Broker Check


Tuesday, June 6, 2023

Positive investor sentiment is slowly building and pushing the market higher, following the debt ceiling resolution and a robust jobs report last week.

Tuesday, May 30, 2023

Last Friday the S&P 500 and Nasdaq both had their highest closing prices since August of 2022, while the Nasdaq is leading 2023 gains with powerful advances.

Tuesday, May 23, 2023

The stock market had a strong week as hopes of a debt ceiling resolution increased, and the S&P 500 touched a key resistance level that could portend good things to come.

Tuesday, May 16, 2023

When there’s mixed economic data and media headlines, I dig a little deeper to find clues as to which narrative will likely have more impact on the stock market.

Tuesday, May 9, 2023

First quarter earnings are winding down this week and it’s clear there was no big earnings collapse, the economy is still relatively strong, and the job market is healthy.

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Monday, May 1, 2023

A look at defensive investments and offensive investments, and how they work together in varying degrees to create a customized portfolio that is both diversified and positioned for growth.

Tuesday, April 25, 2023

High volatility was the norm for the past few years but hopefully the VIX is telling us we are headed for a quieter and more stable 2023 with positive market returns.

Tuesday, April 18, 2023

Two important inflation reports were released last week showing a steady decline in inflation, and now investors are looking to corporate earnings to assess whether the market rally can continue.

Tuesday, April 11, 2023

Last week was a quiet one with investors and the markets alike taking a well-earned break ahead of the upcoming release of important economic reports.

Tuesday, April 4, 2023

The last week of the first quarter ended on a positive note as the banking scare continued to show signs that it’s contained.

Tuesday, March 28, 2023

The bond market has been making big moves for the past couple of weeks due to regional banking concerns and the potential to lead the Fed to cut rates by the end of the year.

Tuesday, March 21, 2023

It seems that concerns of contagion from SVB and Signature Bank have lessened, but not disappeared, and this week we will see how it impacts Federal Reserve policy making.

Tuesday, March 14, 2023

The stock market was sharply lower last week with news of some of the largest bank failures in US history, while the Federal Reserve quickly stepped in to help contain the crisis.

Tuesday, March 7, 2023

After a very strong January rally, the stock market drifted sideways and then slightly downwards in February. However, the down move wasn’t nearly as volatile as the drops of 2022 which shows underlying strength and resilience in the market

Wednesday, March 1, 2023

There are a variety of savings options and knowing the benefits of each, as well as how they can all work together, will help you maximize your savings toward your retirement goal.

Tuesday, February 21, 2023

The stock market ended last week nearly unchanged and has remained within a relatively narrow range for the past two weeks, with little market-moving news on the horizon.

Tuesday, February 14, 2023

A higher-than-expected inflation number has the potential to derail the market rally that begin in mid-October. However, some mediocre news may be good enough to lift the stock market as it looks for economic balance and stability.

Tuesday, February 7, 2023

Last week we saw a continuation and acceleration of the strong market rally and although there are fundamental economic reasons for this, what I feel the most is a shift in investor sentiment.

Wednesday, February 1, 2023

Last year was a tough one for any type of investment, characterized by high volatility and negative returns. The good news is there are a few different ways to reduce investment volatility and still be positioned for maximizing returns.

Tuesday, January 24, 2023

Last week started off with selling pressure pushing the market down but ended on Friday with a big up swing, which all seemed to be motivated by the first earnings reports released for the fourth quarter of 2022.

Tuesday, January 17, 2023

The stock market had a very strong week and added to the rise in economic optimism following an inflation report that continued the trend of reduced inflation and increased hopes that the Fed’s strategy is working.

Tuesday, January 10, 2023

Boosted by a positive jobs report, stocks saw a strong rally last week. Is it possible that some optimism is creeping into investor sentiment after an emotionally draining 2022?

Tuesday, January 3, 2023

Investors are obsessed with predicting how high interest rates will climb and what the economic effects will be. An understanding of historical interest rates and their effect on the economy and stock market gives an investor a more levelhe

Tuesday, December 27, 2022

Invest in yourself, set intentions, and define your goals before you leap into the New Year. Investing in yourself is an important, and often overlooked, component of true wealth. Here are some rewarding ways you can invest in yourself.

