A few days ago I was reflecting on my years as a financial planner, what I had learned, and how I've used prior client conversations to...

Bitcoin is back in the news as it recently exceeded the prior all-time high of $68,992 set in November of 2021.  Indeed, it was less than...

Diversification has been called "the only free lunch in investing:" By investing in a basket of less-than-perfectly correlated assets, an...

As 2024 begins and financial journalists and pundits the world over give their opinions on what the coming year holds it seems important...

What a November!  The S&P rallied nearly 9% as stocks charged higher the first of the month and never looked back.  Investors, after...

The S&P 500 fell 2.2% in October.  At its late month worst, the index was down nearly 11% from its summer highs.  My repeated warnings...

It's that lovely time of year again - leaves are falling, the first flakes of snow are drifting by and holiday cheer is making its way...

Despite the nicely positive year the S&P 500 fell 4.9% in September as my summer warnings of at least short-term trouble for stocks seem...

An old Wall St. joke is that economists have predicted nine out of the last five recessions.  And, for what seems like forever now,...

In 1993 Universal Picture released the sci-fi action thriller, Jurassic Park. I was in middle school.  I can still remember a classmate...

Let's spend a little time this month talking about how your investment portfolio is doing. In particular, I want to speak to those who...

Last month I spoke about "migration" and the idea that investors were warming to the idea that the S&P 500 had struck a bear market low. ...

The S&P 500 eked out a tiny gain in May as investors watched for the latest debt ceiling headlines. May 17 and 18th proved pivotal days,...

Denial. Migration. Panic. Smart investors reflect on these three words constantly and evaluate both their own thought processes and...

For those unaware, the United States looks set to once again hit its "debt ceiling" sometime this summer. What is the debt ceiling,...

As a financial planner that speaks with investors and other advisors every day, I sometimes get a unique look into the current psyche of...

I'll say it - it's been an interesting 18 months in financial markets. As the old Chinese proverb says, "May you live in interesting...

Led by beaten down "momentum" names, stocks rallied sharply in January with the S&P 500 adding 6%. While things looked relatively grim...

My wife informed me that the last few blogs have been too "data heavy" (I think this is her way of saying "boring") so I figured what...

On December 23, 2022 as part of the Consolidated Appropriations Bill, the SECURE Act 2.0 was passed. Recall the original SECURE Act...