In my December 10th article “A Grim Holiday Season” pointed out how more than one in five Coachella Valley residents is unemployed. ...

The Tina Effect relates to investments refers to periods when there is a lack of satisfactory alternatives to an investment that is less...

With massive closures of small businesses in the Coachella Valley and around the United States because of the pandemic, an increase in...

When investing in equities, it is best to set up some parameters before you start investing. As an example, someone who is in their...

With every day that the pandemic continues, more and more businesses fail. According to BankruptcyData.com, Chapter 11 bankruptcies are...

Last time that we checked, the world was at the beginning of a deep recession caused by a pandemic that killed some and left others...

It is hard to believe but 2020 is half over. Where the first quarter of 2020 was the worst for stocks in history, the second quarter was...

For those saving for retirement, it is a lot easier to invest with optimism (or caution) if we can make our decisions on reason-based...

Originally published in CV Weekly Those of us who live in California choose the state as our home because of the wonderful lifestyle that...

It may seem hard to believe but Democrats and Republicans passed bi-partisan reforms related to retirement accounts. Called the Setting...

If you have a loved one with money invested through a bank or investment management firm, please share this article with them. Knowledge...

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. ...

Even the best market prognosticators do not for certain what will happen tomorrow. When markets are as volatile as they have been of...

Want to know what may be in store for the U.S. economy and, ultimately, your wallet? Watch the ever-changing relationship between...

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...

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

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 yo

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 serv

September is usually one of the worst months of the year when it comes to stock market performance. How then did this most recent September

Click on the picture to read the Newsletter. What does a bearish flattening of the yield curve mean to your fixed income investments?...