Overview | The Pathway


I believe this book will give you, not just the ideas to invest more profitably in our changing world, but also the necessary tools to make better informed decisions.  You will be shown how to find the right path and given a compass to stay on it.

So many new factors are affecting financial markets today: the digital revolution, globalization, new Central Bank policies like negative interest rates, Middle East politics, Brexit, Donald Trump, to name a few.  How can an investor or portfolio manager find a safe pathway through this jungle and make a decent rate of return?  This book offers a successful easy-to-use investment approach that adapts to any future.  It makes sense.  It will fit your personal viewpoint.

In the long run, the stock market has given a good rate of return.  Most investors, including professional portfolio managers, do worse than the general market indexes.  This is especially true over the last few years. This book will show how to make better investment selections with a good chance of outperforming.  It is designed to help every type of investor — from a disinterested person who wants to spend little time following financial markets, to professionals and keen investors who watch closely to squeeze every ounce of performance from financial markets.  I believe every level of the strategies outlined will improve your results.  But you have to decide how much time and effort you wish to apply.

What you will learn is the result of over 35 years of trial and error accompanied by a constant thirst for knowledge and improvement.  You will learn how I take the academic research on the best investing methods and bring this science into the real world.  This really does work in the real world.  I have used these ideas to make my clients money when markets are going up and to protect their wealth when markets are in turmoil.  

Overview TSE Compostite Index

Many have asked me how I did it.  For example, my clients saw their portfolios go up when stocks crashed in 2000 to 2002 and 2008 to 2009.  They also went up during the bear market in 2015.  Our national newspaper carried reports of our party celebrations in November 2002, December 2008 and January 2016 (click on links to see the clippings) which were held near the bottoms of these nasty markets that went down 23-50%.  

The strategy is also great for capturing bull market gains, not just avoiding downswings.  We had a big party January, 2017 celebrating achieving a 23.6% return in the model growth and 20.4% in the model balanced portfolios in 2016.  This book tells how it’s done.

Like so many things today, the internet and advances in technology have made the methods I will share with you possible.  Exchange Traded Funds (ETFs) and internet accessible stock charting make doing well surprisingly easy.

I have tried to make this book as short as possible with a minimum of investment industry jargon.