Investment Discipline

Built for

Changing Markets.

An eight-page walkthrough of investment discipline — what it is, why it matters, and how a structured, rules-based approach is designed to perform across changing market conditions.

→ A 25-year backtested illustration with full metrics
→ A plain-English explanation of risk-on, caution, and risk-off
→ The framework explained without jargon or sales pressure

WHAT’S INSIDE

Eight pages, six topics, no filler.

Most financial brochures are sales documents in educational clothing. This one is the opposite — an editorial walkthrough of how a structured, rules-based discipline actually behaves in the markets where it has to perform.

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Why discipline matters

A loss of 50% requires a gain of 100% to recover. The asymmetry behind why deep drawdowns are the real risk.

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How the discipline behaves

Risk-on, caution, risk-off — what each environment means and how the framework responds.

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How to read the chart

Color bands, two lines, what to notice. Plus plain-English definitions for every metric.

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What discipline is, and isn't

Not market timing, not prediction, not a guarantee. What a documented, rules-based framework actually looks like.

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25 years, two approaches

A backtested illustration comparing a static 60/40 portfolio with one guided by ASWTI’s rules-based discipline.

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What changes for you

Three things investors actually care about — and how the discipline is built around those priorities.

You don’t need to predict markets to feel confident.

You need a plan you understand. The brochure explains one.

Receive your brochure

An eight-page walkthrough of investment discipline

This assessment is brought to you by:

Briggs Financial Group

(810) 522-6685

info@bfgwealthadvisors.com

As a Fiduciary, doing due diligence of all content and data contained herein has been developed or obtained from various sources that are believed to be providing accurate information. None of the content herein is intended as tax, ﬁnancial, and/or legal advice. Please consult with a legal, ﬁnancial, and/or tax professional for specific information regarding your individual situation. The content and materials herein are intended to create client awareness for educational purposes and to promote interest in the utilization of risk on, risk off and tax mitigation investment strategies in the planning process. The competitive analysis of various ﬁxed insurance products that may be shown herein do not address any individual’s specific situation and are not to serve as the basis for any investment and/or tax advice and should not be construed as a solicitation to invest. Content herein is based on the latest information available to the public from the Insurance Carriers and while deemed to be accurate, is not guaranteed by the Briggs Financial Group Wealth Advisors, “BFG Wealth Advisors” or affiliates thereof. Numerical information, charts, graphs, formulas, calculations, and data sets, etc. are for example and illustrative purposes only. Please review each Insurance companies’ compliant illustration with your Advisor before investing. BFG Wealth Advisors also provides support, information and competitive analysis on Fixed Insurance Products of over 70 insurance carriers. BFG Insurance Designers is a separate division of the Briggs Financial Group Wealth Advisors.

For more information, please contact your Briggs Financial Group Wealth Advisor directly for a comprehensive overview and analysis of your speciﬁc situation using risk on or risk off asset classes in your retirement portfolio.

Asset Management and Investment Advisory Services provided by Investment Advisor Representatives doing business as the Briggs Financial Group are offered through Caitlin John, LLC., a Registered Investment Advisor Firm. The Briggs Financial Group Wealth Advisors, LLC. and Caitlin John, LLC. are separate entities and are not affiliated.