Whether it is the U.S. stock market, international securities or bonds, twists and turns are an anathema to most investors. Modern Portfolio Theory (the pie chart) requires a “buy and hold” or “grin and bear it” mentality that fails to protect capital in falling markets. “Focused Foundation” portfolios adjust portfolios to changing market conditions.
Join us to learn how a “Focused Foundation” strategy can help you avoid throwing more money at losing investments. You do not need to stick with a “buy and hope” portfolio! You can still invest conservatively to aggressively using a “Focused Foundation.”