Apr 21, 2021
We use our investments to fund those things that we can predict: our children's college education needs, their weddings, and our retirement are examples. But we need to consider insurance for those things we can't predict: disability, illness, premature death of the wage...
Mar 17, 2021
All of the talk is about inflation. Gas prices are up. Food prices are up. Interest rates are climbing, and the government is going to pass a $1.9 trillion spending bill. This will be the largest spending bill in American history. The Federal Reserve is suggesting we need...
Feb 10, 2021
The past few weeks have made me reflect on conditions that felt somewhat similar to 1998. We have all watched in amazement at how a large group of young investors threw a massive curveball at the hedge fund community by squeezing the shorts on names like GameStop and Nokia....
Jan 11, 2021
If tight regulations were to return and taxes were increased on both corporations and investors, the markets could see a significant pull back in the gains we have seen over the last six months.
Dec 17, 2020
I am excited to see 2020 in the rear-view mirror. I am certainly more optimistic about our future.
Nov 18, 2020
With rates at 0 percent there is virtually no upside to buying bonds except for the potential of stabilizing a portfolio for risk averse investors.
Oct 1, 2020
The hurdles most investors face due to lack of trust on the advisor, unrealistic expectations of returns and reliance on outdated investment models,and how to build a solid relationship with a financial advisor in today’s volatile environment.
Sep 2, 2020
With rates kept near zero by the Federal Reserve for quite some time, the Chairman has changed language around being flexible in managing inflation.