Newsletters and Articles

Information designed to help you boost your financial confidence.


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

Is This Déjà Vu All Over Again?

  • The staggering returns in technology stocks have rekindled memories of the late 1990s.
  • This is not 2000. It’s not even close.
  • Today looks more like the antithesis of the dot-com craze than a repeat.


Published on 10/2/20

Is It A Fraud?

  • Short selling is one of the most controversial topics in investing.
  • It requires a strong stomach, high conviction, and strict risk controls.
  • Shorts are integral to markets but leave it to the professionals.


Published on 9/25/20

Giving Back

  • Dividends have played a significant role in equity returns over the last 50 years.
  • Specialized skill and experience are needed to invest in dividend-paying stocks.
  • Moderation is warranted when seeking dividends.


Published on 9/18/20

Caveat Emptor (“Buyer Beware”)

  • The internet remains a virtual wild west for investment scams.
  • Technology harnessing human nature is making it harder to resist the urge to “Click Here to Learn More.”
  • Approach all investment advertisements as guilty until proven innocent.


Published on 9/11/20

How Is The Market Doing?

  • When asked how “the market” is doing, the question invariably refers to the performance of the S&P 500 index.
  • The mechanics of this index may surprise investor.
  • The S&P 500 should not be used as a benchmark for a diversified portfolio.


Published on 9/4/20



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