Sherry Davis, Senior Financial Advisor at ATB Wealth
727 4th Ave S T1J 0P1 Lethbridge, AB, Canada

So happy to support Ribfest this weekend!! Please come out and try some Ribs!!

Happy to support my Rotary Club with a drive thru Ribfest!!

Take a moment to reflect how quickly you make decisions at the click of a mouse in front of your computer....Did you make that online purchase at 1 am?..... Shop online for a new home, buy the next sexy tech stock, sell off your entire retirement plan, lately?...We are making more snap decisions, motivated by instantaneous availability of information at your fingertips...24/7...It may be a good time to pause #haveaplan #wealthmanagement #financialadvice https://awealthofcommonsense.com//patience-is-virtue-no-o/

How does your garden grow? Like your garden, your investment plan requires a long term strategy with some tactical shifts, depending on the season. Just like adding a seasonal summer flower to your garden of shrubs and trees. Overall the biggest lessons you can take from gardening and add to your Investment plan is diversity and patience. #wealthmanagement #investmentplanning

Happy Fathers Day to all the amazing Dads out there!

The first two "stock market" quarters of the year are shaping up to be polar opposites; the worst quarter EVER, followed by what's shaping up to be the best quarter ever! What's next? Read our CFA, Gene Hochacka's market update for perspective. #wealthmanagement #investing #financialplanning

ATB was built to support Alberta businesses. From start-up through expansion, and times of uncertainty, were here to help. https://www.atb.com///covid-19-recovery-workbook-download/

Do you have a Financial Plan? If not, you should because a financial plan is a game plan for your life! #financialplanning #financialgoals #investing #retirement #wealthmanagement

Resources for all things $$

Tune out the noise and stick to your plan!

The stock market doesn't move in lock step with the economy. The day to day and month to month volatility has much more to do with fear and greed. Sticking to a solid well diversified plan can see you through! #wealthmanagement

Have a plan, diversify, protect!

Stocks trade on changing expectations, not the past. #stayinvested

Re balancing your portfolio is an incredibly important tool for recovery and keeping your investment assets in line with your objectives and risk profile. #rebalance #stayinvested

This article describing the PERMA Model is so very valuable to read through the lens of our current environment living in social isolation!

Happy Easter! #wealthmanagement

A little perspective on what we don't know and where we should really give our attention.

"Its OK to be terrified about the short run and optimistic about the long run." - Morgan Housel #wealthmanagement

We finished the craziest month in stock market history and guess what? You survived!

If you like Podcasts, this one is for you! We are all collectively going through an unprecedented experience, affecting our families or finances and ourselves. Rachel Hollis, who I listen to regularly in my personal life, speaks to David Bach, a Financial Planner, who just happened to have spent the last year in Italy and is now isolated there with his family still. https://thehollisco.com/blogs/podcasts. Listen to Podcast #140 "What your next few weeks will look like"

Great advice in an uncertain time.

Its in the tough times you see the truth. So very proud to work for ATB

A reasonable perspective in a panic stricken environment!

A perspective of reason among the panic. Talk to your advisor or me if you have questions!

Before you panic and sell off your investment plan in the wave of hysteria this week, take a step back, look at what history tells us. Consider the drama of the news. Is it a new virus? Yes. Is it scary? Yes. Do people recover? Also yes. Is the news accountable to you to be fair and objective? Absolutely not.

What kind of a car do the stealthy wealthy drive? The answers will surprise you! This is a quick and interesting article about wealth and how it is perceived differently by people over time. #wealth #wealthadvisor #wealthplanning

Be wary of who you invest with. If you are looking at a new advisor, please check their credentials and if the investment offer sounds too amazing to be true, it probably is....

If you are worrying about how the corona virus may impact your investment plan, this article is for you!

Wishing everyone a safe and happy holiday season!

This article made me think of my favourite managers motto; Be boring, make money Mawer #investmentplan #sticktoastrategy

What does wealth mean to you?

Whats harder to follow, your Financial Plan or your Fitness Plan? This is a bit of a tongue in cheek article but so very relatable with a lot of truth to it. Establishing a rock solid fitness and financial plan will pay off for you now and years to come and both requires a strategy and discipline to stick to it. #financialwellness #financialplan