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Welcome to our New Year’s Eve Party ( a little late)

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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Welcome to our New Year’s Eve Party ( a little late)

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  1. Welcome to ourNew Year’s Eve Party(a little late) Vick & Associates, Inc.

  2. WithFrank Sinatra (or someone who looks just like him!)

  3. 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.

  4. 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.

  5. An Engineer, Chemist & a Stock Broker

  6. Four Values of Vick & Associates • People Matter • Integrity Matters • Communication Matters • Service Matters

  7. Four Step Planning Process • Investigation • Recommendation • Implementation • Review and Adjust

  8. Two Solutions • The ABC Planning Model • Redhawk Wealth Advisors

  9. 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

  10. 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 ?% ?% ?%

  11. The Power of Managed Money • ETF’s vs. Mutual Funds • Tactical vs. Buy & Hold • Daily Communication

  12. Conclusion • Industry doesn’t listen well • That’s why we have a process • Annual Review • One Hour Strategy Session

  13. Thank you for coming!New Year’s Eve Party(a little late) Have a very happy and prosperous New Year!!

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