Advisor.Investments

DIS and DAT - The Race, a broad vs. narrow view
https://www.advisor.investments/blog-01/race-broad-vs-narrow-view

“Ida” (August 2021)
We are reaching out on FB as many are dealing with the effects of Hurricane Ida.
We recognize we both may be faced with unexpected power outages and connectivity challenges where our typical phone and internet communications are not 100% operational. Our contingency plan for remote work is already in place from Covid-19. Keep in mind many of our business relationships such as Schwab, E-mail, Orion, etc. are headquartered in other parts of the country allowing us to continue operations with them. Of course, we realize your situation may be different. As a precaution please note the following:
We want you to have access to your accounts as necessary should there be some unforeseen circumstance. Therefore, if you require immediate assistance, please contact Schwab Alliance at (800) 515-2157. They are aware of the possible issues caused by the weather and will try to help accommodate your situation. PLEASE NOTE: we are unable to accept any trading instructions left on the e-mail or voice mail system.

Listed below is contact information. Please don’t hesitate to call day or night if you need help.
Communication quick Link https://www.mywealthchart.com/bpr
Office group email [email protected]
Company site http://www.advisor.investments/
Facebook https://www.facebook.com/advisorinvestments/
Shane Cell (225) 335-3170 Office # 866-748-0687
James Cell (225) 223-7866 Office # 225-292-0687
Shantelle Cell (225) 235-8401 Office Text # 225-292-0638
Please keep us posted on your situation regardless of the outcome. You may need immediate service or encounter an unexpected situation. Please don’t hesitate to contact us or keep us informed of any changes.
Your team at Advisor.Investments

Advisor.Investments Advisor.investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana.

DIS and DAT - Returning to Earth - August 2021
https://www.advisor.investments/blog-01/returning-earth

DIS and DAT - Learning to Run Downhill - February 2021
http://www.advisor.investments/blog/learning-run-downhill

Debit Card Stimulus Payment

Watch Mail for Debit Card Stimulus Payment In Plain Envelope Find out how to recognize and use U.S. Treasury economic impact payment debit cards you may receive from the IRS.