April 2020 – Tough Month
April Looks Like It’s Going to be a Tough Month (This may be the understatement of the year)Supposedly as we
Read moreBear Market- Straight Talk
BEAR MARKET No happy talk, but straight talk here. During this recent market meltdown, I happen to look back and
Read moreStock Market Meltdown or Meltup ??
STOCK MARKET MELTDOWN OR MELTUP?? What a difference a few months make. Perhaps I don’t have to remind you of
Read moreTax Man or Stretch IRA ?
The SECURE Act (which became law 12-20-19) changed the InheritedIRA rules for most people who inherit IRAs in 2020 or
Read moreFiduciary Duty – Does your Planner have one ?
DOES YOUR BROKER/FINANCIAL PLANNER HAVE A FIDUCIARY DUTY TO YOU? There is a lot of confusion with the different financial
Read moreMarket Volatility – Tighten Up Investor
Tighten up, Investor In 1968, Archie Bell and the Drells unleashed a hit song called “Tighten Up.” More about the
Read moreMy 86-year-old mom wanted to buy weed stocks
My 86-year-old mom wanted to buy weed stocks I bet you that title got your attention! A month ago I
Read moreFed Raises Interest Rates for the 7th time
The Fed raises rates for the 7th time I listened to our new Fed chairman, Jerome Powell, on June 13th,
Read moreI have met the World’s Worst Investor
I Have Met the World’s Worst Investor Over the years, I have had many clients comment to me during our
Read moreMy Favorite Chart
My Favorite Chart I have used an updated version of this chart for 20+ years. It represents what a long-term
Read moreWho Dunnit ? Stock Market
WHO DUNNIT? You as an investor have witnessed stock market declines of 1,000-points in just the first week or so
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