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New to this forum as of June 2013. Spent bulk of my professional life in two arenas: Owned and operated a small chain of retail apparel shops from 1972 - 1984. In 1984, joined Merrill Lynch as Financial Consultant in retail customer division. Left Merrill in 1991 and moved to PaineWebber (UBS) in same role. Became involved in management while with PW. In 1998 left PW and opened an Edward Jones office. Retired from retail Financial Consultant role in 2003. Advised some 400 client families with assets of 50 million+ over that time frame. After retirement, I got certified as an Industry Arbitrator and worked on arbitration cases for the SEC. Resigned that position in 2009 (not a full-time role.) Also served in US Army
Reserve, Infantry and Artillery, 1st Lt., 1970 - 1976.
While working as a Financial Consultant my focus was on Large Cap Value stocks with relatively high dividend income, Mutual Funds of all stripes other than bonds, and Variable Annuities. Developed a quasi-managed account approach to investing for growth and income in 1990 using the "Dogs of the Dow" investment management approach - long before "The Street' discovered this amazing and simple method for money management. That became the bedrock equity investment platform for much of my business until 2001. I coupled it with a particular mutual fund that provided relative stability of principal with above average monthly income - The Franklin Income Fund. I use that combo in various allocations for myself to this day.
I am now fully retired from the professional world, have relinquished all my securities licenses and obligations. I look forward to participating in this novel exchange among serious investors. From my experience with "professional" analysts, what I'm finding here is a breath of fresh air!
Full time investor.
Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Gold, REITs, Retirement savings, Stocks - long, Tech stocks
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. Check out start of this Co.as a gold miner that went bust, has morphed several times to what it is today. Again it's in the filings.
about 23 hours ago
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