CALL US: 800-384-1756
All Topics Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All
Inflation View – The Big Worry

Inflation View – The Big Worry

June 7, 2021
In my 40+ years of investment experience, I have seen days of very high inflation (late 1970s – early...
Read
Taking Stock…Peak Data, But Not Market Peak in Our View

Taking Stock…Peak Data, But Not Market Peak in Our View

June 7, 2021
“Successful investing is about managing risk, not avoiding it.” -Ben Graham The market has been anything but...
Read
The Federal Reserve, Unemployment, and Inflation

The Federal Reserve, Unemployment, and Inflation

May 11, 2021
Something that has caught my eye and feeds into the inflation question, “Will inflation return on a more sustained...
Read
Hard to Be Bearish…Stay the Course

Hard to Be Bearish…Stay the Course

May 10, 2021
“Buy not on optimism, but on arithmetic.” – Ben Graham Can the economic and earnings data, as...
Read
We’re Due for a Pause in Growth, but the Backdrop Remains Positive

We’re Due for a Pause in Growth, but the Backdrop Remains Positive

April 5, 2021
“As long as the roots are not severed, all is well. And all will be well in the garden....
Read
This Too Shall Last

This Too Shall Last?

April 5, 2021
The U.S. economy should grow more than 5% “real” gross domestic product (GDP) this year. I had been looking...
Read
A break in the calm

A Break in the Calm

March 5, 2021
A break in the calm is starting to happen within the financial outlook. Many respected economists, on both sides...
Read
1999 We Think Not Volatility…Yes Bubble…No

1999? We Think Not! Volatility…Yes; Bubble…No.

March 5, 2021
“The most contrarian thing of all is not to oppose the crowd but to think for yourself” –...
Read
We’re Off to an Interesting Start in the New Year…We Still See Positive Equity Returns in 2021.

We’re Off to an Interesting Start in the New Year…We Still See Positive Equity Returns in 2021.

February 8, 2021
“Owners of Sound Securities Should Never Panic” –  J. Paul Getty As you know, we introduced our...
Read
Madness of Crowds

Madness of Crowds

February 8, 2021
“Every age has its peculiar folly: some scheme, project, or fantasy into which it plunges, spurred on by the...
Read
Possible Hysteresis – Longer Term After Effects of the Pandemic

Possible Hysteresis – Longer Term After Effects of the Pandemic

January 11, 2021
The stock market, like a wise wizard, has the capability of looking to the future and seeing reality. A...
Read
Our Outlook for the New Year

Our Outlook for the New Year

January 11, 2021
“It is better to be approximately right than precisely wrong.” – John Maynard Keynes No one is...
Read

Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

LATEST EPISODES

#57

Women’s Wealth: Beyond Finances

June 15, 2021
Listen
#56

Preparing – and Paying – for College

May 25, 2021
Listen
#55

The Hydration Sensation…An Often-Overlooked Key to Wellness

May 4, 2021
Listen
All Podcast Episodes

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Subscribe to Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.
Contact Us