Managed Accounts

My main business is managing brokerage accounts for individuals. Clients can set up all types of accounts for me to manage, including individual accounts, joint accounts, IRAs, and trusts.

 

Learn more about managed accounts

 

 

Financial Planning

I can help clients without directly managing their money.  It’s easier now than ever to be a self-directed investor, but it’s always good to have someone in your corner giving you guidance.

 

Learn more about financial planning

 

 

The Benen Report

The Benen Report is a monthly newsletter that I send out to my clients.  I discuss topics related to investing, personal financial decisions, and macroeconomic themes that I think are pertinent.

 

Learn more about The Benen Report

 

 

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