
I suppose a bit of history is in order:
I started studying Economics in Dallas, Texas. I was then hired by Fidelity Investments to be a stockbroker. I've been trading my own accounts for over 12 years now. Made fortunes and lost them. I started trading the markets when I was in college and needed money because I wasn't allowed to work legally. So I started off trading on the Chicago Board of Trade in the grain pits trading wheat and corn, I then moved on to trading hogs and live cattle, silver and gold. I traded these markets purely on news. I didn't even look at charts back then and charts were a novelty then. But I came to understand it's limitations. I then went on to trading currencies such as the Japanese Yen, British Pound etc. And I learnt how all the markets are interdependent and correlated to one another. You had to watch several instruments or markets just to keep track of what you were trading, as well as the news. So I eventually got an education in global economics, politics, trading...But trading is all a massive learning curve, there's no school you can go to to learn this stuff. The markets as a whole are so large and complex, it would be at least a 5 year degree at college. The problem with that is, one needs more practical experience than one needs actual theoretical knowledge. One needs to understand psychology, economics, technical trading, fundamental news interpretation as applied to the markets and one needs to be self aware and be able to manage their own emotions effectively. For instance the large investment houses recruit intelligent guys straight out of Harvard University to work for them. For the first 5 years, they give these guys $100,000 every year just to trade and learn the markets, if they lose it that's fine, they don't expect them to make money, but just to learn. A lot of the info out there is just nonsense, but that's part of the game and people bluff opinions like one would a poker hand. Because essentially, sooner or later, for one person to make money, another has to lose it. So those opinions are often self-serving, especially on CNBC and Summit Television is not much different with guest "expert" opinions. But what this means is that all this knowledge has translated really well over into managing people's investment portfolio's. I can see trends coming before the so called experts can. Unfortunately, most experts have no forecasting ability as they wish to protect their reputations or simply have no forecasting ability. All they look at is the current data that they see in front of them which is usually old and then comment on that. But that doesn't help you position your portfolio today, for tomorrow. So from years of being a speculator on the markets, I can help put strategies in place that would position your portfolio to take advantage of situations and trends. It also means that I know when to get you out of the stock market before a crash. This isn't as difficult as you might think. The warnings of the banking crisis were there at least one year before it happened. People predicted what was going to happen, but of course, your usual, "experts" said that they had no proof in the figures before them and dismissed such claims as nonsense. You can know stocks inside and out, but if you know nothing about economics or macro economics, you're nowhere, because stocks ride on the wave of economics, not the other way around. So fund managers can crunch stock financial reports all day long, if they don't know the global picture, they're as good as blind. For instance, you still have fund managers blindly hanging on the hope that the stock market will continue going up from here at this point (20th February 2008). I don't understand. Based on what? Hopium is what I call it. What they should be doing is liquidating their stock positions and leaving their protective put options in place in order to make money on the downside for clients. See, the markets operate on opinions and the mood or sentiment of the players in the market. So if that mood or sentiment changes, stocks fall or they go up. The goal of mainstream media, especially CNBC it would appear, is to keep that positive sentiment going for as long as possible and although they do a good job of it, eventually their game has to run out. The problem with creating this investor mentality is that nothing can go wrong and inevitably when it does, it tends to catch everyone by surprise. Although, this really shouldn't be the case. The markets, our economy and our currency, is simply one big confidence game, without it, it wouldn't work. Update: Take the banking crisis as a case in point. The most important part of the bank bailout for instance, isn't the $700 million that will save it, but the $700 million that will shape investor confidence. That's really what it's for.
The markets are and remain my first passion. And second, is making people money. In that order. So I currently help people with their investments and show them a better way. I love what I do and take great satisfaction in helping people reach their financial goals. I prefer long term relationships with my clients and see myself as a long term friend and ally. If I become part of the family, even better. I do have clients all over the country, so geographic location isn't a problem. I work for a large company now, which I'm not allowed to mention. It's about protecting their brand name. I find there are too many fly by night and untested financial institutions out there. This company has a track record of more than 160 years in the business, it's going nowhere. It will be here as long as you are. It will be there when my children die. If you take into account the Fidentia's, Ovation and numerous other fly-by-nights who stole or lost clients money...then this company that I'm not allowed to mention is a safe bet. Plus, their products in the life insurance and investment side are superior. Secondly, I am half-way through a law degree. So I'm completing that while being a financial adviser at the company I'm not allowed to mention. This is an old story, but mutually beneficial. I find it helps tremendously with clients while planning their estate or business. I have a business head with ideas flowing continuously. And lastly, I survive on referrals, so if you could refer me or this website to a friend or family member, I'd really appreciate it. Some of my strategies are great for the younger generation, I can set them 20 years ahead of their peers financially. I have strategies for your sons and daughters to get ahead in life. Even if it's just to talk to them to educate them before they make those large decisions. Knowledge is power in the financial industry and good information is invaluable. So if you'd like to keep or see me around, please do so by referring people to me. My survival in this business depends on it along with me providing an excellent service. I'm also a money coach or more of a motivational money coach. I help people see their vision clearly, motivate it and implement it. And remember, your wealth starts with your mindset. If you think you can, you're right. And if you think you can't, you're also right. Stay positive, there is a better way than how we've been brainwashed into thinking. I'm also a qaulified estate agent.
Find attached my accreditation list: Accreditation list |