Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
Managing my retirement portfolio is easier now that I found Seeking Alpha. Dividend income, bonds, REITs, utilities, Senior Living Communities and aging.
Stocks: SO, AEP, DUK, GAS, NGG, JNJ, PG, KMB, HCN, HCP, WPC, O, VTR, XOM, CVX, COP
Bond Ladder: Up to 8 years, starting on 9th year. Treasuries, Corporates, CDs. Will be interested in TIPS when the time is right.
I took an early retirement from corporate America and never looked back. I have a small business assisting clients with financial planning and managing their investments. I have a dim view of most retirement financial planning programs, arrogant economists and financial advisers who continually suffer from confirmation bias, financial media talking heads, and people who are not willing to continually assess their own financial beliefs and practices especially when those beliefs and practices are challenged.
Clyde French, CRPCEditPresident, French Financial, Retirement Planning, Wealth Management, Estate Planning,Long Tern Health Planning, Legacy
Shreveport, Louisiana Area