• Bluemound Asset Management
    Bluemound Asset Management A Kirk Spano company

Top 2 Investing Rules…

Kirk SpanoRule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.  

Warren Buffett

The most important aspect of financial planning is having an investment approach that protects you from permanent loss and gives you an opportunity to make money over the long-term. Industry statistics demonstrate that most financial people fail in both regards. Your financial representative should understand investing at its core, not just be able to show you a pie chart, use industry jargon and provide deceptive mutual fund ratings.

At Bluemound Asset Management we focus on Buffett’s top two rules daily. My name is Kirk Spano and I am the founder of the firm. I am easy to follow online. Please read some of my articles and notes to help filter the noise in the markets and verify the sound advice I have given over the years. When you are ready, contact me to discuss building a better plan and securing your future.

Time for a Change

Bluemound is a fee-only investment advisor.

We have a simple, smart and low-cost fee structure. 

We receive no commissions for making transactions.

You get a caring team and access to some of America’s true financial leaders.

Learn more, call us today: 

855445-4321

Kirk Spano Financial Network

Work with me anywhere in America. I have developed relationships nationally that will allow you to benefit from the same ideas that I write about, discuss on radio and present in public forums.

By working with my network, you will get the value of two (or three) heads for the price of one.

We will give you the dependable service and guidance you need to find the peace, freedom and security you are looking for.

Learn more about working with me and my carefully selected network of financial leaders.

Employment

Paid Intern / Junior Equity Analyst

Qualifications

  • Finance and/or economics background
  • Strong research skills
  • Strong writing skills
  • Must come into office either Friday morning or Friday afternoon for about 3 hours.
  • Ability to work independently
  • Willingness to learn
  • Entrepreneurial attitude, ability to prioritize and emotional stability

The person hired will perform investment research for the firm and investment publications I contribute to or am publishing. Intern will receive attribution/credit on publications. There is an opportunity for the right candidate to become nationally published and for full-time employment in the future. Pay is based on a per piece of research completed. Will work with your school to get your college credit.

Must reads:

Prior to interviewing

Liar’s Poker

Intelligent Investor

Prior to working

Beating the Street

How Harvard and Yale Beat the Market

While working

Lords of Finance: The Bankers Who Broke the World

The Big Short

This Time is Different: Eight Centuries of Financial Folly

 

Even if you don’t come to work with Bluemound, you should read the listed books if you plan to be in finance.

 

Contact Kirk Spano directly for further details.

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Tactical Asset Management

The best offense is a great defense.

Tactical Asset Allocation

Are you utilizing the appropriate defensive strategies for your portfolio? Today’s economic climate and financial markets require strong risk management.

Tactical asset management using low cost ETFs (Exchange Traded Funds) and a multi-layered quantitative analysis of the markets can protect you against much of the downside of markets while allowing participation in the upside.

An easy way to understand this approach, which is different than what 90% of the industry is doing, is that we are not trying to predict the future. Rather, we are using low cost index funds to participate in the market’s upside and  getting out quickly when the markets start to move downward — which we can do by using sophisticated mathematical analysis.

Think of it as coming in from the rain while it is still a drizzle before the downpour occurs. You will still get a little wet, but you are not soaked. Similar approaches have been used by some of the best hedge fund investors for decades. Bluemound works with some of the best people in the industry to help our clients stay dry.

Learn more about how including our Tactical Asset Management programs in your portfolio can help protect your retirement.

Family Wealth Management

“For all your days be prepared, and meet them ever alike.” Markham

Families with seven and eight figures of wealth have special long-term financial and estate planning needs.

Kirk can lead you through a volatile world, manage life changes and help make your long-term vision reality. 

Learn more about our family wealth management services.

Legacy

Retirement Plan Monitor

Your retirement plan at work — 401(k), 403(b), 457 — is a major part of your future. 

Managing the fund choices in your plan is not easy. Our simple and low cost tactical approach is the solution.

Learn more about securing your retirement.

401(k) Design & Fiduciary Services

The Pension Protection Act has made 401(k) sponsorship more complex and dangerous.

Department of Labor audits are becoming more common and costly.

Learn how we can improve investment outcomes and reduce fiduciary liability.

Evaluate charities here.

Kirk Spano at MarketWatch

Kirk Spano’s views have been recognized and sought after nationally. He writes for MarketWatch of the Wall Street Journal network, has appeared on television — including Fox Business, is a regular radio guest, has authored articles for multiple publications and has two books in development. He also publishes the American Resource Boom Letter.

Boomers Rock Radio

Mr. Spano regularly appears on the Boomers Rock Radio Show with host Tom Matt. Boomers Rock is focused on baby boomer issues, including finance, wellness and fulfillment.