So You Have an Annuity…
April 8, 2022
Those that know me, know that I’m not a fan of annuities and that’s putting it lightly. There are more
Untold Story of Mutual Funds
April 8, 2022
I recently reviewed a prospective client’s portfolio, currently being “managed” by another Financial Advisor. This person who we will call
Presidential Returns
April 6, 2022
The third year of a president’s term (for both parties), has been positive 91% of the time, with the average
401k Update: The Common Mistake Most Investors Make
October 27, 2021
There’s a common mistake most investors make. They buy long term investments and then check on them every day. The
Adversity Is Fuel
September 22, 2021
To watch/listen to this article please click here. Think about the news, an industry that is motivated and paid
Re-Laying the Foundation
August 23, 2021
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
January 14, 2021
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
December 22, 2020
As we get ready to close the books on 2020, a year most around the world will remember forever as
Beneath The Surface
December 9, 2020
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
July 1, 2020
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
Where to From Here?
May 12, 2020
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