EverThrive Financial

When world events escalate — especially in places like the Middle East and Iran — it’s natural to wonder: *“Should I move to cash to protect my money?”*

In our *March 2026 Market Update*, Valerie Leonard breaks down:

• How markets have historically responded to major conflicts
• Why going to cash can sometimes potentially hurt your long-term returns
• What recent sell-offs in stocks and bonds may (or may not) mean for your portfolio
• Sector shifts, gas price spikes, tax-season changes, and what it all means for your household
• How to think about AI investing without treating it as “one big trade”

If recent headlines have you feeling unsettled, this month’s video is designed to give you context, data, and a calm, confident and long-term perspective.

👉 Watch the full *March 2026 Market Update* now and see what it could mean for your plan.

If you’d like to talk through your specific situation, call us at (205) 970-9088 or (866) 695-5162, or email [email protected] 📧

https://youtu.be/U0Cgulhxejo?si=vpHmOczqBfwvmTwb



*Investments are subject to risk, including the loss of principal. This content is for informational purposes only and is not investment or tax advice. Please consult a qualified professional about your personal situation.*

Protect Your Money During Global Turmoil | March 2026 Market Update In this March 2026 Market Update, Valerie Leonard, AIF®, CPFA™, CEO and Financial Advisor at EverThrive, breaks down what recent world events — including esc...

Is your portfolio still positioned for last year’s market?

Markets are rotating fast. What worked before is not what’s working so far this year—and Valerie breaks down where the money is moving now and what she’s watching next.

In this new video, Valerie walks through:
• The current rotation in money flow—what’s leading and what’s lagging
• How the Federal Reserve’s interest rate policy could shift under Kevin Warsh, Trump’s pick to lead the Fed this May
• What changing rate expectations might mean for your portfolio and risk level
If you want a clearer, plain‑English view of interest rates, the Fed, and today’s market trends, this is for you.

PLUS: Don’t miss the BONUS segment where Valerie unpacks Friday’s Supreme Court ruling striking down President Trump’s IEPPA tariffs—and what that decision could mean for markets, trade, and future policy moves.

👉 Watch now and tell us in the comments: What’s the #1 question you have about rates or the market right now?

https://youtu.be/l6bupw6Gcyk?si=tLaveNuWhOfldpoq

WATCH VALERIE’S FEBRUARY MARKET UPDATE VIDEO + Bonus Supreme Court Tariff Ruling Content Want to know what Valerie is watching this month and going forward? There’s a rotation happening and what performed last year isn’t performing so far this y...

Are you up to speed on this year's tax deadlines? Do you know how much you can contribute to your IRA — and when? And have you heard about the major highlights from the One Big Beautiful Bill Act that could impact your wallet?

In this video, EverThrive’s very own Summer Broadhead breaks down the following tax topics:
✅ Tax filing & payment deadlines
✅ Traditional IRA & Roth IRA limits and deadlines — maximize every dollar.
✅ Key highlights from the One Big Beautiful Bill Act — what's changing and what it means for YOU

💬 Quick question for you — are you contributing to a Traditional IRA or a Roth IRA this year? Let me know below! 👇

And if there's a financial topic you want us to cover next, drop it here. We read every comment!

👍 Like this video if it saved you time (or money!)
🔔 While you’re there, subscribe & hit the bell so you never miss a financial update that affects your finances.

https://youtu.be/0KMDqBpvo5o

⚠️Tax Deadlines You CAN'T Miss + New Law Changes That Affect YOUR Money!⚠️ ⚠️ Are you up to speed on this year's tax deadlines? Do you know how much you can contribute to your IRA — and when? And have you heard about the major highl...

Part of OUR long-term planning is thoughtfully growing our team to provide excellent care for each of our clients. Please help us welcome, Ethan Boswell, to our team as Director of Business Development!

Learn more about Ethan at http://bit.ly/3ZC29Go

We love helping clients stay focused on long-term goals—not just today, but all year round. 💖

A long-term financial plan is like any long-term commitment, you should have confidence in the ones you're in it with for the long haul. Need help planning your financial plan? Check us out at the link in our bio!

Estate planning mistakes can undo even the best intentions. ⚖️

A clear plan helps protect your assets, spell out medical wishes, and spare loved ones stress. 📃

Learn the most common estate planning missteps to avoid and how to get started the right way: https://bit.ly/4bXYVUX 🔗

Protect your family's future: Avoid these 12 common estate planning mistakes If you've avoided the most common estate planning mistakes, your family will thank you.

Financial independence is all about having a solid plan for your dreams and the unexpected. It's about being prepared for both your 'wishes' and 'what ifs,' so you can face the future with confidence.

Time is flying and we're busy with mid-year client check-ins and plan reviews. Proactive service is an important part of our commitment to all of our clients. https://everthrivefinancial.com/investment-management/

Behind every financial plan are the things that people hold most dear – including their families, health and well-being, and future dreams. It is our honor to help our clients protect what they care about most.