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STOCK RESOURCES (Con t) WHAT IS THE EQUITY MOVEMENT (EM)
Showing 4 Generations the Way to
Financial Wellness
familiar stocks is relatively small and this limits their more of these types of laggards in your portfolio than
opportunity of getting into better ones. leaders.
The Equity Movement is a consumer-based membership respective age and peer group.
organization designed and created to engage, educate,
Which Half Are You In? How the Other Half Lives
empower and successfully direct consumers of all The EM has portal of 12 EM Resources that will allow
nationalities in their pursuit of financial excellence. EM’s everyone to find value at every life stage. One if not more of
Nearly half of the companies in the S&P are beating Of course, there are a lot of big names beating the
the index and showing positive returns this year. But S&P too. Take Twitter, or Union Pacific, or Western strategy to accomplishing this feat is by heightening financial the 12 resources can offer significant value to the young, in
awareness and wellness by promoting the critical importance between, and seasoned individuals. To be successful, we
that means roughly half of the stocks in the S&P 500 Digital for example. All are outperforming the S&P with
are underperforming the Index. gains of +12%, +16% and +19% respectively. and benefits of being financially healthy. The EM resources offer the opportunity to adopt a set of skills that if used
But now let's move outside of the S&P. include information, tips, news and how-to’s in the areas of properly will be the difference between Equity which equals
Even 'good' companies like Kimberly-Clark; they're Credit, Budgeting, Savings, Retirement, Crypto Currency, net-worth which is assets minus liabilities, this ultimately
down -5.3%. Or Bristol-Myers; which is down -6.0%. Or Did you ever hear of a company called Coupa? What if Stock Options, College Savings & College Debt determines your personal wealth. The EM is available on 2-
even Macy's; down -11.8%. And we're only 1 month in. you did? It has outperformed the market by gaining Reduction, Insurance, Homeownership, Real Estate Investor, year trial basis because in order to get integrated into the
+27.9% since the start of the year. Or Apyx? They're up Investment Clubs, and Business Development. movement. Our opinion is to impact your personal finances, it
So what gives? +33.5%. Or Nanostring? Up by +46.5%. (By the way, will take a paradigm change of your thinking, behavior,
these are all Zacks #1 Rank stocks.) EM was conceived as a Vision and Concept to build a model’s perspective, outlook of personal finances. We strive
I don't single these out so you can feel bad if you have platform that assist, guide and support individuals on an to be the Uber of financial awareness which simply means
them. But instead, to stop and think about 'why' you There are hundreds and hundreds of stocks producing ongoing basis organically. The primary direction to identify moving people to the EM destination and the Amazon of
have them. fantastic gains that many people may never have even financial wellness which means we serve as a portal to allow
heard of. our collaborative partners, i.e., banks, companies, and service
Nobody invests so they can underperform the market. Silents 1925 – 1946 providers to have access to our members through the
But if you are -- why? You don't have to. If you're platform. The movement outlets will be via Magazine (digital
underperforming the market, that means you have
Baby Boomers 1946 - 1965
Generation X 1965 - 1980
Millennials/Gen-Y 1980 - 1994
Generation Z 1995 – 2015 & print), Television, Radio, Social Media, Mobile App,
Website, Podcast, on-line E-Learning System, teleconferences,
seminars and webinars.
creative ways to reach high school students, college
students, and women groups, which covers young adults Why is the equity movement important for
thru retirees. EM have resources from beginners’ level to Credit, Savings/Retirement, Insurance and
advance levels, and is inclusive and has vertical integration Homeownership, just to name a few. Here’s
for all targeted segments in the Movement. The intent is to
permeate relationships with consumers by sharing why:
experiences, setbacks and comebacks through Social Media,
Television, Radio, Magazine (digital & print), Seminar Tours, CREDIT
Online Training via Webinars and Community Engagement. The average FICO score in America is 695 and the average
(digital & print), Mobile App, Website, Podcast. Vantage score stands at 673. Currently, Fair Isaac Corp’s FICO
score and Vantage are two of the most widely used scoring
EM will work through its collaborative partners to ensure all models in the country. Both models range between 300 and
4 generational groups are reached with targeted messages.
In addition, various ambassadors (volunteer partners) with
be utilized to focus on the targeted groups within their
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