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Mission Statement

My mission is to propel my clients to their dreams, aspirations, and goals.

Warren Buffet has stated that great traders focus on risk and how to manage it. Which leads me to my motto: Where does the risk lie? Norman Vincent Peale's has stated on another similar note, that "... truth always produces right procedures and therefore right results."*

Over three decades analyzing many of the great financial strategies and philosophies, including the CANSLIM approach from William O'Neil, the global philosophy of John Templeton, the common sense approach of Peter Lynch, the pure academic rule of asset allocation and the financial pyramid, western bar charts, eastern candlestick charting, my job is to connect the dots and reduce the amount of error in the decision making and increase the amount of truth.


* Power Of Positive Thinking, Norman Vincent Peale