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!
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....
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...
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
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 be...
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...
Inflation Protect Your Savings
The purpose of your emergency fund savings is to be there when you need it, not generate return. Still, it would be nice if these funds kept up with inflation so that the dollars you save there today have the same buying power when the time comes that you need...
Hear me out…
Once the government started writing checks it was clear to me it was game on for inflationary pressure. We felt so strongly about that theme that we hosted a series of webinars entitled ‘The Inflationary Freight Train.’ Each of these Zoom webinars was registered to...
Advanced Child Tax Credit
Did you miss the June 28th unenrollment deadline for the advanced child tax credit payments? If you did, do not be alarmed. Social media has been buzzing lately over these advanced payments and what they could mean for your overall tax picture. The advanced child...
CPI 5%…Market Jumps to New Highs
I’ve had the privilege of being a CNBC commentator for over 14 years now. Prior to Covid I would often travel to the studios in Englewood Cliffs and participate in a full hour show talking stocks, markets and the economy. Sometimes, I’ll write about how this all...
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