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Show Mone atter Advertising Supplement to The Salt Lake Tribune and Deseret News _ Learn the secrets to successful investing those losses. Also, when you Oe Renee one area nascar The secret to successful investing is to capture market upswings while avoiding market downtums.This is similarto the child’s game of Chutes and Ladders. In this game, those who roll the dice and have the fortune to land on’ a ladder progress up the board and have @ great chance at winning. Those with the misfortune to land on chutescan slide all the way back to where they started. Sometimes, investing can be @ game of luck. If you have the fortune to choose a “winner” you can climb the ladders to success.If you end upwith a “loser” you can ride the chutes downto where you started — or worse. In an effort to help you take the “luck” out of the equation, Paragon Capital Management's presentation on the Nine Myths of Investing will present principles on how to build a strategic system for finding upward trends — the ladders — and avoid great losses in your portfolio, you are more likely to stay invested and utilize the stock market to meet your long-term financial objectives. Manypeople believe that the potential downside in a portfolio eesolely on market perhope that basic Conn allocation will prevent potential huge losses. However, active management geared to a specified risk tolerance can be a more effective method for investment protection than simple asset allocation. Proactive management — climbing ladders to outstanding returns within your tisk tolerance: Focus is a critical key to investment’ success. active management approach can benefit your portfolio in both up and down markets. The best investment strategies employ focus, by targeting the areas of the market that are showing the most promise. Models can be designed to teveal where the market is showing the most potential for shielding your Investments oe downward slides: ing against i tiak aidsin building strong, long-term performance. If you do not have to endure debilitating declines in your portfolio, you do not have to waste precious time recovering from may happen and then again, it may not. The investor is often Stuck with an investment, waiting for the improvement, because it should happen, and watching tremendous opportunities in other areas pass by. lt is possible to design a sysof indicators to expose trends in the market. As trends develop in the market, you can follow the upward swing of the trend, capturing the potential for tetum. As the market dynamically changes, so should ye itions of youri order to capture the peace potential for growth. At Paragon Capital Management, we monitor the numerous aspects of the economy and other influences that drive markets, within both national markets and international markets. As the market manifests change, we change appropriate positions in each of ourportfoliRoll the dice and climb a ladder ... If you are lucky — Investing your portfolio should never be a game of chance: You would probably never consider betting on the outcome of a Chutes and Ladders game.It is a simply game of chance. In the same manner, “betting® on the market can be a fickle and dangerous game of chance. A predictive approach to investment management can be a game of chance. Some investors select investments based on information that attempts to predict over the People’s Republic -of Wall Street firm, and by 22, she was a millionaire (all while taking night classes to eam a finance degree at New York University). Being an options traderin the explosive financial market of the 1980s gave Pedersen a unique Opportunity, not just to observe, but also to participate in the biggest bull market in history. During silver medal in the all-around China. Vidmar went on to win the And with a perfect score of 10, Fle also captured the gold medal én the pommel horse. Vidmar is the highest scoring U.S. ine OPT: a typical day she would buy and sell more than a million dollars worth of securities emerging from the pit with torn and food-stained clothes, barely able to speakafter shouting all day. Even so, it wasn't all work and no play. In her 1991 book, Play Money: My Brief but Brilliant Career on Wall Street, Pedersen offers the investing public a wry and candid look at the way Wall Street works. growth. As the trend begins to David A. Young Continued from previous page wane, you can then seek upward trends in otherareas of the market. Paragon Management’s Dave Young will discuss in his workshop, The Nine Myths of Investing, some of the mistakesthat investors repeatedly make as they attempt to grow and preservetheir wealth. You may take this information to build your own investment systems or engage Paragon as a professional managerfor your portfolio. Paragon's strategic, proactive approach to investing is unique in that it employs elements of behavioral finance, tactical assetallocation, and both technical and fundamental analysis in its models in an attempt to outperform benchmarks while exposing the assets to less In her 1993 book, Street Smart Career Guide, Pedersen provides practical advice on tuming work into wealth. Since 1995, Pedersen has had her own financial column, “Minding your Business,” in the business section of the Sunday New York Times. She is a frequent television guest, having appeared on Oprah, Primetime Live, Late Night with David Letterman, Good Morning America, CNN and CNBC.Articles about Pedersen you're giving it your all? How do you deal with setbacks when you know you could have won? How much of a risk should you take? Can you really