How Did We Do Last Year?

Navigating the waters of the investment world are becoming harder and harder for the investor. Last year we saw great declines in the market and the largest mutual funds had huge redemption's and losses as well. If you look at the net outflows of these funds it indicates the panic that has enveloped many investors. It also reflects the credibility of the fund managers who are supposed to be great at stock picking and market timing. The primary reason for this panic is the lack of coaching and clarity about what they are doing and why.

Let me elaborate and enumerate the losses on this...

Here is a sampling of some of the largest funds and the negative outflows of money from their funds;

• American Funds -19.7 Billion
• Dodge and Cox -12.24 Billion
• Fidelity - 40.16 Billion
• Putnam - 14.39 Billion
• Templeton - 21.49 Billion

This is only a sampling of the largest fund families that had outflows, all of this while our model although didn't escape losses had inflows of 150 million of new investors' money because of our coaches who helped their clients answer the 20 must answer questions to finding peace of mind.

We helped our clients remain disciplined and stay in the markets so they can reap the rewards that this market is going to eventually give us. Now is the greatest time to re balance in order to take advantage of bargain basement pricing. It is a fact that the greatest returns come the year after and down market. So we must remain in the market and stay with our investment philosophy allowing free markets do their job. We are in a period where we are paying for the risk we take by being in the market so we can get the returns we deserve when the market returns to upside volatility.

To learn more about how we coach our clients and help them discover their true purpose for money and truly live a life of abundance and not a life of scarcity visit my website http://www.yourwealthadvocate.com/ or call me at 610-695-8748 or email me at roy@yourwealthadvocate.com.