Mentoring investors to make successful investment decisions through improved financial literacy


Investment Coaching Services

Whether you are just starting out investing in stocks or a seasoned veteran investor, we offer customized coaching and portfolio evaluation services that will elevate your investment intelligence. More




Our blog attempts to identify consensus in the stock that we can avoid it. More



Video Quick Hits

Video synopsis on key investment concepts. More


What is my why?


Traditional investment advice sells investors lemonade. My "Why" is to teach investors how to grow their own lemons so they can drink all the lemonade they want for the rest of their lives. More


What Is An Investment Coach?

At first glance, there appears to be no difference between an investment advisor and an investment coach. It's semantics. The only common link is "investment" but the intentions are very different. More