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I manage my money myself.

I manage my money myself.

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I consult or invest on behalf of my clients.

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Just don’t lose the money — Valuable lessons we learned for making your wealth last a lifetime.

We share the six and a half most common mistakes investors make while trying to plan for retirement — Valuable lessons we learned for making your wealth last a lifetime.

For years, if Americans wanted financial opportunity, they would risk their hard-earned retirement savings in the stock market. And when they wanted safety from market losses, they used bank CDs or government bonds — The age-old problem was you could have your money positioned for opportunity or safety, but not both on the same dollar at the same time.

As investors, we’ve all heard it a million times from money managers… ‘own a broad stroke of investments or risk your hard earned savings in a highly volatile market’… and then they told us to ‘buy and hold’. Now the idea they tout is right; we can agree on that, protect yourself. But after hundreds of one-on-one interviews across the kitchen table with families and business owners all across America, we’ve found that there’s a better strategy, one where you don’t have to settle for diversified returns that tend to be low because the losers are pulling down the winners.

whatever you do, just don’t lose the money, honey — you can’t afford to lose your principal or credited gains to the market anymore.

I’ll share a link to a short read titled, “Just Don’t Lose the Money — Six and a Half Most Common Mistakes Investors Make.” It’s a whitepaper I wrote after interviewing hundreds of clients. It is fair enough to expect people to provide for their retirement. But expecting them to acquire the expertise necessary to invest that provision wisely is not. We wouldn’t want them to. We don’t want a busy surgeon to spend time learning about dynamic immunization trading instead of figuring out how to save lives, any more than we would want skilled finance professionals to spend time learning how to do their own surgery.

So who benefits the most from Buy-Hold? Are you paying your broker to under-perform the S&P 500? 


learn more about the ideas I discuss here; give me the opportunity to show you exactly how it works by answering all your questions and perhaps provide you with a valuable second opinion — information you won’t find anyplace else is waiting for you; I’ll be pleased to take your call. 

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smart insights.

MAY // 2019

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MAY // 2019

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