The new way to invest and save
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Transcript of The new way to invest and save
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New Life Financial PlanningA SEC Registered Investment Advisor
NLFP Investment Advisor Representative
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NOTE:The Following Presentation is for training purposes ONLY and is not
to be used with the General Public.
Use ONLY Client APPROVES Presentations With the General
Public
New Life Financial Planning
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The following information is for illustrations purposes ONLY.
The following information DOES NOT Illustrate the actual performance that may be experienced by an individual
investor.
The actual investment performance of any individual investment account will be higher or lower than this illustration.
Your personal investment risk tolerance and all aspects of any investment, to include fees, should be carefully considered before making any actual
investment.
The past performance of any investment is NO guarantee of future performance.
FANAdvisors: First American National Advisors
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New Life Financial Planning
▪A SEC Registered Investment Advisor…
Always do what is in the best interest of the Client
▪Committed To The Best Possible…Investment Advisory Services and
Education
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When It Comes To
Investments, We Believe Every
Investor Has Two Basic Goals…
1) Earn Money
2) Do Not Lose Money
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New Life Financial Planning
Most people have been lead to believe…
THERE IS ONLY ONE WAY TO INVEST
Invest In The “Market”And Live With The Inevitable Downs
and Ups
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Two ways to Invest
But, There Are Actually TWO, Very Distinct And Different Ways To
Invest:
1.Strategic
2.Tactical
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Strategic
Strategic Traditional Approach Common To Mutual Funds “Buy And Hold”
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Strategic: An Illustration
S & P 500 IndexDecade Of the 1990’s
(14.53% Annualized Return)
$100,000
$423,000
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Strategic: An Illustration
S & P 500 IndexDecade Of The 2000’s
(-2.23% Annualized Return)
$100,000
$79,000
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What is Tactical?
So Then What IsTactical Managed Money?
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Tactical Managed Money Is…
ACTIVE PROFESSIONAL Money Management
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Tactical Managed Money Is…
ACTIVE PROFESSIONAL Money Management
Constant Attention By A Professional Manager
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Tactical Managed Money Is…
ACTIVE PROFESSIONAL Money Management
Constant Attention By A Professional Manager
Flexibility To Use Multiple Asset Classes
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Tactical Managed Money Is…
ACTIVE PROFESSIONAL Money Management
Constant Attention By A Professional Manager
Flexibility To Use Multiple Asset Classes Trends And Indicators, NOT Timing
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Tactical Managed Money Is…
ACTIVE PROFESSIONAL Money Management
Constant Attention By A Professional Manager
Flexibility To Use Multiple Asset Classes Trends And Indicators, NOT Timing Ultimate Asset Protection: Cash
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Tactical Managed Money Is…
ACTIVE PROFESSIONAL Money Management Constant Attention By A Professional
Manager Flexibility To Use Multiple Asset Classes Trends And Indicators, NOT Timing Ultimate Asset Protection: Cash Asset Preservation & Asset Appreciation
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The Goal
The Goal of Tactical Managed Money:
▪ Capture Upside or Positive Performance▪ Avoid “Drawdowns” or Negative Performance
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Tactical
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Tactical: An Illustration
S&P 500 Index Fund 2000 Through 2014
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Tactical: An IllustrationS&P 500 Buy & Hold
$183,578
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Tactical: An IllustrationS&P 500: 80% Participation /
Avoidance
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
MM 80%
S&P 500
$297,999
$183,579
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Tactical: An IllustrationS&P 500: 90% Participation /
Avoidance $374,310
$297,999
$183,579
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But The “BIG” Question…
Can It Really Be Done?
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Yes It Can Be Done…
And It Has Been Done!
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A Better Investment Solutions
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A Better Investment Solution
I am associated with a…Registered Investment Advisor Firm
That is working with some of the finest Money Managers
To Help People Find and Develop
“A Better Investment Solution”
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A Better Investment Solution
The Vast Majority Handle Their Investments,
Tw0 (2) Ways…
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A Better Investment Solution
Tw0 (2) Ways…1.Do It Yourself
Manage a 401k, Buy Mutual Funds or Stocks Direct
2.Work With A Broker or Securities Rep▪ Buy Mutual Funds, Variable Annuities, Stocks or Bonds
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A Better Investment Solution
People are Looking For…
“A Better Investment Solution”
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A Better Investment Solution
S&P 500 Index, Decade of the 1990’s1/1990: $100,000 To 12/1999: $423,700
(14.53% Annualized Return)
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A Better Investment Solution
S&P 500 Index, Decade of the 2000’s1/2000: $100,000 To 12/2009: $79,970
(-2.23% Annualized Return)
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A Better Investment Solution
Clearly What May Have Worked In The Past
Has Not Worked in Recent Years
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A Better Investment Solution
There AREBetter Investment Solutions, That..
