Stay Ahead Of The Curve By Investing In Next Generation Internet

Do you remember life before the internet? Back when you had to look up businesses in the Yellow Pages and call your out-of-state relatives to know what was going on in their lives? It really wasn’t that long ago. So much has changed in such a short period of time.

Think of how many companies exist today that couldn’t have existed before the internet. Think of how many jobs the internet has created, how it has fueled the economy, and how much money investors have made by investing wisely in the emerging technology and various ways of doing business.

Though the internet may seem like last century’s news, it is still morphing and growing, allowing investors to get in on the ground floor for this century’s technological and business innovation.

Web x.0: Next Generation Internet

What does this century’s internet look like? Not AOL, that’s for sure!

Today we are seeing a change in infrastructure to cloud-based models and mobile technology. Gone are the days of desktop computers and installing expensive software. Today’s generation wants the freedom to both work and play wherever and whenever they like. The rising use of shared technology and internet-based products and services represents a shift that could prove very profitable to investors who recognize it.

We have moved from accessing the internet through our computers to using our cell phones and smartwatches. And we are not the only ones connecting to the internet. Our cars, appliances, even our thermostats now connect and exchange data electronically. This is called the Internet of Things, a network of physical devices embedded with electronics, software, sensors, actuators, and connectivity that integrate the physical world into our computer-based systems in order to make our lives easier. This is the internet of tomorrow.

We are living in the Information Age, and information is only getting more important. In fact, we have so much of it at our fingertips that it has led to the rise of big data, where advanced data analytics are used to extract value from the vast stores of data now available to us. Big data has turned internet marketing upside down and is also used to recognize business trends, fight crime, and even prevent disease. All of this information has also led to the rise of artificial intelligence, where our technology is continuously learning and improving, carrying us further into the future.

Investing In The Future

The future of the internet, data, and technology is very exciting. And you can become a part of it without being an IT specialist or a data analyst. As an investor, you can help fund today’s innovations to make tomorrow a better place.

At Axxcess Wealth Management, we have access to the ARK Web x.0 ETF. This is an electronically traded fund that focuses on the internet of the future, investing in companies that develop, produce, and enable:

  • Cloud computing
  • Cybersecurity
  • E-commerce
  • Big data
  • Artificial intelligence
  • Mobile technology
  • Internet of Things
  • Social platforms
  • Blockchain
  • P2P, or peer-to-peer computing

If you would like more information about investing in Web x.0 and how this ETF might fit into your portfolio, call us at 858.217.5347 today.

 

About Kevin

Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor, Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.

Human Genomics Investing: Where Healthcare Meets Technology

There is a revolution happening that will help you and others live longer, better lives. Your medical care will be more personalized, your medication more potent and precise, and we will finally be able to conquer world hunger. This is not a political or social revolution, but a scientific one.

The genomic revolution has begun and is picking up steam. Already, scientists can sequence the entire human genome, over 20,000 genes, in only a few days and at a cost of only $1,000. Medical care can get truly personal when doctors have access to an actual map of your genes. No longer will care be reactive, but rather proactive and preventive.

This genomic knowledge will also lead to better pharmaceutical developments. Drugs will become more powerful, precise, and profitable — something we will all benefit from.

Beyond just DNA, a greater understanding of proteins, RNA, microbiomes, and other molecules will impact diagnostics and treatments. Stem cells will play an instrumental role in pharmaceuticals and therapy. The genomic revolution is turning the medical world upside down.

Genomic sequencing goes beyond just humans, though. Bacteria, cancer, cantaloupes, and cats can all be sequenced to give us a better understanding of how life thrives, grows, and heals. Not only will human life be transformed in this revolution, but agriculture will as well. Genetically modified crops will become safer and more cost-efficient, bolstering the world’s food supply.

The genomic revolution is providing deeper biological insights and innovations that advance safety and efficacy across the board. The increasingly powerful analytics are eliminating guesswork in everything from genetics to crop planting. Genomic sequencing is revolutionizing the medical industry, and you can be a part of it.

You don’t have to be a scientist or medical doctor to join the revolution that is extending and enhancing the quality of human life. As an investor, you can play a major role as well. You can invest in companies that incorporate technological and scientific developments, improvements, and advancements in genomics into their business.

Not only will investing in human genomics put you on the forefront of a revolution, it can also be very profitable. According to research, genomic sequencing of DNA is expected to grow at a 200% annual growth rate. If you want to be a part of revolutionizing health care, agriculture, and pharmaceuticals through your investments, call us today at 858.217.5347.

