About

Background on Ben Carlson: I have been managing institutional investment portfolios since 2005.  My career began with an investment consulting firm developing portfolio strategies for pensions, foundations, endowments, hospitals, insurance companies and high net worth individuals.  Now I’m part of a team that manages a large investment portfolio for an endowment fund of a charitable organization.

In 2010 I received the CFA (Chartered Financial Analyst) designation.

The thing I enjoy the most about finance is the fact that you are forced to continuously learn to keep up.  The financial markets can be overwhelming to outside observers, but I’ve found that most of the simple common sense stuff still gets the best results.

Less is more is one of my guiding principles.

Albert Einstein once said, “If you can’t explain it to a six year old, you don’t understand it yourself.”

The best investors that I have followed in my career can do just that.  They make the complex more understandable and put difficult concepts into common sense language.

That is what I strive to do here as well.

I’m also currently a contributor to Yahoo! Finance.  See here for more.

Subscribe to A Wealth of Common Sense by clicking here.

See some of my media mentions below:

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3 thoughts on “About

  1. Nice article on free investment management. Love your stuff. The big negative I see with the firm marketing the free investment management is that they call themselves THE WORLDS FIRST FREE “FINANCIAL ADVISOR” However, they should not call themselves financial advisors. Rather than confuse consumers, they should call themselves what they are: investment advisors or money managers. See Bob Veres article below on the problems with financial terms that confuse consumers. Could make for a good blog post.

    http://www.financial-planning.com/fp_issues/2014_3/7-dirty-words-for-rias-to-avoid-2688239-1.html

  2. Pingback: Interest Rate Scenarios & Stock Market Performance | Big Money Business

  3. Pingback: Learning From Vanguard Investors | Negative Delta Trader

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