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Click on link below to view presentation

"Making Money in a Bear Market"


Rick Roberts   Market Analyst, CMA


Rick began his career in the financial services industry in 1998 when he became a financial advisor for a large financial services company based out of Kansas City, Kansas. During this time he worked with individuals and businesses by providing personal, comprehensive financial planning services. During this time, Rick became aware of the importance of portfolio management, which led him into the study of technical analysis.

In 2000 Rick joined JMS Financial Services, where he brought his experience in the financial service industry and his knowledge of technical analysis. He worked as an assistant analyst, learning more in-depth technical analysis and programming technical indicators. His research in fundamental economic data with his understanding of the technical markets allowed him to develop a unique insight of the financial markets. This unique insight ultimately lead to the development of some proprietary indicators that are currently utilized by Iron Street Research and TacticalTradingSignal.com

The research has contributed to the success of the models used in market analysis and investment decision making. The research effort is always ongoing, enabling continual updating of the models. Iron Street Research Inc. has a rigorous methodical approach to management which nurtures investor confidence and curbs emotional reactions to adverse market events. Rick's goals are to curtail portfolio risk and volatility through active management while seeking performance superior to that of benchmarks of similar risk.

Rick utilizes a variety of tools and models while continually monitoring and evaluating market conditions and assessing risk. When market risk levels are high and performance is in question, or market risk is low, portfolios are evaluated and re-allocated to take advantage of the current market condition.

Rick holds a B.A. in Finance with an emphasis in financial planning from Fort Hays State University. He has earned his CMA (Chartered Market Analyst) designation. He is currently working toward his CMT (Chartered Market Technician) designation, which he hopes to achieve by the end of 2009. Rick also holds his Series 7, 65, 63, and Life Insurance License.

Rick's wife Tammy and their daughter Kylie, who is 9 years old, and their son Dylan, who is 4 years old are a great part of his life.  They enjoy spending time outside; swimming, fishing, boating.

Contact Me: rick.roberts@nextfinancial.com
 
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