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Money Matters Always Matter-Welcome Jim Carlton

Albert Einstein once said “the only source of knowledge is experience.”  At BBR we think that learning through reading and succeeding at higher levels of education help too.  The opportunity, when you combine education and experience in a chosen field, is great.  And ultimately success then can be measured in how effectively you help others.

BBR feels quite confident that we have found someone in the world of personal finance that can do just that.  His macro view of the marketplace is derived from 34 years of dedication to his craft.  He takes the complex and makes it simple.  Great money management removes the emotion from the moment and grounds it in time-tested logic. He does that as well.

So, it’s with pleasure that we announce to you that Jim Carlton, Managing Director of Carlton, Hofferkamp, and Jenks, has agreed to share his market commentary with us.

With over 34 years investment experience, Jim began his career as a Financial Consultant with Merrill Lynch and Stifel Nicolaus in St. Louis. Later he became Chief Investment Officer for Clayton Asset Management and Clayton Equity Partners hedge fund. He joined Sterling Bank in 2001 and became a Senior Vice President and Manager of Sterling Bank’s Private Client Services. Today, of course, he serves as Managing Director and Co-Chief Investment Officer of Carlton, Hofferkamp and Jenks Wealth Management.

Jim has been nationally recognized for outstanding customer service and productivity and has been named a Five Star Wealth Manager ranking him in the top 2% of investment advisors in overall client satisfaction.

Benjamin Graham said  “Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.”  Jim feels that this quote sums up his own philosophy quite nicely.  

When we post his after market recap of the day it will be on this site by 4pm CST that same day at the latest.  So if you want to be in the know now in the world of money, go directly to the site in the late afternoon.

Subscribers will continue to only receive one email notification daily of all posts at 9am.  Therefore, you won’t get a given day’s market commentary link until that next morning.  Twitter and Facebook followers get notified at the actual time of any posts.  If we have managed to confuse you, please comment below and we can clarify it further for you.

We know that this new, regular boomboomsroom.com feature will further your understanding of the investment world.  Look for this feature to begin late this week.

Welcome aboard Jim.

 

DISCLAIMER- Jim Carlton’s commentary is his view only.    It is not necessarily the view of any BBR staff member or its ownership.  Markets can change rapidly.   Any personal finance decisions you make are your own.  Also, his posts are not a solicitation for business.

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