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I have been in the investment field for 12 years and
a partner at Glass Financial Group for 11 years.
During that time, I have also served as a Registered
Representative and a Registered Principal with
AIG Financial Advisors, Inc. My duties include
branch management and compliance related issues.
Currently, I manage12 representatives attached to
our AIG Financial Advisors, Inc. Office.
The two most common questions asked of me are:
Isn't your job very stressful? After managing
money for 12 years I suppose you get accustomed to
the daily gyrations of the markets. Whether the
markets are up or down dramatically, the key is to
focus on what you expect to happen next. One good
thing about investment opportunities is that there
is always tomorrow.
How do I keep up with the speed at which changes
occur in the marketplace? Perhaps the greatest
change lately is the part historical performance
plays in developing investment strategy. While
history may be a great teacher, it is not a good
investment barometer of the future. We live in a
time of speed and change. We need only to look at
the changes that have occurred in our own lifetimes
to realize the rapid pace of the world today.
Keeping up with technology and information delivery
are the most important tools being used to manage
client accounts. In the future, a greater portion of
our resources and time will be used to keep up with
this trend.
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