Investing Principles

signed contract illustration

So You Have an Annuity…

Those that know me, know that I’m not a fan of annuities and that’s putting it lightly. There are more

spooky monster hands

Untold Story of Mutual Funds

I recently reviewed a prospective client’s portfolio, currently being “managed” by another Financial Advisor.  This person who we will call

american flag, usa, patriotic, red white blue

Presidential Returns

The third year of a president’s term (for both parties), has been positive 91% of the time, with the average

caveman illustration

Adversity Is Fuel

To watch/listen to this article please click here.   Think about the news, an industry that is motivated and paid

laying foundation, building brick wall illustration

Re-Laying the Foundation

I’ve seen that look. Sometimes I’m in the middle of a meeting, talking about the economy, investments, risk, return and

When Cash Can Be King

The past few weeks I’ve had a lot more bonds called and/or matured in the portfolios I manage than I

Add Low, Trim High

As we get ready to close the books on 2020, a year most around the world will remember forever as

Beneath The Surface

Just looking at the major indexes (S&P 500, Dow Jones Industrial Average & Nasdaq), you look and say the market

When Fundamentals Don’t Matter

To watch/listen to this week’s article please click here. https://youtu.be/ZZYp9hqcjTg Fundamentals in investing relies on business plans, quality of management, earnings

caricature of mick graham, portfolio manager at raymond james in front of road signs depicting the journey of investing

Where to From Here?

To watch/listen to this week’s article, click here. or copy & paste the following link: https://www.youtube.com/watch?v=DY12gWFFgho The last few weeks I’ve written

Ask Mick a Question

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.