Mark Willet

As a seasoned investor with over 40 years of experience, my investing philosophy has been shaped by the evolution of the industry. I began my journey with dollar cost averaging into mutual funds when online trading wasn’t available, relying on newspapers for stock prices and making transactions through phone calls and mail.

As you progress in your investing journey and accumulate wealth over time, it becomes increasingly important to adopt a strategy that balances wealth preservation with continued growth. With limited time to recover from significant market downturns like recessions or depressions, a prudent approach is to prioritize capital preservation while still seeking opportunities for growth.

Understanding that money constantly flows towards areas of value is crucial. Various asset classes, such as stocks, bonds, treasury bills, real estate, gold, bitcoin, or even alternative investments like vintage cars, experience shifts in value as market conditions evolve. Staying attuned to these dynamics and being flexible in allocating your investments allows you to capitalize on opportunities and adapt to changing market trends.

Education

 BA Economics – University of Nebraska.

Professional Life

Throughout my diverse professional career, I have had the opportunity to work in various industries and with companies of different sizes. Starting out as an engineer and working my way up to executive management at several large Fortune 500 companies like Brunswick, General Dynamics, Compaq Computer, and Ameritrade, to smaller privately owned and non-profit businesses, I have gained a wealth of industry knowledge and a well-rounded perspective.

I am grateful for the valuable insights gained from both large corporations and smaller enterprises along with owning several small businesses. This amalgamation of industry experiences has shaped me into a versatile professional capable of navigating various sectors and adapting to the ever-changing business landscape.