Market Forecast 2011 Seminar

Waterstone Private Wealth Management, of Owasso and Tulsa, is hosting an exclusive seminar which will address several concerns about the current market.

In addition to managing more than $50 million in client assets, Melanie Hasty-Grant and Ken Grant have been frequent contributors to national and local medias. They bring a middle-America voice of reason to the often-extremist noise of the investment world. The couple owns Waterstone Private Wealth Management, with offices in Owasso and Utica Square in Tulsa. Waterstone clears through the country’s largest independent broker/dealer, LPL Financial. LPL is in the process of being listed on the NSDAQ under the symbol LPLA.

Waterstone is hosting an exclusive “Market Forecast 2011” seminar at The Summit Club in Tulsa on Thursday, January 27, from 6 p.m. to 8 p.m. Cost per person is $50, but if you register by January 13, your cost will be $30 per person. Hors d’oeuvres and cocktails will follow the seminar, and space is limited. Visit www.waterstonewealth.com to sign up and receive more ­information.

Melanie gives a list of concerns you may have that the seminar will address. The amount of debt our country has is enormous. If you worry about our country’s large liabilities and how our lack of planning may come back to bite us, attend this seminar.  

High market volatility is the new normal and isn’t going away. Huge market drops will recur. Investors need to be prepared with a comprehensive strategy and process in place. A buy-and-hold approach doesn’t work any longer because the market is in perpetual change. Repeatedly riding the market up and down is not an effective way to manage investments. If you’re concerned about volatility, attend this seminar.

Health care, social security, unemployment, and cap and trade have been huge issues over the last year and will continue to be. If you worry about how they can and will effect investments, attend this seminar.

“The market is again on an upward trend, and people are starting to feel comfortable, but feeling comfortable often breeds complacency,” says Melanie. Many investors decided to change nothing during the last downturn, and simply “ride it out.” Waterstone feels the “ride” will continue to vacillate up and down. As long as you need money only when the market is up, this strategy is fine. However, most also need income when the market is down. John F. Kennedy once said, “The time to repair the roof is when the sun is shining.” Melanie says that although the sun is shining on the market now, be on the lookout for future storms. The best time to prepare your investment strategy is now.

Ralph Waldo Emerson said, “People only see what they are prepared to see.” Waterstone believes that no matter what happens in the markets or economy, opportunities are available if you look deep enough. Melanie believes Waterstone has the depth of resources to search far and wide for the best opportunities.

“Many have adopted a sense of ‘learned helplessness’ about the market and investments,” explains Melanie. “They don’t know what to do, so they do nothing. Some remain angry at the markets and are afraid to make any decision for fear it will be the wrong one. In reality, the market doesn’t care what you paid for an investment, and the ones you rode down may not be the ones that will ride you back up!” Melanie’s grandmother told her that failing to plan is planning to fail. In reality, a non-decision is a decision.

Waterstone suggests that you set a financial New Year’s resolution to do something. Attend the Market Forecast 2011 seminar on January 27. Get informed. Invite Waterstone do a stress test on your investments to see how prepared or unprepared you are for varying market environments. “You don’t have to be a victim to the markets any longer,” adds Melanie. Take a proactive approach, seek a better strategy for the future, stop hoping, and start doing.

For more information, contact

Waterstone Private Wealth Management

(918) 272-1120

www.waterstonewealth.com