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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Experience has led me to believe that while trying to out guess the market short term is generally a losers game, you can do better than most investors over a cycle once you get to know and rely on a system established by Michael Zahorchak to curtail downside losses. Michael Zahorchak and Michael Baum were important mentors who taught technical analysis at NYU back in the 1970s and 1980s based on Michael Zahorchak's famous out of print book-Low Risk Investment. I have added modifications that should additionally be helpful.

As an advisor with more than 35 years experience, I work with a select number of clients with the mission of providing and delivering extraordinary insights so as to enable them to make informed financial decisions on information outside the main stream. Whether  looking to unearth a unique perspective on the market or gage what to do with regard to certain stocks or industries to align with based upon your particular situation e.g. facing retirement and thus wanting to reduce your risk—I am here to help you address pressing money questions in terms of your risk exposure. 

My first priority as a seasoned Investment advisor is to help guide your overall financial success. Not only do I want to learn and understand your personal financial goals, but I want to help you strategize on how we meet those goals. Whether you fit the description of being financially affluent, high net-worth, average investor, small business owner, widow, or retiree, I want you to understand the market fundamentally and technically with a focus on simplicity rather than complication. In this way, you'll have the confidence we can build a strategy to satisfy your dreams and goals while operating in the realm of your tolerance for risk. When you can look at a company or industry and understand where it sits with regard to the competition and its historical valuation, we will be on our way to an open and honest communication  - the cornerstone and foundation of our joint success. 

This site does not focus exclusively on the analysis of market which we can do together if you choose. Instead it is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of finance in terms of your personal life needs. So search and explore my website for items that fulfill your life needs and provide me with a note regarding any questions you may have about any particular investment concepts or products and I will get back to you quickly with my most thoughtful answer.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.