Middle aged corporate type manager, upper-middle income, MBA educated, always saved but never kept it due to life choices. Now a bit late to the saving/investing game but am aggressively managing an IRA pooled from many years of 401K savings. Seek long-term dividend income growth, stability and a reasonably comfortable retirement; may have to count SS in the income mix but shooting for a point where I do not have to.
I am professionally a real estate lender/investor in mortgage workouts in distress. My edge is an area undiscovered, not easy to move around more than a few million at a time and is largely a fragmented, although after 8 years of stimulus, value is becoming scarce. Recreationally, I am a private pilot, sailor and skier. I speak some Japanese and Spanish and have lived and worked on most continents. I manage friends and family self directed 401K's, IRA's, and HSA's as well as my company investments. About 80% of my net worth is in mortgages or real estate, the remaining is in public exchanges.
I am an independent investor who also teaches value investing at www.csinvesting.org. My interests include Austrian economics, gold, specialty insurance, business services, and resources. My goals are to value and explain investments as a business person.