Michael's interest in investments began in 1985 after grasping the power of compound interest. David has a passion for teaching and working with kids. He is currently a middle school math and science teacher, as well as the school's wrestling coach. David earned his designation of Investment Advisor Representative in 2017 and works with Michael on market analysis, fund research, and portfolio management.
For over thirty years, Marilyn listened as Michael enthusiastically shared with her his passion for investments. In 2017, Marilyn earned the designation Investment Advisor Representative. Marilyn focuses on new accounts, asset transfers and communications with the brokerage firm.
For over thirty years, Marilyn listened as Michael enthusiastically shared with her his passion for investments. In 2017, Marilyn earned the designation Investment Advisor Representative. Marilyn focuses on new accounts, asset transfers and communications with the brokerage firm.
Services
Funds: Both mutual funds and exchange traded funds (ETF) provide diversification to our stock portfolio. Concentrate on funds. Risk-adjusted returns: In evaluating funds, focus on how much return the fund has provided versus the risk that it has taken. Technical Analysis: Occasionally we will adjust our asset allocation as a result of market trend changes determined by technical analysis.
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