The Investor Education Institute (IEI) provides you an unbiased education and proactive investment strategies designed to empower you to be an informed and highly confident investor. So many investors struggle to get the complete investment picture because they don’t have the right education and access to reliable information.  Passive investing is uneducated and investors following this flawed approach are frustrated with lackluster results.  After all, the stock market hasn’t made any meaningful progress in 12 years!  Many investors believe it is too complicated to be active though.  They don’t know where to get accurate information or think that it requires too much time to invest actively. 

Active investing is not rocket science and doesn’t require you to dedicate endless hours on research.  All you need is a sound framework to help you make proactive changes at the appropriate times.  Our Proactive Asset Allocation Model ( PAAS ) tells you when to buy, what to own and, importantly, when to sell.  The PAAS Model follows a disciplined indicator set.  In August 2008, the indicator set gave sell signals so the PAAS Model sold all investments, moving into a cash position.  In 2008, the PAAS Model performance was down just 1% while the S&P 500 dropped 37%.  In April 2009, the indicator set gave buy signals so the PAAS Model invested 100% into stocks.  It was up 44% in 2009!  The 12-year performance of the PAAS Model is 773% cumulative return (20.93% Annual Compounded Return).  

Media reports and biased Wall Street research tell you to stay invested in the market.  People that advocate passive investing either have an interest in you staying invested at all times (mutual funds) or are uneducated.  If you replace the phrase” market timing” with “risk management”, the concept takes on a completely new meaning.    The institute believes that you should focus your research efforts on being in the market at the right times…and out at the right times. The institute teaches you how to identify important trends in any global market, sector and asset class using just three simple indicators.

When you are in the market, you want to know what to own.  Our proprietary Asset Class Ranking system leads you to make the most out of market opportunities.  In April 2009, when our indicator set identified the beginning of a bull cycle, our ranking system isolated emerging international markets as the global leaders.  Investing in leading asset classes or sectors early in a market cycle leads to rapid wealth accumulation. 

Knowing when to invest using our indicator set, coupled with what to own using our asset class ranking system provides you a powerful combination.  Whenever the next bear market arrives, our indicator set will alert you with sell signals helping you to know when to sell and manage your risk.  Our comprehensive, proactive strategies provide you a buy and sell discipline that will lead to rapid wealth accumulation during bull cycles and wealth preservation during bear cycles.  You benefit from a sound intellectual framework for making investment decisions and assistance in eliminating emotional influences.  As a member of the IEI, we will help you take control of your financial destiny, get more out of your investments, achieve security in retirement, and enrich your life.  You get a plan to operate and strategies to protect you from bad decisions.