…an independent advisory firm building wealth with active portfolio management

Category: 4. Building Wealth

  • Advice

    Be cautious where you seek advice.  Expertise is not transferable.  If you have cancer you don’t go to a cardiologist. Seems like a simple concept but smart people frequently seek counsel from unworthy sources. Consider JCPenney appointing Ron Johnson as CEO.  Johnson is brilliant.  Johnson is so cool. He was the VP of Merchandising for…