On the Right Side of the Market
The severe market declines of 2008 and a lost decade of no net growth have challenged investors to rethink the assumptions that were once commonplace. While stocks, real estate and commodities have all experienced periods of great boom, they have also experienced periods of great bust. But those who are thriving have managed to stay on the right side of the market.
These investors and advisors are using “Market-neutral” strategies which are best equipped to produce the returns that most investors need to make their financial engines run efficiently. These strategies work to neutralize many of the negative effects of the investment markets while reaping the positive rewards. This book lays out what is required of you to get the most out of market-neutral strategies.
For every choice in life, there is a cost. For today’s investor and their trusted advisor, adopting market-neutral strategies will require both an open mind and a willingness to separate you from the crowd.
Contact an Appleton Group Private Client Advisor to get your copy today…
On-Demand Chapter Presentations
The following presentations are narrated by the author, Mark. C. Scheffler, Senior Portfolio Manager and Founder of Appleton Group Wealth Management. These brief presentations summarize each chapter of the book, and serve as an introduction to the investment philosophy of our firm.
Section I: For Investors
Chapter 13 – The Sustainable Society
Section II: For Advisors
Chapter 14 – Advisors Are People, Too
Chapter 15 – What Clients Need to Get, What Clients Need to Give
Chapter 16 – Introducing the Proactive Advisory Model
Section III: Frequently Asked Questions
Chapter 17 – Frequently Asked Questions