I am a software engineer for hire. It has been my trade since my first gig ca. 1985, and as a full-time employee and as a consultant during and since my C.S. degree. This profession requires continuous and independent learning to keep up with the fresh college graduates. I am a financial engineer of necessity, should I hope to ever become financially independent. I apply the same learning approach to economic and financial matters that I use to keep up my employment-related knowledge and skills. I read everything. Company reports, Fed publications, financial times, scientific journals, economic papers, the wsj, mother earth news, and much more covering agriculture, automotive, aviation, botany, chemistry, construction, economics, electronics, firearms, geology, hvac, history, irrigation, law, medicine, physics, plumbing, wiring, yeast, and a bunch more are on the bookshelf and nightstand just behind my right shoulder. My short-term goal is to know about everything, with more about what I need or want to learn at present. My long-term goal is to know everything about everything. While history may not repeat exactly the same, I believe it does rhyme. Thus the importance of Cicero's, "Not to know what happened before one was born is always to be a child." History has led me to invest in companies with a history of growing their dividend. Capital gains are only useful once you turn them into cash flow. History shows you get better results if you skip the conversion. So I invest for cash flow, not for capital gains. Thru my study of science, history, economics and sociology, I've found the Austrian school of economics to have the most valid explanations of why it happened, how it happened, and what will happen. Because of that I know that silver and gold are money, and so part of my portfolio has long been in Ag and Au for diversification, and part for insurance against history rhyming as pointed out by Mises: There is no means of avoiding the final collapse of a boom brought about by credit expansion. The alternative is only whether the crisis should come sooner as a result of the voluntary abandonment of further credit expansion, or later as a final and total catastrophe of the currency system involved. --Ludwig von Mises I don't see any sign of "the voluntary abandonment of further credit expansion." For those who think everyone but them thinks like lemmings: I do not watch fox news or cnn or msnbc or TV. I listen to the radio 0.75-1.0 hours per day while I commute. Over 90% of that time the station tuned is rock -- alternative, classic, hard, ... but sometimes country. Less than 10% of the time is split between country and a local ABC affiliate for local news and traffic. I'll sometimes listen to time-shifted recordings of financial-related talk shows while working. For entertainment/variety sometimes while working and while I fall asleep I listen to time-shifted recordings of Coast to Coast AM which have the ads removed, typically 4-6 weeks after they air. ("time-shifted" so I can skip the annoying segments be they callers or guests.) I also like to watch the children or the cows or the cat or the birds or the deer or the fox. (The chickens are gone. Gave the last two away as the fox was getting far too bold.)
My name is Ted Leach. I'm a 65-year-old investor focused on dividends in a Retirement Income Portfolio. I'm not yet in the distribution phase of retirement. After serving as a pastor for 40 years, I'm in a second career and I have two part-time jobs. As Director of Community & Property Care, I'm part of a management team that oversees 123 residential retirement units in multiple locations for a non-profit organization. I also serve a large congregation as a part-time associate pastor.
I've been a member of the National Association of Investment Clubs (NAIC) since 1982, which now operates as BetterInvesting.org. For many years as a volunteer I helped lead workshops to teach tools developed by NAIC to educate investors about how to do basic fundamental stock analysis. I continue to have a strong interest in investor education.
NAIC's historic "four principles" have been very helpful to me:
1) invest regularly throughout your lifetime;
2) invest in growth companies;
3) reinvest earnings and profits;
4) diversify by industry and size.
Bill Bengen's "4% Rule" concept inspired me to set a goal to create a retirement income portfolio of individual dividend growth stocks as a way to tap only dividend income from the portfolio as long as possible rather than selling assets.
Here is my current 25-stock portfolio:
- 5 stocks each with a 5.2% target allocation: JNJ, XOM, MSFT, PG, MMM
- 5 stocks each with a 4.4% target allocation: WMT, MRK, IBM, CMI, GPC
- 5 stocks each with a 3.6% target allocation: EMR, SO, WEC, CNP, HCP
- 5 stocks each with a 3.0% target allocation: PEP, T, O, EPD, WPC
- 5 stocks each with a 2.4% target allocation: UNP, NNN, STAG, MAIN, EVA.
