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Kevin Patrick
Charlotte, NC,TX
Overview
14
14
years of professional experience
Work History
Business/Medical Courier
Business Express Courier Services
04.2023 - 07.2024
- Delivered medical supplies and documents to healthcare facilities with precision and timeliness.
- Maintained accurate records of deliveries, ensuring compliance with safety regulations.
- Communicated effectively with clients to confirm delivery details and address concerns.
- Utilized GPS systems for efficient route planning and navigation during deliveries.
Home Care Provider
VA Administration
11.2015 - 02.2024
- Provided personalized care to veterans, ensuring comfort and well-being in daily activities.
- Assisted with medication management, adhering to safety protocols and improving patient compliance.
- Developed tailored care plans based on individual needs, enhancing overall health outcomes for clients.
- Collaborated with healthcare professionals to coordinate services, ensuring comprehensive support for veterans.
MegaBus Agent
Megabus
06.2010 - 11.2015
- Provided exceptional customer service, addressing inquiries and resolving issues efficiently.
- Managed ticketing processes using automated systems to ensure accuracy and efficiency.
- Trained new agents on operational procedures and customer service protocols.
- Coordinated schedules and route planning to optimize service delivery and resource allocation.
Disclosures
- Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.
- The following constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice or a reflection of the performance of Fisher Investments or its clients.
- Nothing herein is intended to be a recommendation or a forecast of market conditions. Rather, it is intended to illustrate a point. Current and future markets may differ significantly from those illustrated herein.
Sections
- Introduction, How should you invest your hard-earned savings? It might be the most important question you ask about your retirement. The financial services industry is rife with recommendations, yet few investors fully understand what investment vehicles are available to them-the opportunities, the risks and how suitable each one may be based on their unique goals.
- Investment Account Types, Before we dive into investment choices, it's important to understand the different account types you can utilize. This is because the type of account you use can help determine whether a certain investment type is appropriate for your situation and goals.
- Main Types of Investment Options, An equity investment represents partial ownership of a business or other entity. There are two main types of equity investments: common stock and preferred stock.
- Equities, Historically, stocks have offered superior long-term growth relative to other asset classes. This is the primary reason we believe stocks should comprise a sizeable portion of an investing account when you need long-term growth.
- Fixed Income, Fixed income securities offer investors a fixed interest payment on a regular schedule. The most common type of fixed income security is bonds, which are loans from investors to a company or government entity in return for a fixed interest payment.
- Funds, Funds are investment products that pool investor money together for a specific purpose. There are many types of funds that invest in a variety of asset classes, take different management approaches and have varying fee structures.
- Currencies, In today's world, you can break currency investing into two different types: fiat and digital. Fiat currencies simply represent the currencies many are familiar with-the US dollar, the British pound, the Japanese yen, etc.
- Derivatives, Derivatives are financial contracts that derive their value from an underlying asset such as an individual security, a fund or a broad index.
Dates - Exhibits
- Exhibit 1: Long-Term Stock Returns (Annualized), 1926-01-01, 2023-12-31
- Exhibit 2: It's Time in the Market, Not Timing the Market, That's Important, 1988-01-01, 2023-12-31
- Exhibit 3: Long-Term Stock and Bond Returns (Annualized), 1926-01-01, 2023-12-31
- Exhibit 4: DALBAR Study of Long-Term Investor Behavior, 1998-12-31, 2023-12-31
- Exhibit 5: Historical Price Movement (S&P 500 and Bitcoin), 2017-01-01, 2024-07-15
- Exhibit 6: Frequency of Positive and Negative Stock Returns, 1928-01-01, 2024-01-01
Timeline
Business/Medical Courier
Business Express Courier Services
04.2023 - 07.2024
Home Care Provider
VA Administration
11.2015 - 02.2024
MegaBus Agent
Megabus
06.2010 - 11.2015