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Presented by: David S. Richmond, CLU, ChFC Chairman & Chief Investment Officer Kira L. Buffa Marketing Associate.

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Presentation on theme: "Presented by: David S. Richmond, CLU, ChFC Chairman & Chief Investment Officer Kira L. Buffa Marketing Associate."— Presentation transcript:

1 Presented by: David S. Richmond, CLU, ChFC Chairman & Chief Investment Officer Kira L. Buffa Marketing Associate

2  Richmond Brothers is a licensed Investment Advisor Representative in the states of Arizona, Colorado, Florida, Iowa, Kentucky, Michigan, North Carolina, Ohio and Texas  Licensed to sell securities, annuities, & insurance  Affiliated with Sammons Securities Co.®, LLC, member FINRA/SIPC & Midland National  Richmond Brothers Financial Management Specialists, Inc. offers securities through Sammons Securities Co.®, LLC, member FINRA/SIPC  Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor

3  Richmond Brothers offers securities through Sammons Securities Co.®, LLC, member FINRA/SIPC. The broker/dealer for Midland National’s variable products is Sammons Securities Co. Sammons Securities Co. is a registered broker/dealer under the Securities Exchange Act of Sammons Securities Co. is an indirect wholly owned subsidiary of Sammons Enterprises, Inc., of Dallas, Texas, the ultimate parent company of Midland National.

4  This is not intended to be a sales seminar. The purpose of this Webinar is to provide you with general information on investment tips  There will be an opportunity to schedule an appointment for an individual consultation at the end of this Webinar which may result in a recommendation of specific financial products that may help you achieve your financial goals  There is no obligation to schedule an appointment or purchase a product

5  Guidelines for Investing  Overview

6 Lose the hedge fund mentality and invest for the long term

7 SHAKE you out of a good, long-term thesis

8 Following a stock picker means STICKING WITH THEM

9  Don’t mind your winners, mine them!

10  Continue to monitor your theory, your patience may be rewarded!

11  Buy investments to be held for several years  Make sure they have specific purpose in allocation of portfolio

12 *Diversification does not ensure a profit or guarantee against loss; it is a method used to help manage risk If all of your holdings are up about the same percentage (correlating to the market), you are probably not adequately diversified If all of your holdings are up about the same percentage (correlating to the market), you are probably not adequately diversified

13 About 50% of stock’s return is due to the sector and not the individual company About 50% of stock’s return is due to the sector and not the individual company Source: Real Money, written by Jim Cramer

14  Buy stocks in sectors you believe in  Remember: there is a large variety of good sectors to diversify* into *Diversification does not ensure a profit or guarantee against loss; it is a method used to help manage risk

15 Choose sectors that might work & focus on the best companies in those sectors Choose sectors that might work & focus on the best companies in those sectors Disclaimer: This chart is not meant to represent any particular security, it is for illustrative purposes only

16  If possible, have 5% cash on hand

17 What are the indicators? What are the indicators? Will indicators tell me in advance of movement? Will indicators tell me in advance of movement?

18  Be aware of how much you can lose

19  Scale out on the way up  Invest into things that have not recovered yet

20 Remember: A dollar of cash flow can be spent or reinvested Remember: A dollar of cash flow can be spent or reinvested A dollar of appreciation can only depreciate A dollar of appreciation can only depreciate

21  Make a plan and stick with it (once you’ve done your research)  Don’t let your emotions or short term news get in the way of your plan  Invest in what you know  Know the risks  Make sure you have cash flow in the distribution phase

22 Kira at Call toll-free (877) ext. 17

23 Thank you for joining us!


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