Earn Passive Income from the
Stock and Bond Markets
We make it easier to understand and manage the subject matter.
Cash in Bank
Checking, savings, high yield, online banks that are FDIC-insured. Considered to be the highest liquidity and often with features to move money quickly.
Money Markets
MMAs and MMFs. Accounts and Funds. Designed to offer stability of capital, liquidity, and income. A convenient way to access potentially higher yields on cash.
CDs
Certificates of Deposit are FDIC-insured bank deposits that pay a stated amount of interest for a specified period and promise to return your money on a specific date.
Stocks & Bonds
Add to the basics. Get a little more advanced for even better returns. Stocks, options, bonds, ETFs …
Earn income on the same money … twice!
Consider our strategy that employs marginable securities and options to boost your overall yield.
Why Us?
We are different. Yes, really!
Review Our Approach and see what you think.
There are 100’s maybe 1000’s of financial and investment websites and services that make all kinds of claims and give all kinds of “advice”.
The old saying goes, “more money is made giving financial advice than taking it“.
We always ask for every investment. What are the chances we get all of our money back? When can we expect to get all of our money back? What is the yield on the amount of money invested? Over what time frame?
Admittedly, Our Approach might be too “risk averse”, too conservative, too “sleep at night” … for you. Only you and your advisors can decide for you.
Investing for income is not rocket science.
That’s right, it’s much harder!
But we believe we can help with some different slants and ideas that the Money Manager Industry (AUM) seems reluctant to talk about for the general public.
Our Services
FREE
Information resources with our slant to make it easier to understand.
$19 /month
Our Approach. We are considered “conservative”. Of course, that might not be right for you.
$40 / half hour
Add online one-on-one coaching to Our Approach.
We help you understand this stuff
For example, what does all of this mean?
| Issue Title: General Obligation Bonds, Election of 2024, Series 2024 |
| Issue Description: See Preliminary Offering Statement |
| Type Of Bond/Security: Municipal Bond – General Obligation |
“Managing my wealth has never been this easy and rewarding. Sleep at night is important to me!”
Wade Warren
Why Choose Us
Passionate
We love to help and we know how to help.
Experience
30+ years. We have seen and heard it all. Learn from the mistakes that we have seen and heard about.
Support
We are available and responsive. Yes, really! Try us out.
Disclaimer
The information or service is for informational purposes only and is not intended to be personal financial, legal, or tax advice. There is an inherent risk involved with financial decisions and the website owner will not be held liable for decisions others make.
Disclosures
Mutual funds and ETFs are not FDIC-insured, may lose value, and are not guaranteed by a bank or other financial institution.
Carefully consider the investment objectives, risks, charges, and expenses before investing.
Before you open any account, even a bank account, it is important to consider things such as eligibility, fees, accessibility and minimum deposit and balance requirements.