You have taken your first step to "Master the Investment Trends" through our Wave and Wind Investment Strategy. We encourage you to venture on ....
Wave and Wind
Master the Investment Trends
(Only Available Through Towne Scherer Private Wealth Management)
We use, what we believe, is the only investment portfolio management strategy that strives to manage risk, while at the same time, enhancing performance. Our strategy utilizes the two most important investment concepts of our time, Asset Allocation and Relative Strength. We, at Towne Scherer Private Wealth Management, call our unique strategy, “Wave and Wind”, utilizing the ebb and flow of investment markets in the new global economy. It is specifically designed to give investors the power to manage the volatility in their portfolios, while maximizing their portfolio performance.
By utilizing Asset Allocation Modeling, developed in 1952 by Harry Markowitz, our unique ”Wave and Wind” strategy is designed to provide an effective way to achieve competitive rates of return, while channeling a portfolio into volatility ranges. Secondly, by implementing Relative Strength measurements in a portfolio using the renowned Dorsey Wright system, a portfolio can be leaned in or out of the market, to reduce risk and to maximize returns.
"Global Capitalistic Expansion..."
Today, Americans are witnessing the expanding global capitalistic revolution, birthed in 1776 by our Founding Fathers. The fall of totalitarian regimes and socialism in countries like Brazil, Russia, India and China, has resulted in an amazing change throughout the world. The inseparable relationship between personal liberty and personal responsibility was expressed by our Founding Fathers in two great documents, "The Declaration of Independence" by Thomas Jefferson, and The Wealth of Nations by Adam Smith. These two documents are the catalyst of what we are seeing today... the quest for worldwide personal freedom, during global capitalistic expansion.
Whatever your financial destination is, you will need adequate capital. Christopher Columbus’ desired destination was no different. He longed for a new world ... a global expansion.
The Wisdom of Columbus
Once Columbus discovered a possible new sailing route, he obtained the capital needed to fund his expedition. As he began plotting his course, Columbus soon realized that the old trade routes were inadequate. Something more was needed. The old sailors of the day told him that when sailing past the Azores Islands, contrary easterly winds would impede further progress. It was rumored that one might be able to pick up westerly trade winds and ocean currents if one sailed south, toward the Canary Islands.
This is exactly what Columbus did. He combined Old World sailing techniques with New World strategies. Instead of sailing directly across the Atlantic Ocean, Columbus first sailed south, towards the equator, picked up the westerly trade winds, and then headed northwest to the West Indies. We believe that combining proven investment strategies with 21st Century investment techniques, will keep you on course to arrive soundly at your investment destination.
No strategy or asset allocation ensures a profit or protects against a loss.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
U.S. Personal Savings Rate
What can be learned from the savings rate?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retirees traveling abroad need to know that their health insurance travels with them.
Five strategies for managing your student debt.
Tips on insuring your teen driver.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
Even low inflation rates can pose a threat to investment returns.
$1 million in a diversified portfolio could help finance part of your retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you know these three personal finance sayings?