The markets change, your clients’ portfolios should too.
Losses exponentially impact the gain required to get back even. As one of our founders, Don Beasley always says, “A 50% loss requires a 100% gain to break even.”
The mountain chart illustrates this by showing that the Dow Jones Industrial Average has spent more time in recovery mode than new growth or bear markets. Through our Humanistic approach, we focus on reducing the bear market declines in order to get clients’ portfolios back to break even and beyond as quickly as possible.
We believe successful investors do not avoid risk, they manage it.