Yearly Archives: 2020


The Roth Opportunity is Knocking

It’s very difficult to watch the value of your portfolio decline. We’re all feeling that pain right now. But please don’t overlook a potential opportunity – imagine a substantially lower tax bill in the future. Have you thought about moving funds from your traditional IRA to a Roth IRA? Nobody likes

By |2020-06-11T04:20:56+00:00March 30th, 2020|Uncategorized|0 Comments

Please…Just Give Us the Bad News!

One of the main problems with markets right now is the massive uncertainty. Market participants and business leaders loathe uncertainty. They would rather hear the bad news any day over uncertainty. At least they can plan when they know how bad it is. We should start getting meaningful news – good

By |2020-06-11T04:21:21+00:00March 25th, 2020|Uncategorized|0 Comments

Optimism vs. Pessimism on the COVID-19 Virus

At times, it’s easy to move between optimism and pessimism on this quickly evolving virus story. The economic impact for the next few months is going to be dramatic. A modern-day economy cannot be on lock down and “social distancing” for long without destroying wealth. But there are reasons for hope

By |2020-06-11T04:23:38+00:00March 20th, 2020|Uncategorized|0 Comments

The Coronavirus

Like me, you’re an investor - and you’re probably concerned. That’s understandable. This virus is troubling on many levels, and the media is now very focused on this story. But as an investor, we believe in people and entrepreneurs, we believe in their ideas, and we believe that human creativity and

By |2020-06-11T04:28:22+00:00February 28th, 2020|Uncategorized|0 Comments

Be of Good Cheer!

Investors should be of good cheer! The long-term, “secular” bull market in U.S. stocks that began in March of 2009 continued as diversified portfolios of both stocks and bonds performed very well last year. Even international stocks piled on with some gains. The years 2018 and 2019 are an interesting case

By |2020-06-11T04:29:25+00:00January 21st, 2020|Uncategorized|0 Comments