Dow 20K and Beyond – Keep Your Brain in the Game

“The underlying principles of sound investing should not alter from decade to decade, but the application of these principles must be adapted to changes in the financial mechanisms & climate.” -Ben Graham Now in the eighth year of a re… Read More

Trump Honeymoon is Over as the 100-Day Results are In

Commander-in-Chief Donald Trump, otherwise known as “The Donald” or “DJT” is our 21st Century P.T. Barnum. He seems to love being in the middle of controversy and pushing people’s buttons. Yet his ratings, along with his skin appear to be … Read More

Buy Stocks in May and Stay? Investing Your Money

October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December August and February. – Mark Twain Mayday is an emergency procedure word us… Read More

How To Pick A Quality Mutual Fund or Race Horse: More Than a Name

“In the business world, the rearview mirror is always clearer than the windshield.” -Buffett   The summer weather is heating up, kids are out of school and people are breaking out their checkbooks and fancy hats to welcome in t… Read More

3 Critical Investing Mistakes: Don’t be Fooled!

 “Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” -Jason Zweig.   Fear and greed continue to drive investors decisions more so than logic and long term resolve.… Read More

Donald Trump POTUS? 3 Industries That Would Win

“There’s no such thing as bad publicity” is mostly connected with P.T. Barnum, the 19th century circus owner. Barnum was a self-publicist of the first order and never missed a chance to present himself and his company to the public. … Read More

Muster Drill: 3 Things to Do After A Stock Market Correction

A market correction is the perfect time to open your statements and perform a “muster drill” (an emergency test) by testing and verifying your portfolio performance and strength in extreme market conditions. A muster drill is a… Read More

Tech-Bubble Deja vu? Return to the NASDAQ 5K

 Capitalism is alive and well with the Nasdaq composite index trending above 5,000 last quarter for the first time in 15 years since it hit 5,048.62 on March 10th, 2000 during the dot-com gold rush. With many investors still having a bad t… Read More

The a.r.t. of Investing: Define Your Strategy

Studies on investor behavior indicate that many main street investors fall short of their investment goals over time. This significant “behavior gap” is a clear example of the perils of investor psychology to emotionally take a… Read More