Financial Planning, Management, and Investing Life Coaching Services and Training Areas Include:

Financial Planning and Management

• Budgeting and Debt Management
• Establishing and Optimizing Financial Goals
• Measuring and Managing Progress
• Performing Financial Planning, Tracking, Management, and Optimization

Investing in Financial Markets – Working with Clients to Determine How to Buy, What to Buy, and When to Buy (or Sell):

 How to Buy:

• Performing Risk Management and Optimization Across Multiple Financial Goal Categories and Risk Profiles

What to Buy:

• Interpreting Financial Data Across Investment Companies and Performing Fundamental Analysis to Determine High Quality Companies to Invest in
• Performing Comparative Analyses Across Multiple Companies and Investment Alternatives to Optimize Investments

When to Buy or Sell:

• Developing and Optimizing Investment Strategies
• Performing Metrics Based Assessments with Respect to Progress Towards Individual Financial Goals and Associated Risk Profiles
• Interpreting Stock Market Charts and Data and Performing Technical Analysis to Determine Optimal Buy and Sell Opportunities

One question that I get frequently as a life coach is how I became so successful as an investor. Well, it certainly was not an overnight success. It took years of developing and refining various techniques and strategies and experimenting with different approaches. The introduction to the series of financial planning, management, and investing series of books I published communicates my story as a part of this. Here it is:

Now, you might be wondering why you should be listening to me about financial planning, management, and investing. Well, you shouldn’t. In fact, you might instead consider not learning any of the information, techniques, and strategies being presented throughout this series of books and simply invest with some of the so called “smart money” investors like Bill Ackman of Pershing Square. Now there’s a smart money name for you.

Good ole Bill lost 21% in a year where I gained 73%. That was 2015. And he was on a roll again in 2016. That’s okay though. One investor’s losses is another investor’s gains I suppose. Thank you kindly, Bill. It was nice doing business with you. I hope we can do business again sometime.

Now, all kidding aside, what I truly recommend is that you learn and study the information, techniques, and strategies being presented throughout this series of books and use those that work for you, drop those that don’t, modify those that somewhat work for you, and come up with some of your own. That’s how I achieved success. And you can too.

The knowledge, skills, expertise, and experience that you gain via this series of books are based on investment techniques and strategies which I have developed, evolved, and employed for over twenty years now. Let me summarize how I got to where I am today.

During my earlier years of investing I was more of a “buy and hold” type investor who frequently engaged in investments held over the longer term which tracked major indices and/or supported growth oriented financial objectives. Throughout this period of time I studied investment experts who focused more on longer term investing techniques, strategies, and methodologies.

When the dot com bubble struck back in 2000, I realized that long term “buy and hold” investing presented substantial risks. As such, I modified my investment techniques and strategies to support periodic buying and selling of investments over time. I continued to be more of a “buy and hold” type of investor, but engaged in the periodic buying and selling of investments based on overall market behaviors and economic risks to allow me to position for potential market declines and to better recover from them.

When the financial crisis hit in 2008, I lost much less than I had during the dot com bubble due to the adjustments I made to my techniques and strategies. However, I came to the realization that I probably would have done much better if I had developed techniques and strategies geared towards becoming more of a nimble investor; meaning that the “buy and hold” style of investing that I once so aggressively pursued was probably not something that I wanted to continue supporting as much as I had in the past. Thus, I began to actively study investment experts who focused more on shorter term investing and trading and learned day trading techniques. I then overhauled my investment techniques and strategies, and made substantial improvements to them, to support a combined approach by incorporating the knowledge I had gained on both short term and long term investing. I then proceeded to assess and evolve my techniques and strategies over time, based on the observed results, and continue to do so.

And the results have been astounding! Since 2011, my average annual gain has been 39% which is just over a 5 year gain on average. I have handily beat each of the stock market indices and most, if not all, fund managers and investment firms.

 

Now, to put this into a bit more perspective. Let’s take a look at some numbers. If you had invested the same way I did over these years and had:

~ $10,000 back in 2011 you would have about $269,000 by the end of 2021.

~ $25,000 back in 2011 you would have about $673,000 by the end of 2021.

~ $50,000 back in 2011 you would have about $1.3M by the end of 2021.

~ $75,000 back in 2011 you would have about $2.0M by the end of 2021.

On average it would take you about 45 years to achieve those kinds of gains. So, as you can readily observe, the techniques and strategies that I developed and employed over the years have worked extremely well. And they will work for you too. So take what you learn throughout this financial planning, management, and investing series of books and make it your own. Make it your goal to achieve even greater success than I have.

If you would like to review my history of investment activities which got me to where I am today please select the Stock Market Activities menu item. For my “INVEST LIKE A PRO” series of books, seminars, and other offerings please select the Published Books, Life Coaching Services, & Seminars menu item.

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