• Bluemound Asset Management
    Bluemound Asset Management A Kirk Spano company

A Better Way…

Kirk SpanoAccording to Warren Buffett, the top 2 investing rules are…

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

The most important aspect of financial planning is having an investment approach that protects you from large permanent losses and still gives you an opportunity to make money over the long-term.  I founded Bluemound Asset Management after seeing that most of the sales driven financial industry comes up lacking.

My name is Kirk Spano. I am visible and easy to follow in the media. Please take some time to read about the advice I have given. Then, if you are ready to find a better way to secure your lifestyle and create a legacy, contact me so that we can talk about what is important to you.

Some of the places I’ve been published, syndicated and broadcast… 

Avoiding the Next Crash & Investing in the Next Boom

In January 2012 I told people on MarketWatch not to miss the upside coming in American stocks, especially energy stocks, most of which doubled and tripled within two-and-a-half years. By June of 2014, again on MarketWatch, I told people to sell their oil and gas stocks, most of which were cut in half by December 2014.

Click for your Special Report

Today, I am telling people that the next few years are lining up for some very negative events in parts of the world that will effect your portfolio. In my special report “The Two Most Important Trades You’ll Ever Make — Avoiding the Next Crash & Investing in the Next Boom” I discuss how to protect yourself and how to preserve your lifestyle. 

Request your free report today.

Bluemound Asset Management…

is a fee-only Registered Investment Adviser located in Greater Milwaukee, Wisconsin, founded by nationally recognized investment adviser and financial columnist Kirk Spano. 

In 2011, Mr. Spano was named by Dow Jones’ MarketWatch “The World’s Next Great Investing Columnist” for seeing America’s emerging energy leadership before most and being able to make complex financial topics understandable. Kirk has been able to meet some of the best and brightest minds in finance over the years. Today, Mr. Spano is able to offer the benefit of his relationships with some of America’s true financial leaders to his clients.

What truly differentiates Bluemound is that we are not trapped within the same recycled box that most other firms are. Bluemound offers a unique institutional style approach to wealth management that is accessible to investors at every financial stage.

Please browse our site, while taking special care to read our Mission Statement and Investment Philosophy, then schedule your “getting to know each other” call or meeting. We truly would like a chance to help you secure your lifestyle and build a legacy.

Annual Letter — 2015 Will Be More Volatile

Before I get started with what to pay attention to in 2015, I would just like to say Happy New Year and take a look back at 2014.

In my January 2014 letter I stated that “While I am not convinced we have any major asset bubbles that are easy to identify, there are massive risks to global economics, some of which that are hidden in plain sight that concern me greatly.” Those risks have only grown over the past year. If you have not looked over my report “The Two Most Important Trades You’ll Ever Make — Avoiding the Next Crash and Investing in the Next Boom” please do so soon (clients see your email, visitors please request by clicking the report link). The report will give you a greater understanding of the risks and opportunities out there today.

Read more: Annual Letter — 2015 Will Be More Volatile

Find Worthy Causes

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Bluemound will match any donations that clients make to qualifying charities and causes up to 10% of the fees that we bill to a client.

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Investment Programs

All of our investment programs provide a level of service and expertise rarely found within the retail financial industry. Our programs also are at the low-end of the fee scale relative to the financial industry. All of our investment management and consulting services have access to our founder and nationally recognized advisor Kirk Spano.

 Punch Card Stocks

Based on Warren Buffett’s idea that if there was a limit to how many companies we invest in, that our investments would be less risky and perform better. Learn more…

Retirement Income Options

A flexible income strategy designed to handle any interest rate environment and provide enough growth for a long life.  Learn more…

Resource Opportunity

Scarcity for resources and looming inflation require that any portfolio have exposure to hard assets and companies that provide resources for our lives. Read more…

Self-Directed Investors

Two Investment Letters for experienced self-directed investors who would like a well regarded professional to learn from and obtain research from. Learn more…

Tactical ETF Allocator

A unique diversified low cost exchange traded fund (ETF) strategy for dealing with an uncertain global economy. Learn more…

Mutual Fund Allocator

A low cost flat-fee program for investors who want a better way to manage a mutual fund portfolio with no commissions.  Learn more…

401(k) Monitor

Fund selection, contribution strategy and ongoing asset allocation recommendations for your at-work retirement plan.  Retire Sooner…

Annuity Rescue

A chance to reduce annuity expenses, increase net returns and avoid the nasty surprise awaiting most annuity owners.  Learn to get more