During this eye-opening session, we reveal
The Market Reality Check: Why traditional portfolios are increasingly vulnerable to volatility and inflation
The 50/30/20 Revolution: How Larry Fink’s portfolio model is replacing the outdated 60/40 approach
The Alternative Advantage: Inside Bequest’s mortgage note and energy investment strategy
The Millionaire Blueprint: Step-by-step examples showing how to potentially reach 7-figures
learn about a little-known strategy used by the ultra-wealthy that could transform your financial future. If you’re searching for safe, steady, and passive income in today’s uncertain world, this masterclass is your roadmap.
Martin Saenz and Shaun Ausborn tackled today’s Income Challenge head-on, explored the pitfalls of traditional wealth-building paths, and shared how Bequest is paving the way to more passive income. 💡✨
From free tools and strategies to unlocking that dream ‘mailbox money’ income stream, this session was packed with actionable insights you won’t want to miss! Replay now and start building your financial freedom. 💼💰”
:🚀 Create Your Future, One Day at a Time 🚀In this video, Bequest’s Martin Saenz introduces the Bequest Legacy Planner—a powerful tool designed to help you align your life thesis with your investment thesis in a clear, actionable outline with regular check-ins.Presented at SurgeU, an institution dedicated to empowering individuals through faith and education, this planner will guide you in making purposeful, impactful decisions for your future.
Watch as Martin Saenz and Steven Smith explain how Bitcoin mining generates monthly passive income at the Naples Symposium! 💡 Learn from top experts on family office management, estate planning, alternative investments, Bitcoin, and more. Don’t miss this opportunity to refine your asset allocation strategy and stay ahead in today’s complex market. 💼
Thank you to everyone who joined us and Bequest Asset Management in Downtown Sarasota for an insightful talk from Martin Saenz!
If you missed it, be sure to check out the video on How to Thrive During Financial Uncertainty. Martin not only discusses building a strong investment thesis but also emphasizes the importance of creating and regularly reviewing your Life Thesis.
We hope this talk helps you navigate these uncertain times with confidence and purpose. Stay tuned for more events, and continue investing in both your financial and personal growth!
True leadership extends beyond authority, embracing empathy, compassion, and authenticity.
James Keefe dives into the essentials of a SWOT Analysis, guiding investors through each step to leverage this strategic tool effectively. SWOT, an acronym for Strengths, Weaknesses, Opportunities, and Threats, is crucial for understanding both internal and external factors that impact a business.
In today’s dynamic financial landscape, traditional investment strategies are giving way to innovative approaches. At Bequest Asset Management, we’re dedicated to guiding investors through these changes, focusing on creating sustainable and passive income streams.
Cally Higgins, Project Manager at Bequest, outlines future plans for “Fallbrook,” a commercial property in Houston, Texas. Now in the second year of a seven-year investment, Bequest aims to elevate the building’s rating from B+ to A. She speaks on Planned improvements and upgrades that ensure to elevate the property.
