Social security is not a perfect system, but it does offer some security against absolute destitution for people like my grandparents.
We invest in individual stocks of high quality businesses.
We define quality by measures of consistent Return on Invested Capital and low amounts of debt.
We like to see consistent stock redemption or growing dividends.
We believe the easiest way to generate good returns is to own quality businesses and wait.
We help build, manage, preserve and transition wealth for anyone!
Recent Blogs
You want to retire before age 65 when you would qualify for Medicare, but you’re afraid of high health insurance premiums?
If you landed here, you may be asking “How do you perform due diligence on a financial advisor?”
