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Portfolio Strategy Review Q1 2021

“If you don’t know where you are going, you’ll end up someplace else.” Yogi Berra The consistent theme in these quarterly reports is that sound strategy prioritizes your goals and gives you even...

Are Bitcoin and Cryptocurrency Here to Stay?

There has been a lot of controversy and disagreement on the viability of cypto assets like Bitcoin. It's been called the next "store of value" (akin to gold), a highly secure medium of exchange, an...

Portfolio Strategy Review 2020

“America will never be destroyed from the outside. If we falter and lose our freedoms, it will be because we destroyed ourselves.” Abraham Lincoln The year 2020 is over. Good riddens. A year we will...

Portfolio Strategy

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Portfolio Strategy Review Q3 2019

Trade Tensions Markets always face uncertainty because the future is never known. Recent market activity suggests the uncertainty factor is greater than usual with impeachment hearings, drone strikes in Saudi Arabia, and a messy “Brexit” across the pond. U.S. economic...

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Portfolio Strategy Review Q2 2019

Giving Candy to a Baby Since everyone knows the US now has the “greatest economy, the likes of which the world has never seen....” what can be done for an encore? I have some good ideas. First, let’s stimulate the economy with tax cuts. Consumer spending drives 70% of...

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Portfolio Strategy Review Q1 2019

The Rebound from December The business channels keep alarming us about a potential recession and the upside-down yield curve. The stock market ignored the pessimism rebounding from December’s intense selloff. Indeed, stock markets found comfort in the temporary magic...

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Portfolio Strategy Review 2018

They Don’t Always Go Up A market decline was overdue. 2018 was the first year since 2008 that over 90% of major asset classes declined. The December declines were the worst since 1931. The 20% decline from September’s market peak pushed us into bear market territory....

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Portfolio Strategy Review Q3 2018

The Judge Likes His Beer and Rising Interest Fear  The US 10-year bond rate is a good proxy for the cost of money. If you need credit to buy a house, car, invest in a business, etc., the rate matters. For example, when mortgage rates go up housing is less affordable...

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Portfolio Strategy Review Q2 2018

Crypto Crashing, Trump Bashing (except his pal Vlad) The new tax cuts have bolstered US economic growth in this 9th year of economic expansion. Median forecasts for Q2 economic growth are 3.7%, much higher than Q1’s 2.2%. The policy may be good politics, and might be...

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401k & Retirement Planning

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The DOL Rule Goes Live

In case you missed it while you were busy with your daily duties, the DOL Rule (aka Conflict of Interest Rule) went live on June 9th. It only took 7 years to draft, craft, and compromise against fierce resistance from lobbyists, politicians, and financial...

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Investment Discipline

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Business Valuations

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Exit Planning

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Advice That Matters

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Personal Planning

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Reading For Results

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