
Investment Outlook: Third Quarter 2020 "Party like it's 1999"
Wednesday, September 30, 2020
“It’s wonderful to promote new industries because they are very promotable. It’s very hard to promote investment in a mundane product.

Investment Outlook: Third Quarter 2020 Market Recap
Wednesday, September 30, 2020
If anything, the increased volatility we saw this quarter seemed a little more in-line with the times. Whether it’s the pandemic, politics, or the state of the economy, there are certainly more questions than answers.

How Will the 2020 Election Impact the Stock Market?
Wednesday, September 30, 2020
How Will the 2020 Election Impact the Stock Market?
In the volatile year of 2020, investors are faced with two highly polarized outcomes following election day in November.
In the volatile year of 2020, investors are faced with two highly polarized outcomes following election day in November.

Many Reasons to Like Gold, Just Maybe Not in Your Portfolio
Friday, July 31, 2020
When it comes to different investment options, few lead to a broader discussion than precious metals and gold in particular. Gold has held a special place in human history for more than 7,000 years, dating back to the Egyptians.

Will Record Deficits and Easy Fed Policies Ignite Inflation?
Friday, July 31, 2020
Will Record Deficits and Easy Fed Policies Ignite Inflation?
Three years ago, a client asked how long can our country continue to run deficits without experiencing negative consequences? With ever-expanding deficits and recent central bank interventions, this topic is timelier than...
Three years ago, a client asked how long can our country continue to run deficits without experiencing negative consequences? With ever-expanding deficits and recent central bank interventions, this topic is timelier than...

Investment Outlook Second-Quarter 2020 Market Recap and Review
Thursday, July 30, 2020
2Q Market Recap: Shoot First, Ask Questions Later
One of the toughest challenges right now is coming up with a logical explanation for how it is possible markets are sitting near all-time highs, in contrast with everything that’s going on in...
One of the toughest challenges right now is coming up with a logical explanation for how it is possible markets are sitting near all-time highs, in contrast with everything that’s going on in...

Investment Outlook: First Quarter 2020 America May Change – Just Like it Always Does
Friday, April 10, 2020
In the midst of everything the nation has faced over the last few weeks, and the constant barrage of doom and gloom reporting, only one topic makes the hair on my neck stand on end: that is, “things will never be the same again....

Investment Outlook: First Quarter 2020 Market Recap
Friday, April 10, 2020
By now, we’ve all heard our fair share of superlatives trying to frame this unprecedented market activity. None seem to do it justice, given the wide array of challenges facing our finances, health, and general wellbeing.

Investment Outlook: First Quarter 2020 America Will Recover
Monday, April 6, 2020
The uncertainty of the corona-virus pandemic has cast a shadow over every aspect of our lives. We fear that the virus lurks in every corner, and will eventually infect every one of us.

Will $2 trillion be enough?
Saturday, March 28, 2020
This past week, Congress approved $2 trillion in fiscal stimulus or 9. 5% of the U. S. economy! As a comparison the New Deal (1933-1934) response to the Great Depression was 5.

Fourth Quarter 2019 Market Recap – A Decade in Review
Tuesday, December 31, 2019
Barring a few minor exceptions, 2019 will be a year to remember with the major averages logging some of their best gains since 2013.

Looking Past the Numbers: Behavioral Pitfalls in Investing, Part II
Tuesday, December 31, 2019
As I (finally) sit down to write my second piece on behavioral finance, I’m starkly reminded of my own behavioral shortfalls. In this instance, its procrastination, and I’ve always been guilty of it.

Income In-Equality and Progressive Taxes
Tuesday, December 31, 2019
With unemployment rates at a record low level, some have shifted focus to income in-equality, and subsequent tax increases.

Investment Outlook: Third-Quarter 2019: What is the Yield Curve and Who Cares if it is Flat?
Friday, November 22, 2019
For the last year, pundits have been ruminating about the shape of the yield curve and what it means for future economic growth. Typically, longer-maturity fixed income securities pay higher yields than short-term maturities.

Investment Outlook: Third-Quarter 2019 - Looking Past the Numbers: Behavioral Pitfalls in Investing
Friday, November 15, 2019
For decades Economists have developed theories, hypotheses, and rules about how financial markets should work and how investors should invest. The culmination of this work resulted in the wide acceptance of the efficient-market hypotheses in the mid-1960s.

Investment Outlook: Third-Quarter 2019 - Market Recap and Review
Friday, November 15, 2019
Whether or not you found this quarter at all interesting depends entirely on the amount of attention given to the daily news flow. On the surface, 3Q19 results actually look decidedly uninteresting.