Personal Invitation
Complimentary 2026 Investment Strategy Session
Please RSVP by April 30th
(Month-End)
Time to Consider to Either Stick With Yesterday's Winners Or Adjust Your Stock and Income Investments.
Sign up today for a Complimentary Year-End Income and Growth Investment Strategy Session.
Michael Reilly, CFP®
Founder of Asset Wise Analytics
I hope you agree... the stock market has had a phenomenal run. This period, investors may have seen notable gains.
I am happy to share with you – totally without cost or obligation – my views on the market and my investment strategies.
But, in my opinion – in response to recent developments – it’s time to make some strategic changes in our basic approach to investing. And I would be happy, if you’re interested, to share with you what I’m doing now.I'm Michael Reilly. At the very core of Asset-Wise, we integrate the active study of price behavior in global markets, drawing upon the principles of technical analysis, among other analytical tools. The core of our strategic philosophy is to understand the direction of price and the flow of money across markets, alongside other key factors, we can aim to help clients better position their capital in pursuit of their growth or protection objectives. We are committed to understanding your financial goals and working diligently with you to pursue them.
At this juncture, many investors may still be benefiting from the stock market’s gains and high yields being paid out from money markets, T-Bills and CDs.
Fed Chair Powell, speaking at Harvard University on March 30, 2026, acknowledged that the ongoing conflict involving Iran presents upside risks to inflation through elevated energy prices, while noting it remains too early to assess the full economic impact and that the Fed's current policy is well-positioned to 'wait and see' how the situation unfolds, while President Trump’s, national and global policies dramatically shift, investors may be staring at a new landscape. In this environment, growth and income investors may benefit from a review of their investments and portfolio allocations.
I don’t know your personal worth. But whether you’ve got $500 thousand... or even $500 million, if you’re as concerned as I am about the economy... the stock market... AI... Inflation... tariffs... geopolitical confrontations... the labor market... Washington, the Middle East, Russia, China... then you may be interested in hearing about investment strategies. These strategies are implemented with the goal of helping clients preserve and grow wealth over the long term, while navigating market volatility.
If you're a growth investor, perhaps it's a good time to check your current holdings. And for income investors, you might be looking for ways to find suitable yields.
I am happy to share with you – totally without cost or obligation – our current perspective on the market and the investment strategies employed for our Asset Wise Analytics clients.
Today’s market and economic juncture offer a chance to assess portfolio allocations and potentially rebalance income and growth stock investments amid the ongoing impact of geopolitical conflicts, shifting inflation policies, and global economic uncertainty.
A complimentary portfolio check-up could help ensure your current investments match your growth and income goals.
How can I do that for you?
The strategies employed by Asset Wise Analytics focus on actively managing portfolio allocations in response to evolving short- and long-term market conditions, with the goal of capital preservation and growth.
But I don’t want you to just take my word for it.
I aim to personally assist investors in strategically adjusting their portfolios to meet their investment objectives.
April 30th (Month-End) may be a perfect time to reassess your growth and income portfolios for year-end and beyond.
Sincerely,
Michael Reilly, CFP®
Founder, Asset Wise Analytics
P.S. As a Fiduciary, I am legally obligated to act in my Private Clients' best interests. Asset Wise Analytics does not sell commission-based products — as a fee-based advisor, our compensation is directly tied to the assets we manage on your behalf, aligning our interests with yours.
Please reply by April 30th.
Sign Up Today For a Complimentary Year-End Income and Growth Investment Strategy Session.
Sign Up Today For a Complimentary Year-End Income and Growth Investment Strategy Session.
Request Your Complimentary Strategy Session Below
YES!
I want a complimentary and confidential Income and Growth Investment Strategy Session with Michael Reilly to help prepare me for the balance of 2026 and beyond.
Michael will personally call me to discuss his professional opinion on the potential effects concerning the changing markets and how they may affect my current investments and financial goals.
I have at least $250,000 in investible assets and am under no obligation. My confidential Income and Growth Investment Strategy Session with Michael Reilly, CFP® will be complimentary. Please fill in the information requested below to begin:.
Asset Wise Analytics (“AWA”) is a division of Mint Asset Management, LLC, an SEC-registered investment advisory firm that offers portfolio management services to individual investors. Additional disclosures, including a description of our services, fees, and other helpful information, can be found in our Form ADV Part 2 and Form CRS, which are available upon request or on the SEC's website at www.adviserinfo.sec.gov and our Form CRS here.
If you are an existing client of AWA, it is your responsibility to immediately notify us if there is a change in your financial situation or investment objectives for the purpose of reviewing, evaluating, or revising any of our previous recommendations and/or services.
This publication is for informational purposes only and is not intended to be and does not constitute specific financial, investment, tax, or legal advice. It does not consider the financial circumstances of any particular investor and should not be construed as a solicitation or offer to buy or sell any investment or related financial products. We urge you to consult a qualified advisor before making financial, investment, tax, or legal decisions.
