Investment Advisor and Portfolio Manager, Individual Client Accounts
Contributor's Links: Tom Jacobs Invests Echelon

Tom Jacobs in an Investment Advisor managing individual accounts with Dallas's Echelon Investment Management, and co-author of What's Behind the Numbers? A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio (McGraw-Hill, 2012). He has been ... more

ALL CONTRIBUTIONS

E Young Brains, Money And Risk
How can we help young people save and invest, when they are hard-wired for risk and immediate return?
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E Think Like A Buyer
Seasoned investors should think like buyers of companies, not focus on stock price.
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E Basics: Bonds Versus Stocks
Get rich or stay rich?
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E Today's Craze Or Tomorrow's Calm?
All investing falls into two types, and I'll take the second, please.
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E Market Jitters? Here's How To Sleep At Night
A value-based dividend reinvestment strategy allows a good night's sleep.
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Is Your Home’s Value At Risk?
The online housing value services are blunt hammers. Here's what real estate investors do.
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Comments

Latest Comments
Market Jitters? Here's How To Sleep At Night
3 years ago

Thank you Marcy! My firm will let me use large well-known companies as examples and I will do so from here forward. Please excuse this oversight. As a former teacher, I know the value of real-life examples.

China On Margin
3 years ago

Thank you George. I'm a former high school teacher so I like to try to do this. I appreciate your comment.

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AAPL Apple Inc.
AMZN Amazon.com Inc.
C Citigroup Inc.
CBB Cincinnati Bell Inc.
CFFN Capitol Federal Financial
CORR CorEnergy Infrastructure Trust, Inc.
EPZM Epizyme
FB Facebook Inc
FFNW First Financial Northwest Inc.
GM General Motors Company
GOOG Alphabet Inc. (Google)
GOOGL Google (A shares)
HDGE AdvisorShares Active Bear ETF
JPM JPMorgan Chase & Co.
KFS Kingsway Financial Services Inc
KNL Knoll Inc.
MSFT Microsoft Corporation
NAVI Navient Corp.
NFLX Netflix Inc.
NNN National Retail Properties Inc.
NRF Northstar Realty Finance Corp.
NSAM Northstar Asset Management Group Inc.
SHLD Sears Holdings Corporation
SHOS Sears Hometown and Outlet Stores Inc
TFSL TFS Financial Corporation
TWTR Twitter Inc
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YHOO Yahoo! Inc.
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PERSONAL BLOG

Latest Posts
Fun And Revenue Games - Until Someone Gets Hurt
There are always companies gaming revenue to satisfy Street expectations. I learned young in an earlier tech boom.

Work Experience

Investment Advisor and Portfolio Manager, Individual Client Accounts
Echelon Investment Management, Dallas
November 2013 - Present (5 years 6 months)
Managing Partner
The Marfa Group
2012 - Present (7 years 5 months)
Managing Partner
Complete Growth Investor, LLC
January 2004 - Present (15 years 6 months)

Holding company for investments in management entities of investment funds; investing and personal finance website; misc. other investments.

Advisor and Portfolio Manager, Motley Fool Special Ops
The Motley Fool
January 2010 - December 2014 (5 years)

Advisor and Portfolio Manager

Education

University of Chicago Law School
JD, Law
1984 / 1987
Law
Cornell University
BA, MAT
1973 / 1978
English, English Education

Publications

What's Behind the Numbers?: A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio
Tom Jacobs and John Del Vecchio
McGraw-Hill Education
10/10/2012

Companies are under more pressure than ever to “beat by a penny,” but you don’t need to be a forensic accountant to uncover where the spin ends and the truth begins. With the help of a powerhouse team of authors, you can avoid losing a chunk of your portfolio when the next overhyped growth stock fails by knowing What’s Behind the Numbers?

Investing experts John Del Vecchio and Tom Jacobs mix a potent combination of earnings quality analysis, long-side investing, and short-side portfolio risk management to help you create a long-short portfolio with less volatility and greater returns, while avoiding landmine stocks that will blow a hole in your financial security.