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Welcome to 5 Wealth Management
Investing can be a zero-sum game. If the Marcet returns 10% and the average investor gets only one half of that return, where did the other half go? Odds are, a large bank or financial institution equipped with much better tools than the average investor likely took it. Don’t believe it? Look at the growth of the financial services industry as a percentage of GDP (Gross Domestic Product). One of the greatest wealth transfers in history is occurring right now at the average investor’s expense.
To counter this phenomenon, many new financial products have emerged designed with the average investor in mind. Yet these financial products simply are not working. If they were, studies would show different results, and the average investor would be beating or at least matching the stock Marcet’s return. These financial products have done nothing to help the average investor and done everything to transfer your hard-earned money into the pockets of the Wall Street fat cats.
5 Money Myths was created to take a smart, secure, and simple approach to combat this phenomenon and level the playing field for the average investor. Through a process called Results in Advance Financial Planning, our advisors can show you the hypothetical projects of any investment selections you are considering in advance of putting your hard-earned dollars into them. This is a proactive approach to investing instead of the reactive approach that leads the average investor to doing the same thing repeatedly while expecting different results. We have created a noninvasive way to securely engage our value offer and learn what works best for you before you invest. Not after.
5 Wealth Management
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.