In January of this year a story hit the headlines across all major media outlets. A group of traders who were members of an online...

2020, with its deadly pandemic, global recession, stunning market collapse and surprisingly rapid recovery, reinforced the notion that it...

Rotation is a term used in our industry to describe the flow of investor capital as it moves from one investment style, or asset class,...

They say, “timing is everything.” This phrase haunted me as news continued to break in early February concerning the severity of...

For 2020 be the year for value investments? Before we completely answer that question, let's review the difference between value and...

When there is a truth to be discovered, a common refrain is, ”follow the money.” Mike tells us what people really believe. You may think...

“Just buy the index.” “It is cheap and gives you access to the whole stock market.” “You’ll outperform in the long run.” Statements like...

“The trend is your friend.” I don’t know if you’ve heard that expression before or not, but it is a well-known wall street axiom. Well...

Is it good news for the economy now, bad news for the stock market? It certainly looked that way in early February when a better than...

What is your risk number? Many of us have heard the commercial advertising the sleep number bed. The company claims that some people like...

It doesn’t take much to make investors uneasy about the markets these days. Scanning the headlines is like taking a walk through a...

In the 25 years I have been advising families regarding the financial decisions they make in life, one issue stands head and shoulders...

Google defines a hedge fund as “a limited partnership of investors that uses high risk methods, such as investing with borrowed money, in...

Growth investments, also referred to as momentum investments, are comprised of companies whose earnings are expected to grow at a faster...

Since the end of the financial crisis central bankers have been pumping cash into the system hoping to jump start their economies. QE1,...

Investors can make many mistakes during their investment lifetimes: not starting early enough, not investing aggressively enough,...

For a flat stock market, 2015 sure packed plenty of pleasure and a whole lot of pain. In short, if you were a risk taker, you may have...

The idea behind asset allocation is simple: When one investment category struggles, it’s OK because that is offset by another category...

“We are never as happy or as unhappy as we think we are,” said the French sage La Rochefoucauld. This principle can be applied to money...

Market volatility is back and with it comes nervous investors. The VIX (a commonly used measure of stock market volatility) increased...