November 4, 2016

Mr. or Mrs. President?

Everyone is afraid of something.  It’s true.  The visceral reaction to threats, real and imagined, has driven human behavior for millions of years.  As time... more

June 24, 2016

Brexit: What It Means For You

In an expectedly close but surprising vote, the U.K. has completed a referendum to endorse a withdrawal from the European Union (EU). Today’s market reactions... more

December 24, 2015

Financial Lessons from Charles Dickens’ “A Christmas Carol”

Famous miser Ebenezer Scrooge was introduced to readers in Dickens’ 1834 classic tale of redemption that takes place on Christmas Eve.  Scrooge has lived a... more

September 16, 2015

Does China Matter?

World stock prices have been volatile lately, and China’s crashing stock market has been in the front seat of the roller coaster. Many investors are... more

August 19, 2015

Getting Greedy…Again

Everyone remembers the Financial Crisis.  The passage of time makes it seem like a bad dream now, but its lessons should still resonate with all... more

July 12, 2015

What Impacts Could a ‘Grexit’ Have On Your Portfolio?

The Greeks have delivered a resounding “no” vote to continued austerity. Several polls estimated ‘a too-close-to-call’ outcome, but more than 60% of Greece’s citizens voted... more

February 10, 2015

Ever Wonder What “Really” Happens in the Markets?

The first 5 weeks of the New Year have been pretty volatile for most markets; clearly, last year’s news has brought volatility back.  Many strategists... more

December 19, 2014

Awash in Oil…And What it May Mean for Investors

Certain situations in life are governed by what I call ‘ the playbook.’ In economics, the playbook says that falling interest rates will always stimulate... more

October 17, 2014

Volatility is Back…and We’re Not Worried

The past six weeks or so, since the beginning of September, have been pretty unsettling for stock market investors. After three years of annualized price... more