Broker Check


Thursday, May 25, 2023

What do the statistics say about average investor's ability to time the market? It's not pretty. Long term average returns of mutual fund investors based on real world data from DALBAR's annual QAIB report demonstrate this.

Tuesday, May 23, 2023

What is a bull market, and more importantly, who determines if we are in one?Technically speaking, a bull market is defined as a 20% gain in a stock market index, such as the Standard & Poor's 500, from a closing low.So are we in one?...

Tuesday, May 16, 2023

A brief outline of how social security works for surviving spouses.

Friday, May 5, 2023

The Regional Banking Crisis may be the canary in a coalmine for the economy and thus the direction of interest rates.

Wednesday, April 12, 2023

This morning's CPI print of .1% surprised most market watchers as some "inflationists" were expecting .5% and consensus was at .3%.  So, this is easy math. That's annualized inflation of 1.2%. That's right...1.2%. Wow!  Now,...

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Wednesday, April 5, 2023

Yogi Berra once said: "Predictions are always diffcult, especially when it's about the future."So, please keep this in mind as the short answer is nobody really knows.  However, if we take a look at the two determing factors of...

Tuesday, March 28, 2023

As the captial market strategist, money managers, and Fed watchers battle over whether higher than average inflation is in a secular uptrend (i.e. longer term) or is transitory and heading back to 2% or less, it is important to keep in...