Which Matters Most to Your Wealth: The Stocks You Own or Your Financial Plan?
What Actually Drives Long-Term Wealth?
A live discussion on investing and financial planning decisions.
📆Date: Thursday, March 19th
⏰ Time: 4 PM Eastern / 3 PM Central / 1 PM Pacific
When building wealth, many investors focus on selecting the right stocks, funds, or managers. Others emphasize the importance of having a thoughtful financial plan.
But which actually plays the greater role in shaping long-term results - is it the investments themselves, or the strategy guiding them?
In our upcoming webinar, Chief Investment Officer Austin Root and Senior Wealth Manager Kimberley Threadgill explore this topic and examine how both investment decisions and financial planning influence you and your wealth, particularly during changing market environments.
What they’ll cover:
- The different roles investments and financial planning play in long-term outcomes
- Where investors tend to focus most and what they may be missing
- How to ensure your investment strategy is aligned with your long-term financial goals
Hosts
Austin Root
Chief Investment Officer
Austin Root is the Chief Investment Officer at Stansberry Asset Management, where he oversees the development and management of investment strategies across all portfolios. He brings extensive experience from his previous roles as Director of Research at Stansberry Research and portfolio manager for Stansberry Portfolio Solutions.
Before joining SAM, Austin co-founded North Oak Capital, a New York-based hedge fund backed by Julian Robertson and Tiger Management. He also held senior investment roles at SAC Capital Advisors, D.F. Dent & Company, and began his career at the Blackstone Group. Austin holds an MBA from Stanford Graduate School of Business and a BS in Commerce from the University of Virginia. Austin resides in Maryland with his wife and three kids and enjoys golf, exercise, card games, and, yes, spends even a lot of his free time learning about businesses and what makes them tick.
Kimberley Threadgill, CFP®,CDFA®
Senior Wealth Manager
Kim strives to provide the best service to her clients at SAM in her role as a Senior Wealth Manager with a holistic financial approach to meeting her clients’ needs. Prior to joining SAM, she was a Vice President Client Advisor at JP Morgan Bank and VP Banker in JP Morgan Private Bank. She began her career as a financial advisor at Morgan Stanley where she earned her CERTIFIED FINANCIAL PLANNER® certification while advising clients and serving on the investment committee on a team managing $2B in assets. She has experience serving both high net worth and ultra-high net worth investors. In addition to the CFP®, Kim has earned her CDFA®, an accreditation for professionals who provide in-depth financial analysis and advice to attorneys and couples relating to divorce.
Kim graduated Magna Cum Laude with a Finance degree from Sam Houston State University and earned her CFP® certification after attending University of Georgia for post-graduate studies. She is a New Yorker by way of Houston and Atlanta.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262