Will Your Money Be Safe When the “Trump Bump” Finally Slumps?

April 2017 Newsletter

Beware the “Honeymoon” Hype and Prepare for the “Shifting Current” in 2017

Winter 2017 Newsletter

Your Objectives Drive Stock Strategies

September 2016 Newsletter

New Market Highs are More ‘Irrational’ Than Ever

August 2016 Newsletter

Long-Term Questions Spawned by Brexit are Even More Unsettling than Market Turmoil

Summer 2016 Newsletter

Having the Right Core Values for Saving and Investing is a Must

June 2016 Newsletter

Even ‘Wall Street Cheerleaders’ are Sounding Cautious

May 2016 Newsletter

Will a Crashing Market Trigger Recession for the First Time in History?


“Perfect Storm” Could Make 2016 the Year For That Third Big Drop

As I write this in January, the stock market is off to its worst start to a new year… ever! Things may or may not have rebounded by the time you’re reading this in February, but…

So You’re Retired – Now What?

Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keoghs, SEP-IRAs and traditional IRAs available...