Tired of feeling lost in the world of investing?

Let’s be real…

I remember exactly when my interest in investing first sparked. I was twelve years old, and it all began on an unexpected snow day in the winter of 1970 when I sat with my father at the kitchen table.  I started to eat my PB&J sandwich while my father, still in his pajamas and bathrobe, was reading the business section of the newspaper.  Boring!

With about $30 in hand from shoveling snow for neighbors, I asked him, rather offhandedly and not really expecting a response, “How do you read stock tables?” That simple question launched a lifelong journey into the world of investing.

My father did respond and explained to me what a “stock” is, sort of, and the difference between “bid” and “ask.”  But he offered no clear guidance how to get rich from all this.  I asked him how the newspaper could conceivably print all the stock numbers correctly – there were thousands and thousands of numbers.  He didn’t know. 

It immediately dawned on me that I could make more money buying one of these stocks than shoveling snow or mowing lawns, which in retrospect seems to be a grifty thought for a twelve-year old, whose mind should have been on sports and the inkling that somewhere in the firmament are “girls” – yes, adolescence was approaching.  But I was a pudgy kid with little ambition of being a “babe magnet,” so it was back to stocks. I was hooked.  But where to start?  Which of these thousands of stocks listed in the newspaper could land me on easy-street?  I really wanted to crack this code. 

I kept badgering my father for investment insight, and finally he bought me a few shares of a company called Public Service of Colorado, whose price went nowhere.  This absence of instant riches only fueled my ambition to figure out the stock market. 

As eager as I was back then—and even as I continued to learn and grow over the years—I still found myself running into the same struggles so many people face today. The stock market felt confusing, unpredictable, and, at times, more like gambling than investing. I made mistakes, lost money, and wondered if I’d ever truly understand how to succeed.

Over the years I took investing and trading courses, became an attorney and represented professional traders, hedge fund magnates and portfolio managers.  But I was continuously frustrated by how hard it was to find clear, reliable guidance that a regular person like me could actually use. Most resources either overcomplicated things or gave vague, one-size-fits-all advice that didn’t really help. Finally, after so many years of meandering and false starts, the clouds began to part and rays of investment and trading clarity started shining through. 

I knew that if I was struggling, there had to be so many others out there feeling the same way—people who wanted to invest or trade wisely but were tired of being overwhelmed by conflicting information or left in the dark by generic courses that never truly delivered.

That’s when I knew I had to create something better. I decided to take everything I learned—the hard lessons, the insights from professionals, and the strategies that actually worked—and put it into a program that I wish I’d had when I started. But more importantly, I wanted to make it approachable, straightforward, and empowering. I wanted to give people the tools to confidently invest and trade on their own terms, without feeling like they had to rely on some outside “expert” to manage their money.

I know how it feels to be in your shoes—feeling lost, stuck, confused, and wondering if this is something you can really do. But I also know that if you have the right guidance and a clear roadmap, you absolutely can. You don’t have to be a Wall Street insider or have years of experience to invest successfully. You just need the right strategies,  discipline not to veer off-course, and a willingness to learn—and that’s exactly what I’m here to provide.

What do you actually get?

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