I completed my BA in Business/Economics from Wheaton College in 2003. I have been Series 6/63 as well as insurance licensed at my previous job with a bank in Sarasota, FL. Since 2005 I have worked with The McAlvany Financial Group specializing in private, tangible precious metals ownership including domestic holdings, professional storage options including foreign locations, and retirement accounts. Our firm also offers full-service wealth management.
I recommend diversification based on philosophical mandates, as opposed to asset classes. A properly diversified portfolio includes a percentage dedicated towards three categories; cash/income, preservation and growth. On the growth side, I am active in both the equity and currency markets.
More information about me can be found at my LinkedIn profile by clicking HERE
For short-term trading information and thoughts, please see my Twitter account @TraderSlim
If you have any questions about McAlvany Wealth Management services or precious metals ownership, please complete the contact form below.
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