3 Distinct Programs

THREE DISTINCT PROGRAMS TO CHOOSE FROM:

When I coach, I work exclusively for you. I receive no compensation from any insurance company, mutual fund, annuity, or money management company, etc. I represent YOU and only your needs.

Together, we will work on your agenda and your agenda only! We will analyze your successes and strategize together, setting goals for 1 year, 3 years, 5 years, etc. Your financial goals help you live out your dreams. They are extremely important! I invite you to join me now. Many of the principles we will focus on are found in " Stop Losing Money Today ..The Art and Science of Investing" book. Let's begin.

For a complimentary 30 minute conversation, please email me at coach@georgesyared.com

With over 27 years of experience advising individual investors, professional money managers and the managements of growth companies, I can help you achieve greater financial success. If you are wondering if your advisors are doing the right thing, keeping your objectives in mind or you just want to check on their overall performance, I will be a your sounding board and advise you accordingly. I will serve as your strategist at taking advantage of emerging opportunities. I will help you analyze your total portfolio if you wish, your insurance structure, succession plans if you own a small business, your financial dreams and wishes. I will be your mentor in educating you and/or your spouse/partner in the complexities of investing. What is suitable, appropriate and sensible?

I have had the privilege of serving many of my clients for years. It has been a joy to observe many of them change their investment strategy; implement a philosophy and watch many of them educate their broker/advisor/accountant/insurance agent and lawyer to work for their agenda and not the advisors agenda!

Together, let’s build a strategy tailored exclusively for you and create the wealth you deserve.

THREE DISTINCT PROGRAMS TO CHOOSE FROM:

1) THE TUNE-UP

Many clients enjoy this program as it can be as general or as specific as you wish. With this program we can review your portfolio; are you pleased with its progress? Do you need a better strategy? Are you dissatisfied with your advisors/broker and feel they need to better understand your goals and objectives? Do you want to plan your future with more clarity and purpose? Do you feel the need to be better educated in the investment world? It’s your call; it’s your agenda.

2) THE NET WORTH BUILDER

Are you on the right path with your investments for now and for the future? Together, let’s strategize a plan to build your net worth.

9 half-hour personalized sessions to think, strategize and implement your plan to a better, more predictable net worth. These conversations will help you to become a savvier, world-class investor. Full-day in-person visit is negotiable.

SESSION TOPICS:

Where are you now? What has worked and what has not?
Do you own the right stocks, bonds, mutual funds and /or hedge fund products?
Lay out a program of asset allocation.
Plan for growth in pre-retirement and retirement years and any other major life event you feel is relevant.
What methods of investing are you comfortable with? Why? What is right for you?
The tricks of the trade. What will make you a great, informed and decisive investor? The principals of "Stop Losing Money Today...The Art and Science of Investing "

3) BECOME A WORLD-CLASS INVESTOR

Twelve half-hour personalized sessions, or eight 45-minute personalized sessions to mentor you to become the very best investor possible. Full day visit is negotiable. Also, working with small group is possible as well.

SESSION TOPICS:

Emotions:
Easier said than done, but eliminating emotions makes you a better, more intelligent investor. Yet, it is important to understand and how to “play” other peoples’ emotions to your benefit.
Patience:
When does patience pay off and why? When is patience a wasted virtue? How some great stock stories took patience to have them properly develop.
Trust... but Verify:
How to make your current or future broker/advisor work for you. Interview techniques to qualify both the advisor and/or research recommendations. How to identify potential losers before they enter your portfolio.
Independent Thinking:
Going with the “flow” can be very counter-productive. How to identify the “flow” and manage it properly for your portfolio. Independent thinking can earn you a fortune with good and proper timing.
When to Buy:
What are the risk/reward parameters before buying a stock or stock fund? What valuation metrics are the most important and why? The importance of setting the initial price target and why volume-traded is so important.
When to Sell:
Identifying the key selling metrics. Analyzing a company: was it a bad quarter or is it a bad year? What industry dynamics are working for or against you. What if stock is near or at price target? How to protect your downside.
When to Buy More:
Stock has no bad news, yet down 10-20%; key metrics to determine if you buy more. Company specific issues or industry specific issues? Is stock being rotated-in, or rotated –out? How to identify in the decision process.
Trading Around the Fringes:
You have a core position in a stock or fund, yet the volatility is providing you with great trading opportunities. How to work with the volume and the technical charts.
Technical Analysis:
When to use it…and when to lose it. Not all technical charts are created equal. How to use technical analysis and its importance for both short term and long term investments.
Mega-Trend Investing:
What sectors are hot and which are turning cold? What industries look strong for the next 1-3 years and which are weakening?
Investing vs. Speculating:
What is the difference? Why some investments become speculative while others become investments. What strict parameters you need to have for each category.
Finding Your Individual Approach:
What is the best strategy for you? Stocks? Bonds? Mutual Funds? Combination of them all. What strategy will let you sleep comfortably at night…after all investing must be fun!

Th The World Class Investor follows the principles highlighted in the book "Stop Losing Money Today..The Art and Science of Investing". Together we will expand on these principles in the coaching courses.

For further information or questions please email me at coach@georgesyared.com