Investment Approach

Long-term Investment Approach

Using standardized investment guidelines, we track the business cycle and the market’s performance to see if we are in a Red Zone or Green Zone.

Green Guideline:

Wealth Accumulation:  When we rise above rising intermediate guideline we can evaluate changing asset allocation strategies in an effort to potentially accumulate wealth.

Red Guideline:

Wealth Preservation - When we dip below the long-term guideline we can evaluate potentially changing strategies in an effort to help preserve wealth.

S&P 500 Daily Chart
October 1, 1992 – October 21, 2019

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