My Approach

A Few Examples of My Philosophy and Work

My Philosophy on Investing

January 2020

Investing doesn't have to be complex. My approach is simple, successful, and cost effective.

Retirement Income Strategies

March 2020

You have retired. Congratulations! Now, what is the plan for drawing down your assets for daily income? It's more complicated than you might think. The right strategy can save you on taxes and make your assets last longer. This article provides some of the considerations.

Stock Picking

September 2020

I get a lot of questions about what particular hot stocks investors should buy. Here is my take on that.