Helpful mentors and colleagues include:
- Charles Allmon, former columnist for Better Investing, taught me to look for growth stocks
- Ben Graham's The Intelligent Investor taught me the importance of intrinsic value
- Peter Lynch instilled confidence that the average citizen can win in the stock market
- Louis Rukeyser demonstrated how to ask probing questions about market conditions
- Brad Thomas introduced me to a host of real estate investment trusts
- Bob Wells' analytical discipline keeps me focused on dividend growth
- Lowell Miller's The Single Best Investment helped me focus on quality and safety
- David Van Knapp's holistic style of portfolio building helps me see the big picture
- David Fish and Factoids inspire me to keep digging for data
- Chowder reminds me that each buy is the purchase of a business
- BDC Buzz has helped me sift through business development companies
- Tom Konrad opened my mind to alternative energy investments
- George Fisher is a helpful "lookout" scanning the horizon for utility opportunities
- The Seeking Alpha community--both veterans and young contributors.
Roy Sebag is the Founder and Chief Executive Officer of BitGold Inc. an online financial platform providing free global payments and secure savings in physical redeemable gold bullion. Mr. Sebag founded the company in 2014 along with Joshua Crumb. He also serves as the Founder and Managing Principal of Braavos Capital, an international private investment organization engaged in value-oriented investments across a variety of asset classes and industries. Mr. Sebag also serves as the Chairman of Natural Resource Holdings, an investment company engaged in the acquisition, development and ownership of natural resource assets with favorable long-term fundamentals.
Mr. Sebag previously served as founder and portfolio manager of Essentia Equity Ltd. an investment partnership founded in 2004 that engaged in fundamental long and short equity investing in distressed, event-driven, and natural resource related opportunities. At Essentia, Mr. Sebag developed a successful track record analyzing highly charged binary events including bankruptcies, reorganizations, and geopolitical uncertainties. From 2004-2010 Essentia Equity delivered superior risk-adjusted returns and Mr. Sebag was quoted in financial media publications including: Barrons, Bloomberg, CNBC, Globes, The Marker, and Sum Zero.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi was recently elected to a 4-year term on his local school board, garnering the most votes out of 6 candidates.
Mr. Batson thinks the most important fundamental that ought to be considered when analyzing liquid assets is the necessary multidecadal trade-off in outperformance between stocks and commodities. This is a natural part of the business cycle that allows supplies of raw materials to be increased in response to the rising demand created by the economic expansions facilitated by epochal stock bull markets.
Mr. Batson is currently seeking new clients who fit the definition of "Qualified Eligible Persons." If you would like to discuss the markets with a trader who has consciously chosen to place himself outside the mainstream of investment thinking for the past decade, please contact Mr. Batson at firstname.lastname@example.org
David Batson, CTA is engaged in advising clients on approximately 37 globally-traded futures contracts. While the adviser has a primary focus on the precious metals markets, he may advise positions in any market including the energies, grains, meats, softs, financials and fixed income.
David Batson is the owner and sole adviser of David Batson, CTA (Commodities Trading Adviser) and has been trading professionally since 1999. Beginning with his owns accounts in stocks, Mr. Batson managed to be completely out of equities by 2000 and short by 2001. Not wishing to be trading solely in a bear market in stocks, Mr Batson turned his focus towards commodities, understanding that it was time for an epochal (generational) bull market in raw materials and in gold in particular.
Mr. Batson began the process of registering as a Commodities Futures Broker with the National Futures Association (NFA) in 2002, initially going to work with Empire Futures based in Los Angeles, California. Upon obtaining his Series-3 license Mr. Batson then worked at various brokerages in Seattle, Chicago and Dallas, notably with CMB Trade Group based in Dallas, Texas. Mr. Batson first registered his license with CMB in 2005 and had clearing arrangements until 2012.
Mr Batson first registered as a Commodities Trading Adviser in 2012.
I am an investor.
I've written in years past about the investment implications of economic events, properly understood from the perspective of Austrian School thinking. Recently, I have revised my ideas somewhat. Today, I refer to the ideas I hold to in economics as "Austrian-Classical", thanks to the spectacular work of economist George Reisman. Dr. Reisman's masterpiece
"Capitalism", which consists of 1,100 pages of luminous explanation and reasoning, revised and improved my understanding in profoundly important ways.
