15 Minute Financial Advisor

Employee Financial Wellness: Taking Action

After three weeks of employee financial wellness talk, we finally cover actions you can take to put yourself in control. Things like scheduling time with yourself or your employer putting together a “financial wellness day” for employees. If you have any tips, tricks, hacks or thoughts, send them my way! http://traffic.libsyn.com/15minutefa/EFW_Action_Items.mp3 Questions? Email me: mpolicar@hightoweradvisors.com

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HighTower Bellevue is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

about the author

Michael Policar   is a Wealth Manager at HighTower Bellevue. Michael brings a passion for the financial markets and over 6 years of wealth management experience to the team. For Michael, the combination of a value investing philosphy and continuous studies of behavioral psychology, financial advice was not a career choice, it was a calling.