Welcome to Where You Belong
You want to deliver better performance than the investment recommendations you’ve received from your traditional research channels and technology platforms. These firms apply the same fundamental investment selection process and antiquated asset allocation methodologies, since most source their research and technologies from a select number of like-minded service providers.
You’ve most likely bounced around seeking quality investment expertise only to find similarly poor experiences from investment firms, insurance companies, financial planners, and robo-advisors. As a seasoned investor you know this to be true. Most investment firms believe that service is enough; to which you reply: “I don’t need hand-holding, I need intelligent investing!”
Meanwhile, the newsletter industry pushes ‘Fear’ or ‘Greed’ to win your subscription fees. By playing off your emotions they attempt to get you to leap into a polarizing position of being extremely Bullish or Bearish. Neither extreme can serve you well for very long.