Buy and Hold Is Dead: How to Make Money and Control Risk in Any Market

Appendix A. A Real-Life Example

Although the comfort zone includes specific benefits for unique individuals, it also contains global significance for everyone. Every day I come across people from various walks of life. Some are professional traders, hedge fund managers, and advisors. I have explained theory to partners from Goldman Sachs, I've offered strategy to the Senate Joint Economic Committee, I've sent economic forecasts to Dianne Feinstein, and I have approached Governor Arnold Schwarzenegger with a simple policy that could potentially save the state of California from related economic disaster during the credit crisis of 2008. However, more often than not, my clients are individual investors who are directly influenced by the decisions of these institutions instead.

Although institutional clients and governments are important, doctors, lawyers, business owners, and executives from all industries and all walks of life are the heart and soul of my business. I believe I have touched many of them by showing them the path to the comfort zone. For some, I have changed their lives forever, and I hope to be able to offer my strategies to like individuals eternally. My strategies are timeless, and they apply to everyone, regardless of age or net worth. They can be used in any market environment, regardless of economic conditions, to protect wealth and provide opportunity at all times. For corporations and governments, these same tools apply to policy decisions and forecasting models. ...