Diamonds
I often meet people with investment accounts at Edward Jones, Merrill Lynch, Morgan Stanley, etc. When they learn that I am an Independent Financial Advisor the next question is usually this: “how are you different from my guy at insert…
Investing Trends – Floating Rate Bonds
Since the FED interest rate hike in December of 2016, floating rate bonds have caught the attention of bond investors. Floating rate funds are being sold to income investors as a way to make money in bonds during a raising…
Value Versus Growth – Time To Pick A Side?
I really try not to play the “value vs growth game” when managing client portfolios (think Exxon and AT&T when you hear “value”, think Apple and Amazon when you hear “growth”). I call it a “game” because games have winners…
Is Market Negativity Good For Stocks?
With the Dow Jones Industrial Average down 8% year-to-date, investor attitudes are gloomy at best. Yet the US stock market is at the same point it was in September of 2014 – we are close to “unchanged” on a year-over-year…
How To Handle Stock Market Crashes
My rule #1: Panic when others are calm, be calm when others are panicking. This rule served me well during my time on Wall Street – some of my best trading days occurred on days when “panic” was in the…