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Fulkerson Capital Management

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Fulkerson Capital Management

Dave Fulkerson

49701 S●●●●●●●eek Dr.

Shel●●●●Twp. , Michigan, 48317

United States

1.24●●●●9823
da●●@davefulkerson.net

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Fulkerson Capital Management

Dave Fulkerson

49701 S●●●●●●●eek Dr.

Shel●●●●Twp. , Michigan, 48317

United States

1.24●●●●9823
da●●@davefulkerson.net

View this contact

Fulkerson Capital Management

Dave Fulkerson

49701 S●●●●●●●eek Dr.

Shel●●●●Twp. , Michigan, 48317

United States

1.24●●●●9823
da●●@davefulkerson.net

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Fulkerson Capital Management

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Over the last decade, they said diversification and asset allocation would protect us from bear markets. It didn't. We can show you why it did not protect us then, and why it may not protect us in the future. Think about the goal-oriented activities in your life: raising your children, staying fit and healthy, your relationships, your career or your favorite sport. Can you name one goal-oriented activity where taking a passive approach improved your chance of success? A 5-Star Rated Wealth Manager. Are y...

2

About David

http://www.davefulkerson.net/About_David.html

A 5-Star Rated Wealth Manager. Buy and Hold is Dead. David has a diverse background. Along with his extensive knowledge of investing, he has a wealth of experience in other fields. In 1990 he graduated from GMI Engineering and Management Institute (now Kettering University) with a Mechanical Engineering Degree and in 1993, he earned his MBA-Finance from the University of Michigan - Flint campus. 398 Wynstone Circle South, Oakland, MI 48363.

3

Black Swans

http://www.davefulkerson.net/Black_Swans.html

Was just prior to the U.S. housing market collapse which began in mid-2007. Taleb had a footnote in his book warning of this potential Black Swan so he had some foresight. In an interview for his book “The Bed of Procrustes” he stated:. 8220;The coming crises from excessive debt will make 2008 look like a picnic.”. 8221;The stock and bond market in brief:. Participants are commonly in line to be slaughtered when they think they are in line for a Broadway play.”. A 5-Star Rated Wealth Manager.

4

Five-Star Wealth Manager

http://www.davefulkerson.net/Five-Star_Wealth_Manager.html

HOUR Detroit and DBusiness magazines commissioned a study of high net worth individuals in southeast Michigan to find the top wealth managers in our area. The list contains investment managers like Fulkerson Capital Management, estate planning attorneys, CPA's and financial planners. The highest possible award of which less than 7% of wealth managers receive. We have been blessed to receive this award for 2011, 2012, 2013, 2014 and 2015. A great big "Thank You! A 5-Star Rated Wealth Manager. Most adviser...

5

Buy and Hold is Dead

http://www.davefulkerson.net/Buy_and_Hold_is_Dead.html

A 5-Star Rated Wealth Manager. Buy and Hold is Dead. Diversification is Not Enough. I often hear things from new clients like: "My previous advisor had me well diversified, but my portfolio still lost 40%." Lets take a look at why this happened to so many investors. Diversification and asset allocation or "buy and hold" investing) was introduced in 1952 by Harry Markowitz. The fundamental concept behind this “theory” -. Note it is a theory and not a fact. Diversification by stock size and asset class has...

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Fulkerson Capital Management

Over the last decade, they said diversification and asset allocation would protect us from bear markets. It didn't. We can show you why it did not protect us then, and why it may not protect us in the future. Think about the goal-oriented activities in your life: raising your children, staying fit and healthy, your relationships, your career or your favorite sport. Can you name one goal-oriented activity where taking a passive approach improved your chance of success? A 5-Star Rated Wealth Manager. Are y...

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