Blogs
The FInancial Media and You
With the turmoil in Washington have come several calls and emails from concerned clients. Not surprising considering the circumstances. But the one troublesome common thread has been the affect that the media has had on investor psyche. Most callers have questioned...
“What…Me Worry?”
Thought I’d show my age by recalling two iconic figures from the past; Clara Peller’s “Where’s the beef?” Wendy’s ads and Alfred E Neuman’s catch phrase from the cold war days “What, Me Worry?” But they both sum up our current political standoff...
Is now the moment to invest in the stock market?
You are invited to an exclusive online presentation by a diverse team of Portfolio Managers on Covestor. They will share with you their current market concerns, provide important new insights, and explain how it’s possible to play both offense and defense amid the...
Market Perspective
While the global and economic headlines scream volatility, the market has actually been fairly calm. The S&P 500 is still trading well within its bull market rally channel. In other words, the recent drop has been very normal, and what one would expect, without...
Investment Update
Our largest investment strategy based on assets under management is our Dividend and Growth Plus strategy. I combine for our clients stocks that pay a modest but increasing dividend with stocks that have a high dividend yield, but less likely prospects to raise the...
Don’t Rule Out Bonds for Income
I recently posted an column at: MarketWatch.com titled: “Why Individual Bonds Remain Very Attractive” While investors are bailing from bond mutual funds – a wise move, individual bonds do offer protections against rising interest rates not found in...