Stansberry Asset Management

🎉3 Years with Meghan Caldwell!🎉 Meghan joined SAM in 2021 and serves as an Operations Enrollment Lead. She assists new clients in preparing enrollment documents to ensure a seamless transition to SAM. Outside of work, she loves to hike, spend time in her garden, and make music! Meghan has been a great addition to the team, and we’re so thankful for all the work she does to support our clients. Thank you, Meghan, for helping make SAM’s culture fun and vibrant! #WorkAnniversary #EmployeeSpotlight #TeamSAM

The Best of Both Worlds: The Benefits of Preferred Stocks At SAM, we look beyond traditional investment strategies to discover opportunities that enhance portfolio resilience and income. In this whitepaper, our team explores the unique characteristics of Preferred Stocks, and how this often-overlooked asset class can be beneficial to your portfolio. Read the Full Paper here: https://lnkd.in/gH2muDhe #PrefferedStocks #InvestingWisdom #WealthManagement

What impact does the current political climate have on your portfolio? Find out on the latest episode of Stansberry Investor Hour featuring Austin Root, Chief Investment Officer at SAM! In this episode, Dan Ferris, Corey McLaughlin, and Austin dive into: •What sets SAM apart from other firms and the key factors we consider when crafting our clients' financial plans •The pros and cons of owning productive assets versus holding cash •How election outcomes and political shifts influence investment decisions Listen/ watch the full episode here: https://lnkd.in/gMp8AxuN #StansberryResearch #ElectionDay #Investing #WealthManagement

Celebrating 3 years with Emily at SAM! Emily joined SAM in 2021 and serves as an Operations Maintenance Team Lead. Thank you Emily for your dedication to SAM’s success and being such an essential part of the team! #WorkAnniversary #EmployeeAppreciation

🎉 Here’s to Jeff Starr FMVA® on 3 years at SAM! 🎉 As a Wealth Manager, Jeff is tasked with maintaining and enhancing our client’s experience by communicating SAM’s investment strategy and finding solutions personalized to them. Jeff has been an experienced and dedicated Wealth Manager since joining in 2021, and we are so thankful to have him on the team. Jeff, thank you for your constant support and dedication to SAM clients. Here’s to many more successful years ahead! #EmployeeAppreciation #WealthManager #TeamSAM

The Election is quickly approaching – will history repeat itself? Check out the clip below as Michael Joseph, CFA explores how past elections have affected the markets and what that may mean for this one. Interested in hearing more? Watch the full video clip: https://lnkd.in/giNAVckc #ElectionDay #WealthManagement #Investing

📆 Sam Investor Webinar: Tune in to a webinar featuring Chief Investment Officer Austin Root, Senior Wealth Manager Ryan Walker, CFP®, and Attorney Alan Brown as they explore the dynamic relationship between markets, politics, and estate planning! In this Webinar, you’ll discover: - How political changes and shifts can impact market trends - Key investment strategies for a resilient portfolio - Essential tips for estate planning to protect your assets and ensure a smooth wealth transfer. Click the link to Register now: https://lnkd.in/gSpU8kWQ 📆 Date: Wednesday, October 30th, 2024 🕒 Time: 4pm ET /1 PM PT #EstatePlanning #WealthManagement

It’s the last day at the Stansberry Research Conference in Las Vegas, and we’ve had an amazing time! It’s been wonderful connecting with clients and seeing so many familiar faces. Austin Root delivered a powerful main stage session, and the breakout with him and Porter Stansberry brought insightful, thought-provoking conversations on the markets. A big thank you to Stansberry Research for hosting such a great event—we’re already looking forward to next year! #StansberryResearch #Conference #MarketInsights #SAM #AustinRoot #PorterStansberry #Vegas

Excited to be at the Stansberry Research Conference this week! Looking forward to hearing our very own Austin Root take the main stage today at 11am PST. It’s going to be an insightful session on how to unlock financial independence and secure your future. Don’t miss it if you’re here at the conference or tuning in online! Claire Snider Tom Casper William Pedersen Katie Martz #LasVegasConference #StansberryResearch #SAM

Thinking about the benefits of Private Credit? Let’s dive into it! In this paper, our Deputy Chief Investment officer Mario V. Valente, CFA, explores how Private Credit has evolved, its role in alternative lending, and how it can deliver attractive, risk-adjusted returns for investors. Learn more about how SAM focuses on high-quality companies and resilient strategies in this dynamic market. Explore the full paper here: https://lnkd.in/gSPFnr2t #PrivateCredit #AlternativeLending #WealthManagement #AssetManagement