I am a little sad as I write this.
The Port24 is hereby mothballed. There are quite a few regulatory requirements when an investment adviser representative (as you probably know, I am now President of Heartstone Capital Management) puts out any kind of stock-picking list. Beyond the disclaimers that you could probably figure out, there are performance and trading considerations.
If I sold any stock in the Port that a client owns, or contra-wise bought a stock that I’d recently chosen to sell in real-life, there are issues. To even mention performance, without bringing up a comparable index, with the associated warnings about commissions, fees, and reinvested dividends, and its performance, brings down the wrath of several agencies.
I’m not saying that it’s gone, just mothballed while I figure out some of these issues. The good news is that I think all the securities within the Port can last a while without any guidance from me. And the best ideas are going to be what I’m investing in, and recommending, at Heartstone.
In the meantime, if you want to hear about a couple stocks a month, as well as get tips for financial planning, you can sign up for my free newsletter at http://eepurl.com/i4VQ1 or go to www.HeartstoneCapital.com and visit Services – Newsletter.
Best regards,
Trond Hildahl
This site is for educational and informational purposes only.
Nothing contained here should be construed by anyone as an invitation or solicitation to buy or sell any security.
This site does not contain personalized legal, tax, investment, or financial advice.
Users of this site should consult with a qualified adviser to obtain advice suited to their personal circumstances.
Wednesday, February 22, 2012
Tuesday, February 14, 2012
Launch!
Poor TrondsWorld has been sorely neglected. I have good news and bad, for readers.
The good news is that I have launched my firm, Heartstone Capital Management, Inc. That puts me firmly in writing mode, perhaps not daily, but considerably more often than I have in the past.
The bad news is that I have a blog, The Four Money Steps, at www.HeartstoneCapital.com also, so that will absorb half or more of the writing I do. However, I do intend on keeping up both blogs. Most mentions of securities will be more appropriate for that site, since disclaimers are built in, but there will be plenty of commentary from Trond the person that will be more appropriate for this venue.
I'll give the quick plug, of course - visit http://eepurl.com/i4VQ1 to sign up for my twice-monthly newsletter, chock full of financial planning tips and more.
If you are looking for a comprehensive finanical plan, I will cover your entire financial picture: including your budget and debt; family situation and college aid expectations; investment choices, both taxable and retirement-oriented; tax planning, estate planning; and retirement projections.
I'll also manage accounts for growth according to your needs and timelines. If you are in Southern California or beyond, check out the site at www.HeartstoneCapital.com.
Regards,
Trond
Disclaimer:
This newsletter is for educational and informational purposes only. It expresses the views of the author as-of the date on the byline and such views are subject to change without notice.
Nothing contained herein should be construed as either 1) personalized legal, tax, investment, or financial advice, or 2) as a solicitation to buy or sell any security. Readers should consult with a qualified adviser to obtain advice suited to their personal circumstances.
Heartstone Capital Management, Inc. is a Registered Investment Adviser registered in the State of California. If you live in another state, I may only transact business in your state if first registered, excluded, or exempted from registration requirements in that state. Follow-up, personalized responses to people in such states that involve either attempting to effect securities transactions or the rendering of individualized investment advice for compensation will NOT be made absent compliance with state
The good news is that I have launched my firm, Heartstone Capital Management, Inc. That puts me firmly in writing mode, perhaps not daily, but considerably more often than I have in the past.
The bad news is that I have a blog, The Four Money Steps, at www.HeartstoneCapital.com also, so that will absorb half or more of the writing I do. However, I do intend on keeping up both blogs. Most mentions of securities will be more appropriate for that site, since disclaimers are built in, but there will be plenty of commentary from Trond the person that will be more appropriate for this venue.
I'll give the quick plug, of course - visit http://eepurl.com/i4VQ1 to sign up for my twice-monthly newsletter, chock full of financial planning tips and more.
If you are looking for a comprehensive finanical plan, I will cover your entire financial picture: including your budget and debt; family situation and college aid expectations; investment choices, both taxable and retirement-oriented; tax planning, estate planning; and retirement projections.
I'll also manage accounts for growth according to your needs and timelines. If you are in Southern California or beyond, check out the site at www.HeartstoneCapital.com.
Regards,
Trond
Disclaimer:
This newsletter is for educational and informational purposes only. It expresses the views of the author as-of the date on the byline and such views are subject to change without notice.
Nothing contained herein should be construed as either 1) personalized legal, tax, investment, or financial advice, or 2) as a solicitation to buy or sell any security. Readers should consult with a qualified adviser to obtain advice suited to their personal circumstances.
Heartstone Capital Management, Inc. is a Registered Investment Adviser registered in the State of California. If you live in another state, I may only transact business in your state if first registered, excluded, or exempted from registration requirements in that state. Follow-up, personalized responses to people in such states that involve either attempting to effect securities transactions or the rendering of individualized investment advice for compensation will NOT be made absent compliance with state
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