Below you'll find a list of all posts that have been categorized as “Featured”
January 20, 2023
Thank goodness 2022 is over. But what does 2023 hold for us? If we base our predictions on recent memories, then we probably don’t have much hope. The good thing though is markets don’t have memories. They don’t think about the past. It’s about today …
November 19, 2021
Is your portfolio prepared for the next downturn in the market, or are you carrying too much risk? We know that markets can go from bulls to bears very quickly, and you want to make sure your portfolios are prepared when the bear shows up …
August 27, 2021
I like to say there are eight different emotions we have when investing in the stock market: Optimistic Excited Elated Concerned Nervous Alarmed Frightened Relieved And they will cycle in that order and follow the up and down chart of the stock market. When people …
September 16, 2019
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. And …
August 17, 2018
Fifteen years ago, a prospective client found me online and asked if we could meet to discuss their situation. After a brief conversation on the phone, we set up an appointment. Admittedly, I was a bit apprehensive since they told me they had already met …
April 27, 2018
Where is the stock market going? Is the Fed going to increase interest rates? What is happening in China? Where are oil prices headed? There is plenty of daily media attention given to these questions as well as explanations as to why certain things happened. …
January 31, 2018
One question I am asked a lot is “What did the market do today?” Most of the time my answer is “I don’t know.” Not that I am trying to be flip; I honestly do not know. Yes, I am in the financial business and …
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