August Market Update: What Caught Our Eye In July
In the August investment edition of the Wealthy Behavior podcast, I talk once again to Heritage's Chief Investment Officer, Bob Weisse, about the markets, economy, ...
Investing Articles
Fleeting opportunities: Two Things to do in Your Portfolio Now
What was is not what will be. Stock and bond investment opportunities have changed. Short-Term Needs – your money market and short-term bonds won't yield ...
Talking Markets with CNBC’s Michael Santoli
In the latest episode of the Wealthy Behavior podcast, I talk markets, the economy, how investors should use the information they hear on CNBC and ...
The Market Isn’t Fighting the Fed
Don’t Fight the Fed. It’s an investing mantra I’ve written about before. And in this market environment where the Fed has raised rates a lot ...
Are We In a New Bull Market?
On June 8th, the S&P 500 closed at 4,293.93 - more than 20% from its October 12, 2022 low leading to a market commentary avalanche ...
June Market Update: Resiliency Remains
The debt ceiling distraction is behind us for a couple of years, so investors can resume focusing on their most recent obsessions: the Fed, inflation, ...
Invest(or) Performance Matters Most
In the how to invest section of my personal finance book, I highlighted the biggest hidden obstacle investors face in their money-making journey: the investor ...
May Market Update: A Game of Wait and See
The market is doing well, the economy remains strong, inflation numbers are coming down, and the jobs market remains healthy. In this episode of the ...
What Are You Leaving On The Table?
In 2001, Vanguard, a company that is known for do-it-yourself, low-cost index investing, published a study on the value that a financial advisor can add ...
Investing Lessons from the Man Who Beat the Casinos
Ed Thorp is a brilliant guy who used math to beat the casinos at blackjack, roulette, and other games. Along the way, he was drugged, ...