Wealth of Ideas
Personal Finance Fundamentals to Understand and Implement 
In This Issue
Missing Blocks
What to Do Next

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What if you could time recessions perfectly?

 

Larry Swedroe, accomplished investor and author has assembled a pair of excellent articles on what we would all love to do -- time recessions.  As usual, he presents significant data from multiple sources.

 

What if we could time recessions perfectly?

 

How recessions impact stock returns.

 

Larry Swedroe is a principal and director of research for the BAM Alliance. He has authored or co-authored 12 books, including his most recent, Think, Act, and Invest Like Warren Buffett.

 

What to Do Next
 

The most important first step is to understand what is most important to you and establish goals in alignment.  Then choose someone that can bring a team of independent experts together and assemble the advice (prioritized in your best interests) to make it happen.

 

That said, it is completely appropriate to choose investing as the first topic.   

 

We regularly analyze folk's current investment strategy with nothing expected in return.   (We'll analyze other aspects of your strategy if you wish.) 

 

We look at:

 

  • Overall Performance (vs. benchmarks & our model portfolios)
  • Portfolio Design
  • Diversification
  • Fees & Expenses

 

Give us a call.    760-804-0910

 

Until next issue.

 

Sincerely,

John O'Reilly

O'Reilly Wealth Advisors

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