category archives: Investment Process

The Lost Decade for S&P 500 Index, an Update ‘Eleven Years After’

  • Written by David
  • May 24, 2011 at 8:39 pm
  • 0

This work comes from Doug Short. The Lost Decade for the S&P 500 Calculations are from the  March 24, 2000 tech bubble high (The NASDAQ all time high of 5,054) to May 20, 2011. A $1,000 invested in March 2000 has merely grown to $1,070.00 eleven years later, in nominal terms. (not adjusted for inflation; [...]

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Search for Safety, Safe assets: nowhere to hide?

  • Written by David
  • February 25, 2011 at 10:40 am
  • 1

While browsing the Financial Times (FT) today, I came across this article, Safe assets: nowhere to hide (Click above title to access article) I instantly thought, this headline is not true, there are investment strategies to protect investors during sharp market declines.  David Gratke Wealth Advisors has been using such strategies for nearly ten years [...]

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‘What’s Doing’ at David Gratke Wealth Advisors?

  • Written by David
  • December 17, 2010 at 1:35 pm
  • 0

Greetings from David Gratke Wealth Advisors (DGWA) this Holiday Season! It’s been a busy  summer and fall at DGWA. This newsletter will focus on the activities created on your behalf, my client, this past summer and fall to ensure your financial success. Registered Investment Advisor (RIA) I recently completed my registration with the SEC as [...]

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Individual Investors, ‘Behavior-ing’ Badly; Continuing to Buy High, Sell Low

  • Written by David
  • June 24, 2010 at 5:01 pm
  • 0

Well, how do I say this?  Individuals, as a group of investors, are the worst class of investor that exist.  Sorry.  I would certainly like to ‘sugar coat’ this topic with sprinkles but the multi-decade long studies of Investor Behavior created by DALBAR has the data in my favor allowing me to make such a [...]

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Podcast | Welcome to David Gratke Wealth Advisors, LLC

  • Written by David
  • August 20, 2009 at 9:42 am
  • 0

Welcome to David Gratke Investment Advisor, LLC Podcasts. This inaugural podcast is the first in a series covering topics that you may find useful in planning your ‘perfect day’. Podcast one is an “Introduction to David Gratke Wealth Advisors, LLC.” In this podcast, learn about David Gratke’s professional background, his philosophy for investing and the [...]

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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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A Day and a Life in a Money Management Firm

  • Written by David
  • October 8, 2008 at 7:58 am
  • 0

I have taken excerpts from an email recently received by a money management firm that I employ for clients. I have removed the firms name as that is the least important part of the message. The principal message is how ‘investment process’ endures through all market conditions. It is helpful to review such basics (sticking [...]

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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.