John Carlson

Investment Advisor/Manager. Disciplined method that helps protect you from losing money.

President, Carlson Wealth Management at Carlson Wealth Management in San Diego, CA

About

A quarter century of experience as an investment adviser in San Diego has taught me some very important lessons when it comes to investment wealth management. The most important of which is to know when to protect your principal. Traditional wall street investment advice follows Modern Portfolio Theory which suggests that the best approach is to diversify and always be invested. This buy and hold approach is not a strategy, but a posture and history has shown this approach to be financially and emotionally painful because when the markets go down all diversification may result in are diversified losses. You don't have to go back any further than 2008 to know what I mean.... At Carlson Wealth Management one of the key investment principles that we believe in is the old adage that a good defense wins championships! Therefore, my wealth management practice follows proven investing disciplines dating back to the early 1900's found in the practice of Point & Figure analysis with an emphasis in the high growth approach of relative strength investing to advise my clients WHERE to invest for the greatest probability of success combined with a proprietary downside protection model to help determine WHEN to be invested. >>> For our FREE report "How Strong Is Your Portfolio" visit us at www.carlsonwm.com <<<

Address
PO Box 5010 PMB 243 Rancho Santa Fe in San Diego, CA 92067
Info
Year started: 1989

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Lynn
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Your risk should be reflective of your age, your investment horizon and your risk tolerance. There is not one easy formula to determine what your risk should be. Cer...
Q&A
Asked by an anonymous user
Answered by Tony Villa, Financial Adviser in Livingston, NJ
Why would you do that? Your current allocation is quite conservative & you can't predict when the markets may improve (gain in value) again. How long are you hoping th...
Q&A
Asked by Jenna
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
Hi Jenna. You're looking towards the future and ready to move forward - that's great! I also know it's not easy. Before diving right in, it would be good to reflec...
3

Specialties

  • Estate Planning
  • Retirement Planning
  • Risk Management

Credentials

Licenses

Series 7
Series 63

Background

Experience

President

Education

St. Bonaventure University