Anton Bayer gave a private lecture this afternoon. He’s a SVP at CBIZ Financial Solutions, Inc. acts as a financial planner for many corporate pension plans. He has guested on MSNBC.
Anton is an engaging and entertaining speaker.
It was interesting to hear economic opinions from somebody who has studied the markets for a couple decades and is independent from the media and government.
He described his approach as “momentum investing.” In the current bear market, his overall advice is to hold and wait with current holdings, but not to buy with new cash for now. There is always time to get back in when stocks rally later.
Anton’s advice to pension plan members is to periodically login to their account, see how things are going, and rebalance if necessary. He accepts email directly from any plan member.
One audience member asked Anton what his track record was. Anton’s recapped some of his recent correct advice, and suggested reviewing his newsletters over the past 5 years.


