Doug Carey is the owner and founder of WealthTrace. He has over 19 years of experience in the financial markets. He has a masters degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University. Mr. Carey began managing money in 1997 when he became a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He managed money for pension funds, 401K funds, mutual funds, large companies, and endowment funds. He has also been managing money for families for over 13 years. Before starting WealthTrace, Mr. Carey helped build a financial software company where he designed and created software to help portfolio managers and investment professionals analyze and manage portfolios and securities. Mr. Carey also offers one-on-one financial planning and investment management services through our Registered Investment Advisor (RIA) firm. We are fee-only and do not work on any commissions so our goals are aligned with yours. Because we do everything online we can charge much less than standard advisors for our services.
Using Dividend Growth Investing to accumulate a retirement account that I will use to fund my retirement when that time comes. Hopefully, sooner rather than later. As of 2013, this is my 4th year in the program, with an estimated 16 more to go to accumulate retirement funds. At that point I will turn on the money machine and hopefully wait for those dividend payouts to arrive!
Semi-retired old f......t who is still learning how not to get burned in the market. Very small retirement portfolio, which is making me progressively more cautious. Living in central California, but, if my health declines further and I am forced to surrender my part time position, considering moving back to my Texas home state to a small, inexpensive town near the DFW area, where my better half and I can exist on my SSA and her modest job....
Stepped away from the full time corporate gig to fulfill the responsibility as a family caregiver for two senior members of my family. Planned to work until 62. Now at 55 trying to fill some of the $$$ gaps with two kids in college ( ouch !). Unique opportunity to spend time with the elders. This is truly the hardest job I have ever had, but the most rewarding. I value every day I have with them.
Maximize EVERY opportunity with your Parents, Grandparents, Aunts, Uncles and especially your kids.
Life truly is too short.