Anti-financial advisor reveals the leverage trick Wall Street keeps for its best clients.
Book your catch-up callMoney-back guaranteeFor decades, the wealthy and the big institutions have had cheap leverage on the S&P 500. Everyone else was told to buy the index and wait.
Now that same leverage fits in an ordinary brokerage account. Put a slice of your savings into a leveraged S&P 500 ETF and keep the rest in cash. That slice does the work of your whole portfolio. The cash earns interest and stands ready to buy every dip.
Rebalance on schedule, and the market's swings start working for you instead of against you. No margin loan. No margin calls.
Your peers are paying an advisor 1% a year to sit in a portfolio that grows. Yours compounds. That's how you close the gap, then pull ahead.
We'll look at where you are and what it takes to catch up. If it's not a fit, you'll still leave knowing your number.
Cavasino & Co · [email protected] · 860.908.6306
Investment advisory services are offered through Virtue Capital Management, LLC, an SEC-Registered Investment Adviser.
Leveraged ETFs seek a multiple of an index's daily return, reset daily, and can lose value quickly, including the entire amount invested in them. They are not suitable for every investor. Investing involves risk, including loss of principal. Past performance does not guarantee future results.
The money-back guarantee applies to the fee and the plan presented to you. It is not a guarantee of investment performance.