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Advance and Protect Asset Management Process
At Winer Wealth Management, we believe that the key to helping you build and preserve wealth through bull and bear markets is effectively managing risk and minimizing losses.
Why Advance and Protect?
Let’s face it, investing only works if you sell and take profits before they're wiped out in the next market decline. In Investing 101, we were taught to buy low and sell high, not buy and hold forever! Yet, how often have your heard advisors and market pundits tell you “Just hang in there, it will come back”? That's great advice if you can wait long enough for your assets to recover. But for anyone nearing or in retirement, "buy, hold and hope" is not an effective or acceptable investment strategy. In fact, it can be dangerous to your financial well-being. Many investors who lost money buying and holding during in the 2000-2003 and 2008 bear markets are still waiting for their assets to recover.
As you know, the markets and economy go through constant up and down cycles. If you're retired or need your capital during one of the markets' inevitable down cycles, losing even the smallest amount of money could jeopardize your financial security or your ability to maintain your standard of living. That's why we developed our Advance and Protect Asset Management Process.
How It Works
Our Advance and Protect Asset Management Process combines a disciplined risk management process with a dynamic growth strategy. Its objective is to capture growth during rising markets, protect your capital during market declines and help you grow your money over time, safely, consistently and effectively.
 As economic and market cycles evolve, sophisticated computer models help us determine the optimum times to buy and sell securities, adjust our exposure to the financial markets and manage the level of risk in your portfolio on a constant, ongoing basis.
Advancing and Protecting During "The Lost Decade For Stocks"
During "The Lost Decade for Stocks" (2000-2010), buying and holding the S&P 500 produced a 9.4% loss. Had you been invested in our Advance and Protect strategies, your money would have grown more than 70%.*
Advance and Protect Vs. S&P 500
2000-2010
A Better, More Effective Way to Invest
Our Advance and Protect Asset Management Process can help you:
• Grow your money, more safely and consistetly
• Keep emotions from adversely affecting your investment decisions and results
• Meet your financial goals
• Invest with comfort and peace of mind
• Keep future downturns in the financial markets from jeopardizing your investments, retirement
savings and financial security.
Don't wait another day to put our Advance and Protect Asset Management Process to work growing and protecting your money. To learn more or schedule a complimentary financial consultation, call us today at (818) 673-1695.
* Past performance does not guarantee future results.
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GROW, PROTECT & PRESERVE YOUR INVESTMENTS
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PEOPLE ARE TALKING
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Jim Cramer on Buy and Hold...
"If you had practiced buy and hold over the last decade, you would have gotten exactly nowhere. The results are in and this philosophy has lost more people more money than anything save gambling, and frankly, it's hard for me to see the difference between gambling and deciding to permanently own stock in a company that could change its stripes at any moment. It's investing blind, and investing blind is no different from investing dumb.
I know from personal experience that this mindless "buy and forget"—I am no longer using the term "buy and hold" because that presumes that what you "hold" doesn't go to zero, wishful thinking in retrospect—is a form of recklessness that can no longer be tolerated as a serious way to manage your money."
Jim Cramer Former hedge fund manager, financial news commentator, author and host of CNBC's Mad Money | | |
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