Custom Portfolio Management
The accounts are primarily invested in mutual funds and exchange-traded funds (ETFs). All funds have passed my rigorous due diligence process.
Wealth Management
I am a financial advisor with the experience and knowledge you can trust to know which investment vehicles could be suitable for you.
Investing in an Overpriced Stock Market
Is the market overpriced according to 3 value measures, the CAPE Ratio, the Q Ratio, and market cap to GDP? Unfortunately, the answer is very.
Fee-Only or Commission What’s Best for You?
Beginning June 30, 2020, broker-dealers will start operating under a new standard called Regulation Best Interest.
Should You Be Concerned about Bonds in Your Portfolio?
For the second time in three years, J.P. Morgan CEO Jamie Dimon says he would not buy bonds.
2021 Outlook for Stocks and Bonds
My prediction is that it will be more difficult for both U.S. stocks and bonds to go up in the coming years.
Retiring When the Stock Market Is High, and Interest Rates Are Low
Many retirees who are frustrated by low rates have put money for income that was earmarked for bonds into stocks.
DOL Fiduciary Rule Timeline & Updates
July 7, 2020, the Department of Labor issued a final rule to close the circle, begun by the 2010 Fiduciary Rule and the new SEC best interest rule.
Bitcoin the Future of Money or a Novelty
Bitcoin is a novelty. Its value comes from a misplaced view of where the money comes from, together with its scarcity.