Sharing in Community
Adrian B Early, Ph.D., MBA, CFP®
Chief Investment Officer, shareGRO™ Practice
Everything should be made as simple as possible, but not simpler.
– Albert Einstein
As indicated, there is a great way to share risk in the community. The shareGRO™ Practice combines a disciplined security selection process in a community of investors who voluntarily share 0.1% of their account among all participants. This creates a shared risk financial safety net for all. The community provides cash flow, combined with investment returns to restore any account under stress due to financial needs, or even opportunities to address.
The tiny sharing amount is barely noticeable, especially when combined with our selection process. This helps wealthy as well as other investors to like it. This 0.1% can help significantly, most noticeably in the long-term.
The sharing can help smooth fluctuation in accounts during personal financial challenges. It can help first-time and young investors get started quicker, climbing faster toward the same level as industry professionals. It can also be used in conjunction with our Working Endowment process, allowing clients to see their progress toward the goals they set.
Let’s take a look at a hypothetical lifetime situation in the graph below:
With the noted assumptions, sharing helped this person reach financial freedom. Traditional accounts, on the other hand, could have been pushed beyond their means. This sharing of risk can allow users to take bolder actions toward success. Whether you are an entrepreneur, first-time investor, or seasoned veteran, the shareGRO™ Practice combines our fundamental stock selection process, seeking undervalued stocks, with helping yourself, and others.
May you build personal and community value and worth.
© 2017 shareGRO™ Practice