Are you really prepared for the next downturn?

Markets go up, and markets go down. This is an unavoidable reality of investing, and most portfolios we see are not optimized for when, not if, the next market drop will occur.

The US stock market, following common indices like the S&P 500 (SPX), is an incredible vehicle to build wealth. However, SPX also fell by over 50% in the Great Recession, from October 2007-February 2009. Even the industry standard, indexed to a 60/40 stock-bond split & used to diversify risk and reduce that 50% drawdown, still fell over 30% while sacrificing the best returns from stocks in the bull run from 2009-2020. Large declines occurred again in 2020 under COVID and 2022 due to supply chain issues and inflation, and with the US stock market in 2025 at a historically high price-to-earnings ratio, the next downturn may be dramatic. The conventional wisdom of investment professionals is simply to accept the full, coming decline.

In our opinion, you deserve better.

At Invested Intellect, we know there are strategies and models that offer superior, risk-adjusted returns to this industry standard, with over 200 years of supporting research and validation, that have historically higher long-term returns and lower maximum drawdowns than these industry standards. We prepare our clients for the market rollercoaster, beyond outdated, passive investment strategies. We implement risk management strategies beyond simply accepting these dramatic drawdowns, using our expert knowledge and market timing to address market risks and capture market opportunities.

Are you taking advantage of the latest knowledge?

Schedule a consultation today to see how we might update your portfolio and better build wealth in the bull markets and better defend your money against market risk.

Disclaimer: Mention of investment indices and their performance are noted above. Please note that all indices are unmanaged, investors cannot invest directly in an index, and index returns do not account for the management fees and transaction costs associated with actual index funds. A variety of factors may also cause an index to be an inaccurate benchmark for an asset class or particular investment within an asset class.