Welcome to Disciplined Financial Services, Inc.

19575 Janacek Ct., Suite 105
Brookfield, WI 53045
  • 262-784-6650

Focused On Strategies To Navigate Through Bull and Bear Market Cycles

Home office of Disciplined Financial Services, Inc., 


What's YOUR Strategy For The Next Bear Market Downturn?


Click on the red arrow to learn more about "Fact-Based Investing"


"Buy and Hold" has been an awful investment strategy for several decades.  Sure, the bull market cycles are wonderful, but the subsequent bear markets can easily take your portfolio down by 30-40-50% (or more!) over a period of 1-3 years.  And if you lose 50% during a bear market cycle, you'll need a 100% return just to get back to your starting point.  How many years will that take just to get back to even?

Clearly, if you don't want to go through that again, a different strategy is needed!

As you might have guessed, we're not believers in "buy and hold", since that philosophy usually results in "buy and fold."  Instead, we use a number of market and momentum indicators - coupled with relative strength measures - to construct a customized portfolio that is sensitive to bull and bear market trends.  And then, we react accordingly . . . .

In bull markets, we use relative strength measures to find the best asset classes in which to invest.  Re-allocation adjustments, if needed, are made on a quarterly basis.

During the inevitable bear markets that follow, we drastically reduce the equity exposure, raise the bond and/or cash exposure - and even sometimes buy an "inverse" ETF ("exchange traded fund") to actually profit from the downtrending market.













Look at this chart.  See the 2000-2002 Bear Market?  That's a drop of 49%.  How about the Bear Market of 2007-2009?  That's a drop of 57%.  Since the lows of 2009, we're currently up well over 200%!  What do you think the next major move is?


So, what's our solution?

Answer: Fact-Based Investing.  (Or, click over to "About Us", then "Learn More About Fact-Based Investing.")

Do you have retirement plan assets at your employer?  Or a rollover?  If so, click here.  (Or, click over to "About Us", then "Retirement Plan Service."

Want to know the current market situation?  Again, click over to "About Us", then "Situation Report - Updated Weekly."

Interested in a one-on-one meeting via a webinar?  Click here.

Explore our website . . . You've come to the right place!




You can review interesting Flipbooks on my site.

View Flipbooks


You can review interesting calculators on my site.

View Calculators


We have interesting videos for you to watch on my site.

View Videos
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck