Occidental Asset Management, LLC

04/02/2024

Presidential elections can have a profound impact on financial markets.

This year, however, the parties are on track for something rarely seen:

- a rematch of two candidates (not seen in 68 years), and

- a rematch of two presidents (not seen in 132 years)!

This webinar will review the historical tendencies of election years and what we know about the Trump and Biden presidencies to provide insights on what it could mean for the stock market.

Join YMW Advisors’ Nick Maratta, MBA, CFP®, FBS® and Bugra Bakan, CFP®, MBA with special guest Ed Clissold, CFA from Ned Davis Research (NDR), where we will be analyzing market implications for the upcoming election.

Ed and NDR are frequent contributors to the media outlets such as CNBC, Barrons, WSJ, Bloomberg.

We have long partnered with NDR in using their data and research to objectively navigate the markets.

Don’t miss this opportunity to ask Ed your questions.

When: Join us on Wednesday, April 3rd at 5pm Pacific/ 8pm Eastern for this exclusive event

REGISTER HERE: https://lnkd.in/gs3RYwk2

09/23/2022

You don't want to miss our last webinar of the year!

Join us on Wednesday, October 5th at 5pm Pacific / 8pm Eastern for our upcoming webinar where we will be talking about the 3 Biggest Retirement Mistakes!

Our experts will be covering:

- Mistake #1 - The Wrong Retirement Psychology

- Mistake #2 - The Wrong Distribution Strategy

- Mistake #3 - The Wrong Market Outlook

- Current Market Outlook

- Live Q&A

Register now with the link below to save your seat: https://lnkd.in/eQxFpbFB

04/11/2022

We are excited to announce our first webinar and invite you to attend!
https://lnkd.in/eyK_SJ9W

Join us next week, on April 20th at 5pm Pacific/ 8pm Eastern for this exclusive event.

Our experts will discuss:
- Crisis events and their impact on the market
- The psychology of market volatility
- Market outlook
- Live Q&A

Use the link below to reserve your seat:
https://lnkd.in/eyK_SJ9W

See you there!

02/26/2019

The confusion over what people may or may not receive in their tax refunds contributes to a stressful climate, according to financial psychologist Brad Klontz. Money itself is already a significant stressor for Americans, according to the American Psychological Association, which found in a 2015 survey that money is the top cause of stress in the country. That pressure gets “exacerbated around tax season,” Klontz says.

The average federal tax return rate is down 8.7%

08/31/2018

Feeling stuck? Here are 7 simple steps to create a new, better way of thinking about money

Money Mantras That Work – 7 Steps To a Richer Life *** Check-out our PSYCHOLOGY OF WEALTH playlist here: https://www.youtube.com/watch?v=arVe04JHzRs&list=PLO...

08/14/2018

Do you know better but can't seem to do better when it comes to your finances? Your Money Scripts might be the reason why...

Discover Your Money Scripts (and Improve Your Financial Health) Why do we sabotage ourselves when it comes to money? We know better, but we can’t do better. ...