Newsletters and Articles

Information designed to help you boost your financial confidence.


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

What’s Really Driving Stocks?

  • The forward P/E ratio for the S&P 500 is the highest it’s been in two decades.
  • This has fueled concern that the stock market is overvalued.
  • Before doing any valuation analysis, it’s important to better understand what could be driving stocks at the moment.


Published on 8/28/20

What Do The Bears Believe?

  • The S&P 500 reached an all-time high this week.
  • Rather than celebrate, it seems as if this historic event is being met with far more pessimism than optimism.
  • There is always a bear case to be made, so approach these with extreme skepticism.


Published on 8/21/20

Is There A Way In?

  • The media and short-term traders tend to love IPOs.
  • The IPO process leaves little chance for smaller investors to participate.
  • IPOs are almost always a Catch-22 for individual investors.


Published on 8/14/20

Solving High-Class Problems

  • High stock prices can create challenges for companies and investors.
  • Executives occasionally split their stock to alleviate these high-class problems.
  • Stock splits can potentially increase the demand for stock, but have no impact on fundamentals of the company.


Published on 8/7/20

Is The Dollar Crashing?

  • The U.S. Dollar Index has fallen close to 7% since May.
  • Anytime the dollar weakens like this, the fearmongering ramps up fast.
  • There is more to currencies than meets the eye, so take headline numbers with a grain of salt.


Published on 7/31/20



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