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"I want to be happy by doing well by doing good."

ClientFirst.pro

Investment Advisor • Securities Principal

Mutual Funds • IRAs • 529 College Plans • UTMA minor accounts • ABLE accounts • Variable Annuities • 401k Plans • Term Life Insurance
Get my free report on Where and How to Invest for Long-Term Growth? here: https://r.clientfirst.pro/longterm
November 13, 2025 at 9:41 PM
November 12, 2025 at 9:50 PM
► Web site: https://AdvisorFirst.org
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► Join my free Advisor Training Telegram group: https://t.me/AdvisorFirstDailies
► Want to be an Advisor? Book a call: https://call.AdvisorFirst.org
November 12, 2025 at 12:00 AM
“Volatility isn't really risk but uncertainty.”
November 11, 2025 at 9:17 PM
November 11, 2025 at 12:47 AM
► Client website https://ClientFirst.pro
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November 10, 2025 at 10:51 PM
Good times with my great friend Sergei!
November 10, 2025 at 3:00 AM
Why is it "a penny for your thoughts" but you have to "put your two cents in"?

Somebody’s making a penny.
November 9, 2025 at 10:43 PM
► Web site: https://AdvisorFirst.org
► Free Advisor newsletter: https://news.AdvisorFirst.org
► Join my free Advisor Training Telegram group: https://t.me/AdvisorFirstDailies
► Want to be an Advisor? Book a call: https://call.AdvisorFirst.org
November 8, 2025 at 8:43 PM
“Never ruin an apology with an excuse.”

―Kimberly Johnson
November 8, 2025 at 12:18 AM
“Success in investing doesn't correlate with IQ.”
November 7, 2025 at 5:53 PM
“Why do psychics have to ask you for your name?”
November 7, 2025 at 6:02 AM
Get my free report on Rebalancing here: https://r.clientfirst.pro/reb
November 6, 2025 at 5:33 PM
November 6, 2025 at 2:00 AM
The worst course an investor can take is to follow the prevailing sentiment about economic activity. That will lead investors to 𝗯𝘂𝘆 𝗮𝘁 𝗵𝗶𝗴𝗵 𝗽𝗿𝗶𝗰𝗲𝘀 when times are good and everyone is optimistic, and 𝘀𝗲𝗹𝗹 𝗮𝘁 𝘁𝗵𝗲 𝗹𝗼𝘄.
November 5, 2025 at 9:07 PM
► Web site: https://AdvisorFirst.org
► Free Advisor newsletter: https://news.AdvisorFirst.org
► Join my free Advisor Training Telegram group: https://t.me/AdvisorFirstDailies
► Want to be an Advisor? Book a call: https://call.AdvisorFirst.org
November 4, 2025 at 10:45 PM
“You could be somewhere where the mail was delayed three weeks and do just fine investing.”
November 4, 2025 at 6:11 PM
As I grow older, I pay less attention to what people say.

I just watch what they do.
November 4, 2025 at 2:45 AM
► Client website https://ClientFirst.pro
► Subscribe to my newsletter: https://news.clientfirst.pro
November 3, 2025 at 11:46 PM
November 2, 2025 at 9:40 PM
November 2, 2025 at 6:46 PM
October 31, 2025 at 5:17 PM
I take a two hour nap, from one o’clock to four.
October 31, 2025 at 2:00 AM
Get my free report on The Magic of Compound Interest here: https://r.clientfirst.pro/magic
October 30, 2025 at 9:36 PM