August 2022

Now available in audio book, “The False Hope of Global Diversification: Confessions of a Portfolio Management Maverick” by Michael Ross, explains why Global Diversification doesn’t perform well, laying out step by step what financial advisors should be doing instead to protect their clients’ assets. Learn how to grow your clients’ wealth using a diversified portfolio of primarily US-based companies and US company bonds. Improve portfolio performance, reduce costs, and raise client satisfaction to new heights. Along the way, Ross offers pragmatic real-world examples for presenting the system to clients in ways they will understand and appreciate (and even be excited about) boosting client confidence through good markets and bad for their long-term success.

Mike at the mic, recording in Cookie Marenco’s studio, Belmont, CA, April 2022.