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
  • Take Five: 'Our currency, your problem' - all over again 21 Feb 2020 21:59 Reuters (Reuters) - 1/KING DOLLAR Traders work on the floor of the New York Stock Exchange shortly after the opening bell in New York, U.S., February 6, 2020. REUTERS/Lucas Jackson The dollar juggernaut rolls on. The U.S. currency has rocketed to a near …
  • Coronavirus fears, U.S. business data drag down Wall Street 21 Feb 2020 21:59 Reuters Traders work on the floor of the New York Stock Exchange shortly after the opening bell in New York, U.S., February 6, 2020. REUTERS/Lucas Jackson NEW YORK (Reuters) - U.S. stocks fell and the Nasdaq had its worst daily percentage decline in about …
  • Space Tourism Oddity: How Virgin Galactic Stock Surged 500% in Two Months 21 Feb 2020 21:48 New York Observer Richard Branson, founder of Virgin Galactic, poses before ringing the First Trade Bell to commemorate the company’s first day of trading on the New York Stock Exchange (NYSE) on October 28, 2019 in New York City. JOHANNES EISELE/AFP via Getty Images If …
  • Brookfield Property Partners: A New 5.75% Series Of Preferred Units 21 Feb 2020 21:37 Seeking Alpha Introduction The exchange-traded fixed-income securities can be sorted into several main groups: preferred stocks, preferred units, third-party trust preferreds, convertibles, and baby bonds. They all have their own peculiarities, and they all rank …
  • Aimco Announces Participation in Citi 2020 Global Property CEO Conference 21 Feb 2020 21:34 Tradingcharts.com DENVER, February 21, 2020 (BUSINESS WIRE) -- Apartment Investment and Management Company ("Aimco") (NYSE: AIV) announced today that Chairman/CEO, Terry Considine, and CFO, Paul Beldin, will host a roundtable discussion at the Citi 2020 Global …