Experts say that it is unlikely that coming generations will have pensions, social security or retirement health benefits. Alan Greenspan in a senate review on 7/20/05 said, "Retirees will need 80% of their income level to have a comfortable life and it will have to come substantially from non-social security, non-pension benefits." Now, more than ever, people must be able to create wealth, protect their families and minimize risk.
1) The good news is that the creation of wealth is the result of making dozens of good financial decisions over the course of a lifetime and the vast majority of these decisions need not involve finding next year's best performing mutual funds or picking winners in the stock market. They involve continual analyses and coordination of your clients’ incomes, expenditures, insurance, investments, the value and financing of their home(s), the proper use of credit, taking advantage of changing interest rates, minimizing taxes, etc. Only a computer system is fast enough and accurate enough to continuously monitor so many variables and simulate the impact each of them will have on your financial affairs during your working years, retirement years and the value of your estate. mcc developed this unique software because its CEO and founder, having 40 years of highly successful global financial experience, knew it was essential for the creation of wealth and that it was not available in existing financial services companies (large or small).
2) Over the long term (30 years) investing in the stock market has been a good way to beat inflation. However, investors should know that over the last dozen years, only 25% of professional money managers (working for big or small companies) have had the expertise to outperform the benchmark S&P 500 Index. And during the 2000 - 2003 bear market even these professionals typically lost between 20% - 30% of their clients' IRA/401K values.
Jack Bogle (Senior Manager, Vanguard), “Over the last 10 years only 25% of the mutual funds out performed the standard Indexes”.
Dr. J Randall Woolridge, PSU, “Over the last 10 years only 3 out of the top 10 brokerage firms beat the S&P”
3) For the part of wealth creation that depends on the performance of the equity markets, mcc recommends that you avail yourself of money mangers and investment strategies that give clients top 25% performance. mcc can do a free evaluation of CAGRs during both bull markets and bear markets. To the extent that your performances and strategies have yielded superior results you should stick with them and consider having mcc coordinate these investment portfolios with our other 9 synergistic services which maximize the creation and protection of wealth. Regardless of what expert (or team of experts) you are currently using, it is essential that investments be thoroughly diversified in terms of asset class, domestic vs. international, correlation to the S&P, portfolio managing philosophies, insurance products, tax treatment, income production & sensitivity to economic cycles. Depending on the financials, demographics and risk aversion of clients, one should consider alternative assets such as: hedge funds, funds-of-funds, absolute returns, longs/shorts, arbitrage, REITs, energy trusts, real estate, etc.
You don't have to switch brokers or agents to seek our advice or use our revolutionary software which does all of the above and much more. Contact us and we will explain how all this works...free of charge.
On Wall Street, Bulls and Bears look at the same data and some think the market is gong up and some think it is going down. If the experts are confused...you must be too. mcc will show you how to best evaluate your broker's or advisor's performance;
If a barber makes a mistake…you can call it a new hairstyle
If a tailor makes a mistake…you can call it a new fashion
If parents make a mistake…you can call it a new generation
If your financial advisor makes a mistake…IT’S YOUR MONEY...NOT HIS!
1) The good news is that the creation of wealth is the result of making dozens of good financial decisions over the course of a lifetime and the vast majority of these decisions need not involve finding next year's best performing mutual funds or picking winners in the stock market. They involve continual analyses and coordination of your clients’ incomes, expenditures, insurance, investments, the value and financing of their home(s), the proper use of credit, taking advantage of changing interest rates, minimizing taxes, etc. Only a computer system is fast enough and accurate enough to continuously monitor so many variables and simulate the impact each of them will have on your financial affairs during your working years, retirement years and the value of your estate. mcc developed this unique software because its CEO and founder, having 40 years of highly successful global financial experience, knew it was essential for the creation of wealth and that it was not available in existing financial services companies (large or small).
2) Over the long term (30 years) investing in the stock market has been a good way to beat inflation. However, investors should know that over the last dozen years, only 25% of professional money managers (working for big or small companies) have had the expertise to outperform the benchmark S&P 500 Index. And during the 2000 - 2003 bear market even these professionals typically lost between 20% - 30% of their clients' IRA/401K values.
Jack Bogle (Senior Manager, Vanguard), “Over the last 10 years only 25% of the mutual funds out performed the standard Indexes”.
Dr. J Randall Woolridge, PSU, “Over the last 10 years only 3 out of the top 10 brokerage firms beat the S&P”
3) For the part of wealth creation that depends on the performance of the equity markets, mcc recommends that you avail yourself of money mangers and investment strategies that give clients top 25% performance. mcc can do a free evaluation of CAGRs during both bull markets and bear markets. To the extent that your performances and strategies have yielded superior results you should stick with them and consider having mcc coordinate these investment portfolios with our other 9 synergistic services which maximize the creation and protection of wealth. Regardless of what expert (or team of experts) you are currently using, it is essential that investments be thoroughly diversified in terms of asset class, domestic vs. international, correlation to the S&P, portfolio managing philosophies, insurance products, tax treatment, income production & sensitivity to economic cycles. Depending on the financials, demographics and risk aversion of clients, one should consider alternative assets such as: hedge funds, funds-of-funds, absolute returns, longs/shorts, arbitrage, REITs, energy trusts, real estate, etc.
You don't have to switch brokers or agents to seek our advice or use our revolutionary software which does all of the above and much more. Contact us and we will explain how all this works...free of charge.
On Wall Street, Bulls and Bears look at the same data and some think the market is gong up and some think it is going down. If the experts are confused...you must be too. mcc will show you how to best evaluate your broker's or advisor's performance;
If a barber makes a mistake…you can call it a new hairstyle
If a tailor makes a mistake…you can call it a new fashion
If parents make a mistake…you can call it a new generation
If your financial advisor makes a mistake…IT’S YOUR MONEY...NOT HIS!
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