to give you a clearer understanding of your financial landscape, and work together towards achieving your objectives. Ready To Elevate Your Financial Future? Visit https://lnkd.in/gUsrussv to learn more. -- Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments. This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.

Candlesticks offer a snapshot of market sentiment at a glance: The body reveals the open and close prices. The wicks highlight the high and low prices during the timeframe. Green or red? That shows who had control—buyers or sellers. Simple visuals with powerful insights. Are candlestick patterns part of your strategy?

The true luxuries in life often can’t be bought—they’re found in the moments we treasure most. From slow mornings to meaningful conversations, these are the things that bring lasting joy and fulfillment. What’s your idea of a real luxury?

March Madness is always exciting time, but it is even more special when you’re cheering for your alma mater. The Zags have been a staple in the tournament for over 20 years thanks to the dedication of Mark Few and his coaching staff. Mark is a perfect example of a person who never gives up. Through the leadership of Coach Few, Gonzaga has been to 26 straight NCAA tournaments which include 14 Sweet Sixteens, 6 Elite Eights, 2 Final Fours and 2 National Championship games. I look forward to the day when it is his turn to cut down the nets because I will be there cheering them on! Who is your team? I would love to hear what makes March Madness special to you.

Even those with significant wealth encounter choices about borrowing. The key isn’t whether to take on debt—it’s understanding the role it plays in your overall financial strategy. Good debt can be a strategic tool, helping to grow your wealth through appreciating assets, education, or business opportunities. On the other hand, bad debt can diminish your financial power, often tied to high-interest rates and non-essential purchases. The takeaway? It’s about aligning debt with your broader wealth plan. A financial advisor can help you evaluate when leveraging debt makes sense and when it’s time to steer clear.

When it comes to your finances, luck has little to do with it—it’s about strategy, planning, and taking consistent steps toward your goals. This St. Patrick’s Day, let’s toast to smart decisions and building wealth with intention. 🍀

Emotions can be unpredictable, but your financial plan is designed with purpose and strategy. Reacting to short-term feelings can lead to impulsive decisions, while following a steady plan can help keep you aligned with your long-term vision.

We understand the past few weeks of market volatility may have been a bit unsettling and we expect it to continue for the near term. With this in mind, we would like to share the &Partners Market Commentary which provides our Investment Teams thoughts and some details around how the tariff could impact the US markets.

Tax planning isn’t just about meeting deadlines—it’s about strategy. From working towards optimizing deductions to aligning contributions with your financial goals, effective tax planning strategies can help see that every dollar has a purpose. Are you making the most of your opportunities this tax season?

When it comes to building wealth, time can be your greatest ally. Investor A contributed less than Investor B but started sooner, allowing compound interest to do the heavy lifting. It’s not about how much you invest—it’s about how early and how consistently you start. Whether you’re just starting your career or rethinking your financial priorities, the power of compounding is a reminder: the earlier you take action, the greater the potential impact. What small steps can you take today to set your future self up for success? source: https://lnkd.in/ejjf6Eug