Learn,Invest,Money,Corporate,I finance, share, loan Learn to Invest Money: Corporate Investment Myths Debunked


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Big investment firms don't want you to ask too many questions to their financial consultants so they train all of their financial consultants to teach you investment myths that discourage you from asking hard-hitting questions. And if this method of prevention doesn’t work, most financial consultants are trained by their big firms to be virtual public relations experts in the technique known as block and bridge. Just listen to any political press conference and you will see this technique employed dozens of times within half an hour. Well trained journalists will hone in on this technique immediately and find ways around it but the average person investing with a big investment firm may have much more difficulty with this technique. In fact, I would argue that fear and confusion are among the top commodities that financial consultants of large investment institutions sell. Financial consultants make you fear of being out of the stock market at the wrong time by telling you that if you missed the best 90 days in the stock market from 1963 to 1993 versus being fully invested, that your average annual return over that 30 year period would drop dramatically from 11.83% to 3.28% (Source: University of Michigan). They utilize this fear to sell you on the concept of Modern Portfolio Theory and diversification. Why? Because the outdated concepts of Modern Portfolio Theory and diversification allow firms to undercut your expectations of performance from your stock portfolio. Modern portfolio theory and diversification are also known as the lowest common denominator theory. They are the easiest concepts to teach thousands of financial consultants, and the concepts maximize the revenue of big investment houses. What the concepts don’t do is maximize the potential returns in your stock portfolio. But isn’t it in the best interest of big investment firms to maximize their client’s stock returns, you may ask? Absolutely not. Teaching thousands of financial consultants more productive strategies of investing takes more time, and more time spent by financial consultants trying to maximize clients' returns will ultimately decrease the firm's bottom line. Furthermore, only a very small percent of the financial consultants they hire would be capable of grasping the concepts of more creative strategies, thus creating high percentages of failures. Consequently, it is a much safer business decision for these firms to stick with lowest common denominator strategies that will maximize the firm’s revenues and profits. Realize that financial consultants are also trained “block and bridge” experts. What’s this? Blocking is the technique of acknowledging a tough question, while bridging is a technique used to avoid a tough question to make an irrelevant point. For example, if you asked your financial consultant, “I’ve heard that many people earned 20% in their portfolio this year, but I only earned 5%. Why is that?” When a financial consultant uses the block technique, he or she would answer “I acknowledge the fact that you may be concerned about only earning 5% this year when other people earned 20%.” Then using the bridge technique, he or then would say, “But the issue here is risk. When we met, you told me that your objectives were growth over a ten year horizon and you told me that you had an average risk tolerance. My strategy is the best and safest for you given those parameters.” Notice that the question of why people earned 20% was absolutely avoided, and in such a manner that you probably didn’t even realize it. To summarize, if you understand that most investment mantras you hear from financial consultants are merely marketing myths designed to close the deal, you can learn to ask hard-hitting questions that will improve the performance of your stock portfolio. © 2006 Global Market Opportunities

Learn,Invest,Money,Corporate,I

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