Invest Smarter

Information about how to invest is abundant and cheap.

Understanding how to use that information effectively takes skill.

We offer education, tools, and training to help you improve your skills.

To see the difference that investing skill can make, take a look at this chart.

Skills matter a great deal in the investment world. If you operate at a low skill level, don't expect to perform up to your potential. It takes a small amount of effort to move from the far right of this chart (the performance of the average investor) to the middle (the market return). Doing so will double the amount of your wealth at retirement. It takes considerably more training to go beyond the market return. We can teach you those skills.​

Are you leaving money on the table?

Many investors mistakenly think that when they buy a stock, they are buying it from “the market.” But in reality, they’re buying it from another investor.  That person - the one who is taking the other side of your trade - has decided that he no longer wants to own it. And since professionals account for 95% of all trading activity, the person who is selling you that stock is probably a professional. Why does this matter?

Because just as it is in poker, amateurs leave money on the table and professionals scoop it up. In the stock market, skilled investors play the game every day, and they have better information and greater skills than you do. They use those skills to their advantage.

 After 24 years as a professional trader, the one truth that stands above all else is this:

 Professional traders would not be able to make a living if it weren’t for all the money left on the table by amateurs.

Maybe it’s time for you to raise your game and stop leaving money on the table.

When I talk with clients, here's what comes up most often:

“Why are my results so inconsistent and unpredictable?”
“How can I be sure that I’m making the best decisions?”

My answer is simple: find a strategy that suits you. There are dozens to choose from, but there's only one that will fit your personality. When you find it, set up a simple plan that will help you stick to your strategy. So how do you go about this? Start by asking yourself what kind of investor you are. Are you risk-seeking, or safety-seeking? Are you a “tinkerer” who enjoys doing research and picking stocks, or does the whole stock market thing bore you to death? Will you actively maintain your investment portfolio, or would you rather “set it and forget it?” These kinds of questions will lead you to your natural investing style, and your investing strategy should match that style.

If you want to learn more about who you are as an investor, try taking the free  Investing Style Assessment here. It takes about 10 minutes, and it will uncover some things about your investor personality that you didn't know. It explores things like your grasp of key investment concepts, your risk preferences, and your decision-making skills. It’s free, and there is no sales pitch connected with it.

If you want to get started with some free information about what you can do to improve your skills as an investor, enter your name and email for instant access to my FREE weekly newsletter. In it you’ll find unbiased, timely information about where we are now in the market, and where we are likely headed next.When you subscribe to the free newsletter, you also get my FREE REPORT:  “Using Past Market Bubbles To Predict The Next One.”  This report could not come at a better time for investors. There is ample evidence that we’re in the early stages of a major bubble in the stock market. This report explains how bubbles form, how to recognize them, and when it’s time to start taking some money off the table. Don’t miss it! After all, it’s free…

Are We In A Bubble?

This free white paper provides an answer to the question on every investor's mind - are we in a new stock market bubble? And more importantly, what if anything should you be doing right now to protect your portfolio?

Find Your Groove

Take this free Investing Style Assessment to find out whether your current strategy fits your natural skills and abilities. Too many investors are using a strategy that doesn't fit, and their investment results suffer.

Second Opinion

Sometimes it's smart to get a 2nd opinion from an expert - just to make sure you're on the right track. You might be surprised to learn what's really going on when you look a little closer at what you own.

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See what our clients have to say about ZenInvestor

George B.Rochester, NYr

As a 29 year old man looking back on years of failed financial planning, I can finally understand what I should be doing, just by reading your ‘Beginners Workshop.’ From having almost no clue how all this investment and retirement stuff works I now have a plan that will get me to where I want to be by the time I reach 65. Now I just need to pay off all that ugly debt and put my money to work.

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