Any securities mentioned in this publication are cited for illustrative purposes only and in no way constitute investment advice or recommendation. They do not represent all securities purchased, sold, or recommended for client accounts. Actual holdings will vary for each client, and there is no guarantee that a particular client's account will hold any or all securities mentioned in this publication. Our officers, directors, and employees will, from time to time, have positions in the securities mentioned in this publication.
Information contained herein has been obtained from sources believed to be reliable. While we have no reason to doubt its accuracy, we make no representations or guarantees as to its accuracy. The content and opinions expressed herein are those of the author and do not necessarily reflect the views of Asset Wise analytics a division of Mint Asset Management, LLC. The content and opinions constitute judgments as of the date of this publication and are subject to change at any time without notice. Any decisions you make based upon any information in this publication or otherwise are your sole responsibility.
Any third-party links or websites provided are not intended as recommendations or endorsements. We do not make any representations or guarantees regarding the accuracy or completeness of any information on third-party websites. You will visit the websites at your own risk if you click on a link and receive information from any third-party websites.
No graph, chart, formula, or other device can, in and of itself, be used to determine which securities to buy or sell, or when to buy or sell such securities, or can assist persons in making those decisions.
Any historical index performance provided herein is for illustrative purposes and includes the reinvestment of dividends and income but does not reflect advisory fees, brokerage commissions, and other expenses associated with managing an actual portfolio. An index is an unmanaged group of stocks considered to be representative of different segments of the stock market in general. Index performance does not represent actual portfolio performance. One cannot invest directly in an index.
Investors should note that technical analysis involves inherent uncertainties and does not guarantee future outcomes.
It should not be assumed that future performance of any specific investment, investment strategy, or index (including any discussed in this presentation) will be successful, profitable, or protect against loss. Past performance does not guarantee future results. All investments involve risks, including the loss of principal.
Any forward-looking statements or projections herein are based on assumptions that reflect our judgment only as of the date this publication was published. By their nature, forward-looking statements involve many risks, uncertainties, and assumptions that could cause actual results or events to differ materially from those expressed or implied by the forward-looking statements. You should not rely on forward-looking statements as predictions or guarantees of future events.
If you are an existing client of AWA, it is your responsibility to immediately notify us if there is a change in your financial situation or investment objectives for the purpose of reviewing, evaluating, or revising any of our previous recommendations and/or services.
This publication is for informational purposes only and is not intended to be and does not constitute specific financial, investment, tax, or legal advice. It does not consider the financial circumstances of any particular investor and should not be construed as a solicitation or offer to buy or sell any investment or related financial products. We urge you to consult a qualified advisor before making financial, investment, tax, or legal decisions.
Any securities mentioned in this publication are cited for illustrative purposes only and in no way constitute investment advice or recommendation. They do not represent all securities purchased, sold, or recommended for client accounts. Actual holdings will vary for each client, and there is no guarantee that a particular client's account will hold any or all securities mentioned in this publication. Our officers, directors, and employees will, from time to time, have positions in the securities mentioned in this publication.
Information contained herein has been obtained from sources believed to be reliable. While we have no reason to doubt its accuracy, we make no representations or guarantees as to its accuracy. The content and opinions expressed herein are those of the author and do not necessarily reflect the views of Asset Wise analytics a division of Mint Asset Management, LLC. The content and opinions constitute judgments as of the date of this publication and are subject to change at any time without notice. Any decisions you make based upon any information in this publication or otherwise are your sole responsibility.
Any third-party links or websites provided are not intended as recommendations or endorsements. We do not make any representations or guarantees regarding the accuracy or completeness of any information on third-party websites. You will visit the websites at your own risk if you click on a link and receive information from any third-party websites.
No graph, chart, formula, or other device can, in and of itself, be used to determine which securities to buy or sell, or when to buy or sell such securities, or can assist persons in making those decisions.
Any historical index performance provided herein is for illustrative purposes and includes the reinvestment of dividends and income but does not reflect advisory fees, brokerage commissions, and other expenses associated with managing an actual portfolio. An index is an unmanaged group of stocks considered to be representative of different segments of the stock market in general. Index performance does not represent actual portfolio performance. One cannot invest directly in an index.
Investors should note that technical analysis involves inherent uncertainties and does not guarantee future outcomes.
It should not be assumed that future performance of any specific investment, investment strategy, or index (including any discussed in this presentation) will be successful, profitable, or protect against loss. Past performance does not guarantee future results. All investments involve risks, including the loss of principal.
Any forward-looking statements or projections herein are based on assumptions that reflect our judgment only as of the date this publication was published. By their nature, forward-looking statements involve many risks, uncertainties, and assumptions that could cause actual results or events to differ materially from those expressed or implied by the forward-looking statements. You should not rely on forward-looking statements as predictions or guarantees of future events.