Is this familiar?
Are you, or is someone you know
Annoyed, Angry, Depressed, Frustrated –
Or Suffering from; or Just Plain Sick and Tired of
• Poor Investment Returns or Losses;
• Excessive Fees, Hidden Costs, and unnecessary Taxes;
• Weird or Questionable Investment Advice;
• Confusion about where and when and how to Invest?
Discover Now
the Really Smart-Money Secrets
to Enjoying Healthy Investment Returns™
The Extra 7% Solution™!
That’s 7% in extra returns. You should be earning that much more every year as an investor. And the secret to achieving that extra 7% is: No Secret. Not only that – the answer is simple. Simple, but it is not easy.
“Come on,” you say. Haven’t we just experienced a magnificent meltdown, and frightening financial losses? Haven’t we just witnessed frauds perpetrated on the hapless and sophisticated alike?
After the Bernie Madoff, and Alan Stanford scandals (and numerous other alleged frauds and thieves), a smart investor, a skeptical investor will ask, “How can this be done?” or, “Can this be done safely?” or “is this tested and proven?”
Well, Yes, and Yes.
That extra 7% represents the excess returns we all should have, but failed to, enjoy. That is the amount (it varies only slightly each year) we leave on the table every year.
Are you Ready to make the switch to INCREASING
Your Investment Returns an EXTRA 7%?
All of us: the large and the small investor; the sophisticated institution and the overwhelmed individual; the professionally advised and the independent. All of us, over the long term, have under performed in our investment portfolios.
No More Under-performance!
Empower yourself to Healthy Investment Returns™,
Consistently and reliably, with lower risk, costs, fees and taxes!
How to Avoid the 4 BIGGEST Mistakes,
The Financial Cancer™,
that Cost You 6-8% Every Year
We are all guilty, and we may all be victims. How? By incurring and, often repeating, these mistakes. The result is poor investment returns. The 4 BIG Mistakes:
1. Seeking Alpha (more on that later)
2. Taking on too much risk.
3. Inappropriate diversification.
4. Excessive turnover, expenses, fees, and taxes – the obvious and the hidden.
And by engaging in Financial Malpractice™; in the behaviors that enrich the industry at your expense:
• Buying high and selling low.
• Chasing returns.
• Stock picking.
• Track record monitoring.
• Market timing (though it is sometimes called “tactical allocation” because everyone knows and admits that market timing is a fools errand, and a loser’s strategy, so no one dares call it market timing, but it is; “ a rose is a rose…”) – and don’t we all know the brilliant ones who called the “top” and got out “just in time” or re-positioned assets from stocks to gold or to shorting government bonds or to cash or to whatever. The second problem is when to “get back in”.
“In short: gambling and speculating”.
Of course, you don’t mean to confuse investing for gambling and speculating. You probably don’t intend to set out to engage in these risky and costly schemes.
“And it is not (entirely) your own fault.”
You and your brokers or financial advisors are all encouraged to “invest” this way. But investing – successful investing – involves a concerted effort, a prudent process, and a full understanding of academically proven and tested investing strategies.
According to DALBAR (a Boston based, independent consulting firm that provides financial research), investors under perform the markets. That’s not news. But what is incredibly frustrating is by how much. By 6-8%! Every year. For any twenty-year rolling period, over the past 33 years.
How does that happen?
Paying for active management with sub-par returns. Paying too much in taxes. Paying too many fees. Paying for high and hidden costs. And mostly, buying High and selling Low. Over and over again. And it does not seem to matter if you are a “sophisticated” institutional investor, or a small individual investor.
“Even the Ivy League Geniuses have recently
Lost over $20 BILLION or 30% of their Endowments!”
But it is in your power –to Discover the Secret to
✔ Achieving Healthy Investment Returns™!
✔ Paying Lower Fees!
✔ Reducing and Managing Investment Risk!
✔ Paying Lower Taxes!
The Secret is simply this –
By changing the process, you can change your results.
Change to what process? …
…Change from a broker or an advisor, or no advisor –
To a True Investment Coach,
To a Financial Physician™.
Most probably, you wouldn’t take out your own appendix; you wouldn’t represent yourself in a lawsuit; and you don’t file your own taxes.
Then why would you use “knowledge” gained from the popular media to make major investing and financial decisions? And how has that worked out, so far?
“In order to change your investing results – for the better — you must change your investing process”.
How can you know if you if have a True Investment Coach? Easy. Just be able to answer the 20 Must Answer Questions (found on my website). You must be 100% sure of the answers. If you can answer most of them you are working with a Coach. If you cannot confidently answer most of them, or can only answer a few….








