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After 20+ Years…

After 20+ Years…

I have now been a financial advisor for over 20 years. This is fascinating to me, as many people these days don’t remain in a career for 5 years, much less 22. I absolutely love what I do and have a passion for helping people and grappling with markets on a daily...
Buckle Up!

Buckle Up!

Sometime around 2012, I was 50lbs heavier than I am today and something had to change. In theory the process was really quite simple; however, application of said process was awful. It began by eliminating most of the foods I was consuming each day. Bread gone. Sugar...
Santa or the Grinch

Santa or the Grinch

The famed Santa Claus rally was a term coined back in the 1970s when stock analysts began noting a seasonality trend which coincided with holiday shopping and increased consumer spending. Considering it takes years for a trend to develop, this makes perfect sense as...
Emerging Profits

Emerging Profits

Famed investor Peter Lynch often discussed his basic principle of investing in companies you’re familiar with. Credited with leading the Fidelity Magellan mutual fund on a multidecade, above average performance streak, it was even rumored Lynch would add stocks his...
That Darn Inflation Train

That Darn Inflation Train

Markets seem to be rounding out 2021 swimmingly. Tech heavy S&P 500 is trading higher by more than 20% and we’re even starting to see some life out of diversifying asset classes such as emerging markets, international and, don’t look now, but even gold seems to...
Raising the Caution Flag

Raising the Caution Flag

For many years it has been difficult to remain bullish. We have faced political uncertainty, deficit and debt concerns, meteoric valuations as well as trade and tariff wars. Throw in a 35% market decline on the heels of Covid and one may actually ponder the sanity of...