Podcast : Financial Detox®

The First 1,000 Days of Retirement – Avoid Regret & Live with Confidence

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28% in 14 Days

In today’s show Jason and Alex start by reminding listeners that in this time of Easter and Passover many people find themselves in a very strange situatio

Author : William Novak

August 25, 2022

In today’s show Jason and Alex start by reminding listeners that in this time of Easter and Passover many people find themselves in a very strange situation. Holidays like these are ones that many of us are accustomed to being together for, and unfortunately many of us can’t this year. One of the positive things that we hope to come away from this with is a much stronger sense of appreciation for sharing these kinds of experiences with one another. We will not take them for granted in the future. On January 11th China state media reported the first known death from what was then an unknown new virus. On January 30th the World Health Organization declared COVID-19 a global health emergency. Since then investors have been on the rollercoaster ride of market swings in the double-digits. Daily! On February 19th the S&P 500 hit an all time high of 3386, dropping by 34% to the most recent bottom on March 23rd. A mere 14 (market) days later (April 9th) it’s up over 25%. Other major indices like the Dow Jones and MSCI All World index were right in line with similar numbers. Jason shares with listeners what The Financial Detox Team at Intelligence Driven Advisers (IDA) was doing before, during and after these major milestone dates. As history unfolds it is more important than ever to have an evidenced based investment philosophy backed by a consistent, measurable process to implement, monitor and execute upon. The team’s mission is “To Steward True Financial Peace of Mind For All”. In this vein IDA is making a bold offer; free investment management and financial planning to all new clients for six months. More details on this offer can be found here. Free Portfolio Management 6 Months. If there was ever a time to evaluate your financial plan and investment strategy, it is now!

In this show you will learn about:

  • What the IDA Client Experience is like (Free for six months!)
  • What our team was doing for investors before and during COVID-19
  • What we will be doing for investors after COVID-19
  • How quick markets swing; 28% in 14 days!

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BEFORE INVESTING YOU SHOULD CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. THIS AND OTHER INFORMATION IS IN THE PROSPECTUS, A COPY OF WHICH MAY BE OBTAINED FROM IDAONEFUND.COM OR FROM CALLING TOLL FREE 833 484 5671. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE YOU INVEST.

IMPORTANT RISK INFORMATION
The IDA Private Access Fund is a continuously-offered, non-diversified, registered closed-end fund with limited liquidity. There is no guarantee the Fund will achieve its objective. An investment in the Fund should only be made by investors who understand the risks involved, who are able to withstand the loss of the entire amount invested and who can bear the risks associated with the limited liquidity of Shares. Important Risks: Shares are an illiquid investment. You should generally not expect to be able to sell your Shares (other than through the repurchase process), regardless of how the Fund performs.

Although the Fund is required to implement a Share repurchase program only a limited number of Shares will be eligible for repurchase by the Fund. An investment in the Fund is speculative, involves substantial risks, including the risk that the entire amount invested may be lost, and should not constitute a complete investment program. The Fund may leverage its investments by borrowing, use of swap agreements, options or other derivative instruments. The Fund is a non-diversified management investment company, meaning it may be more susceptible to any single economic or regulatory occurrence than a diversified investment company. In addition, the fund is subject to investment-related risks of the underlying funds, and general economic and market condition risks. Alternative investments provide limited liquidity and include, among other things, the risks inherent in investing in securities, futures, commodities and derivatives, using leverage and engaging in short sales. The Fund’s investment performance depends, at least in part, on how its assets are allocated and reallocated among asset classes and strategies. Such allocation could result in the Fund holding asset classes or investments that perform poorly or underperform.

Investments and investment transactions are subject to various counterparty risks. The counterparties to transactions in over-the-counter or "inter-dealer" markets are typically subject to lesser credit evaluation and regulatory oversight compared to members of "exchange-based" markets. This may increase the risk that a counterparty will not settle a transaction because of a credit or liquidity problem, thus causing the Fund to suffer losses. The Fund and its service providers may be prone to operational and information security risks resulting from breaches in cyber security. A breach in cyber security refers to both intentional and unintentional events that may cause the Fund to lose proprietary information, suffer data corruption, or lose operational capacity. Minimal Capitalization Risk. The Fund is not obligated to raise any specific amount of capital prior to commencing operations. There is a risk that the amount of capital actually raised by the Fund through the offering of its shares may be insufficient to achieve profitability or allow the Fund to realize its investment objective. The Fund is a closed-end investment company with no history of operations.

The Fund’s investment adviser is Intelligence Driven Advisers, LLC, a registered investment adviser under the Investment Advisers Act of 1940. The Fund’s shares are offered through Ultimus Fund Distributors, LLC. (The Distributor"). IDA Wealth and the Distributor are unaffiliated.