@ProlongWealth - I believe Wealth Management is to educate the Investor to take control of their Financial Destiny by teaching them Plan, Prolong, Protect Investments. Remember capital preservation is a must, never trade a stock without a stop loss.
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Trend follower, portfolio manager, market technician. Former sales trader to hedge funds/institutions, research analyst, prop trader, buy-side head of desk. Only took 25 years to find what works for me. Always learning.