And thank you for your interest. I designed this website to reflect the way I operate my business and communicate with clients. Nothing flashy or exciting, and regardless of what you may see on television, it shouldn't be. Investing and personal finance are serious subjects. But that doesn't mean that they have to be boring. You'll see that I tried to make this as thorough as possible while still being respectful of your time and intelligence. So if you have a real interest in learning about the financial markets and are willing to take the time to improve your investment skills, let's get started.
We all know that anybody who has become disappointed with their financial service provider can become a self-directed investor by simply filling out a form at a discount brokerage and signing one's name to it. But then you have to figure out how to make money and keep it. That is where I might be able to help you.
Investing need not be costly or time consuming. What I do is flexible enough to meet you at the level you want to be met. You can put as much or as little effort into this as you wish. But regardless of the extent of involvement you choose, you won't be alone because, unlike professional advice-givers, I actually do what I write about and disclose my actions to clients when I do it.
I have always been a consumer and never a seller of investment products. Like you, I am also a retail investor and know what you are looking for and often are not getting.
You want to receive objective and quality guidance at a fraction of the cost that you are now paying. You want trustworthy information from a qualified source without the fear of possible conflicts of interest. You want that same person to be available to answer your questions and know that he personally prepares and writes everything that you receive from him. And you don't want to be passed off to someone else less experienced once you have become a client.
If you have been a retail investor for any length of time, you quickly learn that that there are at least three major issues that confront you. The costs are too high, conflicts of interest abound, and all too often high expectations are created that result in eventual disappointment.