Investment Strategies

What is Your Investment Strategy?*

 
In life you have strategies.
In business you have strategies – to succeed.
Even in games and sports, we have strategies - to win.
 
What is your investment strategy?  
 
Has it been working for you?
Can you expect it to work in today’s world?
 
Investment strategies* that worked in the 1990’s didn’t work so well in the 2000’s.
 
 
The Boom Decade of the 1990’s:               The Lost Decade of the 2000’s:
 
$ 100,000                                                                        $ 100,000
invested on January 1, 1990                                        invested on January 1, 2000
would have grown to                                                     would have shrunk to
$ 411,645                                                                         $ 90,682
by December 31, 1999.*                                                by December 31, 2009*
 
Ten years of gains totaling 311.65%!       Ten years with no gains – just a 9.3% loss.
 
*The S&P 500 is an unmanaged index and does not incur management fees, costs, or expenses. One cannot invest directly into the index. S&P 500 results obtained from marketwatch.com.  
 
 
What changed?   Everything changed! 
 
What worked in the Boom Decade did not work in the Lost Decade.
  • So, what is your strategy today?
  • What is the world like today?
  • What will the next decade be like?
  • Can your investment strategy win in today’s environment? In tomorrow’s markets?
 
Your Investment Strategy. Does it recognize our changing world? Does it have a chance to succeed?
 
Call us for a no obligation review of your investment strategy. 801-224-9867
 
 *No investment strategy can guarantee against losses nor guarantee profits. Securities and investment advisory services offered through FSC Securities Corporation. Member FINRA/SIPC and a registered investment advisor. Ferrin Capital Advisors, Inc. is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor. Past performance cannot guarantee future results. Investing.