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What You Can Learn from 7 Theme Fusion Success Stories
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Growth Stocks Get Overdue Market Correction in First Quarter
Thank heavens we finally got a correction in growth stocks during the first quarter. As painful as this
The Super Bowl “Indicator”, the Madness of Crowds, and a Long-Term Perspective
“Every age has its peculiar folly: some scheme, project or fantasy into which it plunges, spurred on by
2020 – What Have We Learned? And The Election…
“The only thing new in the world is the history you do not know.” – Harry S. Truman
New Investment Risks Emerge From
Coronavirus – But Keep the Faith
“While the Optimist and the Pessimist were arguing over whether the glass was half full or
The Roth Opportunity is Knocking
It’s very difficult to watch the value of your portfolio decline. We’re all feeling that pain
Please…Just Give Us the Bad News!
One of the main problems with markets right now is the massive uncertainty. Market participants and
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.
A Brief History of Flus and Viruses in the U.S.
As fear works its way through financial markets, it might be helpful to review a brief history on pandemics to help
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
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
It’s Time to Consider Converting
to a Roth IRA
I’ve never met a client who wants to pay more in taxes. But as the cliché goes, you sometimes must take a
Is The U.S. Economy Entering a Deflationary Boom?
Under Ben Bernanke, the Federal Reserve set a policy of targeting inflation at 2%. Bernanke is apparently a dedicated student of
Beware The Media Headlines
The media was blaring the bad news headlines again last week. It can be comical when you step back from it