Paul joined Independent Solutions Wealth Management (ISWM) in fall 2018. He had worked with the firm for several years before then as ISWM had clients in a stocks mutual fund (the Sextant Growth Fund) that he had managed for Saturna Capital (Bellingham, Washington).
He is one of the portfolio managers in ISWM’s Private Wealth Group (PWG). He also manages two equity models, Technology and Dividends. Please note that stocks in his Dividends model must have at least 5% price appreciation potential and yield more than 2%. Thus, Paul has an eye on growth even in his Dividends model, which today (May 2022) yields over 3%.
Since the Internet Bubble began to inflate in the mid-1990s, Paul has been on air on CNBC about once a week to “talk tech.” He also appears on other business news outlets. Video clips of his appearances are posted on Google, YouTube, CNBC, and LinkedIn (we suggest that you “connect” with him there) and are found through the “Media Coverage” tab on ISWM’s web site. You also may be interested in watching his 2017 TED Talk “Debunking Stock Investment Myths,” which has 143,000 views on YouTube. Off camera, Paul also writes about technology trends and companies.