August 1, 2019

Last week, the Federal Reserve reduced the Federal Funds rate for the first time in over ten years, a sharp reversal from their stance of only five months ago.  This was immediately followed by the escalation of the trade war with China by the Trump administrati...

July 9, 2019

Last month was the best June for the stock market in 80 years which came as a rare economic event occurred - the inversion of the Yield Curve. This is big news as a recession has happened every time that we have had an Inverted Yield Curve.

What is an Inverted Yi...

June 18, 2019

If you have a loved one with money invested through a bank or investment management firm, please share this article with them.  Knowledge is king and can be the difference between a comfortable retirement and one fraught with financial challenges. 

To unders...

May 14, 2019

Have you heard the fable about boiling a frog?  

Back during the 19th century, a fable circulated the world on how to boil a frog alive.  In the 1860s, German physiologist Friedrich Goltz decided to test the folklore on our warty friends.  His experiments proved...

April 23, 2019

Even the best market prognosticators do not for certain what will happen tomorrow. 

When markets are as volatile as they have been of late, the knee-jerk reaction for many is to get out of the markets and sit in cash.  A Bank of America study of market peaks sinc...

April 2, 2019

Want to know what may be in store for the U.S. economy and, ultimately, your wallet?  Watch the ever-changing relationship between various interest rates.  Since you have better things to do than watch the spread between the 2 year and 10 year Treasury, we do th...

December 12, 2018

Wild swings in the stock markets this year have been largely due to ‘algo’ trading.

Never heard of this method of trading?  Algo is short for algorithm.  Algo trading means that the buying or selling of a stock on bond is based on an algorithmic program.  Most al...

October 3, 2018

“Bull markets are born of pessimism, grow on skepticism, mature on optimism and die of euphoria,” says John Templeton, founder of the Templeton Funds.

The 3rd quarter was the best 3rd quarter in six years with the U.S. stock market up 7.2% for the three month per...

March 3, 2018

How much money will you need in retirement? Opinions vary on this but a general rule of thumb is that you need no less than twelve times your annual living costs a few years before retirement.

February 19, 2018

Given the volatility that has come upon the stock and bond markets in recent weeks, I would like to share with you a few tips that have served me well...

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