Archive for the ‘About’ Category

Welcome. I have been providing investment advice to clients for more than 20 years beginning just before the crash in 1987. As a portfolio manager my clients depend on me to distinguish between investment fact and fiction in our effort to capture positive investment market returns.  To that end the training received through the CFA (Chartered Financial Analyst) program was a good start but nothing beats the experience of living and working through a series of market cycles. This blog is dedicated to providing clarity on the financial services industry. We will follow the evidence and highlight the incentives of the players in what has been the source of the greatest riches on earth. I expect to post a new entry a couple of times per week and look forward to your comments.