Jim Farrish is the Founder of Money Strategies Inc, a registered investment advisory firm. He has professionally managed money for nearly 30 years. His extensive research on the markets is published daily on his proprietary site Jimsnotes.com. His primary goal is to educate people about investing. Jim has taught seminars locally and nationally for over 25 years, teaching thousands of individuals, business owners, and advisors how to focus on achieving financial independence. Jim speaks at The World Money Shows in Las Vegas, San Francisco, and Orlando annually. He also speaks at Advisor Symposiums throughout the country. From these years of managing money and research, Jim has developed web-based investment services and publications for use by self-directed investors, investment professionals, and money management clients who want to follow his research. His website JimsNotes.com is are published daily with market scan, watch, and play lists, as well as, daily articles written by Jim. His extensive research is drilled down into a comprehendible format for use by subscribers and visitors to these sites.
I have been a Benefits Administrator for over 30 years for a higher education institution afflliated with TIAA-CREF. I have my CRPC certification and belong to a private investment group that has been around for about 10 years. We use technical analysis as our tool for trading ETFS and mutual funds. We are always looking for new ideas or to connect with others that trade ETFS and mutual funds.
Kevin Feldman, CFP® is an investment professional with 20 years experience in asset management. He was most recently Managing Director in the iShares® unit of BlackRock, the world's largest asset manager where he had responsibility for iShares marketing, analytics and education efforts.
Prior to BlackRock, Kevin held senior roles at Vanguard and Charles Schwab.
Kevin earned a BA degree from the University of California, Los Angeles and an MPA degree from Harvard University.