Whether you’ve been a client of ours for years or are just starting out, we’ve created this “Beginner’s Guide to Flexible Strategies” to help you better understand how they work, how they’re intentionally different from buy & hold strategies, and how they can best fit into your overall investment portfolio. We’ll also cover their limitations, and what they’re not designed to do.
It’s a quick 6-part course, with each chapter lasting around 5 minutes. So grab something to drink, maybe a snack and a blanket, and invest a half hour in getting more knowledgeable about Appleton Group’s suite of flexible investment strategies.
00:00 – Introduction
04:24 – Part 1 – Basics of Investing
10:16 – Part 2 – Basics of Traditional Strategies
14:24 – Part 3 – Adding Flexibility
20:27 – Part 4 – On the Right Side of the Market™
26:39 – Part 5 – Limitations: What Flexible Strategies Are Not
31:40 – Part 6 – Best Practices and Getting Started
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