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Jerry Wade believes that investors are prone to repeating the same mistakes over and over and suffer from poor advice from commission hungry advisors and are subject to the “you can do it yourself and win” marketing efforts of Vanguard, Money Magazine and CNBC. Jerry believes that “Flexible Investing” done correctly, is one of the keys to investment success. Flexible Investing – What Is It? Buying and holding low cost index funds from Vanguard, high cost annuities from anyone and accepting the poor advice from commission based stock brokers and financial planners cost investors millions over the past decade. This is your retirement and kids' education money and you can’t afford to screw it up! You need an investment strategy that will allocate more to undervalued categories and less to overvalued categories on an ongoing basis. Jerry calls this “flexible” investing. With a center point of 50% stocks and 50% bonds it is being able to take the stocks as low as 30% or as high as 70% to either take advantage of opportunities or help avoid the pain of the next bear market. Accomplishing this is easier said then done. Read on below to learn how to best accomplish this market beating approach that can put your finances in the penthouse vs. the outhouse! Flexible Investing – How To Implement If You Have Over $250,000 Wade Investments, LLC in conjunction with Wade Financial Group, Inc. has pioneered a flexible investment strategy that is so unique and novel that a patent is pending with the U.S. Patent office. It is called the Total Return Account (TRA) and has achieved exceptional investment results. Based upon proprietary research combined with the use of low cost ETF’s, the TRA makes multiple changes throughout the year to help put more money in investor’s pockets. The approach taken not only expertly manages the stock bond allocation but also makes various ongoing tactical moves in the underlying asset categories such as: commodities, foreign stocks, emerging markets stocks, small company stocks, etc. Such a sophisticated strategy is impossible for self-directed investors to implement. If you have $250,000 or more of investable assets call 763-746-2883. Flexible Investing – How To Implement If You Have Under $250,000 It is difficult to implement a flexible investment approach using multiple ETFs and asset categories for amounts less than $250,000. Jerry suggests that investors consider what has proven to be one of the best mutual funds available, the Leuthold Fund. For a prospectus or more information visit www.leutholdfunds.com. Flexible Investing – How To Implement In Your 401(k) Plan or Any Account or Amount While you will not have the advantage of the professional money management services, Jerry is a firm believer that the Flexible investment strategy, if placed in a capable investors hands, can prove valuable. He suggests that if investors faithfully listen to his radio show and visit this web page on a regular basis they should be able to take advantage of some of the more significant “market calls” that Jerry makes that may result in him lowering or raising the stock/bond allocations. This is meant as information only and should not be deemed as investment advice. Just as one person with a loaded gun can hit the target, another can shoot themselves right in the foot. Self-directed, individual investor success with Jerry’s TRA approach will vary. Click here to see Jerry's current Portfolio Position |
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