Kiawah Golf Investment Seminars

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1 Investment Grade Value Stocks - Quality Is Job One: How much financial bloodshed is necessary before we realize that there is no safe and easy shortcut to investment success? When do we learn that most of our mistakes involve our very own greed, fear, and unrealistic expectations? How do we create a confidence inspiring stock selection universe?
2 Stock Market Explodes After Trump Victory; Income CEFs Only Remaining Bargain: What happens in the future is unpredictable, but understanding the past and how it impacts your unique portfolio, is essential to your long-run investment comfort --- and sanity. The IGVS Expectation Analyzer has been developed for investors who want to view their monthly statements with reasonable expectations.
3 New 52-Week Highs Swamp Lows Since Trump Victory; Eighteen Days and Counting: The New High and New Low issue stats can identify weaker and/or stronger sectors within the Investment Grade Value Stock selection universe --- very important in helping investors determine where the bargains are and where the profit taking opportunities should be.
4 Stock Market Issue Breadth Strong Since Trump Victory: IGVSI breadth statistics signal changes in direction within Investment Grade Value Stocks only --- all CEFs, ETFs, REITs, and preferreds (and individual issues that are NOT investment grade) are excluded. Issue Breadth Statistics should allow investors to look inside an index to obtain a better feel for what has been going on.
5 Market Rally Resumes; Trump Election Excites the Stock Market: The fewer IGVSI equities at bargain prices, the stronger the market and the more Smart Cash that should be accumulating in the equity bucket of your portfolio. As the list of bargain IGVSs grows (indicating market weakness), portfolio Smart Cash should be finding its way back into undervalued securities.
6 IGVSI Up 16% thru November; Twice the Gain in the S & P 500: The IGVSI is a barometer of a small but elite sector of the stock market called Investment Grade Value Stocks. Some IGVSI companies are included in all averages and indices, but no other index follows only the very highest quality companies traded on the New York Stock Exchange. Approximately 330 stocks meet IGVSI quality standards.
7 The Economic Impact Of Politics On Investing: Just six short months from now we will be asked to elect a leader for the still most powerful economic entity on the planet clearly, we need to focus on broad long term strategies that will create jobs and make it possible for both businesses and individuals to prosper.
8 A Must Read For Experienced And Novice Investors: 29 5-Star Reviews: A must read because you're in it! The book goes into depth on how to choose a diverse group of quality investments, both for growth and for income. The strategy is methodical and the first month I implemented it on my accounts I started to see results....my profits improved and I'm ensured a monthly income even if I don't trade
9 Stock Market: Thirteen Months Down, And Now... Brexit: Neither a stock market downturn (not even Brexit) nor higher interest rates will have a significant negative impact on my retirement income; they could, in fact, allow me to grow that income even faster!
10 How To Minimize Risk: A Formula For More Productive Investing: Risk minimization requires the identification of what's inside a portfolio. Risk control requires decision-making by the owner of the investment assets. Risk management requires a selection process from a universe of securities that meet a known set of quality standards.
11 Cruise Control Hedging: The Basics of Investing: Risk is compounded by ignorance, multiplied by gimmickry, and exacerbated by emotion. It is halved with education, ameliorated with cost-based asset allocation, and managed with disciplined: selection quality, diversification, and income rules--- The QDI.
12 The Investment Gods Are Still Furious: Today's obsession with short-term blinks of the investment eye is Wall Street's attempt to take the market cycle out of the performance picture. Similarly, total return hocus-pocus places artificial significance on bond market values while it obscures the importance of the income produced. MCIM users will have none of it; the investment gods are angry.
13 Income Investing --- Selecting ONLY The Good Stuff: The larger the portfolio, the more likely it is that you will be able to buy round lots of a diversified group of bonds, preferred stocks, etc. But regardless of size, individual securities of all kinds have liquidity problems, higher risk levels than are necessary, and lower yields spaced out over inconvenient time periods.
14 Income Investing: Do YOU Have The Right Stuff?: When is 3 percent better than 6 percent? Yeah, we all know the answer, but only until the prices of the securities we already own begin to fall. Then, logic and mathematical acumen disappear and we become susceptible to all kinds of special cures for the periodic onset of higher interest rates. We’ll be told to sit in cash until rates stop rising, or to sell the securities we own now, before they lose even more of their precious market value.
15 Retirement Income Investing Article Library: Retirement income planning starts with the first dollar you invest... IRA, 401k, 403b, savings plan, brokerage account, whatever. These articles explain both characteristics and performance expectations. Most importantly, they define purpose. The collection will help you do the job better... in some instances, by viewing the antics of the not so distant past.
16 What Your Mother Never Told You About Income Investing: Twenty Questions (16 thru 20): But, and this is about the biggest news in the history of the financial markets, news that was totally ignored by the financial media: the income generated by taxable income CEFs (other than REITs and mortgage heavy investment funds) actually increased during the financial crisis. The same result was experienced in the Tax Free arena, but with no exceptions at all.
