Welcome to Swiss American Financial Solutions…
Wealth Management Begins with Risk Management
At Swiss American Financial Solutions, we’ve put together a multi-disciplinary group of professionals dedicated to growing and protecting your money. From investments to asset protection, to college, retirement and estate planning, we offer a full array of services.
Our focus first and foremost is on managing risk. Why? Because the “buy and hold” and asset allocation strategies that worked in the past have proven inadequate to 21st-century challenges:
From 2000-02 the S&P declined 47%; the NASDAQ declined 78%.
From 2007-09 the S&P declined 56%: a 60/40 blend of stocks and bonds declined 33%.
The Fallout: A Lost Decade and More…
For a buy and hold investor it took almost 13 years- from March 2000-January 2013- just to recover what they had lost in the S&P downturns. They made nothing and would have seriously depleted their nest egg had they taken money out for retirement or emergencies.
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Can You Afford to Proceed with Business as Usual?
Since bottoming in March 2009, the S&P has completed an 8 year bull market run that has more than tripled its value. Yet over the same time, the actual economy has recorded the weakest recovery since WW II. Does that make sense to you?
2 Major Sources Boosted It’s Climb:
The Fed’s quantitative easing
Corporate stock buybacks
But the fed has now ended QE and begun a series of rate hikes. Also, insider selling from corporate executives has risen to record levels in recent months.
Facing such headwinds, are we about to experience “déjà vu all over again”? Can you afford to lose another 50-60% of your nest egg, or perhaps even more?
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Our Answer: Low Risk, Low Volatility Investment Platforms
The Key Ingredient: Tactical Management
Clearly they didn’t achieve such results with a buy and hold or asset allocation strategy. Instead, they all relied on their proprietary, tactically managed trading platforms to help guide their investment decisions: when to be in the market, when to go “risk-off” to cash and even when to hedge and possibly make money when markets are declining.
Thank you for your time and consideration…..
Swiss American Financial Solutions