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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
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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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
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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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?
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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