Emotions can run high during market turbulence, just when reason should prevail. We believe active money management is one of the smartest ways to help investors grow and protect their wealth through the best and worst markets.
Over the past year, the global markets have taken all of us on a wild ride. Defined benefit, 401(k) and IRA plans collectively have lost $3.9 trillion of equity in the year ended October 9, 20081. The Dow Jones Industrial Average had 5 of the worst 10 days in its 112 year history since mid-September. Simply put, the world's financial system cracked as too much credit was provided to too many people who couldn't afford it. The S&P 500 Index (with dividends) posted the following LOSSES over the past two months and for the year:
S&P 500 Index (with dividends) September (8/31/08 – 9/30/08) -8.91%
October (9/30/08 – 10/31/08) -16.80%
2 Months 8/31/08 – 10/31/08 -24.21%
YTD 1/1/08 – 10/31/08 -32.84%
Nobody could fault you for thinking, "I don't trust the markets anymore." However, that would be a mistake. While no money manager can predict the future or provide guarantees, our third party active money managers have the experience to help our clients through this crisis.
Why should people trust this system? History tells us that the financial markets are the engine that generates the funds required to build our schools, bridges and hospitals, as well as providing the capital for all of the amazing technological advancements we've witnessed over the past few decades. While we'd be foolish to ignore the lessons learned from the recent financial meltdown, America's economy is the strongest in the world, with great ability to bounce back.
We are fortunate to have access to one of the world’s most respected active money managers, Paul Dietrich, Foxhall Capital Chairman, CEO and Co-Chief Investment Officer. Foxhall Capital’s goal is to identify long-term persistent trends in the U.S. and Global economic markets to help grow and protect your wealth. It has never been more critical to learn how to put Foxhall Capital’s active money management and wealth preservation focus to work for you.
• Click here to watch Paul Dietrich’s new video How to Manage Your Investments During a Financial Crisis.
• Click here to download the latest Foxhall Global Outlook newsletter for an inside perspective on today’s markets.
In today’s uncertain economic times, active money management is not optional. Now is the time to let Investment Advisors International help you take action for your financial future.
How to Manage Your Investments during a Financial Crisis
Foxhall Global Outlook October 28, 2008 - What Will The Economy Look Like in 2009?
November 7, 2008 - Stock Market Performance during Election Years
Investment Advisors International, Inc. (IAI) is an SEC registered investment advisor. In Ohio, Texas and Alabama such services are provided under the assumed name of IAI Advisors International, Inc. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer life insurance and a broad array of financial products and services. WFG, and IAI are affiliated Companies. This video is for education purposes only and is not representative of actual accounts or clients. This information is designed to provide IAI prospects with an understanding of certain investing concepts. All figures are hypothetical and for illustrative purposes only. There are no guarantees that these results can or will be achieved. Past performance does not guarantee future returns. Securities Offered through World Group Securities, Inc (WGS) Member FINRA & SIPC. The commentaries and views expressed in this video are for information purposes only.
The views and opinions expressed in this video are those of the speaker and do not necessarily represent the views and opinions of Investment Advisors International, World Financial Group, Inc., AEGON or any of their respective affiliates and employees. 1 Source: Alicia Munnell, director of the Center for Retirement Research at Boston College. IAI, WFG & WGS - 11315 Johns Creek Parkway, Johns Creek, GA 300971517, (770) 4539300
The opinions and portfolio information provided are subject to change at any time, and are not to be construed as advice for any individual nor as an offer or solicitation of an offer for purchase or sale of any security. Client accounts may differ from model allocations due to many reasons. All investment strategies offer the potential for loss as well as gain. Individuals should consult with their financial professional to determine an investment strategy appropriate for their objectives, risk level, and time horizon prior to investing. Foxhall Capital Management, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisor’s Act of 1940. The "firm" is defined as the Foxhall Capital Global ETF Series division which manages a variety of ETF strategies in bundled fee and non-bundled fee accounts for primarily US clients. The Foxhall Capital Global ETF Series is a separate line of business that uses a separate and distinct investment process. The "entity" is defined as the Foxhall Capital Global ETF Series, the Global Stock Series and the Variable Insurance Series. The minimum portfolio size for the ETF Strategies is $30,000. Effective 10/31/07, ETF strategy accounts that are $20,000 or less are removed from the composite. The dispersion measure is the asset-weighted standard deviation of accounts in the composite for the entire year. Indices are unmanaged and investors cannot invest in an index directly. Valuations and returns are computed and stated in U.S. dollars, and individual portfolios are revalued monthly. All numbers are un-reconciled and therefore subject to change. Net of fees returns are calculated net of management fees and transaction costs and gross of custodian fees.
As with any investment strategy, there is potential for profit as well as the possibility of loss. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.
FOXHALL CAPITAL MANAGEMENT, INC. - 1613 Duke Street, Alexandria, VA 22314-3406, (800) 416-2053
FOXHALL CAPITAL MANAGEMENT, INC. - 1613 Duke Street, Alexandria, VA 22314-3406, (800) 416-2053
For more information contact Steve Rosh, CPA at: 859-391-4556 or email at: ubs@insightbb.com
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