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Your Investment Lifeline: “Where’d Everyone Go?”

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By Billion Photos @ Shutterstock.com

In my conversations with you, you tell me how you don’t have time to manage your portfolio. You read Richard C. Young’s Intelligence Report religiously and made copies for your daughter (you weren’t supposed to tell me that).

You’re on so many committees with this board and that group; they rely on you to keep their finances straight. You’re spending more time at your desk, you tell me, than when you were working. I get it.

“Where’d everyone go?” you asked. “You know the guys I trusted to get me to where I am? I relied on Dick Young. I’m stranded without a lifeline.”

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“I can help,” I quietly suggest. “I’m here.”

“Did I tell you how busy I am?” you said. “How old are you?”

“51,” I said.

“You’re a kid. I’ve got positions all over the place. My cost basis is a nightmare. We’re talking the Reagan years.”

“Did I tell you I shared all the letters with our daughter?”

“Yes, you said that.”

“She reads everything. I think she likes you guys more than I do.”

Action Line: “Well, I think we’ve found our reason to work together,” I said. Let’s talk.

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E.J. Smith - Your Survival Guy

E.J. Smith is Founder of YourSurvivalGuy.com, Managing Director at Richard C. Young & Co., Ltd., a Managing Editor of Richardcyoung.com, and Editor-in-Chief of Youngresearch.com. His focus at all times is on preparing clients and readers for “Times Like These.” E.J. graduated from Babson College in Wellesley, Massachusetts, with a B.S. in finance and investments. In 1995, E.J. began his investment career at Fidelity Investments in Boston before joining Richard C. Young & Co., Ltd. in 1998. E.J. has trained at Sig Sauer Academy in Epping, NH. His first drum set was a 5-piece Slingerland with Zildjians. He grew-up worshiping Neil Peart (RIP) of the band Rush, and loves the song Tom Sawyer—the name of his family’s boat, a Grady-White Canyon 306. He grew up in Mattapoisett, MA, an idyllic small town on the water near Cape Cod. He spends time in Newport, RI and Bartlett, NH—both as far away from Wall Street as one could mentally get. The Newport office is on a quiet, tree lined street not far from the harbor and the log cabin in Bartlett, NH, the “Live Free or Die” state, sits on the edge of the White Mountain National Forest. He enjoys spending time in Key West (RIP JB) and Paris. Please get in touch with E.J. at ejsmith@yoursurvivalguy.com To sign up for my free monthly Survive & Thrive letter, click here.
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