I am a 1968 graduate of the University of Wisconsin (BBA Marketing). I have been investing in stocks for over 53 years. I began my career in the brokerage business as a retail stockbroker in 1970 with a Kansas City based regional firm H.O. Peet & Co. Inc. Peet was acquired in 1978 by Kidder, Peabody. This marked a turning point in my career as I moved my business to the institutional (wholesale) side of the firm, selling the firm’s equity research and syndicate products to banks, investment advisors, insurance companies and mutual funds. In 1990 I joined St. Louis based A.G. Edwards as one of their first hires in the development of a fledgling institutional business. Seventeen years later Edwards was sold to Wachovia. The following year, in the depths of the financial crisis, Wachovia was taken over by Wells Fargo. In 2012 I retired from Wells Fargo to manage my own money, try my hand at blogging and enjoying life with my wife of 44 years, my children and grandchildren.
My blog aims to offer a sensible counterpoint to the twenty-four/seven media, political, punditry cycle and its continuous barrage of bad news, misinformation and fear mongering. Much of this is noise that scares and confuses individual investors. Interestingly, based on my experience with institutional investors, they can become bogged down in this same quagmire as well.
My goal is to share with the investor the perspective and historical context gained during my 42 years in the investment industry. I do believe that history repeats itself and that this adage holds true for the markets. Most investors do not have the time or inclination to follow the daily ins and outs of the stock market or the economy. I did and continue to follow the both very closely. I hope you find our work to be helpful in your quest for investment returns.
I am available for public speaking engagements.
913 638 8841