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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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Five Star Wealth Manager Award

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

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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Santas Hangover Market Update

Santa’s Hangover: Market Update

December 1, 2015

Many investors still believe in the Santa Claus rally. Why not? It is a phenomenon that happens more often than not. The Santa Claus…

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China Weighs Final

While China Weighs on All, the Western World Recovers (sort of), and the Fed Looks to Raise Rates

August 4, 2015

Within the past few weeks, things have been looking moderately better in the U.S. and Europe. U.S. GDP is reporting stronger growth and European…

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