Blog2018-10-24T13:20:54-04:00

3 Common Investing Mistakes

Timing the market - Although the financial markets can be remarkably steady over longer time periods, sharp short-term movements in security prices are increasingly frequent. Choosing the ideal moment to buy or sell is difficult, and investors who attempt to time the market may end up missing periods of exceptional [...]

By |March 19th, 2020|Categories: Uncategorized|0 Comments

Will Coronavirus Make Your Portfolio Sick?

The Coronavirus outbreak is causing panic worldwide and almost everywhere investors look, the headlines seem daunting when it comes to the epidemic and their portfolios. What is an investor to do amid these circumstances? First and foremost, everyone must understand the incentives of the news outlets pumping out these headlines. [...]

By |March 9th, 2020|Categories: Uncategorized|0 Comments

In the Blink of an Eye

Well... it's Monday following an 11% drop in the DOW from last week. And what's happened? When financial markets hit periods of volatility like this past week, these questions inevitably fly around: Is this the right time to sell? Why are my account balances dropping? Shouldn't you (the advisor) be [...]

By |March 2nd, 2020|Categories: Uncategorized|0 Comments

The Sky is NOT Falling!

It finally happened. A bona fide selloff took hold on Wall Street Monday after investors spent weeks attempting to come to terms with the potential impact of COVID-19 as it spreads in countries outside of China, notably Italy and Iran, threatening to dent global supply chains and economies. There are [...]

By |February 24th, 2020|Categories: Uncategorized|0 Comments

Trade Wars Are Nothing New

With the U.S. and China dominating the news over the last several months as they dispute tariffs being waged on each other, the headlines seem relentless, confusing and daunting. Let's face it, the terminology of trade wars and tariffs is complicated. And most people don't stop to investigate the history [...]

By |January 22nd, 2020|Categories: Uncategorized|0 Comments

They Changed The Rules AGAIN!

And here you thought you had things wired. But this is Congress we're talking about and there's a LOT of money at stake. Now, any plans you may have had for 'legacy' to children were just changed. One of the most significant changes made by the SECURE Act to impact [...]

By |January 9th, 2020|Categories: Uncategorized|0 Comments

The Market Has No Memory

In an email on Jan 3rd about 'Prediction Season' and yesterday's email about 2019's historic market rise, the bottom line is that markets react from current news, policies, projections, and regulations. They project forward, usually reflecting that they are or are not bothered by the same things you or I, [...]

By |January 8th, 2020|Categories: Uncategorized|0 Comments

Let The Prediction Season Begin

At the beginning of every year, market pundits come out of the woodwork to forecast returns for the coming year. Even though there is overwhelming evidence that market forecasting is a fruitless endeavor, legions of investors hang on every word and amend their long-term investment strategies based on short term [...]

By |January 2nd, 2020|Categories: Uncategorized|0 Comments

Say It Isn’t So, Jim!!

After taking on Jim Cramer for over a decade now - as he pontificated and prognosticated (in my opinion) to the detriment of his viewing investors, it seems I'm finally vindicated. Hopefully, at least, in the eyes of his many devoted acolytes who I've continually heard from over the years. [...]

By |October 15th, 2019|Categories: Uncategorized|0 Comments

Market Jitters? Perspective is Everything

Ok, it was another roller coaster day last Friday. And, here's what's interesting. About a week and half ago, I had someone tell me the market was high, so they shouldn't make any changes. And then last week, I had someone say: the market's fallen, so we shouldn't make any [...]

By |August 28th, 2019|Categories: Uncategorized|0 Comments

Measuring Marathons with a Ruler

One of the most challenging aspects of being a prudent investor is recognizing the difference between short-term noise and long-term evidence. With billions of market data points available instantaneously 24/7/365, it’s easy to find yourself measuring what equates to a 26.2-mile journey with a 12” ruler. The investment industry and [...]

By |March 21st, 2019|Categories: Uncategorized|0 Comments

Investing Advice from a Hedge Fund Manager

You've heard about them; they're risky. Few seem to make money for their investors. But they get a lot of attention when they do.  So wouldn't it be interesting to know where hedge fund managers invest their money?  You might be surprised at the answer.    Hedge funds are investment partnerships that employ [...]

By |March 1st, 2019|Categories: Uncategorized|0 Comments

The Madoffs Among Us

When teaching my Income in Retirement college classes, there is a section on preservation of capital embedded within the investment strategies portion. In my book, preservation from fraud and theft are even more important discussion topics because the methodologies to separate you from your money are many. And they are [...]

By |February 20th, 2019|Categories: Uncategorized|Tags: , , , , , , , |0 Comments