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Capital Markets Review and Investment Strategy Quarterly
Welcome to my webpage. I created it with several purposes in mind. A main goal is to communicate my ideas about the markets and investments. My market commentaries are found under newsletters. The current issue, "Going, Going, Gone" is available along with specific recommendations, brief technical analysis and accompanying research*.
Another purpose is to centralize information resources for my readers. There are links to websites that offer the interested investor an opportunity to cut through the fog and find the data and resources that they need. These links and a summary of the contents are on a separate page - "Useful and Interesting Websites." One resource worth mention is the Raymond James Investor Access site. I invite you to view the video on how to sign up and navigate the site.
What We Do
As an independent professional advisor, we offer you a personalized financial strategy, not a generic investment program. Your portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work for you at every stage of your life. We try to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their investment portfolios.
We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals.
I write a newsletter from time to time to communicate my current opinions about the stock market, bond market, commodities, as well as mention some specific security ideas on occasion. The new one and past issues are posted to the site. The material is original, I try not to repeat the standard lines of the day. There is no shortage of commentary about finance and it is normally quite bland and uniform. I try to offer an unconventional view, a different perspective that may contribute to better investing.
I enjoy writing the articles and try to interject a laugh or two in each piece. I hope you find them entertaining as well as enlightening.
*Available through investor access or upon request.