Welcome to Dell’Aquila Financial…
Wealth Management Begins with Risk Management
At Dell’Aquila Financial we’ve put together a multi-disciplinary group of professionals dedicated to growing and protecting your money. From investments, to asset protection, to college, retirement and estate planning, we offer a full array of services.
Our focus, first and foremost is on managing risk. Why? Because the “buy and hold” and asset allocation strategies that worked in the past have proven inadequate to 21st century challenges:
From 2000-02 the S&P declined 47%; the NASDAQ declined 78%.
From 2007-09 the S&P declined 56%: a 60/40 blend of stocks and bonds declined 33%.
The Fallout: A Lost Decade and More…
For a buy and hold investor it took almost 13 years- from March 2000-January 2013- just to recover what they had lost in the S&P downturns. They made nothing and would have seriously depleted their nest egg had they taken money out for retirement or emergencies.
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Can You Afford to Proceed with Business as Usual?
Since bottoming in March 2009, the S&P has completed an 8 year bull market run that has more than tripled its value. Yet over the same time, the actual economy has recorded the weakest recovery since WW II. Does that make sense to you?
2 Major Sources Boosted It’s Climb:
The Fed’s quantitative easing
Corporate stock buybacks
But the fed has now ended QE and begun a series of rate hikes. Also, insider selling from corporate executives has risen to record levels in recent months.
Facing such headwinds, are we about to experience “déjà vu all over again”? Can you afford to lose another 50-60% of your nest egg, or perhaps even more?
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Our Invitation To You
The fact that you’ve taken time to visit our website tells us you’re concerned about the issues we’ve outlined.
Please explore the links provided in this website to get a taste of what we can offer. A good place to start is the Risk Analysis Questionnaire.
Even better, we invite you to have a complimentary risk analysis done by us, where we can show you in detail the kind of risks you currently have in your portfolio.
Thank you for your time and consideration…..
The Nasdaq Composite Index is the market capitalization-weighted index of over 3,300 common equities listed on the Nasdaq stock exchange. It is used as a broad-based market index. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general.
Complimentary Investment Risk Analysis
We invite you to have a complimentary risk analysis done by us, where we can show you in detail the kind of risks you currently have in your portfolio and how it compares to strategies we offer.
Find Your Own Investment Risk Score by clicking on the image
To find out more about your risk profile and how much risk is in your current investment portfolio, please click here to email us or phone 336-768-8956. To sign up for a free consultation or to just get more information click here.