Who You Are

You're the father that wants his daughter to grow up with all the advantages he didn't have. You're the single mom struggling to find money at the end of the month to put towards a child's college education. You're the single guy that thinks of today and not of tomorrow. You're the elderly widow that no longer receives much of any fixed income interest to help pay her monthly bills.

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What You Do

If you are like most folks, you react after-the-fact. Most folks do not initiate a game plan for life, they just live it. You hear about a great investment. You react, you invest and then you wonder what happened days, weeks and months later. It doesn't occur to you that an investment is only really a great investment if you know long before other potential investors are informed.  

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Defining Your Objectives

One of the easiest ways to solve any problem is to grab a piece of paper and sit down at the kitchen table and write out what your objectives are. 

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Defining Your Risk Tolerance

Somewhat similar to Defining Your Objectives, Defining Your Risk Tolerance requires one to look within. Try to do what others seem to miss. Try asking yourself this question: "If I invest in this/these stock(s), how will my mood, life, day-to-day activities be affected if it/they do poorly for whatever reason?"

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Personal Wealth Management

To manage one's wealth successfully, one needs to understand the overall objectives as well as the individual hinderances (whether they be personal, family or work related) that at times, will get in the way. If you take the approach that things are destined to try and get in the way of managing your wealth, you will carry that resolve through many of those previously unidentified issues.

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In Focus: Your Strategic Initiative

Do you have a piece of paper? Good, let's get started. Strategic initiatives are the means through which a vision is translated into everyday practice.

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Client Services

Our goal is to provide outstanding advice to the retail investor through mathematical modeling of the equities market. We summarize the hundreds of hours each month of analysis into equity investing models: Aggressive Growth and Income Producing. Both models are available through an on-line subscription to Basic and Premium members. You have been seeking an investing advantage. Here it is. 

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