401K Planning
Search documents
TFLR: Yield Too Low For Credit Quality
Seeking Alpha· 2026-02-17 18:03
I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...
EVT: Nice Yield, Candidate For Bear Market Investing
Seeking Alpha· 2026-01-13 03:39
Core Viewpoint - The article discusses the journey of an individual transitioning from a potential political career to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The individual initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - A sales role at a law firm from 2020 to 2022 allowed the individual to excel and manage a team, contributing to the development of sales strategies [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 2: Investment Advisory Experience - From 2022 to 2023, the individual worked as an investment advisory representative with Fidelity, focusing on 401K planning [1] - The individual successfully passed Series exams ahead of schedule, demonstrating proficiency in the investment advisory role [1] - Frustration arose from the conflict between personal value investing principles and Fidelity's reliance on modern portfolio theory, leading to a decision to leave after one year [1] Group 3: Current Endeavors - In November 2023, the individual began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The individual has been actively investing while building a base of capital through aggressive saving strategies [1] - The articles serve as a platform for the individual to document and share the investment journey with readers [1]
Immersion: Core Business Still Intact (NASDAQ:IMMR)
Seeking Alpha· 2025-12-09 13:38
Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The transition to value investing was motivated by a desire to make money work effectively and to protect against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the author served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - The author excelled in this role, passing Series exams ahead of schedule, but felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after a year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles reflect the author's personal investment journey, inviting readers to join in the exploration of potential investment opportunities [1]