About

Hello, and welcome to my website! With so many investment sites from which to choose, I am grateful you chose to visit mine. It is my hope that this site will help deepen your understanding of the stock market and investing in general.
 
Our perspective will include views from both fundamental analysis and technical analysis. Too often I see these two valuable disciplines discussed as being distinctly separate and portrayed as though they were at odds with each other. Sometimes one or the other is even cast in a negative light. In contrast, we will be merging them together as two sides of the same coin. I explain this further in my first post.
 
Like most of you, I didn’t attend Harvard, Princeton, Wharton, or Yale. While working as an electronics engineer, I virtually stumbled upon what became for me a passion for things related to the stock market.
 
After years of self-study, I joined Charles Schwab where I completed my FINRA series 7 and 63 licenses. There I started my CMT and CFA studies while serving on Schwab’s elite Pinnacle team and instructing technical analysis courses to aspiring brokers. I then joined Vanguard’s Flagship service managing over $900MM book of business. As a CFA charter holder, I moved on to become a portfolio manager at a registered investment advisor firm.
 
I have learned many valuable lessons from over 15-years of investing experience, and more still from helping my clients. These lessons can help avoid heavy losses, preserve hard-earned gains, and make investing more profitable and enjoyable.
 
I would love to hear from you. Write to me using the Contact page, or comment on an article. You can also visit my professional profile on LinkedIn, or follow me on Twitter. Subscribe to receive my posts automatically by email or through an RSS reader. Please note that I am not on Facebook.
 
Again, thank you for visiting my website. I hope that you will find the articles enjoyable and educational, and I wish that your life will be enriched by them.
 
Warm regards,
Sargon Y. Zia, CFA
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