Adaptiv Market Insights - Use the Water to get onto the Podium

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3245 Lighthouse Lane,West Bend WI 53090

21 July, 2021

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We help you and your portfolio adapt to the ever-changing market conditions and know when to get out of the water. Use the Water to get onto the Podium Olympics, Athletic Achievement, and Your Portfolio Dear Friend: Very soon, athletes across the globe will arrive in Tokyo, Japan. They will compete against each other, and for their countries, for the chance to stand on a podium, gold medal around their neck, with their country’s anthem acknowledging their achievement. The Olympics are one of the most incredible spectacles of human ability, both mental and physical, we get to witness first-hand. Whether it’s watching tremendous athletes run, jump, sprint, swim, bike, throw, hit, lift, shoot, flip, or dive, there is no doubt, we will see incredible feats. And we will appreciate the stories of how these athletes persevered through tough times to get to this momentous point in time. One such story will undoubtedly involve US Swimmer, Nathan Adrian. Medaling 8x in 3 Olympic appearances does not make one immune to tough times. Without ruining the story, Nathan has had to overcome some adversity in his life to return to the water for another chance at standing on the podium. And rest assured, when one of the best swimmers in the world enters the water, he won’t just stay still and let it consume him. Nathan will adapt to the water conditions and use them, even his opponents' wake, to his advantage. All so he can get to the edge of the pool, get out of the water, and stand on the podium with another medal of achievement around his neck. Being involved in markets is like jumping in a swimming pool. It’s easy to jump in, but you better know how to swim, and get out of the water! ~Patrick Walker As we move through life, we don’t participate in markets because they are friendly places. We are involved in markets because we can use them to our retirement advantage. But just like water, markets can either drown your portfolio, or have you standing on the retirement podium with the medal of financial discipline around your neck. Our clients know we don’t jump into the market pool without a plan. And because market waters are to be respected, we developed the Adaptiv Investment Management System™ so our clients can take advantage of the market water. We take pride in helping our clients and their portfolios adapt to the ever-changing market conditions and know when to get out of the water using price, the most important fact involved with markets. On Wednesday, July 21st, we’ll answer the following important questions: 1. How healthy is this market? Are we about to see another correction? 2. Will inflation destroy retirement savings? 3. How does Adaptiv navigate corrective markets? 4. Are all positions worth holding onto? 5. What important market developments should we be watching? It is our privilege to provide answers to these important questions at our FREE Quarterly Market Insights, Wednesday, July 21st. Please click button below to reserve your seat. When: Wednesday, July 21st, 2021 | 12 Noon (doors open 30 minutes prior) Where: The Columbian (3245 Lighthouse Lane, West Bend, WI 53090) Why: To enjoy good food and dig into important market developments and insights Feel free to invite a guest. Space is limited, to reserve your seat as soon as possible, please click button below to reserve your seat. Respecting markets, David Zarling, CMT Partner, Head of Investment Strategy & Research

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