What’s in Store for the Rocky Financial Markets in the Second Half of 2018? We are now past the halfway point of 2018, and, as far as the financial markets go, the contrast between what we experienced last year and what’s happened so far this year could not be more extreme. What do the next …

July Monthly Newsletter Read More »

Times Change, and Financial Strategies Should Change with Them As the stock market roller-coaster ride that began this winter continues into a third season, I wanted to make this month’s newsletter a brief refresher about why I believe my income-based business model is so appropriate for this new “era of economic uncertainty.” For nearly 20 …

June Monthly Newsletter Read More »

Buckle Up as a New Chairman Attempts to Land the Fed’s Experimental Plane The dramatic market volatility I discussed in last month’s newsletter continued throughout April as the yield on the 10-Year Treasury rate topped 3 percent for the first time since 2014. Fears of rising interest rates and inflation helped drive the volatility along …

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Will a Staggering Stock Market Find its Legs or is it Already KO’d? It’s up, it’s down, it’s staggering all around. Like a pummeled boxer, the stock market can’t seem to decide whether to keep fighting or stay down for the count. After experiencing a 10 percent correction during the first full week of February, …

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Thinking You ‘Have Plenty’ Often Leads to the Danger of Complacency With the stock market still fluctuating wildly after February’s 10 percent correction, I wanted to devote this month’s newsletter to a somewhat broader topic: complacency. There are all kinds of dangerous ways to become complacent with your money, but one I see often stems …

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