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I am the Senior Portfolio Manager and Director of Institutional Services at LifePlan Financial Group, Inc. in Dayton, Ohio. LifePlan is a fee-only financial planning firm and a registered investment advisor with over $200 million in assets under management. I have over 20 years of investment management experience and currently manage a long-short strategy for LifePlan clients. I also sit on the Investment Committee that oversees our core tactical asset allocation portfolios.
Registered investment advisor.
Bonds, Dividend stock ideas & income, ETFs, Energy stocks, Forex, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
LifePlan Financial Group
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Great article. Sentiment ha...
Apple: Valuation Doesn't Matter, At Least For Now
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