Case Studies

Below you will find our case studies that highlight how advisors can unnecessarily complicate portfolio construction and risk management for various individuals, when simpler approaches have historically proven more effective. We keep things simple, but sometimes need technical terms to properly explain sophisticated investment concepts.

See below if you want to have you own case study done.

Complex vs Simple:

Case Study #1 - Young Couple's Strategy

Case Study #2 - Software Executive's IRA

Case Study #3 - A Woman’s New IRA

These comparisons focus solely on investment strategies and asset allocations - no personal information is collected or shared.

If you want your own case study done:

  1. Subscribe for FREE below to The Anti Advisor

  2. Email j@anti-advisor.com with the subject “Case Study Information”

  3. You will then receive an email on how to get started.

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