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Your Advisor
Didn't See
This Coming?

If you are a baby boomer and your portfolio is, or was, down more than 15% please take a few minutes and listen to these IMPORTANT Podcasts.
Subscribe Below!
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Brett is best known for:

• National TV commercials on Fox News and Newsmax

• Founder of Retirement Architecture

• Editor-in-Chief of Deserve Magazine

• Host of the Deserve Podcast

• Hundreds of Live Educational Seminars & Webinars.

 

Brett is an outspoken, no holds barred advocate for his fellow baby boomers. He has been warning of an “everything bubble” and how it will cause boomers to lose TRILLIONS when it finally bursts!

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NOTE: Brett is not a financial advisor and does not offer financial, tax, or legal advice. He is an independent consultant serving the financial service industry. Brett promotes tax efficiencies and loss prevention as the foundation of sound retirement planning. Brett educates baby boomers and financial Advisors on the importance of wealth transfer which is the subject of his new book “Immoral Enrichment”.

Check out Brett’s Webinar from February 2nd, 2022

In this webinar, Brett presented “evidence” that accurately predicted the 2022 market sell-off. He believes the evidence is pointing to a deep, long recession beginning in 2022. We hope you enjoy the introduction, it's a montage of opening themes for some of the1980's popular "whodunit" TV shows.  

           01/01/22

  • DOW Jones: 36,585

  • S&P 500: 4,796

  • NASDAQ:  15,832

Stock Market Closings (Jan.1, recent, difference)

06/14/22

  • DOW Jones: 30,364

  • S&P 500: 3,735

  • NASDAQ:  10,828

Gain / Loss

  • DOW Jones: -6,221 (-17%) 

  • S&P 500: -1,061 (-22.12%)

  • NASDAQ:  -5,004 (-31.61%)

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YOU'RE
FIRED!

Don’t get stressed out, you can fire your advisor without making or receiving a single phone call. Below is a SAMPLE letter you can edit and send it to your Advisor. We will also send you a do-it-yourself, step-by-step process to move your portfolio to a leading consumer-direct platform. You can move your entire portfolio without “booking a loss”, incurring a tax liability, and without paying a service charge! As a matter of fact, you will start saving money by eliminating your current monthly management fee.  

Think about it, if you hired a plumber and the pipes leaked ruining your floors...would you ignore the damage and pay the plumber? If your mechanic forgets to tighten your lug nuts, your wheel falls off and you wreck your car...would you fire the mechanic? Your Advisor missed all the SELL signals and you are down big-time...why would you keep paying that Advisor?

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If you would like to receive sample "goodbye" letters, and a step-by-step guide to opening a self-managed investment account, simply complete the form below and we will email the links to you.

IMPORTANT: Be sure to listen to Podcast #55. After listening you will want to join one of Brett's LIVE Zoom meetings. Simply select on the form's dropdown "Yes" and the invitation will be sent to you automatically.

What will make your experience with your
next Advisor different? That depends on who and how you interview. Consider this:

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Start by requiring a scientific method
to avoid Market Crashes!

MACD (Moving Average Convergence Divergence) is a trend-following momentum indicator that helps investors decide when to be “in the markets”, when to get out, and when to get back in again. MACD is not recommended for "day trading" as the modeling needs longer periods of time to identify significant trends. MACD rarely catches market tops or bottoms; however, it has proven highly effective in predicting 2000, 2008, and 2022 market sell-offs.

The chart above is how MACD performed during the 2000-2003 dot-com crash. If you were using MACD, you would have avoided most of the market losses. The method kept its dedicated followers out of the markets for three years! Not long after the dot-com rebound, MACD again gave the Sell Signal; that was just as the 2008 financial crisis began to unfold. Shortly after the markets bottomed out, it gave the “Back In” signal. MACD helped investors stay in the markets until the next “Sell Signal” which occurred in the early weeks of the 2020 COVID Crash. Because of the expected "V" shaped recovery, the “Back In” signal came much quicker than the 2000 and 2008 crashes.

On January 21, 2022, the MACD charts signaled it was time to get out! Unfortunately, the long bull market caught many Advisors "asleep at the switch", putting themselves and their clients in a difficult position...what to do now? Wait for a rebound or get out before the next drop? This is exactly how people find themselves at the bottom of the markets.

Most loyal MACD followers continue to be out of the markets today. Imagine if your Advisor put you in CASH on January 21, 2022; if you got out then, you most likely would not be on this website.

By the end of April, Brett realized he may have been preaching to the wrong audience. Instead of educating baby boomers, he should have been educating their Advisors! That is exactly what he is now doing. Starting in June, Brett will be offering free MACD workshops to financial Advisors who primarily serve baby boomers. Unfortunately, many Advisors are bound to follow the directives of their hierarchy, most of whom do not believe in exiting the markets...regardless of how dire the trends may indicate.

Once again, if you are a baby boomer and your investments are down 15% or more, Brett will introduce you to Advisors who have trained on MACD and agree to follow the method without comprise.                                                             

Next Step?

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Start by opting into Brett’s Podcasts, Webinars, and Action Emails. In addition to sending you the sample Goodbye letters, and links to T.D. Ameritrade, Brett will also invite you to an upcoming Zoom meeting where he will demonstrate the 30% portfolio loss recovery strategy mentioned in Podcast #55. Be sure to select "Yes" in the dropdown if you would like to be invited. This will be a LIVE meeting where you can ask questions.

(Brett's meetings are limited to 25 people)