I Wish It Was Easier

I Wish It Was Easier “Don’t avoid stocks – not if you need them to reach your financial goals.” –Ken Fisher 05-23-2022 I think we can all pretty much agree that we do need stocks to help us reach our financial goals. Very few people living today have the luxury of being able to maintain …

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Not Rocket Science Here

Not Rocket Science Here “Invest for the long haul. Don’t get too greedy and don’t get too scared.” –Shelby M.C. Davis 05-16-2022 Check out the graph below to verify the accuracy of Shelby’s quote. The longer you stay in the game, the better the odds are you will see gains. Not rocket science here but …

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Musings On The Markets

Musings On The Markets “If you’re in the market, you have to know there’s going to be declines.” –Peter Lynch 05-02-2022 Saying things are a little rocky right now in the financial markets would be quite the understatement. The S&P 500 was down almost 4% last Friday. It’s currently 14% off it’s highs. Other parts …

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Speaking Words Of Wisdom

Speaking Words Of Wisdom “Speaking words of wisdom, let it be.” –The Beatles, Let It Be lyrics, circa 1973 04-25-2022 When we find ourselves in times of trouble in the markets, let’s turn to the wisdom of the greats to help us weather the storm. Wisdom From the Greats to Help You Weather Stocks’ Turbulent …

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Are You A Patient Investor?

Are You A Patient Investor? “The stock market is a device for transferring money from the impatient to the patient.” –Warren Buffett 04-18-2022 Once again, Buffett hits the nail on the head. In order to have a successful investment experience investors have to be patient and focus on the long-term. Check out the short video …

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The Folly of Meme Investing

The Folly of Meme Investing “Human ingenuity is the engine that drives the stock market.” –David Booth, Executive Chairman and Founder of DFA 04-11-2022 You mean the stock market isn’t driven by these so called meme stocks that we’ve been hearing so much about lately? You know those stocks that have gained cult-like following on …

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You Got Vertigo Yet?

You Got Vertigo Yet? “Volatility and stocks go hand-in-hand. Embrace it. Don’t try timing it. You can’t control it – only how you react.” –Ken Fisher 03-28-2022 You got vertigo yet from the crazy stock market swings of late? Unless you want to live with near zero returns on risk free investments, you have to …

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ADV 2 for 2022

ADV 2 for 2022 As part of my fiduciary duty to you, I am required to supply you with a copy of my annual ADV 2 that I submit to the Financial Industry Regulatory Authority (FINRA). My filing for 2022 is available for downloading: Download ADV 2 pdf There are no material changes from the …

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