Newsletters and Articles

Information designed to help you boost your financial confidence.


Should Investors Go Passive?

  • The “active versus passive” debate remains alive, and investors continue to ask if passive is right for them.
  • Passive investing is a suitable strategy for some investors, but it is most certainly not appropriate for all.
  • Here’s a test that can help determine if an investor is suited for passive investment strategies.

Published on 12/21/20

How Will The Market Do Next Year?

  • It’s that time when investors start asking how the stock market will do next year.
  • Data indicate that this task is harder than it may seem.
  • Focus on fundamentals more than forecasts to prevent unnecessary risk.

Published on 12/14/20

We Won!

  • The stated efficacy rates of the COVID-19 vaccines indicate that they not only work but work extremely well.
  • However, strong technology does not always imply immediate adoption, and history has shown this to be the case.
  • Even though the vaccine rollout may get bumpy, this will be over eventually.

Published on 12/07/20

Is It Time To Celebrate?

  • The current bull market has pushed the Dow Jones Industrial Average to the precipice of the 30,000 level.
  • There is a long history of designating major milestones in stock indexes and then running countless hours of coverage surrounding the event.
  •  While major milestones should be celebrated, avoid the temptation to derive a deeper meaning from these historic events.

Published on 11/20/20

Is It Time To Buy Bitcoin?

  • Bitcoin has exploded since March and attracted attention from the media and investors.
  • Any sound investment decision must incorporate the bull and bear case.
  • Owning cryptocurrencies is fine as long as your financial future does not depend upon them rising over time.

    Published on 11/13/20

What Now?

  • It appears that the Democrats will keep the House, and Republicans will hold the Senate.
  • Divided governments diminish presidential powers because passing policy becomes harder.
  • The less the politicians meddle with the economy, the better off investors tend to be over time.

Published on 11/6/20

Are Taxes Going Up?

  • Tax policy has taken center stage in the final days before the election.
  • Hurdles exist that make Biden’s proposed tax plan difficult to implement.
  • The taxes being proposed are a headwind, not an anchor.

Published on 10/30/20

And The Winner Is…

  • Republicans and Democrats are using historical stock returns to explain why they are the best option for investors.
  • Both parties appear to be using history to support their conclusions.
  • When it comes to statistics, consider them guilty until proven innocent.

Published on 10/23/20

Quarter In Review

  • U.S. economic growth fell an annualized rate of 31% during the second quarter of 2020, but the tide appears to have already turned.
  • Forecasts are calling for a third quarter rebound of a coincidental 32%. However, a 31% drop is not the same as a 32% gain.
  • Arguably the most contentious Presidential election in history is weeks away, and the aftermath is likely to weigh on the minds of investors into 2021.


Published on 10/16/20

What Scares You?

  • Halloween is weeks away, and it’s hard to think of a scarier time for investors
  • There is no shortage of issues facing investors, and some want to go to cash until things calm down
  • Let’s address these concerns head on


Published on 10/9/20



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