That’s what millions of investors thought back in 2008 and 2009 after watching their investment portfolios and retirement accounts lose 25 to 50% or MORE of their assets during the worst financial crisis since the Great Depression. But what’s to prevent such a crisis from happening again and jeopardizing the financial security you’ve worked so hard to build?
Some very important answers can be found in a new book from private wealth manager, Vince Annable, “The Household Endowment Model – Wealth Planning for Affluent Families.”
In this eye-opening, educational book, you’ll discover how major university endowments have protected their portfolios against risk during times of steep and prolonged declines in the financial markets and how the Yale Endowment in particular, inspired the author to create a similar wealth management platform for individual investors like you.
Vince Annable will explain how “The Household Endowment Model” is different from the outdated 60 percent stock/40 percent bond approach still used by most financial advisors today. Most importantly, he’ll explain how The Household Endowment Model is designed with the dual objective of mitigating your risk and seeking risk-adjusted excess returns during all market cycles. Case and point: Did you know that over the past 20 years, including the years of the financial crisis, the Yale Endowment has produced impressive returns that have surpassed the 60/40 model AND the S&P 500 over the same period? (see note below) The Household Endowment Model, built to emulate the Yale Endowment platform, strives to produce similar results for you. In addition, Vince Annable will talk about the advantages afforded high net worth investors by financially optimizing their lives with The Household Endowment Model at the core of their overall long-term wealth planning strategy.
During these uncertain times, why shouldn’t individual investors have access to the same types of strategies and products that have protected institutional portfolios when the markets are volatile? Now you do, and you can read all about it—“The Household Endowment Model—Wealth Planning for Affluent Families” by Vince Annable available now on Amazon.com or visit THEMUSA.net/book.