January 2020

The S&P 500 index is unmanaged and can’t be invested in directly, so be careful what you read. While true it rose roughly 28% (past performance is not a guarantee for future results) for the 2019 calendar year, keep in mind it started 2019 down nearly 20% from its...

December 2019

Until the work required to iron out a trade deal stops being played out on twitter and various other means, expect some wild days for stocks. Of all the trends I follow, economists and money managers I read, as of the date of this writing manufacturing continues to...

November 2019

Life has a way of reining us in from our daily routines, reminding us of what really matters. Friday, October 25th at 5:08 PM was one such occasion for me and my family. That’s when we learned our 3 ½ year old granddaughter Adeline (Addie) Miles was diagnosed with a...

September 2019

And the magic carpet ride continues. Manufacturing flashed a slowing signal early in August for the first time in 10 years. Our economy is still growing albeit slower but the rest of the developing world continues to struggle. Think trade has anything to do with this?...

August 2019

Here’s a question for anyone working or retired, regardless of age or risk tolerance. In August of 2019 what concerns you most, the next 2– 4% gain in stock prices or the next stock market correction? …..Stay nimble, be tactical and know what you...

May 2019

It’s been said to sell in May and go away. Hmmmm. Maybe it’s time to rethink your exposure to risk and consider rebalancing your portfolio. Stay nimble, be tactical and know what you own.