Broker Check


Thursday, May 18, 2023

Lately, I have been receiving the question, "Why am I so bearish?" quite often. It may surprise those who are familiar with my 25-year career in asset management, as I have typically been more bullish than bearish. As evidence, my...

Monday, May 15, 2023

Although Credit Default Swaps are not commonly discussed and not easily tradable for retail investors, we consider CDS one of several forward-looking digital signals. A credit default swap is a contract between two parties where one...

Wednesday, May 10, 2023

As a financial advisor, I've noticed a common concern among potential clients: passing financial responsibility to someone else. With market uncertainty and overwhelming advice, it's important to seek help.

Tuesday, May 2, 2023

The latest round of economic data is in, from Q1 corporate earnings to GDP and CPI data. The core indices have been largely flat but as of this video, the S&P has been up 9% year-to-date. Therefore, it is only natural that we’ve...

Thursday, April 27, 2023

Bonds are often overlooked, but they can be a great tool that can help grow and protect your wealth. The quick insight is that we are not using bonds in our portfolio for their yield, which is likely the same as a decent savings account tod

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Tuesday, April 25, 2023

I am human, so occasionally, I can question my own market opinions, especially given how the market has reacted to bad news and uncertainty lately. Anytime I have these thoughts, I go back to the core principles we use to make...

Friday, March 10, 2023

We've been concerned about the economic cycle since early 2021, and now the cracks are clearly evident. After his latest FOX Business interview, Eddie received a lot of questions about his comment, "in my opinion, there is nothing...