• seminar event coming up in September

  • more to come 

  • why do we continue to believe this is a great time to be an investor?

  • investing has been generalized and opaque

    • does not help one successful when it comes to investors

  • “isn’t the market too high to get into right now”

    • investors continually hear that the market is overvalued

    • that is why you dont want a cookie cutter approach, you want a strategy

  • people think that as soon as you invest money with an investor that it should be put to work right away

    • that is irrational thinking

  • “you pay me to know when to own cash, not just to hold you in cash”

  • the more you know about what you own and why you own it the more it enhances your ability to reach your goals

  • how many times does the market have a 5% or more correction per year?

    • 3 times a year

    • the average length is 46 days

    • 1948-2008

  • people live with FOMO

    • an emotional predisposition

    • the volatility hits and now they have FOLO: fear of losing out 

  • last time we had 3 5% corrections was June 2016

july 24, 2018