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Brexit Is A Big Deal

June 26, 2016

Brexit “Black Friday” cost investors over $2 trillion in market wealth (CNBC) as global stocks fell -5.4%. Here in the U.S., the S&P 500…

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The Corporate Earnings Problem

June 2, 2016

The S&P 500 is yet again trying to reach its all-time high (reached a year ago, May 2015). As I write this, the index…

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Prince

Who Will Inherit Prince’s Estate?

May 3, 2016

Prince died unexpectedly in Minnesota on April 21st, and the cause of his death is still a mystery. There are reports that Prince died…

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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

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

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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2016 Five Star Wealth Manager Award

January 22, 2016

For this week’s newsletter, I talk about winning a wealth manager award and fiduciary responsibility. 2016 Five…

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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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