Broker Check

Current Holdings 2016

Suitable for taxable, tax deferred, IRAs, 401ks, and Roth

Stock and Bond

  • Over 3,000 company specific 401ks
  • Simple Trend and Rank
  • Bull Bear
  • Buy- Replace
  • Bull-Calendar
  • Calendar effects
  • Sector Rotation
  • Global ETF
  • Long-Cash
  • Long-Short
  • Multi-Sector Bond
  • Risk Managed Gold
  • Risk Managed Energy

Safe Money

  • Cash equivalent
  • Guaranteed Income
  • Immediate annuities
  • Tax deferred annuities
  • Equity indexed annuities
  • Personal pensions

Real Estate

  • Direct investment in Single Family Residential (SFR)
  • Whole Notes(aka Mortgages) on Single Family Residential
  • Promissory Notes (aka Debt) secured by Single Family Residential
  • Pooled mortgages (aka Equity) on Single Family Residential

Direct investment in commercial real estate

Direct investment in private companies