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The Great Repression

May 14, 2020

Economic policies are powerful forces for the stock market. Whenever the money supply or federal deficit spending has grown faster […]

Warning: Large Numbers Ahead

May 14, 2020

The United States and entire global economy are experiencing an unimaginable collapse in economic activity. It is not caused by […]

1st Quarter Investment Commentary

April 4, 2020

Together, we are facing an unprecedented situation. The global pandemic is indiscriminately affecting all our families, our businesses, our communities […]

STOCKS ON SALE: Part 2

March 12, 2020

“The real key to making money in stocks is to not get scared out of them.” – Peter Lynch We […]

Stocks on Sale Due to Coronavirus

February 28, 2020

The world is watching the spread of the COVID-19 (Coronavirus) with great concern. The feeling of uncertainty has spread across […]

Parabolic

February 21, 2020

If you have followed the stock market this year then you are probably aware of what is going on with […]

Tuning Out the Noise

February 21, 2020

Sometimes we come across a message so simple it’s compelling. This short video from Dimensional Fund Advisors (DFA) is just […]

But I Invested Anyway

January 14, 2020

2019 will go down as one of the best years on record for investors. Global stocks returned +26% and bond […]

Is The Secure Act An “Enhancement” To Retirement Plans?

January 14, 2020

  In June of last year, we wrote about the SECURE Act that passed the in the House. The bill […]

Charitable Contributions from an IRA?

December 10, 2019

In 2018 charitable contributions from individuals fell by 3.8%. Excluding the Great Recession 10+ years ago…

Fifth Inning Stretch

December 10, 2019

As of the end of November, the S&P 500 index had returned +27.6% for the year – a phenomenal year…

Did You Know?

December 10, 2019

In 1935 FDR proposed the Social Security retirement program and his staff projected that total expenditures for…

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