category archives: Forward Thinking

  RPAG
 

I was Two Years Too Early.. Preserving Wealth

  • Written by David
  • August 10, 2011 at 11:58 am
  • 0

In August 2009, I would begin publishing articles on my blog regarding concern for the amount of debt in the world and how that debt would eventually, and negatively, impact financial markets around the world.  In those posts I began to discuss measures I would take to protect client portfolios from large loss when markets [...]

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  MFLostDecade 17-19-06resized
 

Managed Futures in the Portfolio; Why and Why Now?

  • Written by David
  • June 8, 2011 at 2:56 pm
  • 1

For some time I have been monitoring/researching additional ways to increase client return, while not subjecting their portfolios to undo downside market risk; and the world seems to just get more risky hour by hour. Non-the-less, years ago I was attracted to a certain financial Strategist firm for their prescient ability to include inverse assets [...]

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Welcome to David Gratke Wealth Advisors, LLC. Online

  • Written by David
  • May 20, 2010 at 9:17 am
  • 0

Here’s an update of my online initiatives for your use in planning the ‘perfect day’. Website: www.davidgratke.com The website offers access to general information on  David Gratke Wealth Advisors LLC, to include David’s professional background, his philosophy for investing, and the added value he brings to the wealth management process. You may also access his [...]

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Investment Opportunities in a Down Market

  • Written by David
  • June 10, 2009 at 9:43 am
  • 2

What to do? What to own? Where to invest? How well are you managing risk these days? Over the years, I have analyzed many a client’s 401k statements. A typical 401k plan allows for many investment options in the name of diversification. Oddly, almost all of these options will lead to a similar result when [...]

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Investing in US Exports, A Study in Forward Thinking.

  • Written by David
  • July 28, 2008 at 8:29 am
  • 0

It was an interesting morning catching up on financial news over the past few days. I came across two separate articles touting the benefits of investing in US companies that export their goods and services abroad. One such column suggests,Could the stocks of U.S. exporters be the next asset class to invest in — as [...]

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