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When a Fiduciary Stops Becoming a Fiduciary
Summary If you are an investment fiduciary or a financial professional seeking superior investment results, seek a fiduciary that beats the S&P 500 with significant excess returns, and lower volatility. At least one exists. Business Owners Charter, Inc. (BOC) does...
Since inception in 2017 BOC Portfolio, Total Returns After Advisor Fees
Summary: Not sold to the retail public, Business Owners Charter, Inc. (BOC) provides this report only for Financial Professionals for informational purposes. Since inception in 2017, BOC Portfolio demonstrates moderate correlation to SPY as an alternative...
About the BOC Portfolio
Summary: Not sold to the retail public, Business Owners Charter, Inc. (BOC) provides this report only for Financial Professionals for informational purposes. Whether you are an Outsourced Chief Investment Officer (OCIO), Registered Investment Advisor, Franchise Owner,...
Correlation of a collapse potential for all major asset classes.
Summary: There may be 3 parts to a worldwide collapse in all major asset classes. In this investment research paper, Jeff Liautaud considers scenario plans as the collapse occurs. In Part 1, the author explains that if an S&P 500 fall potential exists, being in...