Investors need the return potential of stocks to grow wealth and outpace inflation.
Yet stock market investments expose investors to a bumpy ride with unpredictable periods of severe losses.
The trouble with ‘buy and hold’ is that a bumpy ride makes it hard to know when to buy and difficult to hold on.
Bumpy rides often cause investors to ‘buy and fold’ – causing detrimental effects on long-term results.
Financial plans are built with the best of intentions and generally assume a consistent return.
But the reality is, the stock market is unpredictable.
Which looks like a smoother ride to you? Which would you prefer in building a financial plan?
Over time, the S&P 500 Index has proven to be a bumpy ride with inconsistent returns, creating outcome uncertainty.
By reducing volatility and the impacts of bear markets, our strategy has helped smooth the ride and produce consistent outcomes.
“Market risk, also called ‘systematic risk’, cannot be eliminated by diversification, though it can be hedged against.”
– Investopedia
By remaining always invested for growth and always hedged for protection, the Swan Defined Risk Strategy is designed to seek consistent returns, with a proven performance record since 1997.