As an entrepreneur, being immersed in day-to-day business affairs often prevents you from anticipating and preparing for the many forks in the road of your entrepreneurial and life journeys.
First Generation Wealth is designed to help entrepreneurs and business owners learn enduring strategies for building a meaningful and lasting legacy. Authors Robert Balentine and Adrian Cronje, Ph.D., share stories that illuminate guiding principles and provide practical steps entrepreneurs can take to avoid the Shirtsleeves to Shirtsleeves phenomenon.
Just as our capital market indicators are a timeless reminder of how to arm yourself with your own understanding about the future economic outlook, our investing cardinals — founded in the spirit of Vistage legend “Red” Scott’s Business Cardinals — serve to guide wise investing.
Learn more about our most fundamental thinking around investment philosophy, strategy, and implementation — all to preempt the inevitable question of “How should I invest my portfolio today?"
Our Capital Markets Forecast is the foundation of our investment process. This annual research piece contains seven-year projections that form the basis of strategies we design to help you achieve your goals.
The forecast, designed to both manage risk and maximize opportunities, provides the quantitative blueprint for the steps we foresee — at today’s starting point and beyond.
There have been reasons to sell out of the stock market over time; however, those who have stayed invested would have been rewarded with a 5.9% annualized price return and 6.7% annualized total return* on their investment since 1928.
See the attached graph that depicts over 100 times an event in history gave investors worry, yet overall the S&P 500 trends upward over time.
*price return plus dividends