Do you have a strategy with your investments? Do you know why you are doing what you are doing? Do you have a strategic plan for taking profits, cutting losses, risk management, diversification, planning for retirement, or making your money and income last for your lifetime? Let us design and implement your strategy with you. Together we can address your investment goals and objectives.
Call Jim at (877) 235-7878
Known as the "steady voice of reason" on his weekly radio show, "The Strategic Money Report", Jim Bell shares the truth with listeners to the show each week with respect to the Stock Market as well as the economy. Jim continually challenges conventional wisdom on financial matters, analyzing both the economy and the financial markets in ways most participants have never even heard of. In his 40 year career, Jim has been an integral part of the financial service industry, having managed offices for the largest names on Wall Street, and prudently analyzing markets and market conditions using both technical and fundamental analysis. A practitioner of the work of R N Elliott, known as the Elliott Wave Principle, Jim has made some incredibly accurate market forecasts in the 7 years of hosting the “Strategic Money Report".
Jim has served as a registered advisor and managed brokerage offices for many of the top-named large brokerage firms like Merrill Lynch, and Morgan Stanley, and Drexel Burnham Lambert. Over the years he has fulfilled many roles and has great experience including hiring, training, educating and mentoring professionals and the public alike. He teaches classes in many aspects of the financial services industry and hosts workshops and seminars for investors of all ages. Holding a certificate of competence by the Options Institute, he teaches classes on the uses and risks of listed options developed by the Chicago Board Options Exchange (CBOE). Jim is a Certified Senior Advisor and has a passion for helping Seniors find suitable investment opportunities to help them “outlive” their money.
For more information, or to subscribe to Jim's bi-weekly newsletter, visit the Strategic Money Report website.