March 2018 Newsletter

Thinking You ‘Have Plenty’ Often Leads to the Danger of Complacency With the stock market still fluctuating wildly after February’s…

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February 2018 Newsletter

Occasional Strong Headwinds for Fixed Income are Nothing New As you know, the stock market rose by over 20 percent…

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January 2018 Newsletter

2018 Will Be Another Double-Digit Year for the Stock Market, But… You don’t need me to tell you 2017 was…

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December Newsletter

Monthly Newsletter   Resolve to Maintain Your Fiscal Good Health in 2018   It’s that time of year again when…

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November Newsletter

Monthly Newsletter Time to Go Over Your Year-End Financial Planning Checklist For many Americans, the holiday season is a time…

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October Newsletter

Monthly Newsletter   Could the Fed Shake Up Wall Street Even More Than Congress This Fall? Say farewell to the…

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September Newsletter

Monthly Newsletter   The Stakes Keep Getting Higher in the World’s Biggest Casino As you probably know, the stock market…

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August Newsletter

Monthly Newsletter August 2017 Latest Market Madness Shows That Our ‘Gambling Addiction’ Runs Deep In this newsletter, I’ll compare investing…

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July Newsletter

Monthly Newsletter   Meeting Your Income Needs Begins with Identifying Them Whether it’s pulling out of the Paris Agreement on…

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June Newsletter

With the “Honeymoon” Over, the Next 100 Days Could Mark a Return to Reality for the Financial Markets

As expected, Trump fans and haters argued about the pros and cons of his first 100 days in office, but there is little argument about his impact on the stock market. The markets have hit new peak highs several times since November 8 in a “honeymoon” rally based almost entirely on optimism about Trump’s corporate-friendly economic policies. Yet, apart from all the irrational exuberance on Wall Street, Trump’s first 100 days were indeed a mixed bag worthy of debate.

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