

Post-Election Market Hangover
The voters have spoken at the ballot box, and investors have been spooked. I want to reassure you to not make too much out of the sharp...
Pre-Election Jitters
I have received a number of emails recently from clients concerned (as expected) by the outcome of the election. Some are worried about...


5 Random Thoughts While Shaving
As I was shaving early this morning before going to work out, a few thoughts came to me that I thought you might find interesting. Allow...


What’s going on in the markets?
Investors are worried about stocks being in a bear market, the economy heading into a recession, and the financial system perhaps leaning...


A long blog on frustration…
This long blog will likely find you frustrated with your portfolio, with recent returns, and maybe with your financial advisor. Let me...


It's Not Dark Yet
“It’s not dark yet…but it’s getting there.” –Bob Dylan I am a firm believer that anyone who attempts to forecast the economy further than...
Midyear Outlook 2015: Some Assembly Required
Few things can dampen the excitement of seeing the delivery of a long-awaited package on the porch than three words—“some assembly...
Why is my portfolio trailing the market?
The US stock market as measured by the S&P 500 by the end of November had registered 48 new highs in 2014, the same as in 1929 (Financial...
Mid Year Update
[Click here to view the entire Newsletter] Here we are half way through the year and things seem good and very quiet. Maybe too good and...
What’s the market up to?
As May comes to an end, US equity markets have moved up modestly. Certainly not the strong run of last year, but gains nonetheless....