Question: Who is the intended audience?
Answer: All investors who seek more efficient investment vehicles and wish to learn about them while reading a text with “a plot”, (To keep them turning the pages while learning) Investors are unaware of the myriad hidden fees and “clearing costs” attendant their “retual” mutual funds…expenses that impact their performance on a daily basis.

“Casino” reveals the many court settlements that have resulted from the illegal activity on “Wall Street”, (Illustrating just one year and billions of dollars”).

Q: What is the book about?
A: A protagonist that is frustrated with portfolio losses turns to her past college love for expert advice and is taken on a whirlwind tour of four world economies while learning about “passive” investment strategies. The conclusion finds Jane Cromwell married to her advisor and much wiser after what was literally a nighmare that she survived.

Q: Why are you the best person to write this book?
A: To help educate average investors in an entertaining fashion and provide possible leadership solutions with a “grass roots” political education effort through the “self-screening” website.

With 37 years in the  financial services industry and one technical book published, I realized that people won’t read “technical” books…and for all the right reasons, (They are boring.) So, “Casino” is part Harlequin novel and part classic Gramm and Dodd financial text. I am told it is an “easy read”.

Q: How is this book different from other books on this topic?
A: Please see above.

The book is written in a “generic” fashion so that it can be private branded by “fee-only”, licensed investment advisors. The book can be used as a “business card” to educate prospects or as an educational tool for existing clients. The advisor can include his own picture and forward, if she wishes.

Q: Is there anything else we should know about this book?
A: For more information, visit