-I am an RIA located in NYC and have over 30 years of experience in the investment business from both the dealer and investor side of markets.
- I have developed an any asset class yield style using high yield municipal bonds, closed end funds, master limited partnerships, dividend stocks, and REITs.
-My focus in this style for clients is to obtain high cash flow after tax with an attractive risk profile.
- For retirement portfolios my investment style is less focused on income except where client preferences would dictate high cash flow. -In retirement accounts I usually invest in ETFs as my core style.
- A big focus of my investments in both cases is managing risk to match client's risk appetite and ability to take risk
After spending the past 12yrs at some of the largest financial institutions on the plant in a variety of marketing, sales and structuring roles the current crisis has rendered me "unaffiliated."
This blog is an effort to keep me in the game of analyzing macro events as they happen while I figure out what it is that I want to do when I grow up........
Lots of school, lots of work. Doing the "internet thing". Making a few bucks. Wish I could spell as fast as I type. Wish I had more time to read. Key DNA markers: 1 - US Army brat 2 - Jesuit Private University in an Ultra-Liberal city (Berkeley is an amateur by comparison) 3 - Still working for the man, hating the man, but not sure I want to be the man 4 - "Safeway" Republican, or Reagan Republican - that is: I shop both from sides of the political aisle. Economic conservative, social moderate, small federal gov't, stronger local gov't. Willing to call b*llsh*t on either side. Currently suffering from: Compassion Fatigue -- Outrage Fatigue Symptoms: Inability to empathize with victims (especially self-espoused victims) Numbness to outrageous behavior (whether from the pulpit, a hotel in Washington, or on the campaign trail).
I've been retired since 2002 at 49, and living conservatively on my investments since. My interests are economics, primarily macro, and investing without being owned by the endeavor.
I was an Engineer, and consider my self in no way an expert in investing.
I am a retired accountant, investing in all varieties of instruments. I started investing on my own account in 1982. I have made money on a consistent basis. However I lost everything that i owned in 1987, but on the flip side, I sold UK property in 2006 and sold all stocks and shares in August 2007. You should only loose your shirt once in your lifetime! I do not purport to be a professional investor; however the 'Pros' nearly all have a vested interest in selling their firms, services or investments and this makes much of their advice tainted. If I write it is an unbiased personal opinion and should not be taken as investment advice.
I was originally a golf pofessional but qualified as an accountant in 2003. I am now retired and no longer have a practicing certificate in accountancy.
graduated from medical school over forty years ago and practiced both high tech specialty and primary care internal medicine and am now retired.
have maintained my interest in my college major economics by reading and observing as an investor for much of that time and with much more intensity since recognizing about a dozen years ago that professional athletics ( that includes division one college) was neither an interesting nor a personally rewarding diversion.
I am an Economist at Ford Credit in Global Risk Management. Prior to working at Ford Credit, I worked at Ford in the Corporate Economics and Strategic Issues function. I have a Ph.D. in Economics from the University of Michigan.