FI Philosophy
An index or mix of securities used to create client portfolios.
What is a benchmark?
Founder of FI.
Who is Ken Fisher?
When the market is moving in a postitive direction.
What is a bull market?
Average age of our clients.
What is between 67-70?
The period of time in which a Post-Clearance Call should be made.
What is 30 days?
The percent at which individual securities impact client's long term returns.
What is 10%.
On the IPC and has worked at FI since 1982.
Who is Jeff Silk?
When the market is down between 10-20%.
What is a correction?
The generation most of our clients fit into.
What is Baby Boomers?
Resource reviewed within the Post-Clearance and Educational Calls, respectively for each.
What are 1. “A Guide of Services Available to You” and 2. “A Comprehensive Approach to Reaching Your Investment Goals?"
The 4 rules of Portfolio management.
What are 1. selecting a benchmark, 2. Analyzing the Benchmark, 3. Blend dissimilar Securities, 4. Know we can always be wrong?
He wrote 20/20 money.
Who is Michael Hanson?
Time of an average bear market.
What is 18 months?
Bernsian Psychology 3 mental states.
What are adult, child, and parent states?
Correct approach for a Post-Clearance call
What is an organic, personalized service discussion?
Security analysis that looks globally and filters to owning individual securities.
What is top-down management?
He wrote "Own the World".
Who is Aaron Anderson?
The percent the market was up between April 2009 and February 2020.
What is 401%.
FI AUM as of today. (roughly)
What is $313 Billion.
Support for setting up EFT for cash flows or Auto RMD
What is Banking Support?
Fear felt when the market is at an all time high.
He is the EVP of Portfolio Management
Who is Bill Glaser?
Time in the middle of a bull market where bulls and bears are at as stand still and the market is flat for a time.
What is the "pause that refreshes"?
Generation with the fewest living clients. (over 97 years old)
What is the Greatest Generation?
Confirmation bias, hindsight bias, overconfidence, performance comparisons.
What are cognitive errors?