I grew up in a middle class working family in Milwaukee. I remember long gas lines, the first home my parents bought and the recession of the early 1980s.
My parent’s sacrificed to put me through Catholic Schools at a time that Milwaukee Public Schools were beginning to fail. I also remember all of the good times with my family, especially my brothers, and friends. I can never fully repay any of these people for their love and concern for me, nor their guidance.
I see how times have changed in America the past 40 years. Life has become harder as the global economy has shifted and become more competitive. I also know that some of the opportunity in America has been hoarded by few. What I believe is that America is still the land of opportunity, but that we must be wise about how we approach the world individually.
After graduating from Dominican High School, I attended the University of Wisconsin in Milwaukee with majors in Economics and Political Science and graduated with a Bachelor of Arts degree. I can not thank either institution enough.
After college, I began my investment career as a financial advisor in 1996 with one of America’s largest independent broker-dealers. I spent 14 years as a broker restrained by a financial industry that I feel is mediocre at best and generally overpriced.
In 2010, I founded Bluemound Asset Management, LLC, a fee-only Registered Investment Advisor in Wisconsin. The firm offers investment management for growth investors, retirees and accredited investors.
In 2011, I was selected over nearly 200 analysts as “The World’s Next Great Investing Columnist” by MarketWatch of the Wall Street Journal. I have been published regularly on MarketWatch, been syndicated by dozens of publications and now contribute regularly on Seeking Alpha. You can find my ranking versus thousands of other analysts according to TipRanks.
I began Fundamental Trends in 2016 in order to help Do-It-Yourself investors learn to beat 80-90% of “pros.” With only a few slip ups, our performance has been outstanding.
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You can find me on social media where I am happy to connect:
- LinkedIn – links to articles
- Facebook – links to articles
- Twitter – interaction & links to articles
- YouTube – weekly webinars published.