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Whether you invest on your own or if you use a financial advisor for you can learn from me how the markets work, and what constitutes a great company. This gives you an edge in the moves your advisor makes on your behalf and any discussions with your advisor. “The way the system is structured, most professionals have a strong incentive to keep you in invested so they can take your fees and commissions. They're just doing what’s best for them (and their company) not what’s best for you.” Jim Cramer in Getting Back to Even.

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I have fifteen years of banking and lending experience which gave me comprehensive credit understanding, including how to assess balance sheets and income statements. Prior to my time in commercial and government banking, I spent eighteen years in management in the technology industry, including sales, tech, and service in my career. I was in the middle of the internet’s commercial arrival in the 1990’s with responsibility over commercial data teams and products in the Silicon Valley. Subscribe to get full access to the newsletter and all past publication archives. Articles are unavailable to reader after six weeks from date of publishing accept to paid subscribers. We typically put out two newsletters a week, if the landscape of the markets suggests it is warranted. My value to you? To make this all easily understandable and interesting.

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