Tuesday, December 20, 2022

A relatively positive inflation report boosted stocks early in the week and then was followed by a negative Federal Reserve outlook which pushed stocks lower, resulting in an overall loss for the week.

Tuesday, December 13, 2022

The stock market was down moderately last week but has remained in a relatively narrow price range for the past month, with stock market volatility at it’s lowest for the year. This week there will be two events which will possibly push the

Tuesday, December 6, 2022

Positive interest rate comments in a speech by Fed chair Jerome Powell sent stock prices higher last week, but the positive November jobs report temporarily sent stocks lower. It’s understandable if you find this type of logic confusing…

Thursday, December 1, 2022

Societal evolution has been ongoing since the dawn of humanity and influences what current issues and guiding values we focus our attention on. Some of the biggest societal issues I’ve seen in my 47 years include...

Tuesday, November 29, 2022

The holiday week was a positive one for the stock market as optimism grows but does this mean the market rally which began in mid-October will continue through the end of the year?

Tuesday, November 22, 2022

The stock market saw low volatility and steady trading last week, for what feels like the first time this year, and this week investors are thinking more about family and travel plans than what stocks to buy and sell.

Tuesday, November 15, 2022

The market moving news last week ranged from midterm election outcomes to the crypto currency exchange bankruptcy and included lower inflation reports, which led to a super charged stock market rally on Thursday.

Tuesday, November 8, 2022

The stock market had a down week last week, with large growth stocks leading the decline following some weak earnings reports and the Federal Reserve meeting. These events certainly disappointed the stock market, but interestingly, stock ma

Tuesday, November 1, 2022

Mid-term elections are quickly approaching and that makes it the perfect time to look at how elections and political parties have historically impacted stock market returns.

Tuesday, October 25, 2022

The stock market built on gains from the previous week to form the first uptrend since early September, with better-than-expected corporate earnings being the primary driver for the market rally.

Tuesday, October 18, 2022

The stock market has experienced very choppy price movements with a rollercoaster of large drops and rallies but seemingly directionless. It’s indicative of the confusion investors are feeling toward the future direction of stocks.

Wednesday, October 12, 2022

The market had a tremendous rally on Monday and Tuesday and then the second half of the week gave back most of those gains. In stock market parlance, it’s called being whipsawed and it can be emotionally draining.

Tuesday, October 4, 2022

Last week the stock market was down once again, and September’s slide reversed all the gains and more from the July and August rally. As the fourth quarter of 2022 begins, let’s look at some possible stock market moves.

Saturday, October 1, 2022

Commonly known as bull and bear markets, the stock market moves through repeated cycles of uptrends and downtrends, but why are we currently in a bear market?

Tuesday, September 27, 2022

Last week, following more aggressive talk from the FOMC on rate hikes, all the financial markets including bonds, currencies, commodities, as well as the stock market, made significant downward moves.

Tuesday, September 20, 2022

The stock market sold off sharply last week as a key inflation report disappointed investors, and I continue to believe that these downturns offer good buying opportunities to invest extra cash while stock prices are low.

Tuesday, September 13, 2022

Traditionally a Yield Curve Inversion is considered a negative indicator which influences stock investors to sell and not buy but based upon historical probabilities there’s a higher chance of positive returns, even with an inverted curve.

Tuesday, September 6, 2022

The bottom line is the market is currently offering good buying opportunities and I utilize technical analysis to find optimal times to incrementally space out the investment of new funds.

Thursday, September 1, 2022

Lately we’ve been highlighting the impact of the Fed’s monetary policy on the markets, but what exactly does the Fed do and how do they influence the economy and the stock market?

Tuesday, August 30, 2022

The stock market continues its two-week slide offering up a good buying opportunity, while investors fear Fed Chairman Powell’s aggressive stance on fighting inflation even if it means a recession.

Tuesday, August 23, 2022

We saw the stock market slip modestly last week, but is this a small downturn as the market marches to new highs, or rather a continuation of the bear market with new lows to follow?

Tuesday, August 16, 2022

The stock market once again posted large gains last week, with the help of a key inflation report, which has many investors now asking if this rally will continue upwards.

