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bearness

bearness
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ABOUT
CPA and trader/investor for 40+ years. Good knowledge of macroeconomics and technical analysis. I invest my own money, and for my clients, assist them in selecting and monitoring both investment advisors, and establishing asset allocation (in conjunction with financial planning).
SNAPSHOT
  • Description: Independent financial planner/advisor.
  • Interests: Dividend stock ideas & income, ETFs, Mutual funds, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
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