About
Welcome to Strategic Wealth Advisor My team and I began SWA as a way to keep investors like yourself informed on the market-beating investment strategies I discovered, refined and have personally implemented over the past two decades. This unique long-term investment strategy present individual investors with a set of strategies that have out-performed the broad market indices and should continue to do so by a wide margin. Naturally, there are no guarantees, as past performance is no guarantee of future results.
We don’t claim to be the first or only analysts to have identified, tested and employed these strategies. In fact our expertise is truly in ferreting out what works and why it works, whether it’s in business strategy, marketing, or investments. To paraphrase Sir Isaac Newton, “If we have seen the markets better than others, it is because we have stood on the shoulders of Wall Street giants.” And, as with all of the research we do for our subscribers and consulting clients, the results, insights and conclusions found in Strategic Wealth Advisor are as accurate, objective and thorough as we can reasonably make them.
The performance of Strategic Wealth Advisor has and will rest on three principles: a long-term trends-driven vision, a consistent methodology, and disciplined execution.
Why is a fact-driven, long-term trends-driven vision so important? The easiest way to fail is to over-react to short-term extremes like bubbles and panics; in short, to “follow the latest heard of lemmings off the cliff.” Bubbles and panics are an inevitable part of economic reality.
Secondly, why is a consistent methodology so important? More investment managers “fly by the seats of their pants” far more than they would like to admit. They let subjective factors, like “gut-feelings,” rumors and anecdotal reports play a bigger role than they can reasonably justify. As a result, they get caught up in precisely the same sort of “herd mentality” as amateur investors; this not only risks their fortunes and credibility, but the fortunes of their clients, as well. That’s one reason why, in any given year, roughly 80% of actively Managed investment funds under-perform their benchmark index.
We constantly re-evaluate our models, but we rarely change our strategies. Why, because with few exceptions over the long term the past proves to be an accurate indicator of the future. That is why the most successful long-term investors rely on a fact-based vision to keep them on track as they execute one or more well considered and well-tested investment strategies. They also translate their strategies into money-in-the-bank via disciplined execution. It’s this third principle that seems so difficult for most people. For that reason Strategic Wealth Advisor has a policy of relentlessly letting our numbers make our decisions.
Historically, that means we don’t try to “time the markets”; we stick with our strategies in good times and bad, knowing that there is a very high probability that they will continue to comfortably outpace the long-term growth of the major market indices. These three principles - combined with three time-tested investment strategies and a few simple rules - are the basis for every decision we’ll be making at Strategic Wealth Advisor.
Fred Rogers, Publisher