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March 13, 2018

2017 Q4 Review

Happy 2018 to everyone!

Before diving into the quarterly market review, I want to send good tidings and blessings to all. 2017 was a tumultuous year and was emblematic of the Wall Street saying “stocks climb a wall of worry.” There are always worries in t...

October 13, 2017

The Meaning, If Any, Of All-Time Highs

"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves." – Peter Lynch

One of my earliest conversations about investment markets occurr...

September 8, 2017

This may not come as a big surprise, but Americans are not saving enough for retirement. The average American has saved $95,577, but this number hides the true state of affairs – the median retirement savings across all ages is only $6,060.[i]

There is no magic formula...

July 18, 2017

Inheritance Expectations: The 30% Generational Gap 

While I’m not a full subscriber to generalizations about generations, it can be interesting and insightful to see where there are similarities or differences in outlooks and expectations, particularly when it comes to...

April 20, 2017

Selling $4.5 Trillion Worth of Something? 

While the Federal Reserve Bank has been inching up interest rates, with two more raises expected by the end of the year, there’s another, less talked about factor that could also contribute to rising interest rates. The Federal...

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