I am an investor, entrepreneur and consultant with over 35 years of investment experience. I employ a macro-style, passive, index-based all-weather investment approach. I emphasize capital preservation, with a value orientation and contrarian bent. I manage and advise on family portfolios collectively valued in the eight-figure range. Background includes a B.S. Industrial Engineering and MBA in investments from University of Illinois, Urbana-Champaign, plus 11,000+ hours of investment management and research. Accomplished entrepreneur, consultant and business owner. My passion is to help individuals improve their financial literacy and investing skills. Besides writing for SeekingAlpha and Advisor Perspectives, I’ve presented at universities, churches and other community organizations.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of VTV, VEA, ISCF, DGS, VGSH, VGIT, GLD, SGOL, SIVR, GUNR, MLPX, FPI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Disclaimer: My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. The information is based on my research and is subject to possible errors and omissions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to investors’ own unique investment situation, objectives, risk tolerance and investment horizon. I am not a Registered Investment Advisor or Financial Planner. I disclaim all liability with respect to investor actions taken based on the information provided here.
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