Is your Broker Worth the Expense? Part 5: I Teach People How to Make Investment Choices and How to Trade!

In my last blog, I continued with “Is your Broker Worth the Expense? Part 4: Education is the Key to Independence and Success!” (http://www.degeorgeagency.blogspot.com/). Teaching people how to become financially independent was my topic. Today in part 5, I will finish the series by clearly defining the difference between my services and the services provided by a broker.

First and foremost, I want to clearly state that there are some excellent brokers and brokerage houses; I know some very good brokers, and I actually have my father working with one. Secondly, Merrill Lynch, who is considered to be in the top tier of full-service brokers, recently launched its Merrill Edge platform (http://www.thesunsfinancialdiary.com/investing/merrill-edge-latest-discount-broker-free-equity-etf-trades/). Merrill’s progressive move has propelled them into the online discount brokers’ space as well. To my knowledge, their recent launch makes them the first of the full-service brokerage houses to compete in the discount brokerage venue. Merrill is attempting to effectively dominant “new and old money” in the stock market. Their move provides an insight into the future of equity and debt trading. Trading will be cheaper, and Merrill will provide service to those who want a broker, or to those who want to do their own online trading.

My niche is to teach interested parties to determine a means for evaluating their investment choices, and for teaching them the logistics of online trading. I do not provide investment advice; I teach people how to choose investments which are appropriate for their unique situation. After five years of research, I have effectively married Warren Buffet’s undervalued investing strategy with Nassim Nicholas Taleb's out-of-the-money option trading (http://www.fooledbyrandomness.com/). For individuals, who have no interest in doing their own trading (i.e. my father), feel free to contact me for suggestions about choosing a broker. If, however, you want to learn a system which is the best I’ve ever seen or used, feel free to contact me regarding your investing education. I Teach People How to Make Investment Choices and how to trade!

If you would like to learn more about my education process, go to my website, www.TheDeGeorgeAgency.com, and let’s get a conversation started about how I can help you. You can also become a subscriber to my blog (http://www.degeorgeagency.blogspot.com/). The DeGeorge Agency is a “Family Helping Families.”