facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

A Dire Prediction Thumbnail

A Dire Prediction

Last month a bold and concerning prediction showed up in popular social media feeds: “Sell Your Stocks and Move Your Money Before May 2nd, or You May Never Recover”1 Reading such a bold and dreadful prediction can cause investors to get concerned, fearful, and may tempt them to “get to safety” by moving to cash.

Read More
Danger: Headlines Ahead Thumbnail

Danger: Headlines Ahead

Mark Twain said, “Never let the truth get in the way of a good story.” It might be more applicable today if he said, “Never let the truth get in the way of a good headline.”

Read More
Acting Like an Investor Thumbnail

Acting Like an Investor

Many investors today unknowingly act like speculators. How do I know this? Because they are more concerned and influenced by short-term stochastic changes in stock prices than in the underlying fundamentals of a company. And when coupled with a barrage of negative news stories, it can be very difficult to act like an investor.

Read More
Practicing Gratitude Thumbnail

Practicing Gratitude

Tis the season of gratitude. Thanksgiving is perhaps one of the most underappreciated holidays, but most needed. Because Thanksgiving is not marketable, there is not publicity on it. Instead, it’s all about consumerism.

Read More
Pragmatic Perspectives Thumbnail

Pragmatic Perspectives

Year-to-date, the stock market is down 20-25%. Bonds are down 15% and the supposed inflation-fighting asset class of gold is down 10%. Many financial experts are pontificating where inflation and the markets will go from here. But market forecasts are seldom accurate.

Read More