Green Thumb Investing: A New Way to Grow Your Wealth with SAM

Spring is a natural time to step back and reevaluate—and that includes your investment strategy.

Join Austin Root, Chief Investment Officer, and Deputy CIO, Mario Valente for a discussion on what today’s market conditions mean for investors. For decades, the 60/40 portfolio was considered the gold standard in investing. But that was a different era. Markets have changed. Risks have evolved. And it’s time your investment strategy did, too.

If your portfolio hasn’t had a fresh look in a while, consider this your spring-cleaning opportunity. Join us as we cover:

✔ Rethinking the 60/40 Portfolio – Why the traditional model may fall short in today’s markets—and how SAM is taking a different approach.

✔ Income, Stability, and Opportunity – A look at our newly launched strategy focused on generating income, reducing volatility, and uncovering overlooked areas in fixed income.

✔ Built for What’s Ahead – How active management and thoughtful positioning can help navigate today’s evolving market landscape.

This webinar will provide actionable strategies to help you navigate these important conversations and ensure your family is ready for whatever life may