In years past, I published articles for investment publications and newspapers, including an article in The International Advisor in August, 1984 predicting and explaining the basis for the long bull market in bonds; an article in The International Advisor in June, 1985 that explained why a big rally in foreign currencies was imminent; an article in The Market Chronicle of October 26, 1985 that explained why real estate prices across the country were about to decline; the front page article in Personal Finance, October 29, 1986 that explained why a major pause and correction in the bond bull market was about to occur; and an August 1986 editorial in the Orange County Register that explained why tax reform would boost the economy. I also published quite a few other articles recommending a few stocks and gold, based primarily on top down analysis.
My education was also helped enormously by Harry Browne, who never knew me. But I knew Mr. Browne, or imagined I did, having poured over every issue of his newsletter for about 25 years.
Now I hope to resume writing and active investment analysis. I have no blog yet, but I plan to create one soon.
I am a retired engineer with a PhD in Engineering Science (mostly exotic math) together with a Masters in Statistics. I currently manage my website www.superchargeretirementincome.com, where I use my math background to select high-return, low-volatility investments. I also love teaching so I also provide a number of tutorials about all aspects of investing. I am an avid reader and have read just about every book I could find on the stock market. I am still learning so I welcome comments and suggestions. Over the years I have learned that there is no “holy grail”; you cannot receive a good return without taking risks. However, you can choose your investments to reduce risks and those are the kind of investments I like to make. Although financial markets are my passion, engineering is my profession. I have spent the last 30+ years as a program manager at a large aerospace company, working on improving defenses for our U.S. Army customers.
I mainly focus on two sectors: technology and auto industry. I am long only and I like to take a conservative approach where I sell covered calls on the shares I hold in order to reduce my risks. Some of the stocks I follow closest are Nokia, Microsoft, Ford and Apple. I believe that being able to see beyond numbers and actually understanding business models of companies we cover is crucial to provide useful insight on companies.
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha iPhone app (http://itunes.apple.com/app/seeking-alpha-portfolio), our Real Time email alert product (http://seekingalpha.com/real-time-alerts), and optimization across the Seeking Alpha website.
The purpose of this profile is to allow us to share with our readers all new product developments. Please follow us on Seeking Alpha as well as on Twitter @SA_Product_Team. We look forward to your input and feedback!
SA Product Team
My background is in Sociology, I have redirected my focus to economics and finance. I followed conventional wisdom led by Gurus and professionals that made their living off of selling advice. After being completely wiped out, and realizing family is the most important aspect of life. I'm using my background to build wealth over the long term.
I want to help others with low income and the working class to realize wealth is not an overnight phenomenon, but takes time and patience. That even a small amount of money invested today in stable companies that are the foundations of our society can grow over time. That wealth is not something exclusive to a select few; but a goal anyone can achieve, ultimately shaping their legacy.
James Altucher was the managing director of Formula Capital, an asset management firm and fund of hedge funds. He's written five books on investing: Trade Like a Hedge Fund, Trade Like Warren Buffett, SuperCash, The Forever Portfolio, and his latest book, The Choose Yourself Guide To Wealth. He currently writes at Jamesaltucher.com and has released a newsletter, The Altucher Report.
Mr. Altucher is the founder of Stockpickr.com, a social network for finance that had millions of unique visitors per month when it was sold to TheStreet.com in 2007. He has written over 200 columns for The Financial Times and has written for TheStreet.com, Forbes, Yahoo Finance, Fidelity.com, and other publications. He was also the founder of a web services firm, Reset Inc, which he sold in 1998, at which time he became a partner at VC firm, 212 Ventures/Investcorp. Mr. Altucher regularly appears on CNBC, Fox News, Fox Business, and CNN Radio, and is also in his spare time a nationally ranked chess master. Mr. Altucher received his BA at Cornell University and attended graduate school for computer science at Carnegie Mellon University.
You can follow him on twitter @jaltucher.
