Drummond Osborn, CFP, President of OSBORN Wealth Management, Co-Founder of RetirementProject.org, is a veteran of banking, brokerage and trust services, who after 25 years created a financial advisory firm committed to educating and empowering investors. Utilizing individual equities and ETF, he builds conservative dividend focused portfolio. Drummond's thoughts and opinions have been shared through CNBC.com, USA Today Weekend, and Bankrate.com, as well as being a regular contributor to local media.
Six-time CEO, followed by founding, in 2003, highly successful strategy development and executive performance-improvement consulting business. Semi-retired (not working full time but serve on corporate Boards).
As an individual investor nearing retirement I am trying to build my financial assets in order to have a fulfilling retirement. I am interested in trading both long and short; or at least using inverse ETFs, to take advantage of market declines. Having long term and short term trading strategies, proper execution of my trading plan, and absolute investing results are my goals. I see my articles as a way to keep me focused on developing winning trades. I also expect to learn much from the feedback that is provided in the comments section.
I am a retired elementary school teacher teaching all subjects in grades 3-6. I am a graduate of Grand Valley State University. I completed my M.A. at Michigan State University. I started Investing in 1960 with the help of my father who was an accountant. Currently, I manage my mom's account, four of my accounts, my two children's accounts, and I advise some friends.
Robert Laura is the President of SYNERGOS Financial Group, co-founder of the RetirementProject.org, and author of Naked Retirement. He is the creator of the Laddered Dividend Portfolio™ and as a “Retirement Activist” writes about dynamic income strategies as well as retirement wellness for financial advisors, employer groups, and clients alike.