“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.
The best way to measure investment performance is by calculating returns the right way
Most investors do not know how or have the sophistication to calculate returns
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