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Annual Seminar Recap

The Wise Investor Group Annual Seminar

A Financial Roadmap
Recap: 2012

An abridged presentation of our Annual Outlook!

The Wise Investor Show

Broadcast Live Every Sunday:

The Wise Investor Show

Randy Beeman shares his common sense
approach to investing.

Market Insight

Market Insight From the Investment Analysis Team

Mining Opportunities in Gold

Is it once again time to "sell in May and go away"?

Recognitions

The Wise Investor Group

Recognitions

Have received repeated honors from
renowned industry publications.

Featured article:

Finding Mutual Funds That Fit Your NeedsIt's All About the Plan

by Nancy Osmond Popovich

I will argue all day long that you get more value out of owning individual stocks and bonds over mutual funds.  However, there are certain circumstances where it may be in your best interest to own mutual funds.  For example, given the importance of diversification to successfull investing, if you do not have...(Read More.)

Full Service Approach

Guided by a value-oriented management style, our team of experienced financial professionals will help you build a comprehensive wealth management strategy through personalized financial planning, portfolio management and in-depth analysis.

Our Profile

The Wise Investor Group is committed to value-oriented investing, helping our clients achieve long-term success through proper asset allocation and long-standing ownership of high-quality investments. The group manages and oversees more than $1.9 billion in client assets as of June 2011.

The Wise Investor Show

Randy Beeman, host of the Sunday radio broadcast “The Wise Investor Show,” provides listeners with the market insight and tools they need to become better investors. Randy also delivers a Midweek Update on the topics vital to achieving long-term financial security.

About Baird

The Wise Investor Group is part of Baird, an international wealth management firm focused on creating great outcomes for our clients with a commitment to the belief that how we do business is just as important as the business we do.

 


 


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"VALUE RETURNS:
Wise investing for
the Next Decade
and Beyond"

by Randy R. Beeman &  James D. Schneider (2011)

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©2012 The Wise Investor Group • One Freedom Square, 10th Floor, 11951 Freedom Drive • Reston, VA 20190 • (866) 758-9473

The Wise Investor Group is licensed is licensed to offer securities in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV & WY.

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