Invites You To
Investor Coaching Series
Rebalancing is essential to long-term prudent investing and risk control
"Balance is a feeling derived from being whole and complete; it's a sense of harmony. It is essential to maintaining quality in life and work."
- Joshua Osenga
What You Will
Know
You will know why we rebalance
Have
You will have the knowledge to know when to rebalance
Feel
You will be left feeling confident in your portfolio
What does systematic, prudent rebalancing look like?
“It takes patience and courage to effectively rebalance over a lifetime.”
- Mark Matson
About Wealth Design Group
Our company gets to the “why” behind investing. Unlike others, Wealth Design Group personalized one-to-one coaching to help each client define their true purpose for the wealth they have accumulated.
Then, WDG empowers clients with a plan that supports their unique life’s purpose and goals.
More than acquiring money, investing with WDG means you are investing for a reason that is important to you, your family and even the greater community at large.
Why do investors often confuse structured investing with indexed or passive strategies.
Rebalancing is essential to long-term prudent investing and risk control.
By default, human beings are not designed for rebalancing.
To properly rebalance requires a series of complex algorithms for both empirically tested academic investing research and human behavior.
Investor Coaching Series
Thursday, December 1st
Begins at 6:30PM
Location: Tony's Restaurant
3755 Richmond Ave
Houston, Texas 77046
t-shirts, as this dress code is strictly enforced.
Mark Connely, Dale Pieper, and Justin Makris are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. Mark Connely CA License # 0D04370 ARK License # 1301962/ Dale Pieper CA License # 0L81995/ Justin Markis CA Insurance License #0J11023 2021-130798 exp 1/14/2022
