Suppose you are like many investors … you have lived through at least one financial crisis.

I lived through the 2000-2002 stock market downturn as an investing strategist responsible for the investing advice of 6,000 investment advisors.

In the 2008-2009 crisis, I was an investment manager responsible for managing $30 billion in investment assets.

A new approach

When I started creating an alternative approach to investing via ”asset allocation,” I learned that it’s imperative to protect against 15% losses or more.

I also learned that a strategy for identifying a period of potential loss could be identified and an approach to mitigate loss could easily be implemented.

In the end, I developed an approach that results in significantly more asset growth when tested.


This book highlights the most critical research tied to investing via asset allocation and investment management over the last 50 years.

We start with a critical look at diversification and asset allocation.

Then we provide an in-depth analysis of investing in stocks, provide details on an approach to investing via asset allocation and provide a simple management tool (xlxs) to use to manage the asset allocation strategy going forward.


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