I am a small business owner in Connecticut. We supply equipment and supplies to restaurants and food service establishments. My long-term goal has been to reallocate profits into a portfolio that can provide for passive retirement income for myself and my family. I am careful with my money! I didn't inherit any wealth and built up my savings through old fashioned hard work. I haven't always worked in the family business, I also worked in finance and enjoyed the process of earning my CFA charter and CIPM cer ...

作者背景与投资方法 - 作者为康涅狄格州小型企业主 向餐厅和食品服务机构供应设备 [1] - 作者长期目标是将利润重新配置到投资组合中 以产生被动退休收入 [1] - 作者拥有金融行业从业背景 持有CFA和CIPM证书 并曾协助公司遵守GIPS标准 [1] - 作者在覆盖公司时基本不局限于特定行业 只要能够理解其业务即可 [1] - 所撰写文章通常是个人考虑投资时的副产品 [1] 披露信息 - 作者在所提及公司中未持有任何股票、期权或类似衍生品头寸 且在接下来72小时内无此类头寸的建立计划 [2] - 文章表达作者个人观点 除Seeking Alpha外未获得其他补偿 与所提及股票公司无业务关系 [2]

Palm Beach Gardens, FL, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Money Concepts Capital Corp. has verified thru an independent third-party the accuracy of its performance calculations, timeliness of inclusion/exclusion of accounts, appropriateness of benchmarks, completeness of disclosures, and internal controls related to performance measurements for its WIN Portfolios. The underlying data used to obtain GIPS compliance is aggregated and powered by Broadridge Financial Solutions, Inc. (NYSE:BR). “Achieving GIPS ...