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I graduated from the University of Washington in Business Administration with an Accounting Major. In the early 1970’s, I was employed by the brokerage company Kidder Peabody & Co. (a General Electric Co. at that time). I became a Certified Public Accountant and worked as a state examiner on the financial audit team of the Washington State Auditor’s Office. In 1978, I formed my own CPA firm and later became the managing principal of a regional CPA firm. My area of practice was tax preparation, tax planning, investment planning, financial and life planning. I also audited small public companies and brokers. I have been an investor for over 45 years and have invested in just about every type of financial investment: ...More partnerships, stocks, options, mutual funds, closed end funds, commodities and fixed income investments of all types. The only things I have not invested in are Forex and credit default swap contracts.
- Description: Full-time Investor. Trading frequency: Daily
- Interests: Bonds, Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
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