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What You Can Learn from 7 Theme Fusion Success Stories
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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 half empty,
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.
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
The Coronavirus
Like me, you’re an investor - and you’re probably concerned. That’s understandable. This virus is troubling
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
No Love for this Bull Market
AWall Street Journal ran an article on July 9th titled “Investors Buy Bonds Even as Stocks Rally.” The article begins “Individual