I founded The Mutual Fund Store® because I love helping people with their investments. I saw a gap in the type of investment management service available to the wealthy compared to the average American investor. So, I created an independent, fee-based advisory service to help people of all income brackets build their wealth.

My strength is de-mystifying investing; I explain what you need to know in everyday language. The combination of offering carefully tailored advice to clients of The Mutual Fund Store® and explaining sound investment principles to a mass audience via radio is my passion. Over the years, I have realized that I continue to come back to ten broad principles of investing and I share these with you in my book, The Bold Truth About Investing.

I’m fortunate that people other than clients (and my wife) value my thoughts and opinions, so if you’re interested, read and watch my latest news coverage... and give me a call this Saturday at 1-888-833-8637.