Mark Groesbeck
Mark Groesbeck
add cap companies domestic growth large percent small
I would typically say you could add 15 percent international, put 30 percent in small cap companies and 55 percent in large domestic growth names.
create incentive livelihood net options people tied welfare work worth
Options create an incentive for people to work hard. But if they don't diversify, then they have their net worth and their livelihood tied up to the welfare of one company.
four wild
It's been a wild ride, but we're back where we started four years ago.
everybody good guy investors needs rich
These are for sophisticated investors so the little guy needs to be very careful. What's good for the rich isn't always good for everybody else.
line technology
That's in line with the technology weighting on the S&P 500 Index.
house order time
The time to get your house in order is while you're still employed.
desire gifts initial money people plan protect sudden
Typically when you have people with sudden wealth, they need a long-term plan to protect it from themselves. There's this initial pent-up desire to spend. Cars, houses, and gifts of money for so-and-so. Everyone is going to be your friend.
boils couples figure help lifestyle type
There are seminars that can help couples figure out what type of 'spending' personalities they are. What it boils down to are lifestyle issues.
focusing happy modest telling
We're focusing on preservation of capital. I'm telling them to be happy with modest returns.