Schedule a Phone Call

Insights

Monthly Blog Posts

Investing in Infrastructure

April 16, 2021

Investing in Infrastructure

President Joe Biden has announced a massive $2 trillion infrastructure bill known as the American Jobs Plan.  This investment in US infrastructure […]

Read Article
Shall We Dance?

March 17, 2021

Shall We Dance?

    In 1960, the number one hit on the singles chart was recorded by a great singer named Chubby Checker […]

Read Article
Is U.S. Inflation on the Rise?

March 11, 2021

Is U.S. Inflation on the Rise?

    Inflation has been almost non-existent for over a decade. It looks like that is all poised to change. […]

Read Article
A Be “Different” Way to Invest in Bitcoin

March 4, 2021

A Be “Different” Way to Invest in Bitcoin

  If anyone has tried to purchase bitcoin, you have learned that it is not THAT easy. It’s possible, yes, […]

Read Article
Dogecoin Drama

February 19, 2021

Dogecoin Drama

  This quarter I plan to write about cryptocurrencies, and Bitcoin in particular.  Investors have a hard time understanding why […]

Read Article
To the Moon & Back: A behavioral finance perspective on the GameStop Mania

February 11, 2021

To the Moon & Back: A behavioral finance perspective on the GameStop Mania

Over the past few weeks, members of an online investing group called WallStreetBets, part of a website called Reddit, banded […]

Read Article
2021 Stock Market Outlook – Don’t Fight the Fed

December 30, 2020

2021 Stock Market Outlook – Don’t Fight the Fed

When I started in the industry in the late 1980s, I was under the tutelage of some “old school” Wall […]

Read Article
What If A Blue Wave Happens?

November 3, 2020

What If A Blue Wave Happens?

What If a Blue Wave Happens?  The markets appear to be pricing in a Biden victory.  But what happens if Democrats […]

Read Article
2020 Tech Stock Bubble

September 30, 2020

2020 Tech Stock Bubble

  I read some statistics lately and started thinking about whether we are in another 2000 type stock bubble.  In some […]

Read Article
May Sunpointe Illuminations

May 21, 2020

May Sunpointe Illuminations

Investors have a lot to worry about right now.  In April, US retail sales suffered their biggest decline on record, […]

Read Article
History in the Making

April 21, 2020

History in the Making

I think it’s safe to say that earnings reports coming through in the next two quarters will qualify as “History […]

Read Article
COVID-19 – What are the Investment Implications?

March 2, 2020

COVID-19 – What are the Investment Implications?

COVID-19 is a new disease, caused by a new coronavirus that has not previously been identified in humans. COVID-19 is […]

Read Article