sanserve

A few simple standards would create a whole new set of conservatively managed "retirement plan only" mutual funds, with reduced management fees--- in deference to their captive audience and less speculative composition. Plan participants would not be able to speculate with their savings as they are today.

Investor perceptions of volatility need to be rearranged. When you allow more than an up-only smiley face into your understanding of the markets, you will be able to position yourself to actually take advantage of the volatility while it is happening.

Risk minimization begins with quality, is enhanced through diversification, and is compounded with realized income. The first two steps require research, greed control, and discipline. The income part just requires discipline, so it should be much easier to manage.

Here's your opportunity to take your next golf vacation to a higher level. Why not combine the golf with a private, small group (even one-on-one), Investment Training Program or Workshop?

Today, it's difficult to distinguish one financial institution from another as they compete for the ever-growing pool of investment dollars. Insurance companies, now publicly owned, have become am integral part of an industry that seems uninterested in protecting anything other than their obscenely paid leaders.

The Working Capital Model (WCM) approach to portfolio performance evaluation eliminates the tears and fears because it is based on more than the current market value illusion of wealth--- a number that won't sit still long enough to ever be meaningful. Market value, within the WCM, is used only to determine what to buy and/or when to take profits

If you were to look back at your foundation/endowment/not-for-profit portfolio of the late 90's, how much was invested in NASDAQ issues, either directly or in the form of mutual funds? Dot.coms? Don't be at all surprised if your more recent reports (2006 thru 2008) are replete with CMOs, CDOs, Index Funds, Foreign Investments, etc

The Bargain Stock Monitor is derived from the Month End Value Stock Watchlist Spreadsheet. The Watchlist Program identifies specific IGVSI Companies whose stock is trading at least 15% below their 52-week high water mark, and that also meet the price selection criteria outlined in The Brainwashing of the American Investor: The Book that Wall Street does not want YOU to read.

Sanco Services specializes in Private Portfolio Investment Management and Asset Allocation. We design Diversified Investment Portfolios, based on the classic 5% per security model. Our Investment Management Style features the trading of Investment Grade Value Stocks for reasonable, frequently attainable, profits.

Asset Allocation is an investment planning tool, not an investment strategy... few investment professionals understand the distinction. Investment strategies are used to implement the asset allocation formula