17 Understanding Fixed Income Investing: Expectations - Part One: I’ve come to the conclusion that the Stock Market is an easier medium for investors to understand (i.e., to form behavioral expectations about) than the Fixed Income Market. As unlikely as this sounds, experience proves it, irrefutably.
18 Stock Market Correction: Month Nine And Counting: Repetition is good for the brain's CPU, so forgive me for reinforcing what I've said in the face of every correction since 1979... if you don't love corrections, you really don't understand the financial markets. Don't be insulted, it seems as though very few financial professionals want you to see it this way and, in fact, Institutional Wall Street loves it when individual investors panic in the face of uncertainty.
19 More Brainwashing Book Reviews: My partner and I love this book. We are enrolled agents, do around 800 business, personal, and trust income tax returns per year. The way it has been in the past, when folks ask who they should seek for investment advice, I have said that I don't really trust anybody, and then I tell them to educate themselves before they trust their money to an advisor. That way they will know enough to keep from being taken.
20 The Greatest Investment Story Never Told: An excellent strategy even in today's investing environment. The current buzz on the street is that investing is dead. How far from the truth can they be. Wall Street likes nothing more than to create fear. This book tells you how to put your emotions aside and look for good value on corrections in the market --- it also makes a strong case for profit taking, diversification, and base income generation.
21 Purpose Based Asset Allocation: The Working Capital Model: Asset Allocation is an Investment Planning Tool, not an Investment Strategy. WCM facilitates long term, retirement income, investment planning by focusing on selection quality, issue diversification, and annual growth of both base income and invested capital. Neither market value nor the calendar year are perceived as relevant decision making criteria.
22 The Working Capital Model - Part 3: I know of no other Investment Manager anywhere (other than those who have contacted me and obtained my consent), private or public, that uses the Working Capital Model to direct individual investor portfolios... certainly none of the major operators, who are dependent for their survival upon the whim of large others.
23 Retirement Income Avenues to becoming Retirement Income Ready.: After forty years of investing, a few things become crystal clear: you need to focus on quality, individual securities, diversify intelligently, and develop a lifetime supply of income. I call these principles The Big Three or the QDI. Just like the ice cream brick of my youth, it's just not right without all three flavors. The investment puzzle becomes easier to solve if you have a handle on all the pieces.
24 The Working Capital Model - Part 2: Cost Basis is the total amount paid for a security, any security, in the portfolio. The cost basis of a dollar of cash is $1. Cost Basis includes commissions and exchange fees, and will be reduced on occasion when returns of capital are distributed. Cost Basis is the very foundation of The Working Capital Model.
25 Preventing Investment Mistakes: Ten Risk Minimizers: Losing money on an investment may not be the result of a mistake, and not all mistakes result in monetary losses. Your own misconceptions about how securities react to varying economic, political, and hysterical circumstances are your most vicious enemy. Step away from calendar year, market value thinking. Avoid these ten common errors to improve your performance:
26 Income Closed End Funds & Total Return Analysis: If interest rates rise, the market values of these investments will go down BUT the income from the securities (and their safety vis-a-vis equities) will not change; if interest rates fall forcing prices up, I may feel richer, BUT MY INCOME WILL NOT CHANGE. My Total Return may move in either direction but THE INCOME WILL NOT CHANGE.
27 The Self Directed “Retirement Ready” 401k: Recently, it was proven to me fairly conclusively, that no product specializing in top tier S & P, dividend paying companies in combination with a diversified collection of Closed End Income Funds yielding over 6% (after expenses) will ever gain traction in the “good ‘ole big boys club” described as the 401k space.
28 Sanco Services: Sanco Services is an investment portfolio consulting firm specializing in asset allocation, portfolio design, and trading techniques.
29 ...and Just What is an Investment Grade Value Stock?: Wall Street Institutions pay billions of dollars annually to convince the investing public that their Economists, Investment Managers, and Analysts can predict future price movements in specific company shares and trends in the overall Stock Market.
30 The Investment Grade Value Stock Index - Continued: The IGVSI was developed in December of 2007 to provide a benchmark for the Equity portion of MCIM portfolios managed using Working Capital Model (WCM) disciplines. For more than ten years, Investment Grade Value Stock investors had been frustrated by the inadequacies of the DJIA and the NYSE indices. During that period. NYSE Issue Breadth and New High vs. New Low Statistics moved in different directions than the averages, nearly all of the time.
31 The Art of Investing: Working Capital Model based Asset Allocation: This method of looking at things will get you where you want to be without the hype that Wall Street uses to create unproductive transactions, foolish speculations, and incurable dissatisfaction. It provides a valid use for portfolio Market Value, but far from the judgmental nature Wall Street would like. It's use in this model, as both an expectation clarifier and an action indicator for the portfolio manager on a personal level, should illuminate your light bulb.
32 Asset Allocation Based Performance Analysis - One: It matters not what lines, numbers, indices, or gurus you worship, you just can't know where the stock market is going or when it will change direction. Too much investor time and analytical effort is wasted trying to predict course corrections… even more is squandered comparing portfolio Market Values with a handful of unrelated indices and averages.
