Lee Wenzel

 

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    Prompts?

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What prompts someone to buy my investment services?   

Investment questions such as these:

  • Put money to work? Is there a way we could have our investments earn more for us?   Since wealth comes from wealth more than from earnings, we want to make sure our money is optimally working for us.  After all, life is short, and we want to do work that is important and meaningful, rather than have to work just for the money.

  • How should I invest now?  Should I now hold, sell or reposition? 

  • Buy stocks, not funds?  Could I buy a diverse portfolio of stocks that would do better than funds, have lower expenses and not risk unplanned capital gains?

  • Reliable growth?  How can we rebalance our investments so as to maximize our returns, but not be so vulnerable to market downturns?  What are realistic risks and volatility?  How should we diversify and balance our investments?

  • How to sift through information? The Internet, mailbox and bookstores are filled with valuable information, but my time is limited. How do I sort through it and know when to be open to new strategies and when to keep the system I have? What has relevance for me? 

  • How much do I do myself?  How much do I need to learn to be able to manage my finances?  In contrast, what do I want to entrust to someone else?  How do I find an appropriate level for involvement in my finances? 

  • Who can I trust to work for me instead of for commissions, without buried fees? 

  • When to sell?  Buying is easy.  When should I sell?

  • Can I delegate?  Since my time and interest in the detail are limited, will you do some of this for me?

  • How can I get maximum returns?  How do Wenzel Analytics returns compare to what I have been getting or to the return histories of other money managers?   

Confidence in Wenzel Analytics.

 

     8666 Westwind Circle

    Eden Prairie, MN 55344

    (952) 944-2699

    Lee@WenzelAnalytics.com