Ellen Brown is an attorney, president of the Public Banking Institute, and the author of twelve books. Shedeveloped her research skills as an attorney practicing civil litigation in Los Angeles. In "Web of Debt," she turned those skills to an analysis of the Federal Reserve and “the money trust.” She showed how this private cartel has usurped the power to create money from the people themselves, and how we the people can get it back. In "The Public Bank Solution," her latest book, she explores the public banking model globally and historically as an equitable and efficient solution to our banking woes. Her earlier books focused on the pharmaceutical cartel that gets its power from “the money trust.” They include "Forbidden Medicine," "Nature’s Pharmacy" (co-authored with Dr. Lynne Walker), and "The Key to Ultimate Health" (co-authored with Dr. Richard Hansen). Her websites are www.webofdebt.com, www.publicbanksolution.com and www.ellenbrown.com.
I am a personal injury attorney in the New York metro area. I try to be an occasional investor, because I find the hunt enjoyable.
Just wrote my first article on a strategy I've been thinking about. It helped me flesh out the idea more. Additionally, I find the community on SA very insightful, and the comments have helped me better and more deeply understand the pros and cons of my logic, as well as pointing out angles I completely missed.
I will hopefully continue developing strategies and ideas, sharing them with the SA community, and getting excellent feedback.
1987, BA University of Windsor, History.
1990, MBA University of Detroit, Finance.
2010, MA Wayne State University, Teaching.
1998-2005, Bright Trading LLC, Trader, Listed Equities Desk.
2005-2006, RBC Dominion Securities, IA
2007-Present, High School Teacher.
2009-Present, Co-founder, www.longrundata.com.
Doug Meeks is a Registered Investment Advisor in Plano, Texas. He is the Principal Advisor for Pier LLC, an investment management company. The focus at Pier is to build and manage income-producing portfolios for our clients. We provide individual service to those who are inclined to see their money working for them. Growth and income do not have to be different parts of your portfolio.
Hi, I am Ong Kang Wei, a Singaporean investor intrigued by the stock market and anything related to business, finance and economics. I love observing the stock market in my free time, and I especially favor dividend-paying aristocrats offering products/services people need such as P&G, Kinder Morgan, Wal-Mart, among many others. I also love high quality stocks or mispriced stock opportunities that will be able to reward shareholders. Of course, I can only come to such a conclusion through extensive fundamental research and analysis. I am still in the process of learning how to analyse stocks more perfectly, and I must say that I have learnt a lot so far on Seeking Alpha. People whom I admire include Warren Buffett, Peter Lynch, Charlie Munger, Philip Fisher and Benjamin Graham. I try to learn about these famous people and find out what made them successful. I also regard established people in the financial industry very highly, and always try to learn from them through their writing. This group of people would include Professor Aswath Damodaran, many of the other knowledgeable CFAs and also Seeking Alpha writers. Though I try my best to keep writing on Seeking Alpha, I may stop writing at times due to study obligations.
Here's the link to my latest dividend portfolio update: http://seekingalpha.com/article/2783865-kangs-dividend-compounding-portfolio-2014-review
Connect On Facebook: http://www.facebook.com/ong.kangwei.9
Connect On LinkedIn: http://www.linkedin.com/pub/ong-kang-wei/4a/677/541
Connect On Twitter: https://twitter.com/Okw2101
Welcome to my author's site.
I hope you find my articles interesting and informative.
A man-with-a-plan, I am utilizing knowledge gained from my business degree 25+ years in the business world and a similar number of years of investing experience, to manage my investments.
I have created and maintain a stable and growing portfolio of individual US listed dividend growth stocks, over 30% of which are non-US based but headquartered in Canada, Great Briton, the Netherlands and Australia.
I believe that asset allocation is the primary decision an investor must make considering his objectives, time frame and risk tolerance. I am fully invested and 90% of that is in stock.
I believe that the small individual investor is often best served by low cost index funds. Stock picking, attempted market timing and frequent trading usually work to the disadvantage of the average small investor. However, you may define small as you like and nothing prevents any investor from emulating the market greats of our time such as Warren Buffett or Peter Lynch. Greater rewards can be obtained by buying and holding individual securities if one has background, the interest, the time and the disciplne to do so in an effective way.
There are many ways to make money in the stock and bond markets. My approach to is to take ownership positions in successful large cap companies and hold them a number of years. Dividend Growth Investing is a conservative approach which involves lower than average risks and higher than average rewards.
