The Problem with Recessions

The Problem with Recessions

In the next few paragraphs, I’m going to give you a peek into the future and let you in on what we see unfolding in the economy and what impact stock market investors may see.  What we are seeing is an economic recession on the horizon.  There is a very high...
How to Be a Genius

How to Be a Genius

Napoleon’s definition of a military genius was “the man who can do the average thing when all those around him are going crazy.” It’s the same in investing — especially as markets get wild, as they’ve been these past few months.  It...
The Canary in the Coal Mine

The Canary in the Coal Mine

Many investors think of the stock markets as a giant cash register. Just put your shares in and take cash out. However, there is not an endless supply of cash in the markets. Someone must be on the other side of the cash register putting money in so you can take it...
What the Boogeyman Looks Like

What the Boogeyman Looks Like

The most frequent question I get from clients is what will happen to my investments if ____ happens? (Insert your fear of choice)  I remember getting into the finance business back in the 1980s when the Iran/Contra scandal caused a constitutional crisis resulting...
Index Investing Isn’t What You Think

Index Investing Isn’t What You Think

“In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists.”- Eric Hoffer I love this quote as it accurately describes the current investing environment. Index investing is the...
Caveat Investor: Regulators Slam Automated Advice Firms

Caveat Investor: Regulators Slam Automated Advice Firms

In a November 10, 2021 article for Financial Advisor magazine, Tracey Longo reported that the Securities Exchange Commission (SEC) slammed almost all “Robo-Advisors” with deficiency letters.    Robo-Advisors are low-cost digital investment advisors offering...