Welcome

Does Your Paycheck Need A Health Check?

In any given year, it’s good practice to take a look at your payroll deductions. But it’s even more urgent now, considering the seismic shift in tax policy from 2017 to 2018. The Tax Cuts and Jobs Act of 2017 … Continue reading

What Needs to Happen for the Crypto Market to Gel

Whether any of us like it or not, crypto-assets are here to stay. We’re not rushing out to buy anything in this sphere today. At the moment, there are still more reasons to take a pass than there are to … Continue reading

The Only Thing To Fear Is Mild Anxiety Itself

Wall Street is worried. But does it really have a reason to be? The CBOE Volatility Index (VIX)—the so-called “fear gauge”—has had some rough sledding lately. After 15 months circling in a holding pattern in the 10-to-15 range, the line … Continue reading

November 2017 Recap

“It’s the most wonderful time of the year…” and that’s not only because everyone is a little happier around the holidays. Historically, the S&P 500 has been up 19 of the last 25 Novembers and 20 of the last 25 … Continue reading

Inside an Index

The seasons are changing, but not much seems to be changing with stocks. Leaves are falling. Stocks prices are ascending. Another day, another new all-time high.  Even the first trading day of Q4 welcomed new highs, and the Dow Jones … Continue reading

October 2017 Recap

With Halloween in the rearview mirror now, it makes you wonder: why do we like to be scared so much in the first place? Experts will tell you there are several reasons, but basically fear works on our bodies like … Continue reading

Then and Now: The Crash of 1987

It wasn’t quite the Kennedy assassination, “9/11”, or the O.J. verdict, events where time seemed to stand still for a few moments.  But don’t tell that to the Wall Street traders and advisers who lived through “Black Monday,” the bloodiest … Continue reading

September 2017 Recap

Hurricanes Harvey, Irma, and Maria wreaked havoc within a few weeks of each other.  Houston was hit with historic rainfall from Harvey, and much of Florida was ravaged by wind damage from Irma.  But Puerto Rico suffered the most out … Continue reading

August 2017 Recap

It’s hard to stay focused on a lot of things, including the markets, in the face of the human tragedy like what we’ve witnessed from Hurricane Harvey and its aftermath over the last few weeks in South Texas, in the … Continue reading

Plans to Pay for College

WOW – August already!  Where has the summer gone?  I can't believe that it is time for school and college to get cranked up again in a matter of weeks.   I personally have two going back to college this year.  … Continue reading