Blog
Recession Dopamine Nonsense
Recession Imminent? Nonsense! Financial media just can't get addicted enough to thoughtless prognostications. Recession forecasts are the Click-bait eyeball catcher du jour. Let's break this down. And while we're at it we'll talk about inflation, inverted yield curve...
Investing NOW plus New Developments
With down markets and horrors in world news, WHAT ARE WE DOING to mitigate risk and address safety, rising interest rates, & inflation? And YES, we are announcing, if you have retail account(s) at Schwab, or TD Ameritrade and realize you need professional...
UPDATE Your Estate Plans
This blog serves as a reminder that you need to update Estate Planning, Wills, Trusts, Powers of Attorney, and other documents and "Ultimate Plans." Well, as we all know, we're not getting any younger, so let's talk about doing an UPDATE for your estate plan. Have you...
Avoid Dumb Embrace Smart
Smart Investment Practices, Hedging Inflation This blog contains the professional investor's perspective about how to and how not to trade this market. What Investors Can Glean From FBI Active Shooter Training If, God-forbid you were in a location where an active...
No Pain No Gain Ukraine
Historic Geopolitical Tensions and Expectations We do not buy into the narrative that a new European war is inevitable, but this is not a moment to leave you guessing about our preparedness, and where we stand portfolio-wise. What is our strategy as the days unfold?...
Feb 2022 Commentary
This contains my observations about todays' news vs my pro investor's viewpoint. We'll cover Inflation, Ukraine, Corporate Strength and the dramatic Meta/Facebook spanking and proposed legislation that might disrupt the ROTH IRA. Narrative Vs. Economics/Geopolitics...
Financial Advisor or Cog in a Profit-Driven Machine?
You have a “relationship” with a Financial Advisor but, who and what is actually driving this affair?
This lady can’t tell the difference between a Financial Advisor and a Registered Investment Advisor. She’s ready to get help.
What are Financial Advisors’ real motivations?
Robo-Advisors are Flawed and Here’s Why It’s official. Robo-Advisors are now a thing!
Oh, the sheer marvel of it… here’s a cut-rate automated asset management solution! What could be better than that? We suggest a human being? Seriously! Here’s why: Wall Street loves to bypass responsibility for your outcome Do you want to be an experimental lab-rat?...
Money Management: Are You Paying Attention?
Make sure your money is in the right PLACE, with the right HANDS, NOW. When it comes to Money these are the essential things to look for: Get a Fiduciary who serves your account diligently. That means frequent, understandable reviews Make certain whoever helps you...
When 169 Million USA Shareholders Wake Up
Where is the real power in the USA? Where is the real power in the USA? Over 169 million shareholders¹ in the United States are the sleeping giant of power. The time has come for the giant to awaken according to former Securities and Exchange Commission Chairman and...
When Your Mom and Dad Have Money
Your parents should be treated like people not numbers. Cookie Cutter solutions are abundant. If your parents are dealing with a retail brokerage like a bank or major investment company, they probably don’t realize that their “Financial Advisor” is either marching in...
Year-End Notifications
Market Performance Optimism We remain optimistic about market performance and do not find justification for bearish sentiment that appeared under the fear-inciting Omicron news cycle. Portfolio Rebalances Master portfolio holdings have already been adjusted to meet...