Category: Uncategorized

October 17, 2009

I Passed the Series 65 Exam Today!

Filed under: Uncategorized - 17 Oct 2009

I scored 86% and only needed 68.5% to pass.  Thanks for all of the good luck wishes over the past week.

I’ll write up a full summary of yesterday’s options expiration later and doubt I’ll get an index chart posted this weekend.  I just wanted to get the good news out there.  I feel brain dead now.  I’ll start the paperwork to register as an Investment Advisor next week after I get caught up on a lot of other stuff I’ve been …

May 21, 2009

Studying for the Series 65 Exam

Filed under: Uncategorized - 21 May 2009

I’ve started studying for the Series 65 exam.  The Series 65 is the Uniform Investment Adviser Law Exam and is required in the State of Georgia to become a Registered Investment Advisor (RIA).  My plan is to work as a Registered Investment Advisor under a company I’ll form while I maintaining my current job.  Once I get enough money under management (or at least a regular schedule of fee-only income) to replace enough of my current income I’ll make the …

April 30, 2009

Mixed Bag of Emotions

Filed under: Finance,Uncategorized - 30 Apr 2009

I think I’m starting to fall prey to letting my emotions enter my trading decisions.  I’ve been far too underinvested ever since I said it was time to buy.  After not listening to my own advice and getting deeper into the markets I’ve come up with too many excuses to get in too fast on any day since then.  My DIA call spread is very close to the money, which I expected to be …

July 16, 2008

On Vacation

Filed under: Uncategorized - 16 Jul 2008

I’ll be away for the next few days and will not be posting until after options expiration.  I don’t think I’ll be back in time to get an index chart up this weekend either.

I’m going to a family event for my wife’s side of our family in New York.  If it was my decision it wouldn’t have been planned for options expiration Friday, but I guess not everyone tries to revolve their plans around the markets.

After selling two naked calls on top …

May 7, 2008

My Traders Journal is a PR4 Blog Now

Filed under: Uncategorized - 07 May 2008

I think this is cool.  I’ve been writing for a little over a year now and my Google Page Rank is now 4.  I haven’t done much social networking since I started my new job and don’t see much more in my near future, so having a higher page rank and potentially bringing in more advertising revenue based on the higher rank is a nice goal.

Speaking of blogging, investing and social networking less lately, my boss who has been sitting …

January 11, 2008

My New Job And How It Affects This Blog

Filed under: Uncategorized - 11 Jan 2008

Today is my last week day before my new job starts.  I left AT&T two weeks ago when my contract as a Project Manager ended after nearly four and a half years.  I’m returning to my previous career as a Technical Recruiter.

I’ve been asked frequently why I wanted to leave project management after building a good foundation there with a Fortune 10 company.  I have a few reasons, in no particular order.  Before going into that I have to say …

January 4, 2008

Investing in Payday Lending

Filed under: Uncategorized - 04 Jan 2008

The payday lending industry is on the rise on Wall Street.  There are already several publicly traded payday loan companies, and the question has to be asked, why is Wall Street so welcoming to payday lending? It’s because they know that the cost in living and the high availability of payday loans are a driving force in the industry.

Investing in stock of any kind can be dangerous.  If you fail to make …

December 28, 2007


Filed under: Uncategorized - 28 Dec 2007

Today was my last day on my job at AT&T.  Luckily, I received an offer yesterday and accepted the position in writing before going in to the office to turn in my laptop, badge, etc.  Nothing like waiting until the bottom of the ninth with two outs and two strikes…

I’m taking the next two weeks off (not from investing and blogging) before starting the new job which I will tell more about it later.  I have a busy weekend through New Year’s Day and …

November 5, 2007

Finding Hope in Bad News

Filed under: Finance,Stock Picks,Uncategorized - 05 Nov 2007

Today’s option trade detail is at the bottom of this post, but thought this was cool enough to share first.  Check out the x-rays from my neck below.  You can see the screws and metal plate from my neck surgery (ACD) in March 2007.  I had two disks removed and my vertebrae fused in two spots.  The bad news is that my upper fusion came apart, that’s the gap you can see between the top and middle screws.



Since I …

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