Natalie Pace. bestselling author of The Gratitude Game, The ABCs of Money & Put Your Money Where Your Heart is. Co-creator of the Earth Gratitude Project.
Rebalancing Your Nest Egg Master Class
With No. 1 Stock Picker Natalie Pace
May 1, 2021 (Saturday)
11-7 ET (8-4 PT)
One of the most important things you can do to grow and protect your wealth is to rebalance your investments regularly. Rebalancing with Natalie Pace's nest egg pie chart strategies is a buy low, sell high plan on auto-pilot. This time-proven, 21st Century strategy also puts your emotions on the winning side of the trade.
Those people who use this strategy earn gains in recessions and far-outperform the bull markets in between. Those who don’t are riding a Wall Street rollercoaster, and are worth less today than they were in 1998.
Is the Rebalancing Master Class right for you? Take the Rebalancing IQ Test to determine to see how much you really know about rebalancing, and whether or not you can benefit from immersing yourself for a day in Natalie Pace’s wisdom to learn this invaluable wealth tool.
- What does rebalancing mean?
- Why do you need to rebalance?
- How often should you rebalance? Why?
- What is the easiest way to rebalance your nest egg?
- What are some of the fundamentals to properly diversifying your nest egg?
- Which assets go into your nest egg?
- Which assets do not go into your nest egg?
- Should you invest in individual companies in your nest egg?
- What is the difference between value and growth?
- Which companies go into which slice?
- What are the capitalization categories for small, mid and large caps?
- Why do we evaluate the funds we own to put them in the proper slice and category?
- What kind of funds do we want to avoid?
- What kind of funds do we want to own?
- What is an “everything and the kitchen sink” fund? Is this a fund we want to own? Why or why not?
- When do we switch out funds and pick something new?
- How many times a year should you rebalance?
- What are some key dates to consider rebalancing? Why?
- What kind of return are you aiming to achieve in your nest egg? Does this differ in the slices and on the safe or at-risk side?
- How can limit orders help your rebalancing?
- How do you determine your limit sell order price?
- What is the difference between a “Stop Loss” mindset and a “Capture Gains” mindset?
Email info @ NataliePace.com or call 310-430-2397 if you have any questions about this test, or about the answers, or if you are interested in registering for the May 1, 2021 Rebalancing Your Nest Egg Master Class.
This retreat will be online, giving you intimate access to Natalie Pace. Call 310-430-2397 or email info@NataliePace.com to register NOW.
WHERE AND HOW MUCH:
Early Bird Pricing (through March 15, 2021)
$250/person per additional person in the family.
Regular Pricing (after March 15, 2021)
$350/person per additional person in the family.
Call 310-430-2397 or email info@NataliePace.com to enroll now.
Get the best price when you register by March 15, 2021.
Call 310-430-2397 or email info@NataliePace.com to learn more and register now!
"Many people, including educated men and women, often get into trouble when they
neglect to follow simple and fundamental rules of the type provided [by Natalie].
This is why I recommend them with enthusiasm."
Professor Gary S. Becker. Dr. Becker won the 1992 Nobel Prize in economics for his theories on human
"College students need this information before they get their first credit card. Young adults need it before they buy their first home. Empty nesters can use the information to downsize to a sustainable lifestyle, before they get into trouble."
Joe Moglia, Chairman, TD AMERITRADE.
"Thank you Natalie for saving my retirement," Nilo Bolden.
"We asked Natalie Pace for a second opinion on our investment portfolio. She researched and reviewed each stock and fund. She then explained to us in plain English how we were positioned in the market and how high our risk exposure was. Her knowledge was so profound that we decided to take her retreat in Arizona. My husband was still quite skeptical, but 20 minutes into the retreat he turned to me and said "Thank you." Stocks and investing are no longer rocket science. We give thanks just about every day that we met Natalie. I feel like I live on a different planet. I'm so grateful. Thank you for changing our lives, our peace of mind, our future and our vision of what is possible. We made a tectonic shift with you."
AC & AM
"Ten minutes into the first day I was already much smarter about investing than I ever thought I would be in my life and I knew I was in exactly the right place at this retreat. I am amazed at how EASY and FUN it is to make my money work for me and those I love. I think this kind of information should be compulsory in schools. I wish I'd learned this sooner." CM
“The only time in history going back to 1881 when [stock prices] have been higher are, A: 1929 and B: 2000. We are at a high level, and its concerning. People should be cautious now.” Robert Shiller, Nobel Prize winning economist and Yale professor of economics
Call 310-430-2397 or email info@NataliePace.com to learn more and to register now.
No Refunds. No Cancellations.
The Rebalancing Master Class works best when you do it the weekend after the 3-day Investor Educational Retreat. Consider joining Natalie Pace April 24-26, 2021 for our Financial Empowerment Retreat.
About Natalie Pace
Natalie Wynne Pace is an Advocate for Sustainability, Financial Literacy & Women's Empowerment. She has been ranked as a No. 1 stock picker, above over 835 A-list pundits, by an independent tracking agency (TipsTraders). The ABCs of Money remained at or near the #1 Investing Basics e-book on Amazon for over 3 years (in its vertical), with over 120,000 downloads and a mean 5-star ranking. The 4th edition of The ABCs of Money was released on October 17, 2020.
Natalie Pace's easy as a pie chart nest egg strategies earned gains in the last two recessions and have outperformed the bull markets in between. That is why her Investor Educational Retreats, books and private coaching are enthusiastically recommended by Nobel Prize winning economist Gary S. Becker, TD AMERITRADE chairman Joe Moglia, Kay Koplovitz and many Main Street investors who have transformed their lives using her Thrive Budget and investing strategies. Click to view a video testimonial from Nilo Bolden.