Has 2020 been your best investment year ever?
If not, maybe it’s time to check your strategy? For 2020 our LPAM Tactical Strategy finished up 101.05% outperforming the S&P 500 by 84.79%.
If you’re unhappy with your current strategy, watching this short video could be a gamechanger…
All accounts are opened at Schwab. We work best with households with incomes over $250k. Our tactical opportunity strategy has a $50,000 minimum.
Investment Education Resources
There is more to creating lasting wealth than just investing in the stock market. Stock market investment are important but should be combined with other wealth building tools such as tax control, leverage and passive income stream.
Active vs. Passive Investing
Over the last 15 to 20 years, we have seen the rise of low cost, passive index investing. While this low-cost approach to investing has made it easier to invest and maintain long term investment discipline for the average household, there are downsides to this investment approach that can reduce your long-term growth rate.
A passive low-cost approach to investing will place client money in both the good and bad areas of the market. In this episode, Robert reviews LifePro Asset Management’s simple 3-step investment strategy to reduce investment headwinds, identify areas of long-term growth and the companies leading these areas of positive disruptive change.
The traditional approach of asset allocation relies heavily on emotional responses to risk tolerance surveys and the idea that market volatility is always a liability.
October 7th, 2020 Portfolio Update – Focus on Strength
As of October 7th, the LPAM Tactical Opportunity has advanced 80.91+% after fees, vs. a rise of +5.84% for the S&P 500 Price Index.
Investing is about finding companies that are positioned to prosper in the future, thereby growing the value of the firm and creating wealth for their investors. While that sounds easy, the process of finding a collection of companies that can deliver growth, maintain a healthy balance sheet, and retain key personnel is incredibly difficult. That is why when we find these diamonds in the rough, we want to embrace and hold them tightly for the long term. Investing creates wealth; day trading creates regret.
October 1st , 2020 Portfolio Update – There is no election!
As we close out Q3, the LPAM Tactical Opportunity strategy has advanced +70.07% in 2020.
The message here is that successful investing requires patience and a willingness to leave our political and social biases at the door. Stay hyper-focused on the factors and characteristics associated with companies that can grow regardless of the economic, political, or social environment. INVEST LIKE ELECTIONS DON’T EXIST.
September 25th, 2020 Portfolio Update – Vaccinating Against Fear
As of September 25th, the LPAM Tactical Opportunity has advanced +67.69% after fees, vs. a rise of +2.09% for the S&P 500.
As we approach the U.S. election and cope with the ongoing impact of COVID-19, it’s easy to get caught up in the firestorm of fear that is being spread by the 24/7 news media. That’s why its more important than ever to take a step back and lean on an investment process that is non-emotional and driven by data, NOT FEAR. The good news is that despite heightened uncertainty, the economic v-shaped recovery remains on track, interest rates and inflation are low, and corporate earnings continue to recover.
Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Denver Nowicz), will be profitable or replicate its previous historical performance.
About the founder...
Wealth For Life was founded by Denver Nowicz, a fiduciary and financial adviser with over 20 years in the industry.
With experience gained from helping hundreds of clients successfully improve their finances and their lives, Denver is driven by his clients’ success—nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries, and fears.
WealthForLife.net – 16427 N Scottsdale Rd #410, Scottsdale, AZ 85254 – 602-326-3435