Portfolio Wisdom Transition

As of December 6, 2021, I’m closing my practice as a Registered Investment Advisor in Tennessee. I am no longer “holding myself out” as an RIA. This website will continue as an educational website and personal blog. I will continue to support a few friends, family and long-term clients as their advisor, but am no longer soliciting new investment advisory clients.

Thanks to all past and present clients and friends I met since February, 2001, when I left IBM Global Services to begin this second career in investing. It started with the bear market of the dot com bust, was punctuated by the 2008 financial crisis, and ends after the covid crash and bounce of 2020.

As many of you know, I resumed my first career as a business and technology leader in 2015, and have been pursuing both careers in parallel. For the last year, I’ve been working full-time for a ministry organization and find this work very challenging and rewarding personally and spiritually. In addition, we have just become empty nesters!

So, from multiple perspectives, the time is right for me to make this change.

I plan to continue this blog to inform, educate, and document my own personal journey, so please stay tuned. Feel free to reach out with any questions.

Merry Christmas!

Dale P. Beals