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Are you just investing my money in a plain vanilla asset allocation or do you understand and know the stocks you recommend? Good question. We think it’s important to “invest” in businesses we believe have opportunities to make a lot of money and therefore, we have to know the businesses we own for clients. We listen to the conference calls, we pay attention to the news surrounding our stocks and we try and understand what it is about our stock selections that will make them great! We try and understand the details of our alternative investments. We try and own stocks and investments for the market we are in today; not the market we were in yesterday.

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Email: mdp@lighthouseretirement.com


 
 
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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


Check the background of this financial professional on FINRA's BrokerCheck.