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patented-JaniczekI am so pleased to announce that today, on December 2, 2014, the U.S. Patent and Trademark Office granted patent number 8,903,739: Systems and Methods for Optimizing Wealth, of which I am the inventor.

Decades in the trenches with accomplished business leaders experiencing a life-changing liquidity event offered the ideal extreme conditions conducive to innovation. Simply put, I do not believe people who experience good fortune should have to struggle to keep the wealth they created protected, growing and serving them…all too often wealth masters people instead of people mastering wealth.

dinner-is-servedPeople often approach me at cocktail parties asking for my view of the investment climate and/or sharing theirs. While I go to such functions purely seeking to enjoy great friends, food and drink; I’m always happy to oblige.

To tell you the truth, cocktail talk almost always reveals one of the biggest investment mistakes on the planet: trying to be right.

 

When we published our 2014 Market Outlook in January of this year, we identified that we were still bullish and overweight stocks coming off of the nice rise in equities in 2013. We also said we had some strong evidence indicating the higher probability of a pullback of 10% to 20% in the fall but that numerous indicators lined up for a likely strong 4Q14. The analysis behind our commentary has helped us greatly thus far in 2014.

We just published our Q2 edition of Portfolio Matters.

In this edition of Portfolio Matters we offer some commentary and analysis on where investors should be getting defensive, and where the recent market activity could present opportunities.   We think you will find our publication timely and insightful.

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