Perspectives
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Flat Yield Curve

If you’ve read the news or turned on any financial television program, all anyone is talking about is our flat ...
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Where Do Things Go From Here?

Not sure what to do if you are sitting in too much cash? Keep reading. It’s time to get that ...
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Wild Ride

What a difference a quarter makes. The S&P 500 has given us a wild ride, going from the worst quarter ...
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Consistency of Performance Matters Especially in Retirement

Most investors don’t have a clue how to properly calculate their returns, nor do they understand the importance of the ...
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Are You a Better Investor Than Warren Buffett (revisited)?

Two years ago, I raised this exact question "Are you a better investor than Warren Buffett?". We answered the question ...
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FOMO Investing

FOMO means the Fear Of Missing Out. While this phrase is more often tied to social media and to millennials ...
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2018 - 2019 Market Outlook

2018 Recap / 2019 Outlook

I am very glad to have 2018 behind us, as it was one of the most challenging markets that I ...
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A December to Remember

As of December 19th, the Dow Jones Industrial Average and the S&P 500 are on pace for their worst December ...
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Retesting Lows & Retesting Nerves

Here we sit just a few days away from Thanksgiving with all three major indices at or below their recent ...
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A History of Corrective Measures

It’s finally here… A correction. On September 20th, the S&P 500 closed at an all-time high of 2930.75. Little more ...
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October 2018 Market Update

No doubt the past few weeks have been difficult days in the market. I thought it might be good for ...
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This Is Normal

As you can imagine, we’ve received a few more calls than normal over the past week, after a tumultuous drop ...
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