About Kevin

Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.

ARK Wins Two ETF.com Awards

As your advisor I am constantly researching ways to grow your money. You won’t see me hosting seminars or steak dinners. I started in the wealth management business from the portfolio management side, so I know how the sauce is made. I am always focused on ways to adapt and innovate for my clients. Former Michigan coach, Bo Schembechler, said it well: “Every day you either get better or you get worse. You never stay the same.”

Innovation is constant in our society and I wanted to add it to portfolios. I researched ways to add exposure to client accounts with this specific theme of innovation.  I came across a management team at www.arkinvest.com that was a perfect fit for what I wanted. Here I found a strategy I could add to client portfolios that was focused on today’s disruptive innovative technologies: robotics, automation, 3D printing, human genomics, Crypto Currency, and artificial intelligence to name a few.

I am proud to announce that the ARK Innovation ETF has been named ETF of the Year as well as being named the Most Innovative ETF Issuer of the Year at the fifth annual ETF.com Awards.

About ARK Innovation

ARK is an actively managed fund focused on capturing the performance of companies involved in “disruptive innovation.” The fund was up an astonishing 87% last year, partially due to it’s allocation to the Bitcoin Investment Trust and the “FANG” stocks, otherwise known as Facebook, Apple, Netflix, and Google/Alphabet. In fact, it was one of our top holdings at Axxcess this past year. The company is driven to capitalize on rapid change in our society and avoid industries and companies likely to be displaced by technological innovation.

If you want to learn more about ARK and its values and vision, check out the full article. If you have any questions about our investment strategy or about how we work to bring growth to your portfolio, contact our office today by calling 858.217.5347.

About Kevin

Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.

Reflections on recent volatility

The technical details which appear to have created significant selling last week began in the options market after-hours on Friday, February 3rd and are quite extraordinary. For those who are interested in taking a deeper dive, simply Google “what happened to XIV” and you will learn quite a bit about trading volatility. Best we can tell, the unwinding of this particular trade played a significant role in taking what would have just been a bad day in the market to seeing equity indexes enter into “correction territory” – a 10% pullback from recent highs – in 4 days.

Corrections should be seen as a healthy resetting of valuations. They should also remind us to take a look at the risks inherent in any investment strategy – the risk of loss.
Over the past year, Axxcess has been working on the development of a new set of tools to help monitor portfolio risk. The development of these tools has allowed our Advisor’s to “stress test” portfolios against a variety of technical, policy-driven, and economic scenarios.
What is unique about these tools is how they illustrate the potential impact risks can have on both current portfolios and proposed strategies by using historical research and analysis on how economic indicators are correlated. The most important outcome is an understanding of each portfolios’ sensitivity to market movements and the potential sensitivity to loss. Measuring this becomes extremely useful when coupled with an understanding of your sensitivity to loss.
How do we do that? We have created a risk tolerance survey and incorporated a scoring methodology that evaluates your sensitivity to loss. Instead of outputting only a score, our methodology creates a measure of this risk in percentage terms. For example, a conservative investor score translates to a portfolio with a potential loss exposure of 10% or less.
We have highlighted trending scenarios here.
Risk Tolerance is required to be revisited with clients at least annually. A number of things can change your Risk Tolerance Score: job change, income, age, or changes in life circumstances such as the birth of a child, death, divorce, and/or sale or acquisition of a business or real estate, etc.  It is important to make sure that your investment risk tolerance matches your portfolio allocations when selecting your investments.
We have developed a secure, online form that will score and record your responses in lieu of sending out a paper questionnaire.

Looking Ahead

2018 has begun with strong economic growth. GDP as forecasted is expected to rise more 4% in the first quarter. More than 85% of companies in the S and P 500 beat earnings expectations. Wage growth increased 2.9% over the past year.  With corporate tax reform becoming law, the financial health of US businesses should continue to improve.
However, with strong future expectations, comes inflation. With inflation comes higher borrowing costs. Inflation has been benign for several years, and as we see new policy implemented,  both stock and bond markets will need to digest new data. In short, you should expect more volatility in 2018.  Historically the equity markets have been roughly twice as volatile as they were in 2017. Sudden spikes give the financial media a lot of material to focus on. Dealing with volatility can be unnerving at times, but it is a more normal behavior of markets.

