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ALTUS  Wealth Solutions John D. Buerger, CFP® Wealth Health Webinar ,[object Object],[object Object],[object Object],Welcome - We will start the conversation in just a moment.   Direct message your questions to me using the text box to the right of the screen … for now we have disabled your ability to talk to me.   In time we will get the VOIP technology working more smoothly.   You may also send me an email to jdbuerger@altuswealth.com
ALTUS  Wealth Solutions John D. Buerger, CFP® Wealth Health Webinar ,[object Object],[object Object],[object Object],Welcome – Be a Part of the conversation.   Direct message your questions to me using the text box to the right of the screen … for now we have disabled your ability to talk to me.   In time we will get the VOIP technology working more smoothly.   You may also send me an email to jdbuerger@altuswealth.com
ALTUS  Wealth Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],John D. Buerger, CFP®
ALTUS  Wealth Solutions John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],Sources of Investment Information Wealth Health Webinar - Investing John D. Buerger, CFP®
ALTUS  Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
ALTUS  Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
ALTUS  Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],What is Investing … Really? Wealth Health Webinar - Investing John D. Buerger, CFP®
ALTUS  Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
ALTUS  Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
ALTUS  Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],[object Object],What is Investing … Really? Wealth Health Webinar - Investing John D. Buerger, CFP®
ALTUS  Wealth Solutions John D. Buerger, CFP®
ALTUS  Wealth Solutions Secular Bear Market (1965-1982) John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],[object Object],[object Object],Basic Principles of Real Investing Wealth Health Webinar - Investing John D. Buerger, CFP®
ALTUS  Wealth Solutions Equity Market Returns vs. Equity Mutual Fund Investor Returns Source:  Lipper, Inc. and Dalbar; used with permission. For illustrative purposes only. (1987-2006) John D. Buerger, CFP®
ALTUS  Wealth Solutions “ In investing, what is comfortable is rarely profitable.” Robert Arnott Active Asset Allocation John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],[object Object],[object Object],[object Object],What is Investing … Really? Wealth Health Webinar - Investing John D. Buerger, CFP®
ALTUS  Wealth Solutions According to a respected academic study, asset allocation is responsible for over 90% of variations in portfolio performance. 91.5% Asset Allocation 4.6% Securities Selection 1.8% Timing 2.1% Other Factors Brinson, Hood & Beebower,  Financial Analysts Journal , 1986 Brinson, Singer & Beebower,  Financial Analysts Journal , 1991 John D. Buerger, CFP®
ALTUS  Wealth Solutions Domestic Equities International Equities Emerging Markets Equities CA$H Domestic Debt International Debt Emerging Markets Debt Real Estate Global Asset Allocation John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],What is Investing … Really? Wealth Health Webinar - Investing John D. Buerger, CFP®
ALTUS  Wealth Solutions S&P 500 P/E Ratios – 1926 to Present John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],What is Investing … Really? Wealth Health Webinar - Investing John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],[object Object],[object Object],[object Object],Should You Have Help? Wealth Health Webinar - Investing John D. Buerger, CFP®
ALTUS  Wealth Solutions ,[object Object],[object Object],[object Object],Thank You – The Next Step Wealth Health Webinar - Investing John D. Buerger, CFP®

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ALTUS Webinar 2009-08-25 Investing

  • 1.
  • 2.
  • 3.
  • 4. ALTUS Wealth Solutions John D. Buerger, CFP®
  • 5.
  • 6. ALTUS Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
  • 7. ALTUS Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
  • 8. ALTUS Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
  • 9.
  • 10. ALTUS Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
  • 11. ALTUS Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
  • 12. ALTUS Wealth Solutions R-Cubed and Glidepaths John D. Buerger, CFP®
  • 13.
  • 14. ALTUS Wealth Solutions John D. Buerger, CFP®
  • 15. ALTUS Wealth Solutions Secular Bear Market (1965-1982) John D. Buerger, CFP®
  • 16.
  • 17. ALTUS Wealth Solutions Equity Market Returns vs. Equity Mutual Fund Investor Returns Source: Lipper, Inc. and Dalbar; used with permission. For illustrative purposes only. (1987-2006) John D. Buerger, CFP®
  • 18. ALTUS Wealth Solutions “ In investing, what is comfortable is rarely profitable.” Robert Arnott Active Asset Allocation John D. Buerger, CFP®
  • 19.
  • 20. ALTUS Wealth Solutions According to a respected academic study, asset allocation is responsible for over 90% of variations in portfolio performance. 91.5% Asset Allocation 4.6% Securities Selection 1.8% Timing 2.1% Other Factors Brinson, Hood & Beebower, Financial Analysts Journal , 1986 Brinson, Singer & Beebower, Financial Analysts Journal , 1991 John D. Buerger, CFP®
  • 21. ALTUS Wealth Solutions Domestic Equities International Equities Emerging Markets Equities CA$H Domestic Debt International Debt Emerging Markets Debt Real Estate Global Asset Allocation John D. Buerger, CFP®
  • 22.
  • 23. ALTUS Wealth Solutions S&P 500 P/E Ratios – 1926 to Present John D. Buerger, CFP®
  • 24.
  • 25.
  • 26.