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.
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Learn how to harness the power of compound interest for your investments.
Red Flags for Tax Auditors
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Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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