perfect what you do? These are the Vidmar and his teammates hadto answer and they are important questions forinvestors. Vidmar’s questions and vividly the requirements for the perfect 10. Very few speakers can motivate an audience like Vidmar. He is a terrific speaker and. performer mar became the premier male who backs uphis thoughts with a live demonstration on the porhmel horse that is artfully blended into his speech. This visual reinforcement of his powerful principles leaves lasting impressions. Humor, relevance to his audience, high energy, drama, and a standing ovation are all characteristic of his presentations. gymnast for the United States at the 1984 Olympics. As USA team Meetings have appeared in the Washington Post, Chicago Tribune and Investor's Daily. Olympic Champion Peter Vid- See SECRETS on the next page you Maybe that's why Successful ine has listed captain,heled his teammates to Vidmar as one of the top 10 their stunning gold medal victory speakers in the country. Merger will create leading edge wealth planning in Salt Lake Clty The banking industry has taken an interesting twist in recent years. Manyfinancialinstitutions are placing a stronger emphasis on the affluent, a segmentthat is growing at a rapid pace. The quantity of millionaires the new economyis producing every day is staggering, especially in the West, such as those who struck it fich as employees of dot-com companies or through investments or inheritance. Individuals passing the $5 million mark has literally become an everyday occurrence. Three years ago First Security introduced sophisticated wealth planning to its private banking clients. Concurrently, Wells Fargo introduced its Wealth Planning Centers in San Francisco, Minneapolis and Denver. With the merger of Wells Fargo and First Security Corporation (anticipated close date, Oct. 6, 2000)the fourth Wealth Planning Center will be located in downtown Salt Lake City. “The Wealth Planning Center will differentiate itself with this type of customer base through a very disciplined consultative relationship process,” explains Richard Tanner, the new director of Salt Lake City’s Wealth Planning Center. “These people are very sophisticated and have the resources to draw upon the very best. Our job is to client values, special family needs, help them define goals and understand how they make decisions and then develop a fully integrated wealth plan that maximizes client benefits and resources.” The Centers will act as a resource for Wealth Management Specialists that support more than 850 Relationship Managers in 23 states. These plan ahead. Most people wait until late in life to begin thinking about the distribution of their estate. Asa result, they don’t have the same options available that a younger person would — a person like you.If you're thinking about istribution tos2tciswibution at your age,we invite you work with The Princinal*. you're smart Together, we can wo. with your attorney and other tax advisors to structure a strategy that provides you with lifetime of personal enough LO advantages, as weil as benefits for your heirs. Intermountain Agency 6965 Union Park Center - Suite 240 Midvale, UT 84047 (801) 233-0152 get ahead. Pian Ahead. Get Ahead.™ re Wealth are linked to each of the Wealth Planning Centers who will help develop a personal Wealth Plan to build, manage and preserve the client's wealth. The Wealth Planning Center professionals pursue strategies to deal with investmentrisk, reduce income and estate taxes, coordinate transfer of assets to future generations and charities and anticipatelife events like death,selling including lawyers and accountants. An added level of service is offered when the client's assets exceed $25 million. “Wells Fargo and First Security Corporation have a uniqueness See MERGER on next page — Utah’s Most Experienced you should know what INVESCO knows. Mutual Fund Company Salt Lake City-based Wasatch Funds offers five no-load equity mutualfunds Wasatch Micro Cap Wasatch Small Cap Value | Wasatch Small Cap Growth Wasatch Core Growth " Wasatch Ultra Growth For more information andto request a prospectus please call WASATCH FUNDS 1 (800) 551-1700 + www.wasatchfunds.com Ute ineurance Company (The Principal) Des Moines, lows $052-0001 1 Visit us at Money Matters Conference and Exhibition Booth 210 low TO MANAGE A MILLION conie PORTFOLIO LEARN THE KEY TO AVOIDING LOSSES IN YOUR PORTFOLIO. PLEASE ATTEND OUR SEMINAR AT 1:00 IN ROOM 255 C Or Banking * Investments ¢ Insurance In thefinancial world, knowledge is king. And the key is knowing whereto getit and how to use it. At INVESCO Funds we've been PARAGON CAPITAL MANAGEMENT WILL DISCUSS THE "NINE MYTHS OF INVESTING" TO HELP YOU PROTECT AND GROW YOUR PERSONAL PORTFOLIO IN THE DYNAMICALLY CHANGING INVESTMENT WORLD. PARAGON CAPITAL MANAGEMENT HAS BEEN MANAGING MONEY FOR OVER A DECADE. JON FERRELL AND DAVID YOUNG. COMANAGERS OF THE PARAGON DYNAMIC FORTRESS FUND AND THE PARAGON STRATEGIC ASCENT FUND (FORTX AND HEDGXIN THE WALL STREET JOURNAL) ALONG WITH MANAGING DIRECTOR TOOD DRANEY WILL PRESENT THIS UNIQUE AND INFORMATIVE WORKSHOP. BOOTH 219 managing money in every kindof market in every kind of economy for over 65 years. This base of knowledge, combined with the experience of all our talented fund managers, is put to use in our bottom-up style of growth management. Find out about INVESCO'’s family of mutual funds firsthand by calling us directly at 1-800-255-6927 ext. 201. We'll send you # prospectus including management fees, risks and expenses on any of our funds. Please read it carefully before you invest or send money. Then you'll know |
