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About Dave Bruck

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So far Dave Bruck has created 17 blog entries.

Retirement Planning

2019-01-15T23:42:33+00:00

COMPREHENSIVE INVESTING Retirement Planning While most of us live a day-to-day lifestyle, retirement planning should be a top priority, no matter how old you are. The more you can save for retirement, the better your chances of retiring comfortably. So here are a few things to look for as you get started. Set [...]

Retirement Planning2019-01-15T23:42:33+00:00

Hank Brightwell

2020-08-18T21:18:16+00:00

Hank Brightwell SR. PORTFOLIO MANAGER Hank is a Senior Portfolio Manager with 27 years of experience in the financial management business. He takes a comprehensive approach to wealth management, beginning with in-depth planning that takes a broad view of his client’s financial picture. That includes trust and estate planning, and meeting with [...]

Hank Brightwell2020-08-18T21:18:16+00:00

Jason Wainscott

2020-03-03T17:34:00+00:00

Jason Wainscott COO & GENERAL COUNSEL Jason is Formidable’s Chief Operating Officer and General Counsel. He works with the team on day-to-day operations while also administering Formidable’s SEC compliance program, and maintaining the firm’s policies, procedures and code of ethics. Jason works to ensure that operations are transparent—ensuring the firm’s clients have enough [...]

Jason Wainscott2020-03-03T17:34:00+00:00

Will Brown

2020-03-03T17:34:34+00:00

Will Brown CEO/MANAGING PARTNER Will is the managing partner and chief executive officer of Formidable Asset Management, and founded the firm in 2013. He has nearly 25 years of experience in the financial management industry, having previously worked for a large retail brokerage. A life-changing event more than 12 years ago set Will [...]

Will Brown2020-03-03T17:34:34+00:00

Krysten Taylor

2020-03-05T18:17:52+00:00

Krysten Taylor CFO Krysten is the Director of Client Services and Chief Financial Officer at Formidable. She has been with the firm since it was founded and has worked with Will Brown since 2011. Krysten has been instrumental in the growth and development of the firm and has been a valuable resource for [...]

Krysten Taylor2020-03-05T18:17:52+00:00

Jim Gaunt

2020-03-05T18:21:53+00:00

Jim Gaunt SR. PORTFOLIO MANAGER Jim is a Senior Portfolio Manager with 20 years of experience in financial services. He joined Formidable in 2017 and manages asset portfolios for individuals as well as institutions, municipalities and businesses. Jim’s goal is to build and preserve wealth, and he works closely with his clients to [...]

Jim Gaunt2020-03-05T18:21:53+00:00

Terri Connelly

2020-03-05T18:33:44+00:00

Terri Connelly FINANCIAL ADVISOR & SENIOR PORTFOLIO MANAGER Terri is a Financial Advisor and Senior Portfolio Manager with over 28 years of experience in investment management and financial planning. Terri works closely with clients on all aspects of managing their investments and financial planning. She works with families on multi-generational planning, divorce [...]

Terri Connelly2020-03-05T18:33:44+00:00

Before investing, carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by calling (833) 600-5704. Read the prospectus carefully before you invest.

Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.

Important Fund Risks:  Investing involves risks.  Principal loss is possible.  Non-Diversification Risk- The Fund is actively managed and non-diversified, meaning that it is permitted to invest a larger percentage of its assets in fewer issuers than diversified funds. Thus, the Fund may be more susceptible to adverse developments affecting any single issuer held in its portfolio and may be more susceptible to greater losses.  Investment Strategy Risk- The Fund's investments in securities that the Adviser believes will perform well in a certain macroeconomic environment may not perform as expected.  Derivatives Risk- The Fund may use derivative instruments such as put and call options on stocks and certain volatility-linked exchange-traded products. There is no guarantee that the use of these instruments by the Fund will work. The Fund's use of derivatives may magnify losses for the Fund.

Mid and Small Capitalization Stock Risk- The value of mid and small capitalization company stocks or ETFs that invest in stocks of mid and small capitalization companies may be subject to more abrupt or erratic market movements.  Foreign Securities Risk- To the extent the Fund invests in foreign securities, it may be subject to additional risks not typically associated with investments in domestic securities.  These risks are greater for emerging markets.  SPAC Risk- The Fund may invest in stock of, warrants to purchase stock of, and other interests in SPACs or similar special purposes entities subject to a variety of risks beyond those associated with other equity securities.  A SPAC is a publicly traded company that raises investment capital for the purpose of acquiring or merging with an existing company. SPACs do not have any operating history or ongoing business other than seeking acquisitions, and the value of their securities is particularly dependent on the ability of the SPAC's management to identify a merger target and complete an acquisition. REITs Risk- Investing in real estate investment trusts (“REITs”) involves unique risks.

Formidable Asset Management is the advisor to the Formidable Funds, all of which are distributed by Foreside Fund Services, LLC

FINRA.ORG