Win by Not Losing

Structuring a portfolio to “Win by not losing”. Confused about investing in single stocks vs globally diversified funds? The differences and pros/cons of active vs passive investing? Selling high and buying low? Joins us to learn a disciplined and unemotional re-balancing strategy and a review of “all-in” costs any investor may face. Join Rob Siegmann, partner of Total Wealth Planning, and learn about the investment philosophy he and many professional financial advisors utilize. He will talk about the Modern Portfolio approach to investing and how the approach, based on Nobel Prize winning research, structures an investment portfolio to “win by not losing” by keeping costs and risks low, while not sacrificing long term returns.Show more

Rob will discuss investment strategy to structure a portfolio and diversify across different asset classes. He will compare the use of diversified funds to stock of a single company (or multiple companies), and pros and cons of employing active managers versus a pure index (passive) approach.

Since money is emotional, he’ll show how the Modern Portfolio approach aims to rebalance portfolios without emotion to capture profits and take advantage of lower priced, out of favor investment opportunities. Lastly, it’s often not what you earn, but what you keep, so a comprehensive and transparent review of all costs an investor may pay on their own, or when working with an advisor will be covered.

Recorded on October 12th, 2017

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