John Cole Scott is Chief Investment Officer at the firm and holds the Series 66 FINRA Licenses. In 2002 he earned the Certified Fund Specialist designation (CFS). For over 15 years John has specialized in closed-end fund/BDC research, analysis and trading. He has been quoted or interviewed by Bloomberg, SmartMoney, Investment News, The Street, Morningstar, Registered Rep, Reuters, Bond Buyer, Better Investing, USA Today and The Richmond Times Dispatch and published in SR Consultant. He has presented at conferences or events in Atlanta, GA, Charlotte, NC, Boca Raton, FL, Chicago, IL, Denver, CO, Houston, TX, Miami, FL, Minneapolis, MN, Naples, FL, Newark, NJ, Richmond, VA, New York, NY, San Francisco, CA, Tampa, FL and Washington DC including several keynote addresses. In April 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering the closed-end fund industry currently with 185+ data points per traditional CEF and 115+ per Business Development Companies (BDCs). We launched BDCUniverse.net in August 2015 as the first BDC Research website covering all public BDCs. In November 2008 he founded "The CEF Network" on LinkedIN with 1375+ members. John is a long time member and current Board Member of The Richmond Association for Business Economics (RABE) and serves on the Investment and Standing Committee for The New York State Society of The Cincinnati. He can be reached via: email@example.com or (804) 288-2482.
ADS Analytics is a financial markets research group. We analyze the markets through the prism of fundamentals, technicals, valuations, macro and other drivers in an attempt to gauge the direction of various asset classes over the medium-term.
I am currently 45 years old, and I have been interested in investing since I bought my first mutual fund at age 14. I have been an active trader and investor for 30+ years now. Along the way, I have worked in real estate, and as an investment and insurance representative. I am also a Chartered Financial Consultant.
I currently run a Commercial Finance Brokerage.
I started investing back in the mid 90's. I remember my first buy was JNJ..2 shares that's all I could afford. Back then I was more interested in selling and using the money to pay off our bills/loans. My stint with mutual funds brought out my frustration of lack of control over my money. I did ok but struggled with the concept that there was something better out there. Then I thought, yes, ETF's.. that might work, buy a basket of stocks in different sectors. And I also bought individual stocks during this time. I did ok and kept this strategy for a few years. The past few years I 've been taking on too much risk and working way too hard. I don't mind the hard work but I need a reality check on proper investing for a sustaining stream of income as my husband and I approach retirement. My background is simple and most of my investing experience has evolved from reading, listening, trial and error and trying to understand and define "what am I trying to accomplish". I've been reading a lot of your comments/articles about dividend investing and I wish I had found you sooner. Now I'm focused on dividend investing for retirement income. So, my pencil is shapened and here we go....
Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation who has been in the business for over 20 years. Along with our team we author the Seeking Alpha premium subscription service "YIELD HUNTING: Alternative Income Investing" dedicated to income investors who are searching for yield without the high risk of the equity market.
We feature a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.