Tuesday, August 9, 2022

The stock market didn’t make any big waves last week, but the July jobs report sure did. An extremely strong jobs report left many economists, analysts, and investors wondering …

Tuesday, August 2, 2022

The stock market had another week of large gains as a slew of important economic information gave investors a clearer picture of the current environment. All of the data wasn’t positive, but it was good enough to spark a rally…

Monday, August 1, 2022

It's more profitable (and healthier) to be positive about a recessionary period. Since 1945 the US has been in 13 recessions, but their average length is only 10.2 months which means the US economy is in an expansion 86.6% of the time.

Tuesday, July 26, 2022

Last week the stock market climbed higher primarily driven by positive earnings reports, but this coming week is full of important economic data and will be a key test to see if the rally continues or reverses.

Tuesday, July 19, 2022

The stock market ended last week slightly down, following a mix of economic. However, the way the market reacted was quite positive and it’s possible this year’s stock market decline has bottomed.

Tuesday, July 12, 2022

The stock market saw sustained gains last week and the Friday jobs report beat expectations. However, the thinking is that a good jobs report will …

Tuesday, July 5, 2022

The stock market was relatively quiet last week to wrap up the month of June and the second quarter of 2022. However, the start of the third quarter should be a different story…

Friday, July 1, 2022

We are all working towards our dreams, big and small, and I’m pleased to share with you a dream I’ve had for many years which recently came to fruition.

Tuesday, June 28, 2022

The stock market rallied strongly last week after three weeks of selling pressure, but will it continue or will it quickly sputter out like other recent market rallies?

Tuesday, June 21, 2022

This current downturn and gloomy market sentiment has been with us all year, so when will this market bottom out? Typical bear markets last 6 - 12 months...

Tuesday, June 14, 2022

The stock market gave up all of its recent gains, and more, between the end of last week and the start of this week due to a higher-than-expected inflation report released on Friday June 10th.

Tuesday, June 7, 2022

The U.S. continues to have a healthy job market, adding 390,000 jobs in May, and thus the fears of a recession may be overblown.

Tuesday, May 31, 2022

Last week the stock market experienced a robust and sustained rebound after eight weeks of losses. But will it last…

Tuesday, May 24, 2022

When the market is down 20% or more, you should consider investing extra cash, and this time is no exception. Don’t make one of the greatest investment mistakes that most investors don’t even realize they are making.

Tuesday, May 17, 2022

The stock market had another down week, and in the midst of last week’s downtrend the S&P 500 flirted with bear market territory on Thursday. The question everyone is asking now is: will the market continue to head lower?

Tuesday, May 10, 2022

The stock market began last week with a strong rally, only to be followed by a sharp downturn at the end of the week, which resulted in market indexes closing out the week modestly lower.

Tuesday, May 3, 2022

The last week of April was a volatile trading week for the stock market, with large swings to the upside and downside, but ended the week over all decisively lower.

Monday, May 2, 2022

Let’s take a closer look at what define and differentiate the two, and most importantly, what it means for your portfolio.

Tuesday, April 26, 2022

The market is sliding closer to the previous lows of March 7th and it will be a good sign if it bounces at the support level and climbs higher.

Tuesday, April 19, 2022

A remarkable trend currently exploding is the number of corporations discussing ESG (environmental, social, and governance factors) on their earnings call. ESG factors and investing isn’t just about aligning with sustainable values ...

Tuesday, April 12, 2022

Stock prices fell last week in response to the Fed’s plan to combat inflation, which staked out a more aggressive stance than investors had anticipated.

Tuesday, April 5, 2022

Last week the market consolidated its gains and took a breather after a volatile start to the new year. Most major indexes were down for the first quarter of 2022, but this doesn’t mean the stock market will have a bad year.

Tuesday, March 29, 2022

The stock market finally had a positive week of strong gains as the Federal Reserve raised interest rates by 0.25% and Russia’s attack on Ukraine continues…

Tuesday, March 22, 2022

The stock market finally had a positive week of strong gains as the Federal Reserve raised interest rates by 0.25% and Russia’s attack on Ukraine continues…

Tuesday, March 15, 2022

Clean energy stocks have been rallying, despite the overall market decline…

Tuesday, March 8, 2022

Market downturns can take an emotional toll on investors. It’s been shown that investors feel the negative emotional impact of a loss 2.5 times more than the positive emotional impact of a gain …

Tuesday, March 1, 2022

The market correction that began with a sharp decline in the beginning of January continued through the end of February, but there are significant differences between a correction and a bear market...