My writing experience began when I was a senior in high school. I was a local stringer for Maine's largest newspaper and covered school and amatuer sports. Concurrent with a successful career in the business world I wrote magazine articles, journal articles, short fiction, poetry and a devotional book.
A long time student of security markets I immensely enjoy the opportunity to write for Seeking Alpha, which is a very high quality well run organization with excellent editorial support. It is also possibly the best business forum on the internet and I am proud to be a part of it.
Most of my articles focus on several topics:
Income Portfolio Strategy
Canadian Banks and Telecoms
Best regards and good luck!
-- Bob J
Retired Project Manager - 38 years with a national utility. Married 38 years and have 3 wonderful kids. USAF Veteran. Investing primarily in solid dividend paying companies with focus to generate income, capital appreciation is of secondary concern but still important.
As an SA Contributor I write about dividend investing general principles and strategies. I'll also write about concepts that apply across the investment spectrum but my focus is generally directed to dividend paying companies.
I tend to be conservative in investing approach. I invest and trade so as to increase my "discretionary" income. I live off my retirement pension and want to increase my account to provide additional income in future years. I'm 62 but haven't made a determination as to when I'll start using the additional income, preferring to remain flexible.
As a side note the profile picture is not me, it's my great grand-dad who was born in 1833, fought in the Civil War, fathered 11 children (the last one born when he was 67), worked hard as a farmer to take care of them, and died in 1910. I use it as inspiration to remind myself not to get lazy. I am fortunate to have been raised by great parents who set a great example for work ethic and taught me that we can accomplish much if we're willing to apply ourselves. That's why I invest my own money rather than depending on someone else.
I'm an investor in his early thirties who knows how to have a good time and not live life too seriously. I'm an avid value investor, along with dollar cost averaging my retirement, though I occasionally jump off the beaten path and "gamble" on less certain assets.
Acting Man has been named after the title of the first chapter of Ludwig von Mises' book "Human Action" - the best treatise on economics ever written. The blog's main author is Pater Tenebrarum, an independent analyst who has been involved with financial markets for 34 years and is writing economic and market analyses for independent research organizations and a European hedge fund consultancy. Acting Man presents articles on the markets and the economy, a mixture of commentary on current events as well as economic theory and history, mainly from an Austrian School of Economics viewpoint. As more authors have joined the site, we have begun to broaden our palette a bit, but our orientation remains the same: pro-free market, anti-state, pro peace.
Marc is a frequent contributor to Investment U and also The Oxford Club’s Income Specialist and Editor of The Oxford Income Letter. He is the author of the best seller "Get Rich with Dividends".
His investment career started out at the trading desk of Carlin Equities in San Francisco, CA, where he executed dozens of trades each day for his clients.
As a Senior Analyst with Avalon Research Group, his buy recommendation gained 17.8% versus the S&P 500′s 5.9%. While there, Marc started and headed the technical research products division, in addition to his fundamental duties.
Marc also looked at the market with a journalist’s skeptical eye as a columnist for The Street, where he broke several stories on companies in the biotech sector. His contrarian recommendations (including shorts) gained 12.6% annualized versus the S&P 500′s gain of 0.5%.
Along with Oxford Club publications, Marc has appeared on Fox Business, Bloomberg Radio, Yahoo! Finance and been published in the online version of The Wall Street Journal, The Street, U.S News and World Report and was featured on NPR’s “The Story.”
Disclaimer: Money Morning and Stansberry & Associates Investment Research are separate companies, and entirely distinct. Their only common thread is a shared parent company, Agora Inc. Agora Inc. was named in the suit by the SEC and was exonerated by the court, and thus dropped from the case. Stansberry & Associates was found civilly liable for a matter that dealt with one writer’s report on a company. The action was not a criminal matter. The case is still on appeal, and no final decision has been made.
I'm a 26-year-old retiree, enjoying some time to pursue passion projects after hustling with 18-20 hour workdays for years. After having a medical scare last year that had me hospitalized, I decided it was time to sell the business and focus more on putting my money to work for me rather than the other way around.
I now spend most of my time reading, writing, and enjoying life.
I possess 10+ years of trading and investing experience, with a focus on precious metals, currency, energy, and technology markets. My decisions are based on market cycles, valuation metrics, technical analysis, and industry-specific trends and technologies. I typically hold positions for several years.
