EverThrive Financial

03/18/2026

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.*

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

03/14/2026

March is National Credit Education Month ✨

Knowing your credit = knowing your power.

✅ Catch mistakes early
✅ Protect yourself from fraud
✅ Qualify for better rates
✅ Plan for big goals (car, home, business)

Make it a habit to check in on your credit and keep your future on track.

03/05/2026

Wednesday Financial Wellness Tip!

Do you earmark your savings by category?

💡Consider an emergency fund (the equivalent of 3-6 months of expenses)
💡 Major purchase or expense planned? Create a savings category just for these and be sure to have a plan for the unexpected ones too!
💡Travel or vacay coming up? Add that as a category.
💡If you’re planning for the future, retirement should be a savings category too.

Expect the unexpected and prepare for the possible by following these simple tips in your day-to-day financial to-dos.

03/03/2026

🔔 WE’RE HIRING 🔔

EXECUTIVE SUPPORT SPECIALIST

Do you secretly love being “the person who makes everything happen”? The one who keeps leaders on track, calendars under control, and projects moving forward—without breaking a sweat? This role has your name all over it.

As our Executive Support Specialist, you will:
➡️Be the CEO’s right hand and a trusted partner to our whole team
➡️Tame complex, overlapping team calendars and keep priorities crystal clear
➡️Take charge of the CEO’s inbox so nothing slips through the cracks
➡️Own our CRM and service models to ensure every client feels seen and supported
➡️Help keep our fast-paced office running like a well-oiled machine

We’re looking for someone who:
✅ Has 2+ years managing executive calendars and inboxes
✅ Knows their way around CRM systems
✅ Is sharp with Microsoft Office (Outlook, Teams, Word, Excel)
✅ Communicates clearly, thinks ahead, and thrives in a busy environment
✅ Brings professionalism, discretion, and strong follow-through every single day

If you love organizing, supporting leaders, and making a real impact behind the scenes, we want to meet you!

Ready to step into this role?
➤ Comment “INTERESTED” below AND click the link below to apply today!

Apply Here:
https://bit.ly/3OHWKvm

02/25/2026

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

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...

02/19/2026

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

⚠️ 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...

02/17/2026

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

02/14/2026

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!

02/06/2026

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 🔗

If you've avoided the most common estate planning mistakes, your family will thank you.

07/15/2025

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.

07/14/2025

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/

07/11/2025

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.