sam's mission

SAM's mission is simple: To be the leading online provider of investment products, services, and publications.

My goal is to build trust with my subscribers. 


My journey trading real money started in 2008. Here is a brief story:

I first started trading e-mini S&P futures in 2008. In hindsight, it was great time to start. How often do you get the experience of trading during a once in a generation financial crisis? 

My most memorable loss came during the spring of 2009. One Friday, the unemployment rate hit double digits for the first time since the 80's. I thought-that is awful news, sell, sell, sell. Twenty minutes later I covered at a significant loss(at that time) and learned that the reaction to a piece of news is often more important than the actual news.

The key to surviving and thriving in this business is protecting your downside and staying in the game long enough to catch a few great trades a year. Unfortunately, we don't know which trades will be the big winners in advance, so we must have a framework and a system for evaluating ideas.

Check out my "investment philosophy" page to get a better idea about how I think about investments.


Over the next 30 years, I believe the asset management business will undergo a massive shift as millennials start to inherit their parents money. They expect a better user experience, more transparency, and lower costs. 

My ULTIMATE goal is to build TRUST. See chart below.

Trust takes years to build, you can't hack your way into it. You have to engage one on one.

This is version 1.0 of SAM. I will look to add new features in the future, but for now, browse the website and if you have a question, fill out the form below and I will get back to you shortly.

Look forward to getting to know you,

I am available to chat at our facebook page.

We also have a facebook group where we discuss ideas, charts, and stories from the investment world. We would love to have you join:)