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Did You Miss The Stock Market’s “Trump Bump”?

Okay, admit it.  Whether you’re an ardent supporter or never-Trumper, weren’t you a little nervous Donald Trump’s victory would cause the markets to crash?  My […]

By |March 17th, 2017|Categories: Investing|Tags: |0 Comments

Are New Stock Market Highs a Concern?

With many stock indexes such as the Dow Jones Industrial Average and the S&P 500 hitting new market highs, some investors may be nervous that […]

By |March 1st, 2017|Categories: Investing|Tags: |0 Comments

Private Lending And The Pursuit Of Investment Income

Is Bigger Better?  Historically, big banks were the only lenders to consumers, small businesses and big business.  However, over the years, big banks have re-focused […]

What If Financial Planning Is Really About Uncertainty?

If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola, […]

Squirrel:  The Intelligent Investor

These have not been ordinary times.  Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low […]

By |February 2nd, 2017|Categories: Investing|Tags: , , , , |0 Comments

So, You Want to be a Real Estate Tycoon?

A client of mine recently inherited some money. She’s happy with her investments but has been itching to buy a real estate investment property.  An […]

By |January 17th, 2017|Categories: Investing|Tags: , , , |0 Comments