Paul F. Rodgers, CFA, has an MBA from Case Western Reserve University with concentration in finance. He is a CFA, Chartered Financial Analyst. He managed both personal money and mutual funds for National City Bank starting in 1988 before founding Gold Leaf Capital Management, Inc.
Close to retirement age but plan to keep working for some time to come. Have invested in stock market sporadically, mostly confused and scared. It hasn't worked very well. Have a lot to learn, learn a lot from many SA folks and enjoy the sharing here.
Historically about 60% invested (minority is stocks along with a lot of "other") with 40% cash. Aiming at this stage to put more of the cash to work, and since I'm underweight in stocks/bonds, am focused there, especially but not only DGI.
Expect that I can avoid taking much if any income out for 15-20 years (except tax and the RMD), unless something unexpected happens--not a long compounding period but better than not at all.