Tuesday, February 22, 2022

Over the past two weeks the stock market, along with the world, has been warily watching Russia’s next moves on the border of Ukraine. The stock market and investors dislike geopolitical uncertainty and ...

Tuesday, February 8, 2022

There is a good chance we saw the bottom of this current stock market correction (a drop of 10-20%) two weeks ago on January 24th, when the S&P fell to 4,222 and the Nasdaq fell to 13,094. Market drops like these occur quickly and …

Tuesday, January 25, 2022

The current stock market drop is now in correction territory - a short term market drop of 10 to 20% that occurs on average every year or two. These types of drops begin based on economic fundamentals and end on raw investor emotions.

Wednesday, January 19, 2022

The release of corporate earnings reports will increase in the latter half of January and will definitely influence the stock market. In which direction? We don't know just yet, but we're watching closely.

Tuesday, January 11, 2022

The yo-yo action continued the first week of January with the general stock market down, and technology stocks down sharply.

Tuesday, January 4, 2022

The stock market was relatively quiet last week, with no major news events and many investors on holiday. Let’s explore a few potential market movers we’ll be watching this month...

Tuesday, December 28, 2021

Tuesday, December 21, 2021

Tuesday, December 14, 2021

Last week we saw some panic buying, pushing the stock market far above the previous week’s lows.

Tuesday, December 7, 2021

Stock prices bounced up and down like a yo-yo last week amidst hopes and fears of omicron dominated the stock market.

Wednesday, December 1, 2021

Inflation has been one of the hottest topics in 2021, both because it’s around the highest we’ve seen in 30 years and because it affects us all personally. We’re seeing higher inflation due to an enormous amount of...

Tuesday, November 30, 2021

Last Friday we saw a knee jerk type of market sell-off following initial reports of the new Covid variant omicron. It was a large-scale worldwide stock market reaction which happened during Thanksgiving week when U.S. markets are...

Tuesday, November 23, 2021

Last week the house passed a $1.75 trillion social policy and climate bill, of which $555 billion is dedicated to climate programs. If the senate passes this bill as well, it will be the biggest government effort to combat climate...

Tuesday, November 16, 2021

After several weeks of big stock market gains, the market saw a slight downturn last week. We recently talked about this possibility and how a small decline during a strong advance is called a consolidation. It’s possible this...

Monday, November 8, 2021

Early in October we talked about how the stock market just needed a bit of good news to climb higher, and this past week we saw a lot of good news in the eyes of the market: A good employment report on Friday (released the first Friday...

Tuesday, November 2, 2021

The stock market had yet another positive week of gains to finish off a strong October performance with above-expectation corporate earnings as the main driving force. All three major U.S. stock indices (S&P 500, Nasdaq, and the Dow)...

Monday, November 1, 2021

If you’re like me creating an estate plan has been on the to-do list for years but is continuously pushed aside and replaced with more exciting and urgent tasks. Last month I was referred to an excellent lawyer and decided it was...

Tuesday, October 26, 2021

The stock market saw positive gains again last week with strong corporate earnings as a major catalyst. While on the flip side, (perceived) negative stories around the fear of higher inflation have been appearing in the news frequently...

Tuesday, October 19, 2021

A couple weeks ago I mentioned how even a little good news would get the market moving upward again, and last week’s positive corporate earnings report gave the market a lift we’ve all been watching for. At the start of...

Tuesday, October 12, 2021

Photograph by Raphael Kho Last week’s employment report was weak, as our economy added far fewer jobs last month than expected. Consumer spending is what drives our economy, and more employed people equals more spending, which...

Monday, October 4, 2021

Photograph by Blessings Ri September was a down month for the stock market, with a decline of 5% and the largest monthly drop since March of 2020. It was the type of drop the market often sees once or twice a year and can lead to some...

Friday, October 1, 2021

We know that the proper mix of assets reduces investment risk and volatility, but did you know one of the best ways to achieve this is through global diversification? Every year a different country has the largest stock market returns,...