We run a registered investment advisory firm. We integrate global macro, technical and sentiment data in portfolio management.
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@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.
Dan has been active in finance, strategy & business building for more than two decades. He has focused on technology & media for most of that time. His notes are here & in his book, The Age of Convergence (2013).