This week Jerry discusses Presilium's disciplined and simple approach to investing, designed to achieve long-term financial goals. By focusing on low-cost, tax-efficient ETFs and global diversification, their strategy helps manage risk while maximizing opportunities for growth. With 24 years of experience, this approach has delivered consistent results for clients.

Key Takeaways:

Simple & Disciplined Approach: The investment strategy focuses on simplicity and discipline to stay aligned with long-term goals.

Low-Cost, Tax-Efficient ETFs: ETFs provide broad market exposure with low costs and high liquidity, ensuring easy rebalancing.

Global Diversification: Investing in global ETFs helps reduce risk and increases opportunities for growth.

High-Yield Cash Management: Idle funds are placed in high-yield money markets, earning more than traditional savings accounts.

Disciplined Rebalancing: Rebalancing occurs when the market moves by 5%, ensuring the portfolio stays on track and removing emotional decision-making.

Proven Success: With 24 years of refinement, this strategy has delivered strong, consistent results for clients.

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.