Investment Opportunities

Protecting capital is important everyone.  These economic times are unprecedented  We are at an inflection point headed into uncharted territory.  The key is to be loss averse rather than risk averse.  Investors make money during economic booms but lay the foundation for that wealth creation during uncertain times like we are currently experiencing.

Don't abandon asset allocation- embrace it!  keep a portion of in liquid securities like stocks and bonds, keep a portion in real estate, and grow your wealth in private markets in a less risky diversified way. The key difference is to book the profit on a regular basis.  When market or economic conditions change you shift from one asset class to another to achieve the best possible rates of return.

This simple strategy keep the account fully invested in the highest performing asset classes during bull trends and the highest performing asset classes or cash in the bear trends.