33 Investment Scam Alert 2009: Spread the Word (August 2009): An envelope arrived yesterday from a worried investor (not a client of mine) in Appleton, Wisconsin. He had been contacted with an investment partner opportunity touting a guaranteed investment program that would absolutely double and triple his money every sixty days with no worries, work, or risk involved.
34 Investment Performance Evaluation Re-Evaluated: Part One (April 2009): The Working Capital Model (WCM) looks at investment performance differently, less emotionally, and without a whole lot of concern for short-term market value movements. Market value performance evaluation techniques are only used to analyze peak-to-peak market cycle movements over significant time periods. In the WCM, market value is used as an expectation clarifier and an action indicator for the portfolio manager.
35 Asset Allocation for Foundation and Endowment Investment Portfolios - Part 2 (February 2008): One can only speculate about how much Bubble Paper finds its way into the these portfolios, but nearly all of them are managed by the major brokerage firms, and all such firms bonus their brokers on the basis of product sales. It is not uncommon for Wall Street to re-write the syllabus for Investments 101, redefining Quality, Diversification, and Income to suit its own dark purposes.
36 Let’s K.I.S.S. Social Security Goodbye: Part 2: We have all the tools and expertise in place now to fix this financial mess without ever making the drastic mistake of delegating investment responsibility to the general population.
37 Let’s K.I.S.S. Social Security Goodbye: Part 3: Any established and profitable Financial Institution will be able to offer a single Social Security Retirement Program. Every participating institution will use the same general plan to provide the benefit levels established by the Social Security Administration in pretty much the same manner as they are now.
38 Let’s K.I.S.S. Social Security Goodbye: Part 4: All eligible providers will be required to accommodate Social Security Retirement Accounts, and will do so through a separate organizational entity or department with no other responsibilities.
39 Commissions are no Big Deal... Period - Part 2: For most stock purchases, the costs are up front and visible. For most Bond, and new issue purchases, the commissions are hidden from the investor, as they are with all Mutual Fund and Insurance/Annuity products.
40 The Brainwashing of the American Investor - More Book Reviews Volume 1: The Brainwashing of the American Investor book reviews
41 Wall Street Transcript Interviews with Manager Steve Selengut - Part 1: Could you just give us a brief description of Sanco Services and your responsibilities there?
42 Operational Questions & Answers - Part 1: What is a Selection Universe? Nope, not a buy list, it is the result of applying a time tested set of selection rules, concepts, and experiences, to a pre-selected group of securities that are of a known level of quality i. e., Investment Grade only. It's just one of the things you need to know...
43 Operational Questions & Answers - Part 2: There are Investment Grade Securities that generate very little trading volume. Are they included in the Selection Universe?
44 Operational Questions & Answers - Part 3: Why can't your Selection Criteria be used with respect to CEFs?
45 Sanco Services' Investment Management Fee Schedule: Sanco Services' Fee Schedule (below) includes Investment Management Fees Only. Clients may have some options with respect to how commissions are handled--- either by transaction or (if eligible) through a flat annual fee. Fees are deducted directly from the investment account.
46 The Working Capital Line Dance: This is a graphical example of The Working Capital Line Dance.
47 Using the Value Stock Buy List Program Productively - Within the S & P Quality Rating, Additional Factors & Numbers: Here's a fairly comprehensive Question and Answer [more accurately, a Question & Discussion] list that should help you to use the Value Stock Buy List Program productively covering the S & P Quality Rating, Additional Factors & Numbers
48 Using the Value Stock Buy List Program Productively - Dealing with S & P Downgrades AND Averaging Down: Here's a fairly comprehensive Question and Answer [more accurately, a Question & Discussion] list that should help you to use the Value Stock Buy List Program productively covering the S & P Quality Rating, Additional Factors & Numbers and Averaging Down
49 Using the Value Stock Buy List Program Productively - CEFs (Closed End Funds) - Part 1: Here's a fairly comprehensive Question and Answer [more accurately, a Question & Discussion] list that should help you to use the Value Stock Buy List Program productively covering CEFs (Closed End Funds)
50 Using the Value Stock Buy List Program Productively - CEFs (Closed End Funds) - Part 2 - NASDAQ Exclusion Issue: Here's a fairly comprehensive Question and Answer [more accurately, a Question & Discussion] list that should help you to use the Value Stock Buy List Program productively covering CEFs (Closed End Funds) and the NASDAQ Exclusion Issue

The investment landscape is constantly changing, and regardless of how current a text book is intended to be, new things need to be dealt with all of the time. The Brainwashing book defines the broad areas that you need to stay familiar with, and provides a working portfolio management model that you can 'tweak' to suit your own preferences.

The articles provided below are a select group that deals with brokerage arrangements, income investing, errors to avoid, brainwashing, cycles, performance evaluation, etc. The learning process never ends, experience will help you apply the learning productively. Yeah, that's the Ocean Course.