Schultz Financial Mgmt Corp

 

Risk-Controlled Portfolios for Serious Investors

 

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Investment Newsletters

 

 

 

Investment Newsletters

 

 

We provide a monthly newsletter to investors that gives our current investment perspective regarding trends in the financial markets and how we have positioned our investment portfolios to take advantage of current market conditions.  To receive a complimentary email of our current newsletter as it is published, just fill in your name and email address below.

 

 

To view our past investment newsletters, click on the newsletter below.

 

 

10-26-2009

 

7-18-2009

 

5-26-2009

 

4-14-2009

 

3-9-2009

 

2-22-2009

 

2-7-2009

 

1-10-2009

 

12-05-2008

 

11-10-2008

 of Terms

 

Investment Portfolio:

This is an investor's entire investment portfolio not including home, personal property, and liquid funds needed for living expenses and emergencies.

 

This may include brokerage accounts, IRAs, annuities, rental property and company retirement plans such as 401(k)s.

 

A portfolio should be tailored to meet an an investor's objectives.  Then it should be monitored and adjusted in order to control risk. 

 

Investment Style:

This refers to an investment approach to buying or selling securities within an asset class.  We use "core" and "trend" to distinguish between two  distinctly different approaches that we use.

 

Our core investments would typically stay mostly invested throughout a full business cycle.

 

Our trend following investments attempt to reduce market exposure during downtrends in order to preserve capital.

 

 

 

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© Schultz Financial Management 2002