About

About

Experience

My interest in markets was first inspired by a college internship I entered my senior year in college.  Following graduation, I worked as a trader for 9 years under various Wall Street firms, including Morgan Stanley from 1995-2000.  I was able to observe, with fascination, what was really going on in the markets.  I discovered the true meaning of fear and greed as I witnessed clients chase stocks into the stratosphere, without knowing as much as the ticker symbol and then suddenly watch them fall twice as fast.  It was also during this time, I was able to meet and learn from some of the best in the investment business.  Once I got the “bug’ there was no turning back.  

From 2000-2003 I served as ‘Manager of Investment Services’ for CBIZ Retirement Consulting, where I was in charge of investment selection and oversight for some $1 Billion in pension assets.   I learned the value of negatively correlating asset classes in portfolio construction to hedge downside risk. This is one of the most aspects in creating a portfolio and something many advisors overlook.

After learning the value of being in the right place at the right time, I took up positions with various mortgage banking firms (2003-2006) in order to capitalize on the housing boom.  Once again, this experience taught the true nature of timing and what happens when we stay too long.

Purpose of This Site
The purpose of this site is to bring you the best source of highly profitable and unbiased investment ideas that encompass these new trends.  This is accomplished through my knowledge and experience, traveling and interviewing leading experts in their respective fiends and remaining completely objective in my recommendations.  I am able to offer you the best of the best with The Growth Report and The Income Report for only a fraction of the cost you would pay your average broker.  You will also enjoy our Guest Expert Interview Series that I will be posting and making available to the public.

With your subscription to The Growth Report and The Income Report, I will show you how to structure your portfolio to take advantage of the latest trends as they play out in the upcoming years as well as how to create an income stream that keeps up with inflation.