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Category: Current Topics & Opinions


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Is It A Bull Or Is It A Bear

Is it a Bull or is it a Bear?

April 8, 2016

Is it a bull or is it a bear? The past 18 months have left a number of investors asking this very question. Since…

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The Aging Population Problem

The Aging Population Problem

March 17, 2016

It’s been a month since my last post was published. I apologize for the delay. My office flooded 2 weeks ago and I’ve been…

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U.s. Consumers – The Last Line Of Defense

U.S. Consumers – The Last Line of Defense

February 16, 2016

It is well known that there is considerable concern for the global economy. Red flags are flying high: credit spreads have widened, China is…

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Beware The Shadow Bear Market

Beware – The Shadow Bear Market

February 1, 2016

What a wild ride to begin 2016. The S&P 500 ended the month down -5.0%, though the index was down -9% on Jan 20th…

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First Week Was Worst Week

First Week Was Worst Week

January 10, 2016

The first week of January was the worst on record. The S&P 500 index fell by -5.96% to close at 1922. The index is…

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Market Outlook

2016 Market Outlook

January 4, 2016

This is the time of the year when economists make their 2016 market projections. Of course, these projections are notoriously off-base. At the start…

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Fixed Income Prospects After The Fed Rate Hike

Fixed Income Prospects After the Fed Rate Hike

December 23, 2015

Today, I was quoted in a US News & World Report articled titled, “Fixed Income Prospects After the Fed Rate Hike.” Here is the…

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Martin Final

Who Is Martin Shkreli?

December 18, 2015

If the name Martin Shkreli doesn’t ring a bell, you’ve probably heard of him via his reputation. The 32 year-old is perhaps the most famous…

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Will Oil Lead Us Down

Will Oil Lead Us Down?

December 8, 2015

Oil has dominated headlines recently. The single most important commodity on the planet has been under significant pressure lately. If this doesn’t tell you…

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