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Welcome to our New Year’s Eve Party ( a little late). Vick & Associates, Inc . With Frank Sinatra. (or someone who looks just like him!). New Year’s Trivia. The first New Year's Eve ball drop in Times Square happened in ? The Jewish New Year is called ? What does Auld Lang Syne mean ?

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Presentation Transcript
with frank sinatra

WithFrank Sinatra

(or someone who looks just like him!)

new year s trivia
New Year’s Trivia
  • The first New Year's Eve ball drop in Times Square happened in?
  • The Jewish New Year is called?
  • What does Auld Lang Syne mean?
  • Where is one of the largest annual New Year's Eve celebrations? (not in America)
  • How many fireworks are set off from the Sydney Harbour Bridge?
  • Name one of the top 10 New Year resolutions.
  • Name the most popular New Year's Day parade.
frank sinatra trivia
Frank Sinatra Trivia
  • What was Frank’s nickname?
  • Name one of Frank’s three children.
  • Which “Godfather” movie character did he inspire?
  • Name one of the four other members of the Rat Pack?
  • In what country was Frank born?
  • Frank was at one time what relation to John Farrow and Maureen O’sullivan?
  • Frank owned an extensive collection of what since he was a boy?
  • Name one of Frank’s seven #1 singles.
four values of vick associates
Four Values of Vick & Associates
  • People Matter
  • Integrity Matters
  • Communication Matters
  • Service Matters
four step planning process
Four Step Planning Process
  • Investigation
  • Recommendation
  • Implementation
  • Review and Adjust
two solutions
Two Solutions
  • The ABC Planning Model
  • Redhawk Wealth Advisors
the abc planning model
The ABC Planning Model

Three Green Money Rules:

Rule #1: Protect Your Principal

Rule #2: Retain Your Gains

Rule #3: Guarantee Your

Income

Three RED Money Rules:

Rule #1: Must be tactical

Rule #2: Must be liquid

Rule #3: Must be long term

1% – 3%

3% – 7%

+30% – -30%

  • Taxable
  • Liquid
  • Bank
  • CDs
  • Savings
  • Checking
  • Tax-Deferred
  • Moderately Liquid
  • Taxable
  • Liquid
  • 401k
  • IRA’s
  • Stock/Bond
the abc planning model1
The ABC Planning Model

1% – 3%

3% – 7%

+30% – -30%

  • Taxable
  • Liquid
  • Bank
  • CDs
  • Savings
  • Checking
  • Tax-Deferred
  • Moderately Liquid
  • Taxable
  • Liquid
  • 401k
  • IRA’s
  • Stock/Bond

?%

?%

?%

the power of managed money
The Power of Managed Money
  • ETF’s vs. Mutual Funds
  • Tactical vs. Buy & Hold
  • Daily Communication
conclusion
Conclusion
  • Industry doesn’t listen well
  • That’s why we have a process
  • Annual Review
  • One Hour Strategy Session
thank you for coming new year s eve party a little late

Thank you for coming!New Year’s Eve Party(a little late)

Have a very happy and prosperous New Year!!