3D Printing: The Future Of Manufacturing

Though it took several decades to really catch on, once factories switched from steam power to electrical power, the manufacturing world exploded. Productivity improved, wages improved, and the entire manufacturing landscape was changed for the better. Wouldn’t it have been awesome to have been an investor who got into electricity before everything boomed?

It’s too late to get in on the ground floor for electricity, but the same opportunity is presenting itself once more: 3D printing. 3D printing, also known as additive manufacturing, is simply the process of building objects layer-by-layer instead of using a mold or removing material from a larger block. This opens the door for radically new part architectures, decreased costs, reduced weight, and shorter time to production for manufacturers.

3D printing could completely revolutionize the manufacturing industry just as electricity did a century ago. With the constant pressure to cut cost and gain efficiencies, this is the answer they are looking for. It can drastically cut cost while enhancing accuracy, speed, and customization. As printer capabilities and materials improve and innovation continues, more and more companies will recognize the possibilities and begin to use it.

The long-term growth potential is enormous, and we’ve already seen the beginning. The 3D printing sector took 20 years to reach a market value of $1 billion. It took only five years to double that and reach $2 billion. Analysts believe that in the next ten years 3D printing will grow 400%.

If you want to get in on the ground floor of 3D printing, it’s not too late. Though things are starting to pick up, as with most disruptive technologies it takes time. We are in the adjustment period when it has not yet been widely adopted, so there is still amazing growth opportunity for investors.

As an investment manager, I look beyond the S&P 500 to bring my clients truly unique opportunities. 3D printing is one of them. The possibilities for investment in the 3D printing sector excite me and I’m eager to bring them to my clients. If you want to get in on an innovative technology that could change the world, call me at 858.217.5347 for a complimentary consultation where we can discuss how 3D printing would fit into your portfolio.

About Kevin

Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.

What I Do and How I Can Help

For most people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your family’s values and wealth management goals into your portfolio and financial strategies and stay on track for the long-term.

With more than 12 years of experience as a portfolio manager and financial advisor, I aim to use my knowledge and experience to help my clients protect what they’ve worked for, pursue their ideal retirement, and leave the legacy they envision for their heirs.

I strive to serve as a trusted advisor with whom people feel at ease talking about their financial concerns and retirement dreams. Along with instilling a sense of confidence, my goal is to provide them a comprehensive strategy that incorporates their objectives and outlines how they can transition from where they are today to where they want to be in the future.

What I Do

Axxcess Wealth Management is an independent firm serving as a strategic advisor to business owners, family offices, and high net worth investors. Our firm’s philosophy is to integrate third-party investment managers alongside real estate, private equity, and hedged investments to create a unique open investment platform.

As an independent firm, I have the ability to provide a comprehensive range of wealth management services. And with our open architecture Axxcess Platform, I can bring the latest in financial technology to my clients, along with offering access to top-tier managers, low-cost ETFs, and forward-thinking investable themes in disruptive innovation.

One of the unique elements is the investment opportunities on which I focus. As a member of the Axxcess Wealth Management Investment Oversight Committee, I’m responsible for monitoring current investments and spearheading client investment in robotics, automation, and artificial intelligence. I seek to do things differently, focusing on managing money innovatively by searching for unique investment opportunities, such as funds that invest in human genome sequencing, robotics, 3D printing and other advancements within science and technology. By evaluating innovative investment opportunities, I hope clients can feel more excited about their portfolios and future financial plans.

Who I Serve

While I work with a diverse range of clients, a majority of them are affluent families, working professionals, high net worth investors, and business owners. After working hard to build their wealth, they want to grow and preserve their wealth throughout life as they prepare for retirement and determine the legacy they seek to leave.

By providing comprehensive services and maintaining a high-touch and personalized experience, I seek to serve as my clients’ most trusted financial consultant and help them make smart decisions with their money and work toward their personal definition of financial independence. Beyond the higher level of knowledge they gain, I believe clients choose to work with me because of the strong relationship I aim to build with them and the highly customized approach I take with their wealth management needs.

My Goal for You

Through a hands-on approach and dynamic process, I hope my clients gain an awareness of how improved portfolio performance through reduced portfolio risk, elimination of asset class bias, and significant cost savings benefits the sustainability of their wealth.

Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, I can construct, implement, and monitor a customized solution for you. If you’re interested in learning more about how I may be able to help you, contact me for a complimentary consultation by calling 858.217.5347.

About Kevin

Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.