Seminar Invitation • Video on our “WHY” • Research Updates
Monthly AIRE Perspectives – January 2023
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
Save the Date! THE Must-See Seminar About Markets and Investing: March 2nd
We are excited to let you know that on March 2nd at 6pm PT, we will be holding a special live presentation of the newest and most improved version of our seminar on what we feel are the most important topics and lessons in investing: Asset Allocation: Investing by Planning Rather Than Predicting. The seminar will be held at Spring Place in Beverly Hills, and will be live streamed and recorded for those of you who are not able to attend in person. This presentation is highly recommended not only for clients who have seen prior versions of this seminar before, but especially for anyone who may be concerned about the markets, needs more of an understanding of investing, or wants to gain insights into some of the most important lessons in investing and wealth management. If you have friends or family who have expressed concern about markets or have had poor experiences in the markets, we invite you to bring them to this extremely helpful presentation. Please look for an official invitation within the next two weeks.
BRIEF VIDEO ON OUR “WHY”: AIRE Advisors Featured on Fidelity Institutional Website
I recently sat down for an interview and discussion with Sean Mihal from Fidelity Institutional. Sean was instrumental both in our decision to choose Fidelity as a custodian and in helping us with the foundation of our firm. We are proud to have been highlighted on the Fidelity Institutional website in this brief video, which highlights our reasons for creating our firm.
Please take a moment and click on the following link to watch BOLD MOVES: AIRE Advisors Top 10 Reasons for Going Independent.
Research Updates
Each year, in January and February, we conduct a comprehensive research project, during which we question all of our asset class choices in public markets, as well as the particular investments we have chosen for each asset class. This year, we started this research earlier than usual, and our process will be completed by the end of next week, with some interesting and exciting enhancements. During the past two months, we have had conversations with dozens of Chief Investment Officers at numerous companies, reviewed virtually the entire landscape of diversified funds and ETFs in the market, and met with some of the smartest and most respected minds in the field of finance and wealth management. This is just part of the research we consistently conduct behind the scenes, and we will be in touch with each of you throughout February to discuss our results and upcoming changes.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
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