The market is making headlines again, and as usual, they are being hijacked by what I like to call Perma-Bears. A Perma-Bear is an abbreviation for one with a permanent bear market perspective. They can take any headline and turn […]
Managing investments is a pairing of both art and science. The science part is collected through factual data provided by earnings reports and numerous economic indicators. The art portion is interpreting the data and formulating an investment strategy for each […]
On May 8th, we wrote that the “One Thing” that fuels the economy is jobs. Before the One Thing is corporate profits. A stable job market and sustainable economic growth are first dependent on profitable employers. Every CEO has experienced […]
What you and I spend each day on items like gasoline or a loaf of bread represents almost all the business commerce in America. Analysts project that 66% of the US Gross Domestic Product (GDP) is the result of the […]
Last week was a relatively quiet media week as the last of Q1 earnings reports were released and investors began forecasting their views for Q2. For the week, the major indices continue their upward trend with solid gains for the […]
“Calculators can only calculate – they cannot do mathematics.” – John A. Van de Walle I am crossing over 30 years of working as a CFP® with individuals and corporations assisting them in achieving specific financial objectives. With individuals, the […]
Last week, I spent Wednesday-Friday in Austin, TX attending a “mastermind” event with 20 of the top advisors from across the country. The goal of our collaboration was to intensely focus on how we can serve our clients better in […]
