The recent headlines in the financial press would lead one to believe that the market is in a middle of a monster wave.  In fact, if you look at a…

"There are certain industries which cannot now successfully compete with foreign producers because of lower foreign wages and a lower cost of living abroad, and we pledge the next Republican…

The financial business is a numbers business.   The jargon can make your head spin.  We have alpha,  beta,  PE, PB, PS.  The list goes on and on.  The numbers are supposed to communicate risk and…

Blood, Sweat and Tears belted these words out in their 1969 hit “Spinning Wheel”.   This year's volatility has many investors feeling as though they've been on a spinning wheel. Is this…

The first quarter of 2018 was a wild ride for equity investors.  January started off so promising (and unrealistic on an annual basis); however, it was followed by a February…

If you were a Johnny Carson fan you might recall his skit “Carnac the Magnificent”, in which a turbaned Johnny Carson delivered humorous predictions of the future. Just watching Carson…

Sometime in your investing life you have likely seen the 'mountain chart' exhibited below illustrating the price of the S&P 500 index from 1950 to present. Upon its presentation the…

Bloomberg has been featuring articles this week that focus on the expensiveness of the market. In a recent article titled “Goldman Warns Highest Valuations Since 1900 Mean Pain Is Coming”,…

The tax cut struggle isn't just politics. Economics are at play. This graph from a recent dshort.com article illustrates the problem perfectly: In summary, on a historical basis tax brackets…

I have been blessed over the last thirty years to have long lasting relationships with my clients. I have been reminded many times by clients that we started working together…