2. Curtis Edmark is a resident of Wisconsin and since 1986; he
has been working in the insurance and financial industry.
Primarily, he is working with the retired persons and strives to
provide them the necessary guidance and appropriate advice for
preserving adequate income for life savings, how to build,
protect and preserve their assets. This enables them to enjoy a
comfortable and hassle-free retirement.
3. Curtis provides safe places to put his client’s money,
considerably the banks. He believes that capital growth comes
after adequate income and preservation of savings in life. In
particular, he specializes in helping persons grow their
retirement money safely.
4. Apparently, Curtis comes up with the problem that these
savings provide very little return and also thinks that finding
accounts offering growth potential are not hard to find.
According to him, the Vanguard and Fidelity offer mutual
funds, which have esteemed 20% or more in the last 12 months.
However, with sudden drop in the market, these accounts will
also experience downfall. It is evident that the accounts, which
gained over 20% in the previous year, had lost over 50% twice
in the past 20 years. Certainly:
•The first drop was a 50% drop from March 2000 - July 2002
•The second drop was a 60% drop from October 2007 - March
2009
5. Curtis Edmark stated that it is extremely easy to find the
safety of principal if a person is willing to accept low return
and the growth potential is easy to find if a person is willing to
accept potential risk. However, the hard part is combining
growth potential with safety of principal. This is Curtis’s niche
in the financial services industry.
6. Apart from this, Curtis Edmark loves to travel. In December-
January, he is going to Hawaii with his wife. He will visit the
islands of Maui and Hawaii and he also desire to visit Italy,
Greece, Switzerland, Madagascar in the coming few years. Not
only this, Curtis is very much interested in sailing and he has
also sailed across the Lake Michigan at night in past august
month. He sailed along with his wife from the Wisconsin Shore
to the Michigan Shore. He has a specific interest of buying a
sailboat in the next few years.