Surviving Bear Markets - The Math Problem with Buy and Hold Investing

3245 Lighthouse Lane,West Bend WI 53090

20 July, 2022

Description

Dear Friend: Back in 2000, a movie called “The Perfect Storm” debuted in theaters. Based on a true story, the film tells the incredible account of the Andrea Gail, a commercial fishing vessel lost at sea after being caught in the worst storm to ever hit the North Atlantic. The crew of Andrea Gail, and many other vessels, are caught off guard in October 1991, when they underestimate three weather fronts which unexpectedly collide to produce the greatest storm in modern history. This clash of systems over the Atlantic Ocean caused 40-to-80-foot waves, with unconfirmed reports of waves 100 feet high in some locations. Sadly, the massive surf was too much to overcome for the Andrea Gail and its crew. We cannot control markets any more than a sailor can control the seas. Yet, we can participate in markets and use them to reach our destination. We just need to have a plan to adjust our sails when stormy weather approaches. With the Adaptiv Investment Management System™, we have an instrument capable of navigating markets and identifying major storms. By using hard data, it helps us identify when we can use the wind and waves to our advantage and when we need to stay in harbor. This System has identified an important market development we haven’t seen in 35 years. We’ll cover this development, and more, at this month’s lunch & learn event. On Wednesday, July 20th, we’ll answer the following important questions: Will political developments and midterm elections make this market worse? What impact does the dollar and inflation have on retirement accounts? What Major Market Development is negatively impacting many portfolios? What is the math problem with buy & hold investing? How do we use the Adaptiv System to navigate markets and protect retirement accounts? It is my privilege to provide answers to these important questions at our FREE Quarterly Market Insights, Wednesday, July 20th. Please click the button to reserve your seat. Where: The Columbian (3245 Lighthouse Lane, West Bend, WI 53090) When: Wednesday, July 20th | 12 Noon (doors open 30 minutes prior) What: Study the markets and eat good food Feel free to invite a guest. Space is limited, to reserve your seat as soon as possible, please click the button. Navigating the markets, David Zarling Partner, Head of Investment Strategy & Research