Invites You To

Investor Coaching Series

May 5th, 2022
Have you devised a clear-cut method for measuring the success or failure of your portfolio?

REGISTRATION IS FULL


“When an investor focuses on short-term investments, he or she is observing the variability of the portfolio, not the returns – in short, being fooled by randomness.”
-  Nassim Nicholas Taleb


What You Will

Know

You will know the best way to measure investment performance 

Have

You will have access to the tools that will measure your portfolio’s progress 

Feel

You will feel confident in the success of your portfolio in volatile circumstances 


Before making changes that can have significant long-term impact on your portfolio, look to see what you are using to measure success.

“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.”


- Seth Klarman

About Wealth Design Group

Wealth Design Group gets to the “why” behind investing. Wealth Design Group’s why is to empower families to experience purpose, freedom and abundance 


Then, Wealth Design Group works to inspire and coach families on the truths of investing and design a plan that supports their purpose. 


More than acquiring money, investing with Wealth Design Group means you are investing for a reason that is important to you, your family, and the greater community at large.

   

Have you devised a clear-cut method for measuring the success or failure of your portfolio?

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The best way to measure investment performance is by calculating returns the right way

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Most investors do not know how or have the sophistication to calculate returns

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Before making changes that can have significant long-term impact on your portfolio, look to see what you are using to measure success

Investor Coaching Series  

May 5th, 2022

Begins at 6:30PM 
Location: Perry's Steakhouse

9827 Katy Freeway
Houston, TX 77024

REGISTRATION IS FULL

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 


   
©2022 - Wealth Design Group