John is founder of Nested Interest LLC and has a passion to provide objective, accessible, and well-engineered retirement income advice to the general public. Drawing upon his more than 20 years of experience as an actuary in financial services, John has developed a suite of tools, insights, and frameworks that allows investors to cut to the issues that matter most when creating a retirement income plan. John was a Partner at Deloitte Consulting, where he spearheaded a practice that provided retirement income advisory services to a variety of Fortune 500 financial institutions. He helped his clients design and develop more effective product strategies and analytical tools to assess the retirement income needs of their clients. Leveraging his background in actuarial science, finance, and risk analysis, John invented break-through analytical techniques and product concepts that established him as an industry thought-leader in retirement income planning. While attending Columbia Business School, the birthplace of value investing, John studied capital markets, investment management, quantitative corporate finance, and securities analyses under the “gurus of Wall Street’s gurus”, making him well versed in the different schools of thought within the investment community. John has served in several professional committees, including the Society of Actuaries Financial Reporting Section Council (which he Chaired), an Expert Panel of the AICPA, and is currently serving on the American Academy of Actuaries Lifetime Income Risk Joint Task Force. John is actively involved in his local community, having served on the finance and compensation committees of the United Way’s Hartford, Connecticut chapter, and currently serving on the finance committee of the United Way’s Westchester & Putnam County chapter. John was also a participant in the American Leadership Forum, organized by Leadership of Greater Hartford, where he and his colleagues hosted a forum on asset-building initiatives for the economically disadvantaged. He also coached youth football for several years in West Hartford, Connecticut. John is actively involved in the United Way’s Financial Education Program, giving presentations to employees and members of local nonprofit organizations on budgeting and planning issues. John received his BA in Mathematics/Actuarial Science from The University of Connecticut, and his Master of Business Administration from Columbia University, graduating Beta Gamma Sigma. He is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and a member of the Financial Planning Association.
I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
BBA Mississippi State University 2005
Qualifying Member of the 2015 Million Dollar Round Table(MDRT)
MDRT Qualifying Member seven consecutive years
Board Member of the Mississippi Estate Planning Council
Series 7, 63, and 65 licensed
Life and Health Licensed in Mississippi, Tennessee, and Alabama
Financial and investment consultant on community investment boards, including Executive Director of a foundation. Retired senior executive of a large multi-national life insurance company and previously, the senior pension executive overseeing the pension and employee savings of a large petroleum & natural gas company in Canada. Also, was the CFO of a large multi-national private company. Extensive travel.
Engineer in the mid fifties; investing for retirement. Reading with great interest about dividend growth investing and greatly learning from the experience of others.
I do appreciate the sharing of the experiences, both good and not so good.
ROTH IRA Portfolio - goal of dividend growth
ABBV, ADP, CLX, CVX, ED, EMR, GE, GIS, GPC, INTC, ITW, JNJ, KO, LMT, MCD, MDT, NUE, O, PEP, PG, SO, SYY, T, VZ, XOM
I am based in Glasgow Scotland. Had a share of my own business. Sold up 10 years ago. We put most of our profits into our pension fund and saved massive amounts of tax. Only interested in income. So I have 3 Self Invested Personal Pensions(Tax Free) 1 Individual Saving Account (Tax Free) 1 Share Portfolio Taxable) I have 50/60 different items. Update 15/72015 now have 117
items (19 in the US) The compounding income is really working now.
Recently retired small businessowner, age 69.. Trading stocks and options since the mid '90's; primarily short to intermediate time frame. Since then I woke up to developing an income stream through long term investing in dividend-growth stocks within our IRA accounts. I maintain a smaller "trading" account for conservative options strategies and (hoped for) capital gains in stocks.
I believe that I can categorize myself as a semi-retired, occasional investor, who is interested in developing my expertise in this field. My background is in real estate development. I remain active on a limited scale in that arena.
I find myself interested in the Dividend growth area of investing. I am as interested in the growth of stocks that I invest in as I am the dividends and their related growth. I am interested in learning more about REITS and MLP investment.