Serving others – finding purpose

Today, I tried something new and out of my comfort zone. I went live on Facebook for a presentation on 401K Mutual Funds. There was lag on the sound and video. There was awkward pauses. I was looking all over the place. A couple brain freezes. Afterwards I did get several messages that the information … Read more

Recognizing and converting opportunities

Over the summer we were on our annual vacation with the family at the beach. During the watching of the movie Bullitt, my 20 yr old nephew leaned over and asked a simple question, “I got a hundred bucks, what stock should I invest in?” He had his brokerage account app open on his phone … Read more

Go Against the Grain

Warren Buffet said, “We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful”. He was talking about investment strategies and how you shouldn’t follow the masses. When everyone is panic selling, you should hold. When everyone is buying and inflating a stock’s price, you shouldn’t buy. … Read more