Have been investing for myself and my family for over 50 years. Retired sociology professor who also started and sold 3 retail stores over my career in teaching. Since I am retired, i am looking for stocks that pay dividends and offer some growth to keep up with inflation.
Individual investor since 1998.
Currently in the field of engineering as a departmental manager for an automotive supplier.
Engineering degree in electronics, MS in Computer Eng. and an MBA.
Investing in stocks, ETFs and options.
Took over my own portfolio in April of 2012 after being consistently disappointed with brokers and financial advisors with their associated fees that eat into disappointing returns. Here to get investing tips and learn as much as possible. Would like to start building a dividend producing portfolio with some capital appreciation also as I work towards retirement.
Martin Cohen has been licensed in the securities industry for more than fifty years and specializes in raising capital for business development stage growth companies and institutional alternative investment management companies. He was certified as a financial planner in 1977, co-founder of the Dallas Chapter of the IAFP, founder of the Dallas Chapter of the Institute of Certified Planners (ICFP), and served on the national ICFP Board. He currently serves as the EVP of Balanced Financial Securities, an investment banking broker dealer established in Dallas, Texas in 1978.
Paul F. Rodgers, CFA, has an MBA from Case Western Reserve University with concentration in finance. He is a CFA, Chartered Financial Analyst. He managed both personal money and mutual funds for National City Bank starting in 1988 before founding Gold Leaf Capital Management, Inc.
Own with my wife a computer network support company for 30 years, 65 next year, plan to work to 70. Bought first stock in 1966, started more serious investing in 1980's. Follow Bob Brinker long term timer, sold ALL equities Jan 2000, bought back May 2003, QQQ and Baron Growth. Since then, business demands took away investing time, until a couple years ago and now building a DGI portfolio. Converted all traditional IRA's and gains to Roths when company was losing $$, we are Sub-S. Allocation 50% fixed income (low duration now), 50% equities, bought $$ I Bonds in 2001-2 at 3.0% base +cpi, loving these. Building core div blue chips, then some REITS, MLPs and BDCs to boost income. Also own commercial property for income.