About

This blog is about investing and finance. No matter what type of investor you are, you may find some useful information here. Many of the posts are from my columns in Market Watch and the Sierra Sun. There are also several posts on using options with your stock portfolio. I have been in the business for twenty five years now and over the course of my career I have earned NASD series 3,6,7,9,10,56 and 63 registrations. Please see the contact page if you’d like to learn more about my advisory services. We offer several model portfolios with long term track records and can also customize portfolios to fit individual investors’ needs depending on your own unique situation.

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  1. John P. Balboa

    Dear Kenneth Roberts

    What ROI I can expect from your management services?
    Do you have track records of past prrformance?
    Thanks in advance
    Regards
    John P. Balboa

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