I know that I am an investor. What I didn't know was that I am an investing consumer. The same qualities that apply to the purchase of an automobile, a house, or even a loaf of bread apply to buying an investment. Regardless of where you are using the investment, someone-somewhere has sold it to you, and numerous people (many of whom you have NEVER met) profited from that sale- period!
Other than fiction writers (which are allowed to make stuff up), I have always asked why I should read, listen to, understand, or act on the writings or teachings of others. Simply put- what makes them so special? It seems that everyone has a book, a YouTube video, or a blog. Mine deals with investments, and we know there are thousands of those items out there. What makes mine different?
The answer is two words- PERSPECTIVE and EXPERIENCE! From the first day that I began my career in financial services, I have done so with one goal in mind- find a better way to invest my own money, and to share those lessons with others so that they might benefit. A disclaimer is in order here- please understand that I will share actual and factual events that have occurred over the last 25 years. I have the pleasure of knowing many wonderful, professional financial advisors and none of this is directed at them. I have also, however, known many advisors who were motivated for their own selfish gain with little regard for the finances with which they were entrusted. Unfortunately, it is almost impossible to tell them apart from the consumer position.
I will try to keep these postings at reasonable length to help you digest the benefits learned from a quarter century of full-time service in an industry that (for the most part) has their interests placed first, that of their representatives second, and those of the consumer-you- last. Have a good read.....
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