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