: About Me

I'm a freelance writer and registered investment advisor (though I'm not sure in which order). I began my financial career as a broker with a major Wall Street firm, where fundamentals and long-term holding periods were core strategies. After that, I switched gears completely, becoming an analyst at a short-term trading newsletter that focused on technical analysis. Now I manage client money using the best of both philosophies. My company, Bluegrass Portfolio Management, offers investors an opportunity to reap superior returns with minimized risk, though education is my focus.

My passion is ...

Investing, and art

I know too much about ...

Movie trivia

My parents always told me ...

Work hard

My childhood ambition ...

To be an astronaut

My favorite memory ...

My 10th birthday...I got new bike.

Why I write ...

To learn as much as educate

My first job ...

Selling watches and jewelry

My best moment ...

First getting published

My inspiration ...

Actually making a difference, even if small

Personal Finance > Investing Basics The biggest investing mistakes and how to avoid them

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Getting involved in the stock market is one thing. Staying involved is another. Most novice investors quickly learn that financial models and market logic are pushed aside by the market's reality and unpredictable behavior. If they don't learn how to stay in the game by at least preserving their capital, they might not get a chance to become a seasoned investor. The good news is, taking the investing game to that proverbial 'next level' doesn't require a PhD in economics. Many investors have their all-important 'eureka' moment when they grasp these few simple principles... 1) Stocks don't ...

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