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What is Your Financial Advisors Strategy in a Down Market?



AMICUS STOPLIGHT

Welcome to Amicus Financial.  As a "Risk On - Risk Off" advisor, I utilize leading indicators to attempt to stay away from 20% - 50% market downturns, while attempting to capitalize on upward trends when market conditions are favorable. 

Two significant threats to a secure retirement are escalating healthcare costs and substantial market downturns. It's crucial to understand your advisor's strategy for navigating down markets. We would be delighted to discuss this approach and explore additional strategies from like-minded money managers we partner with, to safeguard YOUR Financial Future.



Amicus StopLight Chart

Amicus StopLight Chart


Market & Investing

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Short Term Market - RED LIGHT -  as of 11-14-25



It All Starts with the Right Strategies

Amicus Blueprint Process

It's as easy as . . . 1, 2, 3

Building Your Future...One Step at a Time!

Step 1
Discovery Meeting

Understanding your financial landscape is a crucial step.

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Step 2
Strategy Presentation

Present a personalized simplified, two-page financial assessment. 

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Step 3
Implementation

We mutually agree that this is a good fit...now it's time to partner and implement the strategies.  

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Are you ready to take the next steps to secure YOUR financial future?

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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Women & Retirement

Women & Retirement

Fundamentals are the same, but could be some unique challenges for women.

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Taking Your Social Security

Taking Your Social Security

4 Facts you should know before deciding to take your Social Security.

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Test Your Investing IQ

Test Your Investing IQ

How much do you really know about the market and investing?  Challenge yourself with our brief quiz

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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Questions or More Information

Questions or More Information

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