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I have thirty four years experience investing as an individual, as an adviser to trustees of a son's Guardianship Trust, as currently co-trustee of a Special Needs Trust, and assisting parents with a substantial portfolio. In viewing investments I use a blended approach of fundamental analysis, technical analysis, hedging and incorporating an economic perspective. I have a BS in Economics and a BA with a major in Chemistry, both from the University of Minnesota, Minneapolis. I spent most of my career as an industrial process systems engineer and recently several years as a part-time mortgage banker.
  • Description: Occasional Investor. Trading frequency: Weekly
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Energy stocks, Options, REITs, Stocks - long, Tech stocks
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