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
  • Former GE Chief Jack Welch Should Pay Back His $417 Million Golden Handshake 11 Nov 2019 22:29 Forbes Former General Electric CEO Jack Welch should pay back almost half a billion dollars he got when he ... [+] left the firm in 2001.2016 Brooks KraftThe former CEO of General Electric Co. should pay back the $417 million severance he was awarded when he …
  • 737 MAX expected to resume flying in January – Boeing 11 Nov 2019 22:17 Punch Newspapers Boeing on Monday said it expects the 737 MAX airplane, which was grounded after two crashes killed 346 people, to resume flying in January, delaying its return by one month. In a statement, the group said it still hopes to receive certification next month …
  • Tencent Music quarterly revenue beats estimates on higher paying users 11 Nov 2019 22:10 Reuters FILE PHOTO: Tencent Music Entertainment celebrate the company's IPO on the floor of the New York Stock Exchange (NYSE) in New York, U.S., December 12, 2018. REUTERS/Bryan R Smith/File Photo (Reuters) - China’s Tencent Music Entertainment Group …
  • Oppenheimer To Host Disruptive Innovation Summit: FinTech, Blockchain & AI 11 Nov 2019 22:07 GuruFocus.com NEW YORK, Nov. 11, 2019 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer") – a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – will host its Disruptive Innovation Summit: FinTech, …
  • Kinder Morgan: Safer Than Most 11 Nov 2019 21:51 Seeking Alpha Kinder Morgan (KMI) is one of the largest energy infrastructure companies in North America. The company owns an interest in or operates approximately 84,000 miles of pipelines and 157 terminals and has approximately 11,000 employees. Kinder Morgan has the …