Category: Private Client Newsletter

How to Survive This Dangerous Market

The effects of technology on the stock market How to use Science to improve your portfolio Investor Strategy  You just have to love technology. The stock market had its most violent week in the history of stock markets, with the Dow punishing us with not one, but two 1,000+ point pummeling’s along with two 1,000 […]

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Critical Market Update – The Real Reason for the Selloff

What impact did the Superbowl have? How serious is this correction? Where do we go from here? There is no doubt in my mind that the real reason for the market sell-off is the disappointment of investors over the Patriots losing the Superbowl, and anger towards the refs for those two blown calls that cost […]

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Is this Correction Real? Plus: What’s in store for 2018?

Is this Correction Real?    The market has finally started showing signs of cracking with two big down days in a row. It has been a long time since we have had a decent pullback. The big question right now is if this is a real correction or another minor blip. Although no one likes […]

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Higher and Higher….. Forever and Ever?

With the market making new highs practically on a daily basis, the question begs: Is it going to keep going higher and higher…. forever and ever? If you need help answering that, let me help you. The answer is no… more likely HELL NO! In fact, the biggest question I get is, how can this market […]

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A Surprising Little History of New Year Celebrations

Celebrating New Year’s may seem old hat to you and me, but it has been around for a while. The first historical recordings of any type of new year celebration come from approximately 2000 B.C. in ancient Mesopotamia. Back then it was celebrated in the middle of March around of the times of the vernal […]

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Holiday Eating Tips

Holiday Eating Tips Avoid carrot sticks. Anyone who puts carrots on a holiday buffet table knows nothing of the Christmas spirit. In fact, if you see carrots, leave immediately. Go next door, where they’re serving rum balls. Drink as much eggnog as you can. And quickly. It’s rare. You cannot find it any other time […]

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Jeopardy Question: Climbing a Wall of Worry

And the answer is: What is the stock market doing right now.  The stock market continues to rise even though most investors are flabbergasted by it and are convinced that the next shoe is about to drop, bringing along another crash.  This continued rise in the market against the belief that it should, is commonly […]

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Is a Retirement Community Right for You?

This question goes through every retiree at some point. First thoughts are usually, “an old folks home? No way!” However, upon further review, many people warm to the idea. There’s a lot to consider if you’re thinking about moving into a retirement community. They’re not cheap. First, there are up-front entrance fees. These are in […]

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What is Bitcoin?

Little has turned more heads of late than a new addition to the investment world known as Bitcoin. By now, most of us have heard of “cryptocurrency”, but few can explain what it is. In fact, it seems the more we  try to understand, the more confusing it gets.   Here’s a primer:  Bitcoin is a […]

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