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Michael Weiss, CFA

I can answer most questions about investing for beginners

Steve Hach

I can field general questions about the stock market and investing. The best ways to analyze stocks for investing, general financial questions about the markets, and questions about companies.

Rob Drury

Basic investment planning, retirement planning, qualified retirement plans (401(k), IRAs, etc.), retirement account transfers and rollovers.

Paul Henneman

I can answer any questions on investment strategies. Specifically, my expertise lies in long term investment strategies designed to beat market performance while reducing risk. Not get rich quick schemes, but solid investing strategies. DO NOT SEND ME YOUR HOME WORK QUESTIONS! Over one half of the questions I receive are clearly students in finance or economic classes asking for answers to their homework questions. Most of these come from India. I won't answer them, do your own work. However, I welcome all investors trying to negotiate how to invest in stocks, mutual funds, ETF's, and other investments.

Recent Answers

2017-02-08 stock brokers:

Randy,    Thank you for your question!    Typically the account would be transferred to another brokerage firm. Here is a great explanation of that on the FINRA website, which is the organization that

2017-01-29 Choosing stocks for a beginner:

Hi Gary,    I am sorry but I do not know much about stock opportunities in medical marijuana.  Penny stock are risky and would be most suitable for experienced investors with a very high risk tolerance

2016-12-27 Bonds:

Kenneth,    Thank you for your question. There are two ways to earn income from bonds: The bond yield is one. This is usually very stable source of income. The other is the price of the bond. The value

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