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Lessons from my Career

There are certain investing fundamentals that will never go away and no matter the environment we find ourselves, these fundamentals will always shine through. It has been a bit of
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Too Big to Fail?

“Too Big to Fail” was a term we heard countless times in the aftermath of the 2008 market collapse. But what does it really mean and what lessons should we
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Q1 2017 Market Update

Happy spring season to everyone! It may not feel like it just yet but the first day of spring was March 20th. All winter my kids seem to build energy
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2016 Market Summary

What a year 2016 turned out to be! From hitting 3 year market lows in February to a powerful rebound and rally to new highs by year-end. The market reminded
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What an Upset – Market Update

What a month November turned out to be. I watched in disbelief as the numbers piled up. The momentum seemed to flow back and forth as tension mounted. Excitement, anxiety
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Rate Hikes Should Happen

Deeper Dive into the Federal Reserve and Rate Hikes Watching my kids ride a bike for the first time now ranks among my proudest moments as a dad. There was
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Third Quarter Market Update

Let me be clear, the economy is not the market! You can have slow economies and wonderful market returns or great economic times and sub par investment returns. Investments in
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What is Your True Risk?

Investment Risk or Outcome Uncertainty ?? Understanding the difference between risk and uncertainty will be the key determinant to your success as an investor and possibly your success in life!
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Second Quarter Market Update

Second quarter continued strong movement upward with the Wilshire 5000 moving forward 2.42% against the continued backdrop of global and interest rate uncertainty. For the year (1-1-2016 to 7-1-2016), the
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