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When Is The Next Recession?

September 26, 2018

The Great Recession was ten years ago. With anniversaries like Lehman Brothers’ collapse on September 15, 2008, the subject has been front and center with many of the major media outlets trying to draw parallels between then and now.

Bull Markets Climb a Wall of Worry

August 27, 2018

I love this phrase because it describes so well how most bull markets function. We are currently in a secular bull market, but the media, the average investor, and even some pundits are looking for a shoe to fall so they can call the end of this bull market run.

2nd Quarter 2018 Market Review

July 17, 2018

The S&P 500 finished the quarter up 2.93%, fighting headwinds of threats of trade wars. While 2.93% is a slightly above average quarterly return, it was surprising that the markets didn’t react more positively given the record earnings reported during the quarter.

Highly Appreciated Concentrated Stock Positions

July 12, 2018

Having a highly appreciated concentrated stock position is a blessing and a curse. Often this stock is a client’s largest asset, making the decision to keep the position or to diversify out of it that more challenging.

Financial Freedom

June 26, 2018

It’s not often that I come upon an article online that I find interesting enough to share with clients. Today I came upon an article titled, “Suze Orman shares the biggest money mistake that almost everyone makes."

Retiring Abroad: Understand the Laws of Your Destination First

June 8, 2018

When moving to a new country for good, it's critical to get a read on the legal climate beforehand. This quick primer should help you understand how to decipher the laws and rules.