Partial Bank Sale – 9% Cash

Partial Bank Sale – 9% Cash

As much as I love the financial trade, it’s crowded. Unlike other larger trends developing, semis, basic materials, it seems that every manager I know is loaded in the financials. The trade makes a ton of sense. We’re in a rising rate, deregulation environment. The...
Newton’s First Law

Newton’s First Law

Jesse Livermore was one of the greatest investors who ever lived. After building up a small fortune from scratch, he capitalized on that cash in 1929 netting $100MM.There is a passage in Reminiscences of a Stock Operator when the great Jesse Livermore recalls a lesson...
CSCO Shines

CSCO Shines

In 2013 I showcased three stocks that I thought were ripe for moves higher. These three boring but beautiful stocks had all the makings of stodgy names just waiting to be discovered. Two out of the three have come to fruition with one being still my favorite and best...
Inflation Train

Inflation Train

Yesterday we saw home sales numbers come in lower than expected. The market was anticipating existing home sales in the month of December to be 5.52M with a month over month decline of 1.6%. Reports showed a deeper slowdown however with 5.49M homes sold and a month...
Stop Trying to Time the Market!

Stop Trying to Time the Market!

One of the biggest downfalls of the common investor is to try to time the stock market. Typically, this correlates with market price and a bias surrounding previous bear market declines. For instance, at this present moment, while the Dow approaches historic highs of...
New Year Check List

New Year Check List

It’s amazing to me that another year has passed. The irony is that, before you know it, 2017 will be in full-swing and we’ll all be wondering where the time went. The beginning of the year presents us with a refreshing opportunity to take inventory of our financial...
Rebalance Rebalance Rebalance

Rebalance Rebalance Rebalance

Well, it’s that time of year again. Drag out the tree, string up the lights, hang the stockings and rebalance that retirement account! Wait, what?!? Yep, that’s right, the good ole’ annual rebalance is something that should be a staple to any active retirement plan...
The Reality of Trumpism – Best Defense is a Strong Offense

The Reality of Trumpism – Best Defense is a Strong Offense

There’s a lot of hubris in the air. Despite the fact that the election is a mere one month behind us, it seems as if America is “great again” – or, at least, that is the spirit. The stock market  is responding with a bullish advance, headlines such as the Carrier deal...
10 Tips – Consider Giving Stock

10 Tips – Consider Giving Stock

10 Financial Ideas to Keep you Sane during an Insane Time – #2 – Consider Gifting Stock I’m often asked how I got involved in the investment world. While I was fortunate to come from a family participating on Wall Street for over 100 years, the fact of the matter is...
10 Tips for Christmas – Want, Need, Wear, Read

10 Tips for Christmas – Want, Need, Wear, Read

The holidays are fantastic but, let’s be honest, they also usher in a boatload of financial stress. Pressure to buy great presents, update the decorations, bring something to that next party and, of course, mail out some fantastic cards- complete with a family photo,...