~ Testimonial ~

"In 2008-2009 when the stock market took away many people’s savings for their retirement, I too began to panic!  What should I do?

Rather than immediately getting out with what I had left, I decided to get professional advice and asked Mick Schumacher for help.  He analyzed my account and advised me to stay in the market.  He believed that the market would eventually correct itself and that I would be able to recover my lost funds.  Mick is a home schooled student of the Warren Buffett investing philosophy, and as such he convinced me that there were buying opportunities created by the financial crisis.  Without adding any outside funds to my portfolio, we reallocated investments and took advantage of these opportunities.

Fast forward to 2014. . . My funds have doubled in value since the low in 2009 and while the DOW has only minimally increased since it’s high in 2007, my account value has increased by more than 50% since then.  This was accomplished without taking excessive risks, using traditional age adjusted conservative asset allocations.  My account does not include any risky “get rich quick” investments.

We continue to monitor my portfolio, maintaining a balance between current cash flow and long term growth. Not only has my portfolio increased in value, it provides me with a monthly income that I can live on.

Mick has taught me a lot about investing and I very much appreciate his advice.   When I thank Mick for what he has done for me, he tells me it is Warren Buffett I should thank."

Semi-retired business owner  (Name and contact information provided upon request)
  • Financial Planning
  • Investment Strategy
  • Retirement Planning
  • Elder Care Planning

Personal Financial Planning and Investments

~ Quote ~

“The stock market is a no-called strike game.  You don’t have to swing at everything – you can wait for your pitch.  The problem when you’re a money manager is that your fans keep yelling, swing you bum!” 

“Long time ago, Ben Graham taught me that ‘Price is what you pay; value is what you get.’ Whether we’re talking about socks or stocks, I like buying quality merchandise when it’s marked down.”

“Life is like a snowball.  The important thing is finding wet snow and a really long hill.”

“What the wise do in the beginning, fools do in the end.”

   ~ Warren Buffett ~