Annualized Return Since Jan 1, 2016

Aggressive Growth (Premium)  60.9%
Aggressive Growth (Basic)   52.8%
Income Producing (Premium)
Income Producing (Basic)
NASDAQ 20.5%
S&P 500 14.2%
Russell 2000 13.6%
DOW 13.5%

Who We Are

We have been around since 2002. We have gone through the mortgage/banking crisis. We have experienced all that the market has been in the last 18 years and thrived. To significantly out-perform this market you have to be dedicated to it. You have to have a passion for what you do. No one has more passion or is more in tune with what each client needs than our founder. He was raised by an elderly mother who was in her late 50's when he was still a child. He is old school at heart. He believes in taking care of the individual customer no matter how big, small or otherwise.

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What We Do

We have a passion for what we do. We thrill to the uncovering of information. Information that leads to successful investing. Our successful on-line business should do the same and lead to tremendous word of mouth. We have not dedicated a marketing budget for our on-line business. We believe in word-of-mouth and we don't plan on changing that formula for the on-line business model.

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Our Insight

Wall Street had 50 company recommendations for their take on APPLE stock prior to AAPL's announcement of earnings after the close of market on April 26, 2016. Of the 50 recommendations, 44 were BUYS. 4 were HOLDS and 2 were SELLS. Our models told us a different story. We recommended for the month of April and heading into earnings to short the stock at $108.99/share in our Income Producing Model. We covered the last day of April at $93.17/share.

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Request For An Interview

If you need to get in touch with us to discuss your personal investment ideas or concerns, please fill out the form within the right-hand margin of this article. We pride ourselves on our responsiveness.

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In Focus: Global Currency Exchange

An exchange rate (also known as a foreign-exchange rate) between two currencies is the rate at which one currency will be exchanged for another. It is also regarded as the value of one country's currency in terms of another currency.

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Most folks never realize why they are not more successful investors. Some blame the economy or at other times, maybe it was a bad tip. Most lay blame everywhere but at the focal point - oneself. Once you begin to realize how much a part you play in your own investing success, then and only then will you understand how to adapt yourself to the goals and objectives you have developed in your strategic initiative.

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