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July 2020 Commentary
The Impact of Federal Reserve Policy and Valuation The second quarter was marked by a…
The Things That Used to Matter to Stock Investors Don’t Anymore
Rising earnings. Economic growth. Bargains. A lot of the stuff investors were thought to cherish…
Why Is It Important to Have a Financial Plan?
During the summer after my sophomore year of high school, I got my first job…
The Month that Changed Everything
For most of us, the first quarter of 2020 was unlike anything we have ever…
Coronavirus Part III
After a 12-year bull market (the longest in history), the U.S. equity market has entered…
Coronavirus Part II
It has been 10 weeks since China reported the outbreak of the Coronavirus. We have…
Coronavirus Stock Market Impact
The Coronavirus has taken center stage in the news and in the markets. While it…
Profit Estimates Do a Weird Thing: Hold Up Amid Earnings Season
Traditional indicators have suddenly stopped mattering in a stock market driven by global health concerns,…