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

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...

The world has become a global society of universal connectivity, where people expect to have instant access to data and services across a...

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...

As computers and smartphones in particular and the internet in general proliferates in our society the threat to your financial security...

When I first started in this business in 1991, I remember one-year CD rates were 6%, ten-year government bonds paid 7.5%, stocks offered...

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

“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...

In retirement, most people have a grand assortment of assets that can be used to cover expenses- stocks, bonds, mutual funds, taxable...

Well it’s a New Year and time for new thoughts. Better still, maybe it’s a good time to revisit your current investments and make sure...

With the financial meltdown from the fall of 2008 now nearly 6 years in our rear view mirror, this seems like a good time to revisit...