Stock 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
Read MoreWill 2018 Stock Market Outperform Year 2017 ?
Can the 2018 stock market outperform 2017 returns? I don’t think anyone can argue that the last year in the
Read MoreWhat Kills a Bull Market ?
What Kills a Bull Market ? Not a week goes by when I do not field questions about what direction
Read More