Resources Library


Explore our financial and investment articles, authored by our in-house advisors and consultants.


Avalon is constsantly creating custom topical as well as evergreen videos to help your portfolio outperform.


Our comprehensive guides are designed to educate and empower you on your financial journey.



Market & Portfolio Videos

How to Grade Your Financial Advisor

Learn this simple test you can give your advisor. If they can’t answer these five fundamental questions, fire them!

VRM: Our Best Preforming Model

Join Chris Rowe as he takes you on a behind-the-scenes tour of Avalon’s best-performing investment model – the Volatility-Resistant Model

Understanding Market Trends in the Second Half of 2023

Director of Risk Management, Mike Reilly provides insights into the market trends to help you make informed investment decisions.

How to Bank Big Bucks in 2023 with International Equities

We’ve just seen International Equities do something they haven't done in over a decade – they outpaced Cash, U.S. Equities, and Commodities.

Dodge Retirement Killers & Generate More Income

3 Stock Picks for 2023 to solve the worry of outliving your income in retirement by creating a plan that allows you to live on dividends and interest.

Q1 2023 Financial Market Review

Avalon's Director of Risk Management - Mike Reilly - goes through the financial data for the first few months of 2023 - and what to expect in the next quarter.

About Avalon Videos

Part 1 - Understanding The Avalon Difference

We’ll dive deep into what makes Avalon so different from other investment firms. We’ll explore who we are, what we do, how we invest, and what separates us from the pack.

Part 2 - Our Investment Approach is Rules-Based

We will explain the rules-based framework behind our investment approach and how it allows us to make calculated and logical decisions based on real data and trends… not speculation, emotions, or world events.

Part 3 - Relative Strength is Our Specialty

We will show you how our mastery of Relative Strength – our method of investment – allows us to safeguard and grow our clients’ investments even through the most volatile markets.

Part 4 - Risk Management Is Everything

We will explain why risk management is the key to a successful long-term investment strategy with our custom models to match your risk tolerance so that you remain comfortable with your investments through any volatile market shifts.

Part 5 - A Different Way to Approach Investing

We will show you how to unlearn what you’ve previously learned about investing, and help you see the markets through new lenses. Take the red pill and we’ll show you how deep the rabbit hole goes.



How to Find the Best Advisor for You
And Earn More Money Along the Way

This complete guide will show you how to quickly ensure your advisor is putting your financial interests first – not theirs. Even if you already have a financial advisor, this FREE guide will show you how to ensure they’re the best one for you.


Understanding Rules-Based Investing
Why the World’s Best Investors Rely on Relative Strength Ratings

Our comprehensive report dives deep into the art and science of rules-based investing, dissected cognitive biases that affect your judgment, and unveiled the mechanisms behind systematic investing's impressive track record.


Four Simple Moves to Maximize Your 401(k)
That Could Add Tens of Thousands of Dollars Every Year

This complete guide will show you how have market-beating returns in your retirement plan accounts.


The Death of 60/40 Investing
Why Old “Tried-and-True” Methods of Investing Are Over

This complete guide will show you why this “tried-and-true” method is on its way out, and what comes next.

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