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10/31/19

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

09/03/19

A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be, especially

08/15/19

‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to your planning needs If you invest money for

07/31/19

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

06/25/19

One of my favorite topics to research, learn, and talk about is the founding of the United States of America. I have the highest respect for our founding fathers. Collectively,

05/28/19

Trade War – A Game of Chicken In a car game of chicken, only 2 possible outcomes exist. Either someone gives up and swerves away in time to avoid the

05/10/19

Wow! What a run the market has been on recently. As of today (4/26/19), the Wilshire 5000 has increased +17.17% for the year, completing a rebound from the 4th quarter

03/25/19

A client recently asked me how I felt about a top 10 mutual fund list, which shows the top performing mutual funds from a 1, 3, 5 or 10-year periods.

03/07/19

2018 Year End Review and Forward Outlook After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down