June Tip Sheet from Canterbury Investment Management

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A Monthly Resource for Journalists Covering Boomers, Lifestyle, Finances, & Retirement

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Canterbury Investment Management (http://www.canterburygroup.com) presents its June Tip Sheet, a monthly resource for journalists covering boomers, lifestyle, finances, & retirement.

Think You Are Too Old To Be A Baby Boomer--Or Too Young Not To Be--Think Again:

The traditional definition of a baby boomer is anyone born between 1946 and 1964. That’s the view of the U.S. Census Bureau. But in the stock market, a boom refers to a span of time between the bottom and top of a market. A boom is a period of explosive growth. We’ve examined twentieth century population growth, and it shows three distinct population surges starting in 1937 and peaking in 1957.

Why is this important to you? A small percentage of early innovators, born during the first population surge, is leading the way to a new vision for our future life. These are the same people who created the counter cultural revolution of the 60's. Learn how they are going to change everything again. Call or write us, we can connect you with the CEO of Canterbury Investment Management, Tomas Hardin. He can give you more information and put the new definition of baby boomer into perspective for your next story.

Building a Fortune of Experiences Instead of Building a Fortune:

If you are like many people, when you think of retirement, you think of a specific amount of money you want to have in your accounts. You may think that when you hit that number, combined with your age…your work days are over. It’s not what is happening. More baby boomers are finding the magic number isn’t so magic and financial freedom doesn’t mean the same thing to them as it did to their parents. This trend is real, and so are the ways in which contemporary portfolio managers are helping clients re-think their financial and life goals. We can relay experiences in working with this new wave of clients. Your readers or audience will respond to this insight.

Advice for the Private Investor: Don’t Confuse Companies With Stocks:

For years, portfolio managers have used what is called fundamental analysis—the study of companies—to pick stocks. This type of stock picking examines the company, its competition, its management, the product the company produces, financial statements, and other yardsticks. It is based on the search for a company’s stock that is mispriced “the undiscovered gem”.

There is a better way: technical analysis, which examines the supply and demand or accumulation and distribution of securities. Technical analysis is more about examining trends –trends generated by market activity. Make sure you are buying a good company, but don’t confuse it with the stock. Companies and stocks are entirely different things. Canterbury can explain further and give you good examples for you and your editor.

Canterbury Investment Management is an independently owned, fee only, Registered Investment Advisor listed with the Securities and Exchange Commission. Thomas Hardin, CMT, CFP is Managing Director and Chief Investment Officer. You can learn more at: http://www.canterburygroup.com.

For additional information, or to schedule an interview, or for comment and analysis of what’s happening in the market and what is happening with people who are interested in wealth management, contact:

Clyde Lee
Partner
Lee\Willis Communications
8425 Woodfield Crossing Blvd
Suite 100
Indianapolis, Indiana 46240
317-469-4840 (O)
317-281-0028 ( M)
clydelee @ leewilliscommunications.com

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