Bluemound Asset Management

A Kirk Spano Company.

A Better Way…

Kirk SpanoAccording to Warren Buffett, the top 2 investing rules are…

Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.  

The most important aspect of financial planning is having an investment approach that protects you from large permanent losses and still gives you an opportunity to make money over the long-term.  I founded Bluemound Asset Management after seeing that most of the sales driven financial industry comes up lacking.

My name is Kirk Spano. I am visible and easy to follow in the media. Please take some time to read about the advice I have given. Then, if you are ready to find a better way to secure your lifestyle and create a legacy, contact me so that we can talk about what is important to you.

Some of the places I’ve been published, syndicated and broadcast… 

Avoiding the Next Crash & Investing in the Next Boom

In January 2012 I told people on MarketWatch not to miss the upside coming in American stocks. In June of 2014, I told people to sell their oil and gas stocks, most of which were cut in half by December 2014.Buffett

Today, I am telling people that the next few years are lining up for some very negative events in parts of the world that will effect your portfolio. In my special report “The Two Most Important Trades You’ll Ever Make — Avoiding the Next Crash & Investing in the Next Boom” I discuss how to protect yourself and how to preserve your lifestyle. 

Request your free report today.

Employment

Director of Financial Planning

Seeking Certified Financial Planner to manage financial planning needs of firm clients. 

Qualifications:

  • Empathy
  • Integrity
  • Excellent customer service skills
  • Willingness to break away from industry dogma

Compensation:

  • Percentage of firm revenue, in addition to.
  • Fee revenue from your transferred book of business (if you are currently a registered representative, we will help you convert your business to fee-only and offer a very above industry standard split of fees.) 
  • Chance to earn a share of firm ownership.

 

Paid Intern / Junior Equity Analyst

Qualifications

  • Finance and/or economics background
  • Strong math skills and computer skills
  • Strong research and writing skills
  • Hours are two or three half days per week — flexible.
  • Ability to work independently
  • Willingness to learn
  • Entrepreneurial attitude, ability to prioritize and emotional stability

The person hired will perform investment research for the firm and investment publications I contribute to or am publishing. Intern will receive attribution/credit on publications. There is an opportunity for the right candidate to become nationally published and for full-time employment in the future. Pay is based on a per piece of research completed. Will work with your school to get your college credit.

 

Reading List for All Members of Firm:

Prior to interviewing

Liar’s Poker (Lewis), Intelligent Investor (Graham & Dodd)

Prior to working

The Big Short (Lewis), Beating the Street (Lynch), Common Stocks for Uncommon Profits (Fisher)

While working

Lords of Finance: The Bankers Who Broke the World (Ahamed), This Time is Different: Eight Centuries of Financial Folly (Rienhart & Rogoff), Manias, Panics and Crashes: A History of Financial Crises, Sixth Edition (Kindleberger & Aliber), The Alchemy of Finance (Soros), The Crash of 2008 and What it Means (Soros)

There are more of course, but these ten will get you through a summer or a semester. Even if you don’t come to work with Bluemound, you should read the listed books if you plan to be in finance. Contact Kirk directly for further details of this position and its potential.

Find Worthy Causes

Evaluate charities here.

Bluemound contributes 5% of all profit to several charities and causes. 

Investment Portfolio Risk Review

Schedule a free “Investment Portfolio Risk Review” with our founder and MarketWatch columnist Kirk Spano. 

Find out how much risk your investment portfolio really has. 

Schedule a time here.

Kirk on MarketWatch

Bluemound Asset Management founder, Kirk Spano, was tabbed “The World’s Next Great Investing Columnist” by MarketWatch.com of the Wall Street Journal network in 2011.

Read Kirk’s thoughts and observations here on MarketWatch.

Investment Programs

  • Punch Card Stocks

    Based on Warren Buffett’s idea that if we limit how many companies we invest in, that our portfolio will be less risky and offer better performance.

  • Retirement Income Options

    A flexible income strategy designed to handle any interest rate environment and provide enough growth for a long life.

  • Global Trends ETF

    A low cost exchange traded fund (ETF) strategy for dealing with an uncertain global economy and financial markets. Growth or Retirement Income available.

  • Resource Investor

    An add-on strategy for those seeking to hedge looming scarcity issues for natural resources and inevitable inflation.

  • Mutual Fund Selector

    A flat-fee program for traditional investors who need a better way to manage a mutual fund portfolio with no new commissions.

  • 401(k) Monitor

    Fund selection, contribution strategy and ongoing asset allocation recommendations for your at-work retirement plan. 

  • Annuity Rescue

    Learn how to reduce expenses, increase net returns and avoid the nasty tax surprise awaiting many annuity owners. 

  • Self-directed Investors

    An option for experienced self-directed investors looking to add Kirk Spano’s analysis, investment research, risk management and trading techniques.

Weekly Webcast

Each Monday I do a webcast discussing markets and economics with one of my quantitative analysts. It is available by Monday evening at your convenience.

Watch and listen on YouTube.