Address the investment challenges of recent years
Have performed year after year, in BOTH up and down markets
Provide access to managers that were once available ONLY to:
InstitutionsOR Larger Account Balances
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A Better Investment Solution
Our “Better Investment Solutions”Are Provided Through…
Carefully Selected Professional Money Manager that…
Always work on “Making Money”BUT, Continually Focus on NOT “Losing Money”
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A Better Investment Solution
The Importance of NOT LOSING Money
Investor #1: $100,000
Investor #2: $100,000
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A Better Investment Solution
The Importance of NOT LOSING Money
Investor #1: $100,000
Investor #2: $100,000
40% Loss: $60,000
10% Loss: $90,000
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A Better Investment Solution
The Importance of NOT LOSING Money
Investor #1: $100,000
Investor #2: $100,000
40% Loss: $60,000
10% Loss: $90,000
60% Gain: $96,000
50% Gain: $135,000
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A Better Investment Solution
The Importance of NOT LOSING Money
Investor #1: $100,000
Investor #2: $100,000
40% Loss: $60,000
10% Loss: $90,000
60% Gain: $96,000
50% Gain: $135,000
Total Value Down (4%)
Total Value UP 35%
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A Better Investment Solution
To Further Illustrate theImportance of NOT Losing Money…
Let’s Take A Look At What Happened To Most InvestorsVersus
What Would Have HappenedIf Exposure To Losses Had Been Reduced
The Following Numbers Are Actual Audited Results, Net of All FeesFrom One of the Currently Available Manager Options
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A Better Investment Solution
What Actually Happened to Most Investors $100,000 From Jan, 2000 To Dec, 2012S&P 500 With Dividends Reinvested
$135,618
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A Better Investment Solution
What Would Have HappenedIf Exposure to Losses Had Been Reduced Sample Money Manager: Jan, 2000 To Dec,
2012
$135,618
$212,253
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A Better Investment Solution
Which Investment Would You Prefer?
Description The Average Investment
The Professionally
Managed Account
Annualized Return 2.57% 6.76%
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A Better Investment Solution
Which Investment Would You Prefer?
Description The Average Investment
The Professionally
Managed Account
Annualized Return 2.57% 6.76%
Best Quarter 15.99% 14.72%Worst Quarter -21.85% -5.70%
Maximum Drawdown -55.31% -12.67%
Volatility Index 1.00 .27
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A Better Investment Solution
Which Investment Would You Prefer?
Description The Average Investment
The Professionally
Managed Account
Annualized Return 2.57% 6.76%
Best Quarter 15.99% 14.72%Worst Quarter -21.85% -5.70%
Maximum Drawdown -55.31% -12.67%
Volatility Index 1.00 .27
Account Value $135,618 $212,25356% More Money
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A Better Investment Solution
Would You Be Interested In Evaluating What YOUR Investments Would Have Done
Using This “Better Investment Solution”?
If So…I Need To Gather Some Basic
Information
Past Performance Is NO Guarantee of Future PerformancePlease refer to individual investment manager for
specific fees, expenses and performance information.
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“What makes us different?”
An official distinction we have over the majority of other financial advisors is
Registered Investment Advisor …RIA
We are completely independent and objective when making investment or planning recommendations to our clients.
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“What makes you different?”
We work for our clients NOT for Wall Street
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“What makes us different?”
We MUST make unbiased, prudent investment decisions for our clients.
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“What makes you different?”
RIAs have a legal and regulatory fiduciary duty to act in the best interest of their clients.
RIAs use institutional custodians to hold and safeguard their clients’ investments.
RIAs provide advice and services for a fee based on a percentage of the client’s assets.
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“What makes you different?”
RIA firms are registered with the Securities and Exchange Commission, making RIAs some of the most highly regulated entities in the financial industry.
RIAs work with complex portfolios and address unique needs that require a highly customized level of investment expertise.
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Average Investor
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Average Investor
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Average Investor
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One example
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