Kiawah Golf Investment Seminars

What Investors Want & How To Get It:

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Most adults know that they need to invest in order to meet their long time financial goals. But most people enter the investment world with little real live experience, even less investment-applicable education, and a myriad of unrealistic expectations.

You can change all that in a few intense on-line training sessions--- with no product sales, and no gimmicks, gadgets, or software. When we're done with you, you will know if you have both the time and the courage to implement the strategies we've explained,

Available to private groups of six or more (unrelated) people.

You will "own" a set of Seven Realistic Expectations, and you will have taken the first steps in learning how to achieve your long-term investment goals.

Seven Realistic Expectations - This Is What You Want:

  • I want to lose less market value than my markets do, during cyclical corrections.
  • I want to be prepared for corrections, and with enough cash to take advantage of lower prices. 
  • I want my "base income" to be dependable and consistent --- even in financial crises.
  • I want my investment portfolio to make faster moves to new All Time Market Value Highs.
  • I want productive "Working Capital" in my portfolio to grow constantly throughout the market cycle.
  • I want my annual "base income" to grow every year, regardless of market conditions.
  • I want never again to experience disappearing profits in excess of a reasonable target %.

6 Steps To A Secure Investment Future - This Is How You Get It:

  • Learn how to use "cost based" asset allocation techniques.
  • Learn how to apply fundamental risk minimization techniques.
  • Learn to understand the investment environment and how to use it to your advantage.
  • Learn how to select income investments and how to guage their performance.
  • Learn how to select "safer" stocks, diversify properly, and establish reasonable profit targets.
  • Learn how to protect yourself from the demons of Wall Street cronies. 


YOU tell me when you want to meet --- minimum six attendees; maximum twenty.

When the training is completed you'll know how you want your investment portfolio managed.

You can do it yourself or speak to the only investment professionals on the planet authorized to do it for you by the creator of the program.

Contact me to arrange a FREE session for your club or organization.

Contact these professionals to get your program up and running.



Kiawah Golf Investment Seminars
3912 Betsy Kerrison Pkwy
Johns Island, SC 29455
Phone (800) 245-0494 • Fax (843) 243-8509
Contact Steve directly for additional information: 800-245-0494
Please join the private article mailing list

Please read this disclaimer:
Steve Selengut is registered as an investment adviser representative. His assessments and opinions are purely his own. None of the information presented here should be construed as an endorsement of any business entity; the information is only intended to be educational and thought provoking.

Please join the private article mailing list or Call 800-245-0494 for additional information

MCIM Self Directed 401k & IRA Programs

Take a free tour of a professional investment managers' private SEP IRA program during eight years surrounding the financial crisis:


In developing the investment plan, personal financial goals, objectives, time frames, and future income requirements should all be considered. A first step would be to assure that small portfolios (under $50,000) are at least 50% income focused.

At the $100,000 level, between 30% and 40% income focused is fine, but above age 50, the income focus allocation needs to be no less than 40%... and it could increase in 10% increments every five years.

The "Income Bucket" of the Asset Allocation is itself a portfolio risk minimization tool, and when combined with an "Equity Bucket" that includes only IGVSI companies, it becomes a very powerful risk regulator over the life of the portfolio.

Other Risk Minimizers include: "Working Capital Model" based Asset Allocation, fundamental quality based selection criteria, diversification and income production rules, and profit taking guidelines for all securities,

Dealing with changes in the Investment Environment productively involves a market/interest rate/economic cycle appreciation, as has evolved in the Market Cycle Investment Management (MCIM) methodology. Investors must formulate realistic expectations about investment securities--- by class and by type. This will help them deal more effectively with short term events, disruptions and dislocations.

Over the past twenty years, the market has transitioned into a "passive", more products than ever before, environment on the equity side...  while income purpose investing has actually become much easier in the right vehicles. MCIM relies on income closed end funds to power our programs.

To illustrate just how powerful the combination of highest quality equities plus long term closed end funds has been during this time... we have provided an audio PowerPoint that illustrates the development of a Self Directed IRA portfolio from 2004 through 2014.

Throughout the years surrounding the "Financial Crisis", Annual income nearly tripled from $8,400 to $23,400 and Working Capital grew 80% $198,000 to $356,000.

Total income is 6.5% of capital and more than covers the RMD.

Managing income purpose securities requires price volatility understanding and disciplined income reinvestment protocals. "Total realized return" (emphasis on the realized) and compound earnings growth are the key elements. All forms of income secuities are liquid when dealt with in Closed End Funds. 

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Please read this disclaimer:
Steve Selengut is registered as an investment advisor representative. His assessments and opinions are purely his own and do not represent the views of any other entity. None of his commentary is or should be considered either investment advice or a solicitation of business. Anyone seeking individualized investment advice should contact a qualified investment adviser. None of the information presented in this article is intended to be or should be construed as an endorsement of any entity or organization. The reader should not assume that any strategies, or investments mentioned are any more than illustrations --- they are never recommendations, and others will most certainly disagree with the thoughts presented in the article.