Earn Passive Income from the Stock and Bond Markets
Fixed income investing is not rocket science!
That’s right, it’s harder. But we try to make it easier to understand.
What does all of the following mean?
Less than 1/2 of one percent!
Are there some better ways?
About Us
Are your cash reserves and investments working for you?
Your path to passive Income & Yield from interest, dividends, options, and capital gains.
30+ years of experience. We have seen and heard it all.
We help you learn how to manage money and money managers.
People asked “what do you do” and “how do you do it?
Review and follow along as we execute our own personal approach. It is basic and easy to understand with a few wrinkles that you might not see in traditional settings.
We use …
– the largest U.S. stock ETF
– a leveraged stock ETP
– options, PUTS and CALLS
– bonds and bond ETF’s
– money market mutual funds
– CDs.
Double the effort.
Find out how we use a fixed income position to also take a stock market position and hold them both at the same time.
Please note. We do not take positions in individual stocks. Your approach and risk tolerance maybe entirely different.
Our Services
No Charge. Start with free information in this website including helpful links.
Our Approach. Positions, trades, rationale, the vehicles we employ.
Subscribe to follow the approach we employ ($19 /month).
Then if helpful, add one-on-one coaching ($99 /month).
No credit card required.
Holistic Retirement Income Planning
Ensure a secure retirement with our planning services. Enjoy peace of mind in your later years. Talk with our trusted, licensed, partner Advisors.
Personalized Wealth Strategies
Grow and safeguard your wealth with personalized strategies from trusted, licensed, partner Advisors.
Strategic Returns with U.S. Index Funds
Maximize yields, minimize risks. Strategies for passive income.
Ashley Davis
Investor
Managing my wealth has never been this easy and rewarding!
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.