Check Schedule Now

Mike’s Calendar is Filling Fast—Check His Availability Now Before it’s Too Late!

Defining Risk Better

Defining Risk Better

by | Aug 14, 2024 | Uncategorized

Let’s define risk. The wall street folks define risk using Harry Markowitz’s approach, calling it volatility. They throw a “statistically significant” number of performance observations on a chart and come up with a variance—meaning how wide of a range is there from...
Keys to success as a financial advisor

Keys to success as a financial advisor

by | Aug 14, 2024 | Uncategorized

Keys to success as a financial advisor. It is extremely common that any one investor might have one stock that is greater than, say, 10% of their portfolio. This can be the company they worked for over decades. This could be something inherited from a relative that...
Concentrated Positions

Concentrated Positions

by | Aug 14, 2024 | Uncategorized

Managing Concentrated Positions It is extremely common that any one investor might have one stock that is greater than, say, 10% of their portfolio. This can be the company they worked for over decades. This could be something inherited from a relative that has...
Fixed Income and the Retail Investor

Fixed Income and the Retail Investor

by | Aug 14, 2024 | Uncategorized

Fixed Income and the Retail Investor! Bonds or fixed income really have two purposes for the US individual investor: income and stability. Some will disagree with me. They would say that you might want to own bonds for appreciation. However, In order to achieve...
Professional Speaker Mike Ross
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.