Be passionate about what you believe in, don't give up - you will make a difference! We are proof of that.
We are walking the talk. We are passionate about the truth of investing that Wall Street does not want you to know. Be one of the relative few that gets it and beats Wall Street at their own game.
because
if you get it and act on it...
YOU WILL GROW MORE WEALTH OVER TIME THAN YOU WOULD HAVE GROWN OTHERWISE. Hello! Are you listening?
"Passive beats active investing".
It's the truth, it's backed by facts. It's not temporary - it's ongoing - a "fundamental truth". I am a math nerd - I love numbers. It's rare for someone in finance to have the undergraduate and graduate level mathematics and statistics background that I have. I have done the analysis and understand it 100%. I have read the works of current and future Nobel Laureates document this truth. This is fact not fiction.
At this link is the 12/31/12 semi-annual report "S&P Dow Jones Indices". You can dive into as much detail as you like. Here is the opening paragraph of the executive summary.
"The year 2012 marked the return of the double digit gains across all the domestic and global equity benchmark indices. The gains passive indices made did not, however, translate into active management, as most active managers in all categories except large-cap growth and real estate funds underperformed their respective benchmarks in 2012. Performance lagged behind the benchmark indices for 63.25% of large-cap funds, 80.45% of mid-cap funds and 66.5% of small cap funds."
I want to remind you that in this e-newsletter we have continually provided you with information proving that passive wins over active.
There's a reason we keep coming back to this topic. It's so critical to understand and the "lame-stream" financial media and Wall Street do not want you to know this.
See our newsletter archive!
I want everyone to be more successful investing with or without our direct help. If you want to know how to implement passive investing by yourself - let me know. On your own, you can't match up to what we can do for you, but you will be far more successful than 80% of everyone else. We completely understand that there are do-it-yourselfers out there that will never hire an advisor We don't want them to suffer with poor results - less wealth in retirement - because of their preference to work on this on their own.
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What to Do Next
The crucial 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 |
