Disclosures (plain English)

• This website is for educational and informational purposes only.
• Nothing here should be considered investment, tax, or legal advice.
• Nothing on this site is a recommendation to buy or sell any security.
• Investing involves risk, including possible loss of principal.
• I do not guarantee results.

Current status: I am currently studying for the Series 65 and exploring affiliation with a registered investment adviser (RIA). Until that is in place, I am not providing investment advisory services.

If and when I provide investment advisory services, it will be only after I am properly registered and/or affiliated, and only under a written agreement and required disclosures.