December 2020

As year-end approaches keep in mind it’s also the end of the quarter and that means it’s time for portfolio managers to rebalance portfolios back to their called for mix of stocks, bonds and cash. I won’t be surprised to see more selling than usual given the recent...

November 2020

Bitcoin. Governments around the globe maintain the option of banning it. Thus, it’s volatile and can be hard to transact. Although crypto’s are still relatively new I see that landscape taking shape. When will it become as easy to own as owning a stock? Stay...

October 2020

There seems to be a growing concern over the possibility of a contested Presidential election and what it might mean for the stock market. The last time the U.S. experienced a contested Presidential election was in 2000 between Bush and Gore. It lasted 36 days and...

September 2020

If you’re between the ages of 58 and 61 I’m sure you’ve asked yourself if it makes sense to begin receiving social security retirement income at age 62 or to delay it to age 65 or even later. Did you know there are 2 very simple mathematical calculations that will...

August 2020

Fear of missing out? Does this phrase capture how you feel about the stock market right now? After all, it sure has been on tear since the March correction. And speaking of correction, are you in that camp right now? Absent a long-term plan for dealing with market...