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Posts by category

• Category: China
  • Market Commentary
• Category: covestor
  • Quoted in Wall Street Journal
  • Is now the moment to invest in the stock market?
  • What to Make of the Current Market High
  • Low Beta and High Beta
• Category: dividends
  • A Productive Use of Time
  • “Lies – damn lies – and statistics”
  • Investopedia Q & A
  • Another Raise
  • Market update
  • Market Outlook
  • No Need to Worry: Positive Trends Remain in Place
  • “The time to build an arc is when the sun is shining.”
  • Portfolio Changes
  • Update on one of our Dividend and Growth Plus Strategy Holdings
  • Don’t Rule Out Bonds for Income
  • Why We Use Dividend Paying Stocks for Income
  • Rally or Top?
  • Investment Outlook – September 2012
  • It’s All About the Bazooka
  • Pre Mid-Year Wrap Up
• Category: eclipse
• Category: economy
  • Cash Flow Relief through the CARES Act
  • Dividend Investing
  • Opening Remarks for 2015
  • Investors.com quote
  • Fed Policy and the Market
  • So if the Economy is Recovering, Why Don’t You Feel Better?
  • “What…Me Worry?”
  • S&P Downgrade
  • Just Saying – Debt Ceiling
• Category: Finance
  • New Faces, Same Policies
  • Time to Short the Fangs?
  • And the Dam Bursts…
  • 401 Advisor Podcast
  • Successful Retirement Based on Strategy
  • What You Do, Depends on What you Own
  • Market Volatility
  • Big Changes to IRA’s
  • TNSTAAFL
  • Market Commentary 09/04/2019
  • Service-Connected Disability Income Tax Deduction
  • Mid Year Outlook
  • Where Can an Investor Turn for Help?
  • More Positive News
  • 5 Investments to Make with a Lump Sum
  • It Really is All About Dividends
  • Spooked Markets: Is This the Correction?
  • Market Sends Mixed Signals
  • Stock Report
  • Should I Own Bonds?
  • Stocks today
• Category: Financial Planing
  • Tax Strategies for Retirement
  • Where Do We Go From Here
  • The Good, The Bad, and The Ugly of Annuities
  • Retirement Income Maximization
  • Surviving A Bear Attack
  • Getting to The Zero Percent Tax Bracket In Retirement
  • Why You Should Want A Fiduciary
  • Social Security-Your Most Important Decision
  • A Tax Bomb Awaits You
  • What Is Financial Planning Anyway
  • If Tomorrow Never Comes
• Category: Financial Planning
  • The Foundation of Your Financial Plan
• Category: Investing
  • Defensive investing in a Bull Market
  • Last Minute Gifting Advice
  • Investment Update
  • Caution is Warranted Despite Winning Streak
  • Portfolio Alert
  • Is There Value Left in Low-Beta Market Sectors?
  • Quoted in “Fiscal Cliff: Fact or Fiction?”
  • “Next Invest”
  • Can the Rally be Trusted?
  • So How’s That Asset Allocation and Diversification Working Out For You?
• Category: Investment Management
• Category: Investments
• Category: money management
• Category: portfolio
• Category: retirement investing
  • Web Talk Radio Interview
• Category: Retirement Planning
• Category: starting to invest
• Category: stocks
• Category: Uncategorized
  • Article On NEW IRA Advisor Rules
  • New Article on 529 Plans
  • Covestor and MarketWatch Articles
  • The FInancial Media and You
  • Market Perspective
  • Why I’m Getting Ready to ‘Go Away in May”
  • Is The Market Topping?
  • Just One Thing…
  • Can The Market Rally Continue?
  • A Troubling Sign from Junk Bonds
• Category: Wealth Management