Wealth Hazards

It used to be prudent to take the money that you'd put aside for investing in the markets and just buy and hold the blue chip stocks of the day.  This "set it and forget it" approach was a time-tested strategy that average investors could manage on their own.  In the past ten years, the Internet and the availability of more and more investment information has made it easier to accomplish this do-it-yourself portfolio management chore.  Investors are aided by an abundance of online discount brokers who offer free data feeds and charge as little as seven dollars per trade for an unlimited number of shares.  Today, the new "buy and hope" philospohy is the result of investors questioning the markets, the economy, our government, and their own sanity and not getting a satisfactory answer.  

We think we’ve identified three critical factors that determine how successfully an individual will withstand the effects of a wealth hazard that they've encountered.  Many people will find this approach useful in their attempt to deal with these difficult times.  The three factors are how to Avoid, Manage, and Recover from the effects of a wealth hazard.  

Please explore our website and our new book and contact us via Ask a Question if you have any comments, questions or concerns.