Mission Statement

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After helping me edit a couple of my posts, my wise wife counseled me to write a mission statement for my blog. At first I resisted but eventually all good ideas win out.  I'd like to share with you what I am hoping to accomplish through my blog and why I feel it is important.

Mission Statement: 
My goal with this blog is to help build readers confidence in making investment decisions. The blog seeks to accomplish this in two ways:
  1. To share, by example, my model for investing. To encourage readers to make investments and learn about investing through experience. To develop a proof statement for my strategy by documenting the trades month to month. 
  2. To analyze and share information about financial decisions everyone is faced with from a unique perspective.  
There are thousands of web-sites and books dedicated to giving generic financial advice. Most people struggle to translate that advice into an investment strategy; what, when and how to buy. This can be scary and intimidating. I want to make it less intimidating by sharing what I am doing and, at the same time, discussing why I am doing it.

Now a little about me:

I have been employed in the investment management field for more than 20 years.  I have worked for a bank, a brokerage firm, a consultant and I currently work for a large non-profit institution helping to manage their endowment. During my career I have held the Series 7 and 63 licenses and am a CFA and CAIA Charter Holder.

I love investing. I love how knowledge, decision making, and psychology mix to create a diverse market place. I love that the market funds incredible companies, discoveries, and dreams. I began my career working to help people who had a lot of money make more.  For the last 10 years I have been in an industry where my work benefits foster children. That is so much more satisfying. 

People can judge for themselves and decide to use this blog's information how ever they would like. I hope it benefits others as much as it has benefitted me. I especially hope it benefits those who are intimidated by finance and investing. I also look to this blog to validate the ability of tactical asset allocations to add value.

Please leave comments or questions. I know that some of my claims are a bit controversial and am happy to discuss them. 

I look forward to hearing from you,

Bryan Baggenstos

CFA Charterholder Since 1995

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