What We Do

Excluding the value of your home, the median net worth of those between 55 and 69 years of age is about $44,000.

Clearly the old way of putting a few dollars in a mutual fund or giving money to a stockbroker does not work anymore.

As the attached articles show, more and more traditional investors are attempting to “do it themselves” seeking greater returns.

 

Interesting News
  • Stocks rise on earnings; sterling falls 23 Jul 2019 15:22 Reuters NEW YORK (Reuters) - A host of upbeat earnings pushed U.S. stocks higher on Tuesday and world stocks rose in anticipation of central bank easing, while pound sterling fell on the expected confirmation of hard-Brexit advocate Boris Johnson as Britain’s next …
  • Wealthy Americans are increasingly willing to invest, new UBS survey finds 23 Jul 2019 15:21 Odessa American NEW YORK--(BUSINESS WIRE)--Jul 23, 2019-- US high net worth individuals and business owners are expressing growing intentions to invest as US markets continue to hit record highs in 2019, according to UBS Global Wealth Management's new quarterly …
  • Brad Southern Named Fastmarkets RISI 2019 North American CEO of the Year 23 Jul 2019 15:20 Odessa American NASHVILLE, Tenn.--(BUSINESS WIRE)--Jul 23, 2019-- LP Building Solutions Chief Executive Officer Brad Southern has been named by Fastmarkets RISI as the 2019 North American CEO of the Year. Fastmarkets RISI is the leading information provider for the global …
  • RiverNorth Marketplace Lending Announces Preferred Dividend 23 Jul 2019 14:55 Crowdfundinsider July 23, 2019 @ 9:57 am By Samantha Hurst RiverNorth Marketplace Lending Corporation, an established and currently operating as a closed-end interval fund dedicated to the marketplace lending asset class, announced on Tuesday its 5.875% Series A Term …
  • Stocks rise after Coke, Hasbro others reports solid earnings 23 Jul 2019 14:43 SF Gate Damian J. Troise, Ap Business Writer Updated 7:28 am PDT, Tuesday, July 23, 2019 FILE - In this Thursday, July 18, 2019, file photo trader Dennis Maguire works on the floor of the New York Stock Exchange. The U.S. stock market opens at 9:30 a.m. EDT on …