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I am an investor, entrepreneur and consultant with over 35 years of investment experience. I employ a macro-style, passive, index-based all-weather investment approach. I emphasize capital preservation, with a value orientation and contrarian bent. I manage and advise on family portfolios collectively valued in the eight-figure range. Background includes a B.S. Industrial Engineering and MBA in investments from University of Illinois, Urbana-Champaign, plus 11,000+ hours of investment management and research. Accomplished entrepreneur, consultant and business owner. My passion is to help individuals improve their financial literacy and investing skills. Besides writing for SeekingAlpha and Advisor Perspectives, I've presented at universities, churches and other community organizations.
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