Brochures & Client Materials

Outcome & Income

Seeking Consistent

Outcomes

Sustaining Systematic

Withdrawals

Consistent Outcomes & Sustainable Withdrawals

Hedged Equity Solution Brochures
Addressing the Behavior in Finance

Insightful presentations designed for investors.

Research Papers for Investors

Hope for the Best. Prepare for the Worst.

Terms like ‘black swan’ or ‘hundred-year storm” are used to describe periods of market distress. These terms however belie the frequency with these events occur and insinuate that investors are powerless to address such events.

 

This paper tackles the misconceptions, how the industry has traditionally sought to deal with such events, and how a hedged equity investment approach may help investors to hope for the best (invest in equities for growth), while being prepared for the worst (being hedged against major market distress).

eBook: Math Behind Investing Success

The markets are driven by human decisions and emotions, like fear and greed. Yet investment results don’t have to be.

 

There are four math principles investors can take advantage of for successful goals-based investing:

1. The Power of Compounding
2. The Value of Avoiding Large Losses
3. Less Volatility Speeds Up Growth
4. Reduce Tail Events for Consistent Returns

 

This straightforward eBook unpacks these math principles and provides ideas for how to leverage them in a portfolio for long-term investing success.

For more information or if you wish to obtain printed copies of these or other materials, please contact us.