by andy@rapidactivemarketing.com | Mar 23, 2022 | Case Study
During the onset of the 2020 pandemic, many investors around the world experienced blind panic. But with Intentional Ownership, we were able to not only help our clients face the pandemic with confidence and a sense of calm—but to actually leverage the year’s...
by andy@rapidactivemarketing.com | Mar 23, 2022 | Case Study
One day at Intentional Ownership, the phone rang. On the other end was the CPA working with some of our clients. Let’s call them the Joneses*—a retired couple who was drawing income from their investments. “I can’t help but notice how little the Joneses* are...
by andy@rapidactivemarketing.com | Mar 23, 2022 | Case Study
Most investment professionals hold a particular set of beliefs about stocks and bonds—specifically, that stocks are the riskier of the pair, whereas bonds are frequently perceived as safer. We, however, know the opposite to be true. Our investing framework leverages...
