Co-authors Tom Halvorson and Richard Coe Release New Book, “Transformational Investing,” Showing How to Protect Investments Through Stock Market Ups and Downs

PR Newswire

KANSAS CITY, Kan. and WICHITA, Kan., Feb. 13, 2019 /PRNewswire/ -- Stock market roller coaster. Inflation. Economic uncertainty. Global financial pressure.

"For those who are retired or nearing retirement, or even for those where retirement is years in the future, how to protect their hard-earned savings from these major influences on their money and lifestyle is a major concern," said Richard Coe, co-author of "Transformational Investing."

Shielding investments from these is a critical part of building wealth and making it last.

Between 1970 and today, there have been 7 economic recessions in the U.S., occurring every 6 years on average, with the last recession in 2008 – the great financial crisis. It has been 10 years since the last recession, soon to be the longest such period on record going back to the 1860's.

In their latest book, "Transformational Investing," co-authors Tom Halvorson and Richard Coe tackle this question head-on with unexpected candor and real-world wisdom, while exposing investment industry issues.

"Imagine treating a serious medical issue with 1960's thinking and equipment," said Halvorson, "and yet, that is standard practice today in the investment advice industry. Outdated strategies have left investors seriously exposed to unnecessary risk. We decided to write this book to help individual investors understand the arguments for a better alternative to the standard industry approach."

Halvorson and Coe show that the core philosophy and standard of practice within today's investment advice industry have remained unchanged for more than fifty years, still based on theories developed in the 1950's and 1960's.

Coe said "If a reader is following the traditional approach and their money is in harm's way, another market meltdown could wreak havoc on their dreams for the future. We are on a mission to educate all investors including retirees to the dangers and equip them to protect their money for the future."

In "Transformational Investing" readers will discover:

How the traditional investment approach became outdated;
Why the industry is unwilling to admit it . . . or change;
How to benefit during roller coaster markets.

For investors who want a better result with their hard-earned money, Halvorson and Coe point out that they must do something different.

Transformational investing requires a change of thinking and approach.

About TOM HALVORSON, MBA, CPA, CFP®

TOM HALVORSON, MBA, CPA, CFP® is co-founder and chief development officer of Freestate Advisors, an SEC-registered investment advisory firm. Twenty years ago, after spending the first half of his career in management consulting and business leadership, he turned his primary attention to personal investing. Along with his business partner, Tom began evaluating the opportunities for improving the standard approach advocated by the investment advice industry, an approach largely unchanged since the 1960s. Their research was so successful it led them to create the SmartRisk Investment Process™ and make their strategies available to individual and institutional investors.

About J. RICHARD COE, MBA, CFP®, CLU

J. RICHARD COE, MBA, CFP®, CLU is a nationally-recognized financial educator, author, speaker, and retirement planner, whom you may have seen on or referenced in NBC, ABC, CBS, and FOX network affiliates, and in Bloomberg Business, Investing Daily, Wall Street Select, Market Watch, The Wichita Eagle, and others. Coe is the co-author of Retire Abundantly and has been interviewed by ABC TV's Secret Millionaire James Malinchak and on Business Icons by Shark Tank original shark, Kevin Harrington. Richard is also the founder and CEO of Coe Financial Services, Inc.