I also run InformedTrades.com, a site dedicated to helping individuals learn to trade the world's financial markets.
First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, GIS, KHC, KO, MO, PEP, PG, PM, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, DE, EMR, LMT, MMM
REITs: HCN, NNN, O, OHI, VTR
Technology: AAPL, MSFT, QCOM
Telecom: BCE, T, TU, VZ
Utilities: AVA, D, SCG, SO, WEC
ALSO: small stakes in 23 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, BXLT, CAT, CL, CLX, COP, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, SJM, UTX, V, WFC, WMT.
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in the Charlotte metro area; in March 2016, we won the first conference championship in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 5-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Warriors! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
Casey Smith is President of Wiser Wealth Management, Marietta, GA-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services. Wiser’s unique investing techniques has earned Casey speaking engagements at Inside ETFs in Florida, Inside ETFs Europe in Amsterdam, the Asia ETF Conference in Singapore, Indexing Summit in New York and the Delta Connection Pilots Retirement Workshop. Casey has been quoted in the Wall Street Journal, Kiplinger’s Personal Finance, The New York Times, Atlanta Daily Constitution, Marietta Daily Journal, Financial Advisor, Dallas New Era, CNN Radio, Seeking Alpha.com, ETFsHub.com, Indexuniverse.com, ETFMarketPro.com, and Leadingtheway.org. Casey writes regularly for his own blog at wiserinvestor.com. Casey sits on the Board of the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board and the Berry College Board of Visitors. Casey is a member of the Marietta Business Association and serves on the board of Hughes Polymer Additives, Inc, Laney Holdings, Inc (oil rights). In addition to his work as a financial advisor, Casey is a Captain for Atlantic Southeast Airlines (ASA), a Delta Connection Carrier for Delta Airlines and United Airlines. He began flying in 2002 mainly for recreation, but his hobby quickly evolved into a flying career as he began flying for US Airways Express in New England. In 2004, he was hired by Atlantic Southeast Airlines to fly the Canadair Regional Jet (CRJ). Casey is able to manage his flying schedule in a way that allows him to be available at the Wiser Wealth office during regular business hours. Casey’s savvy as a financial advisor has not gone unnoticed by his airline colleagues and superiors, as he was chosen as the instructor for Atlantic Southeast Airlines’ 401k workshop for its 3000 pilots and flight attendants. He sits on the Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist”. Casey graduated from Berry College with a Bachelor of Science Degree and a major in Finance in 2000. He earned his Series 7 and 66 while employed at a financial firm in Atlanta. He holds the Master of Estate Preservation designation and has additional education in tax preparation. Casey formed Wiser Wealth Management, Inc, a Registered Investment Advisory firm in 2001. Casey and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. He enjoys golf and is a member of Canon Gate at Eagle Watch/Bentwater Golf Club.
My name is Cerina. I am 24, recently graduated with a MSc in Electrical Engineering and MBA. I work as a senior design engineer for a Canadian technology company in the Greater Toronto Area. My passion is equity analysis and investment research. I manage equity portfolios for family, friends, and others. I also love to travel the world when opportunity allows me to :)
Christian Magoon is the founder of YieldShares, the income focused ETF Sponsor behind the YieldShares High Income ETF (YYY). He is also chief executive of Magoon Capital, a firm which provides strategic advice on ETF product development.
Christian Magoon is an ETF insider, having launched over 50 ETFs in the United States to date. A widely recognized thought leader on finance and market issues, Christian is a Wall Street Journal Expert panelist, has been called an "ETF Jedi" by Ignites and was named "One of Five People To Watch" in the ETF industry by Institutional Investor.
Prior to forming Magoon Capital in 2010, Christian was President of Claymore Securities (now Guggenheim Investments), where he built one of the fastest growing ETF businesses in the country, gathering more than $3 billion in AUM in three years. He launched a variety of ETFs, introducing many “firsts” to the U.S. market including the first Frontier Markets, Multi Asset Income, Timber, BRIC and suite of China focused ETFs.
Active in social media, @ChristianMagoon was named to the Wall Street Journal's 20 member list of "Best Tweets For Your Money," and dubbed a "Top 5 ETF Expert To Follow On Twitter," by ETF Database.