Background: Former securities analyst and brokerage firm owner and Currently doing investment strategy consulting for institutional investors Undergraduate degree from Northwestern, Economics Taught Advanced Financial Markets Class at a University in Chicago In to Yoga.
I am 40 and would like to retire before 60. I am fortunate to work for a state government and I am vested in their pension. So, I am set when I turn 60+. Because I don't have to worry about saving for a normal retirement age, I have been able to put almost all of my savings towards the goal of early retirement, by investing in a taxable brokerage account.
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.
I'm a former senior corporate finance professional and hold an MBA with specializations in Finance and International Business. I've also passed the CFA Level I exam. I have extensive experience in the emerging markets & leveraged finance spaces and a long history of working on debt refinancings, recapitalizations and leveraged buyouts. I also have over 20 years of investment experience in both the public and private markets. At present I spend most of my time analyzing companies and investing in public and private equity.
I enjoy sharing my views with other readers, learning from their experiences and contributing from mine. Everything in the comments and articles that I write and publish is strictly my opinion. It is your responsibility to research and analyze any company I recommend after reading my article prior to investing. I am not a registered investment advisor and am not in the business of making investment decisions for anyone besides myself. Do your own research prior to buying any security that I follow or write about. I would also suggest that you consult with your financial advisor prior to taking any action after reading an article that I wrote. See Seeking Alpha's policy on anonymous authors.
carefully investing but more often investigating; have had 6 decades of remembered losses in both public markets and private placements. Still a board member of a nonprofit and still holding shares in companies seeded long ago but not yet having reached their investor exits. Trying to be thoughtful about investments and enjoying the experience. Becoming less current all the time, likely finding me to be a doddering old fuddy duddy for anyone reading what I post here.