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Mike Zlotnik: Investing With Downside Protection in a Recessionary Environment

Mike Zlotnik: Investing With Downside Protection in a Recessionary Environment

Mike Zlotnik walks us through the fundamentals of how to quantify and reduce risk in investment selection. He goes ...
Alternatives: Due Diligence & Diversification

Alternatives: Due Diligence & Diversification

Chris Carsley talks us through the approach to due diligence from an institutional perspective and what are the ...
June Intensive Part 6: Summary

June Intensive Part 6: Summary

We discuss the importance of upgrading your investing rules. It is crucial at this point in time to know all the ...
June Intensive Part 5 with Troy Eckard

June Intensive Part 5 with Troy Eckard

Troy Eckard is the CEO of Eckard Enterprises. He talks us through how he has managed to use his experience over ...
June Intensive Part 4

June Intensive Part 4

In this part of our Intensive, we discuss why when there is mounting uncertainty and volatility, it is a crucial ...
June Intensive Part 3 with Mike Zlotnick

June Intensive Part 3 with Mike Zlotnick

Mike Zlotnik walks us through how hyper-realism plays out in actions for a conservative investor. He discusses the ...
June Intensive Part 2: Relative Perspective

June Intensive Part 2: Relative Perspective

June Intensive Part 1

June Intensive Part 1

The pressures in the economic environment intertwined with the rising emotional state of many investors is ...
The Economic Winter

The Economic Winter

There is no doubt that there are major economic levers being pulled right now. This module discusses a defensive ...

DISCLAIMER


This presentation has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a licensed financial adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

Although every effort has been made to verify the accuracy of the information contained in this document, Phoenix Wealth Group, its officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Phoenix Wealth Group and its related entities can take no responsibility for any actions taken by any person independently based on the information provided in this presentation.

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