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Low Risk Investment Strategies - Risk Free and Wealth Free

Low Risk Investment Strategies - Aren't these just for retirees who want to protect their principal and earn a "risk-free" rate of return?


Low Risk Investment Strategies - Risk Free and Wealth Free

Low Risk Investment Strategies - Aren't these just for retirees who want to protect their principal and earn a "risk-free" rate of return?

What about the American dream?

How do long-term investors truly grow their money without risking everything? Where are the Low Risk Investment Strategies that actually build wealth?

Low Risk Investment Strategies - Searching for a Different Approach

When it comes to Low Risk Investment Strategies, it seems that product-oriented, mutual fund allocation concepts have delivered some pretty meager results in the last decade. Just consider the following: (i) 6,000 SEC-registered mutual funds have quietly gone out of business in the last ten years; (ii) from 2000 to 2003, most mutual funds passed reportable "tax events" along to their investors, even though their portfolios were losing money; and (iii) 43 of 44 Wall Street analysts had Enron as a low risk "buy" recommendation when that stock crashed in early 2000. Remarkably, the average investor made only 2.6% per year during the seemingly robust period of 1984-2002. 

Yes, so-called "Low Risk Investment Strategies" can become major loss centers overnight… And it can take a financial lifetime to recover!

Low Risk Investment Strategies - Searching for a Different Approach

Often, investors overreact to the paltry performance of Low Risk Investment Strategies by allocating a large portion of their nest egg to High Risk Investment Concepts. In a world where marketing hype rules the roost, it seems the "bad eggs" keep rising to the top of the basket: Collar! Cover! Hedge! Margin! Leverage! Arbitrage! Be an Insider! Get rich quick! No money down!

Stop! What options are left for the regular investor with real dreams?

Low Risk Investment Strategies - Is There Anything That Really Works?

At Personal Equity Institute, we can actually structure Low Risk Investment Strategies that achieve your long-term, wealth building desires! Using the process of "Personal Financial Engineering," we can deliver a complete program that manages your entire financial life, including investments, expenses, real estate, personal property, personal business interests, insurance, estate planning, and liability protection. With discipline, this holistic package of Low Risk Investment Strategies will maximize your wealth, while limiting your exposure. PEI is ready to help and we are prepared to be Your Wealth Advocate.